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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 $1,558,284,884
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 648,769 $70,313,584 4.51%
2.
Microsoft Corp
 MSFT 185,841 $69,762,829 4.48%
3.
Broadcom Inc.
 AVGO 415,134 $69,505,886 4.46%
4.
Eli Lilly & Co
 LLY 84,040 $69,409,476 4.45%
5.
Apple Inc.
 AAPL 273,790 $60,816,973 3.9%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)