MOODY LYNN & LIEBERSON, LLC

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...