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Livermore
Livermore
ZHEN

Moody Lynn & Lieberson, LLC

SEC CIK
0000938592
Latest filing
Jul 20, 2026

The latest 13F from Moody Lynn & Lieberson, LLC covers Q2 2026 (filed Jul 20, 2026): 264 long positions worth $1.90B. The top 10 holdings make up 45.8% of the portfolio, and the largest is Alphabet Inc. (GOOGL) at 7.3%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
34
Est. +$23.0M
Added
85
Est. +$60.9M
Reduced
105
Est. −$92.1M
Sold out
20
Est. −$45.4M

Top 5 holdings

Share of this quarter's portfolio value

  1. GOOGLAlphabet Inc.
    7.3%$137.6MHistory
  2. NVDANVIDIA Corp
    6.7%$126.9MHistory
  3. AVGOBroadcom Inc.
    6.1%$116.4MHistory
  4. LLYEli Lilly & Co
    5.1%$97.4MHistory
  5. AAPLApple Inc.
    4.3%$81.7MHistory

Share of portfolio

Top 5 holdings and the other 259 positions, by share of portfolio value

  1. GOOGL7.3%
  2. NVDA6.7%
  3. AVGO6.1%
  4. LLY5.1%
  5. AAPL4.3%
  6. Other 259 positions70.5%

Biggest buys

New and added positions, by estimated amount bought

  1. MRKMerck & Co., Inc.
    +$7.80MAddedHistory
  2. AEPAmerican Electric Power Co Inc
    +$7.30MAddedHistory
  3. Nestle SA ADR641069406
    +$5.04MAdded
  4. Vanguard Ftse Emerging Markets ETF922042858
    +$4.23MAdded
  5. ABTAbbott Laboratories
    +$3.77MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. MSMorgan Stanley
    +0.52 pp2.3% → 2.8%History
  2. PANWPalo Alto Networks Inc
    +0.43 pp0.3% → 0.7%History
  3. MRKMerck & Co., Inc.
    +0.41 pp0.3% → 0.7%History
  4. AEPAmerican Electric Power Co Inc
    +0.38 pp0.2% → 0.6%History
  5. AAPLApple Inc.
    +0.34 pp4.0% → 4.3%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. WFCWells Fargo & Company
    −$11.7MReducedHistory
  2. NOWServiceNow, Inc.
    −$9.24MSold outHistory
  3. GLDSPDR Gold Trust
    −$8.60MReducedHistory
  4. PEPPepsiCo Inc
    −$7.39MReducedHistory
  5. NOCNorthrop Grumman Corp
    −$6.34MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. GLDSPDR Gold Trust
    −1.27 pp4.2% → 2.9%History
  2. NOCNorthrop Grumman Corp
    −0.67 pp1.1% → 0.4%History
  3. WFCWells Fargo & Company
    −0.64 pp0.9% → 0.2%History
  4. NFLXNetflix Inc
    −0.60 pp1.6% → 1.0%History
  5. PEPPepsiCo Inc
    −0.55 pp0.9% → 0.4%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$1.90B
+$113.6M (+6.4%) vs. prior quarter
Positions
264
+14 vs. prior quarter
Top 10 concentration
45.8%
Top 10 as share of value
Turnover
4.6%
Q2 2026, one quarter
Average holding period
19.7 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $1.90B (Q2 2026)

Q1 2021: $1.20BQ2 2021: $1.33BQ3 2021: $1.33BQ4 2021: $1.49BQ1 2022: $1.37BQ2 2022: $1.11BQ3 2022: $1.04BQ4 2022: $1.09BQ1 2023: $1.11BQ2 2023: $1.24BQ3 2023: $1.17BQ4 2023: $1.31BQ1 2024: $1.49BQ2 2024: $1.53BQ3 2024: $1.62BQ4 2024: $1.63BQ1 2025: $1.56BQ2 2025: $1.73BQ3 2025: $1.86BQ4 2025: $1.89BQ1 2026: $1.78BQ2 2026: $1.90B
Q1 2021Q2 2026
13F filings of Moody Lynn & Lieberson, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 20, 2026264$1.90BGOOGLNVDAAVGOvs. Q1 2026SEC
Q1 2026Apr 13, 2026250$1.78BGOOGLNVDAAVGOvs. Q4 2025SEC
Q4 2025Jan 15, 2026265$1.89BGOOGLNVDAAVGOvs. Q3 2025SEC
Q3 2025Oct 20, 2025259$1.86BAVGONVDAMSFTvs. Q2 2025SEC
Q2 2025Jul 17, 2025258$1.73BAVGONVDAMSFTvs. Q1 2025SEC
Q1 2025Apr 28, 2025244$1.56BNVDAMSFTAVGOvs. Q4 2024SEC
Q4 2024Jan 21, 2025246$1.63BAVGONVDAMSFTvs. Q3 2024SEC
Q3 2024Oct 23, 2024255$1.62BAVGONVDAMSFTvs. Q2 2024SEC
Q2 2024Jul 25, 2024235$1.53BNVDAAVGOMSFTvs. Q1 2024SEC
Q1 2024Apr 23, 2024236$1.49BMSFTAVGONVDAvs. Q4 2023SEC
Q4 2023Jan 24, 2024231$1.31BMSFTAVGOAAPLvs. Q3 2023SEC
Q3 2023Oct 24, 2023206$1.17BMSFTAAPLGOOGLvs. Q2 2023SEC
Q2 2023Jul 27, 2023222$1.24BMSFTAAPLAVGOvs. Q1 2023SEC
Q1 2023May 2, 2023214$1.11BMSFTAAPLGOOGLvs. Q4 2022SEC
Q4 2022Feb 1, 2023215$1.09BMSFTAAPLLLYvs. Q3 2022SEC
Q3 2022Oct 26, 2022216$1.04BAAPLMSFTGOOGLvs. Q2 2022SEC
Q2 2022Jul 28, 2022219$1.11BMSFTGOOGLAAPLvs. Q1 2022SEC
Q1 2022Apr 27, 2022228$1.37BGOOGLMSFTAAPLvs. Q4 2021SEC
Q4 2021Jan 26, 2022235$1.49BMSFTGOOGLBXvs. Q3 2021SEC
Q3 2021Oct 26, 2021220$1.33BMSFTGOOGLBXvs. Q2 2021SEC
Q2 2021Jul 28, 2021216$1.33BMSFTGOOGLJPMvs. Q1 2021SEC
Q1 2021Apr 23, 2021217$1.20BMSFTJPMGOOGL–SEC