DOSSIER · 13F-HR · Q1 2026
MOODY LYNN & LIEBERSON, LLC
MOODY LYNN & LIEBERSON's holding co. based in Omaha, NE — $1.8B in tracked AUM across 250 positions as of Q1 2026.
ML
MOODY LYNN & LIEBERSON·Omaha, NE·Holding Co.
CIK 0000938592 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: Moody Lynn & Lieberson, LLC
1. Portfolio Overview
Moody Lynn & Lieberson, LLC has reported a significant expansion in its portfolio management activities for the quarter ending December 31, 2025. The total portfolio value surged by 82.6%, rising from $1.03 billion to $1.89 billion. This substantial increase is driven not merely by market appreciation but by a dramatic restructuring of the portfolio, evidenced by the turnover of 54 position...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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