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Home > Institutional Investor > Moody Lynn & Lieberson, Inc. > Profile

Instuitional Investor - Moody Lynn & Lieberson, Inc.

Fund Profile
Filing Period:
Fund Name: Moody Lynn & Lieberson, Inc.
Portfolio Value $1,732,760,794
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Broadcom Inc.
 AVGO 411,681 $113,479,868 6.55%
2.
Nvidia Corp
 NVDA 651,924 $102,997,473 5.94%
3.
Microsoft Corp
 MSFT 193,428 $96,212,990 5.55%
4.
Alphabet Inc.
 GOOGL 381,369 $67,208,659 3.88%
5.
Eli Lilly & Co
 LLY 81,816 $63,778,026 3.68%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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