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Brian Gowell

Moody Lynn Lieberson & Walker, Llc

Assets Managed
$1.895B
Holdings
264
Last Quarter
2026 - Q2
Filed Date
7d ago
Growth Rate
6.38%(2Q avg: 0.41%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Moody Lynn Lieberson & Walker, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 264 positions.

Assets under management

The assets under management (AUM) of Moody Lynn Lieberson & Walker, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.895B in assets, with a quarterly growth rate of 6.38% and a 2-quarter average growth rate of 0.41%. The portfolio is managed by Brian Gowell, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -3.9%
7.27%
$137.649M
385,173 shares@ $357.37 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -1.33%
6.7%
$126.853M
633,979 shares@ $200.09 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -4.65%
6.15%
$116.432M
308,225 shares@ $377.76 avg price
LLY
Eli Lilly & Co
Recent Activity
Decreased -2.7%
5.14%
$97.354M
81,167 shares@ $1199.44 avg price
AAPL
Apple Inc
Recent Activity
Increased 1.3%
4.31%
$81.652M
282,181 shares@ $289.36 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -4.63%
3.67%
$69.488M
186,285 shares@ $373.02 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -2.75%
3.39%
$64.131M
195,923 shares@ $327.34 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 2.61%
3.17%
$59.931M
251,450 shares@ $238.34 avg price
GEV
Ge Vernova Inc
Recent Activity
Decreased -1.19%
3.1%
$58.72M
49,980 shares@ $1174.87 avg price
GLD
Spdr Gold Shares
Recent Activity
Decreased -13.48%
2.92%
$55.173M
149,771 shares@ $368.39 avg price

1-10 of 264