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| Name: |
MOODY LYNN & CO/ |
| City: |
BOSTON |
| State: |
MA |
| Zip: |
02108 |
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| Holdings
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
CDNS |
Cadence Design Systems Inc |
65 |
- |
$285.19 |
$3,978,000 |
12,781 |
0.27% |
497,000 |
0 |
0.005 |
Technical & System So... |
|
|
SNPS |
Synopsys Inc |
69 |
- |
$545.54 |
$3,640,000 |
6,369 |
0.24% |
361,000 |
0 |
0.004 |
Technical & System So... |
|
|
IWO |
iShares Russell 2000 Growth |
81 |
- |
$261.01 |
$2,924,000 |
10,799 |
0.2% |
200,000 |
0 |
0.026 |
Closed - End Fund - E... |
|
|
ITW |
Illinois Tool Works Inc |
83 |
- |
$245.19 |
$2,536,000 |
9,452 |
0.17% |
60,000 |
0 |
0.003 |
Diversified Machinery |
|
|
VFIA.X |
Vanguard Index Funds |
86 |
- |
$0.00 |
$2,234,000 |
4,607 |
0.15% |
207,000 |
0 |
0.051 |
N/A |
|
|
SPOT |
Spotify Technology SA |
91 |
- |
$299.48 |
$1,795,000 |
6,803 |
0.12% |
517,000 |
0 |
0.004 |
N/A |
|
|
GWW |
WW Grainger Inc |
94 |
- |
$940.04 |
$1,588,000 |
1,561 |
0.11% |
294,000 |
0 |
0.003 |
Electronics Wholesale |
|
|
MDY |
Standrd Poor Mdcp 400 SPDR |
100 |
- |
$542.79 |
$1,403,000 |
2,521 |
0.09% |
124,000 |
0 |
0.006 |
Closed - End Fund - E... |
|
|
CBT |
Cabot Corp |
101 |
- |
$95.94 |
$1,383,000 |
15,000 |
0.09% |
130,000 |
0 |
0.026 |
Specialty Chemicals |
|
|
NKE |
Nike Inc B |
102 |
- |
$93.36 |
$1,379,000 |
14,676 |
0.09% |
-214,000 |
0 |
0.001 |
Textile - Apparel Foo... |
|
|
PSA |
Public Storage Inc |
108 |
- |
$269.19 |
$1,160,000 |
4,000 |
0.08% |
-60,000 |
0 |
0.002 |
REIT - Industrial |
|
|
BLK |
BlackRock Inc A |
110 |
- |
$774.64 |
$1,087,000 |
1,304 |
0.07% |
28,000 |
0 |
0.001 |
Investment Brokerage ... |
|
|
MTD |
Mettler Toledo Internationa... |
113 |
- |
$1,250.80 |
$1,045,000 |
785 |
0.07% |
93,000 |
0 |
0.003 |
Scientific & Technica... |
|
|
VIG |
Vanguard Dividend Appreciat... |
115 |
- |
$178.04 |
$1,029,000 |
5,636 |
0.07% |
69,000 |
0 |
0.002 |
Closed - End Fund - Debt |
|
|
YUM |
YUM! Brands Inc |
117 |
- |
$134.34 |
$950,000 |
6,850 |
0.06% |
55,000 |
0 |
0.002 |
Restaurants |
|
|
BAC |
Bank of America Corp |
119 |
- |
$37.69 |
$889,000 |
23,449 |
0.06% |
99,000 |
0 |
0 |
Domestic Money Center... |
|
|
TJX |
TJX Companies Inc |
120 |
- |
$97.45 |
$874,000 |
8,616 |
0.06% |
66,000 |
0 |
0.001 |
Discount, Variety Stores |
|
|
AMGN |
Amgen Inc |
123 |
- |
$299.48 |
$808,000 |
2,842 |
0.05% |
-11,000 |
0 |
0.001 |
Biotechnology |
|
|
SBUX |
Starbucks Corp |
126 |
- |
$72.90 |
$798,000 |
8,736 |
0.05% |
-41,000 |
0 |
0.001 |
Specialty Eateries |
|
|
TDG |
Transdigm Group Inc |
131 |
- |
$1,301.63 |
$745,000 |
605 |
0.05% |
133,000 |
0 |
0.001 |
Aerospace/Defense Pro... |
|
|
XLV |
SPDR Select Sector Health |
132 |
- |
$141.40 |
$739,000 |
5,005 |
0.05% |
56,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
IWR |
iShares Tr Rssll MidCap Indx |
140 |
- |
$81.72 |
$664,000 |
7,902 |
0.04% |
50,000 |
0 |
0.002 |
Closed - End Fund - E... |
|
|
ANWP.X |
New Perspective Fund Inc |
143 |
- |
$0.00 |
$571,000 |
9,416 |
0.04% |
45,000 |
0 |
1.046 |
Closed - End Fund - Debt |
|
|
FISV |
Fiserv Inc |
146 |
- |
$150.59 |
$556,000 |
3,480 |
0.04% |
94,000 |
0 |
0.001 |
Business Software & S... |
|
|
IVV |
iShares Core S&P 500 Etf |
149 |
- |
$519.19 |
$538,000 |
1,023 |
0.04% |
49,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
TRV |
Travelers Companies Inc |
150 |
- |
$215.91 |
$529,000 |
2,297 |
0.04% |
91,000 |
0 |
0.001 |
Property & Casualty I... |
|
|
SWKS |
Skyworks Solutions Inc |
151 |
- |
$91.78 |
$516,000 |
4,764 |
0.03% |
-20,000 |
0 |
0.003 |
Semiconductor - Integ... |
|
|
ECL |
Ecolab Inc |
152 |
- |
$228.95 |
$515,000 |
2,231 |
0.03% |
72,000 |
0 |
0.001 |
Cleaning Products |
|
|
LPLA |
LPL Investment Holdings Inc |
159 |
- |
$272.65 |
$476,000 |
1,800 |
0.03% |
66,000 |
0 |
0.002 |
Investment Brokerage ... |
|
|
ALL |
Allstate Corp |
161 |
- |
$170.08 |
$466,000 |
2,696 |
0.03% |
89,000 |
0 |
0.001 |
Property & Casualty I... |
|
|
BSTT |
Blackstone Real Estate Inco... |
163 |
- |
$0.00 |
$458,000 |
32,370 |
0.03% |
-6,000 |
0 |
0.004 |
N/A |
|
|
DDOG |
Datadog, Inc. |
165 |
- |
$0.00 |
$451,000 |
3,650 |
0.03% |
8,000 |
0 |
0.001 |
N/A |
|
|
DVY |
iShares Dow Select Div |
166 |
- |
$121.94 |
$443,000 |
3,600 |
0.03% |
21,000 |
0 |
0.002 |
Closed - End Fund - E... |
|
|
EPD |
Enterprise Products Partner... |
168 |
- |
$28.37 |
$440,000 |
15,070 |
0.03% |
43,000 |
0 |
0 |
Independent Oil & Gas |
|
|
LRCX |
Lam Research Corp |
170 |
- |
$924.54 |
$421,000 |
433 |
0.03% |
82,000 |
0 |
0 |
Semiconductor Equipme... |
|
|
WAT |
Waters Corp |
172 |
- |
$319.86 |
$406,000 |
1,180 |
0.03% |
18,000 |
0 |
0.002 |
Scientific & Technica... |
|
|
EPI |
WisdomTree India Earnings |
173 |
- |
$45.02 |
$396,000 |
9,102 |
0.03% |
23,000 |
0 |
0.033 |
Closed - End Fund - E... |
|
|
SPG |
Simon Property Group Inc |
174 |
- |
$144.44 |
$391,000 |
2,500 |
0.03% |
34,000 |
0 |
0.001 |
REIT - Retail |
|
|
USB |
US Bancorp Delaware |
179 |
- |
$41.82 |
$362,000 |
8,108 |
0.02% |
11,000 |
0 |
0.001 |
Domestic Regional Banks |
|
|
LNG |
Cheniere Energy Inc |
181 |
- |
$156.82 |
$351,000 |
2,177 |
0.02% |
-21,000 |
0 |
0.001 |
Oil & Gas Equipment &... |
|
|
VZ |
Verizon Communications Inc |
184 |
- |
$39.33 |
$329,000 |
7,845 |
0.02% |
33,000 |
0 |
0 |
Telecom Services - Do... |
|
|
J |
Jacobs Solutions Inc |
186 |
- |
$149.08 |
$324,000 |
2,105 |
0.02% |
51,000 |
0 |
0.002 |
Heavy Construction |
|
|
HACA.X |
Harbor Fund |
187 |
- |
$0.00 |
$306,000 |
2,790 |
0.02% |
37,000 |
0 |
0.31 |
N/A |
|
|
LOW |
Lowes Companies Inc |
191 |
- |
$231.70 |
$290,000 |
1,140 |
0.02% |
36,000 |
0 |
0 |
Home Improvement Stores |
|
|
SJM |
JM Smucker Company |
192 |
- |
$112.77 |
$288,000 |
2,289 |
0.02% |
-1,000 |
0 |
0.002 |
Processed & Packaged ... |
|
|
CTSH |
Cognizant Technology Soluti... |
193 |
- |
$66.42 |
$279,000 |
3,800 |
0.02% |
-8,000 |
0 |
0.001 |
Business Software & S... |
|
|
D |
Dominion Energy Inc |
194 |
- |
$51.41 |
$275,000 |
5,600 |
0.02% |
12,000 |
0 |
0.001 |
Electric Utilities |
|
|
QQQ |
Invesco QQQ Trust Series I |
196 |
- |
$440.25 |
$272,000 |
612 |
0.02% |
21,000 |
0 |
0 |
Closed - End Fund - Debt |
|
|
TTD |
Trade Desk, Inc. |
197 |
- |
$91.36 |
$262,000 |
3,000 |
0.02% |
46,000 |
0 |
0.001 |
N/A |
|
|
FCNT.X |
Fidelity Contrafund Inc |
200 |
- |
$0.00 |
$259,000 |
13,649 |
0.02% |
39,000 |
0 |
0.152 |
N/A |
|
|
CHKP |
Check Point Software Techno... |
201 |
- |
$152.67 |
$255,000 |
1,554 |
0.02% |
18,000 |
0 |
0.001 |
Security Software & S... |
|
|
EOG |
EOG Resources Inc |
202 |
- |
$130.48 |
$252,000 |
1,974 |
0.02% |
13,000 |
0 |
0 |
Independent Oil & Gas |
|
|
ORLY |
O Reilly Automotive Inc |
203 |
- |
$1,016.09 |
$249,000 |
221 |
0.02% |
39,000 |
0 |
0 |
Auto Parts Stores |
|
|
OKE |
ONEOK Inc |
204 |
- |
$78.07 |
$246,000 |
3,074 |
0.02% |
30,000 |
0 |
0.001 |
Gas Utilities |
|
|
DE |
Deere & Co |
205 |
- |
$401.84 |
$244,000 |
594 |
0.02% |
6,000 |
0 |
0 |
Farm & Construction M... |
|
|
FUSV.X |
Fidelity Concord Street Trust |
206 |
- |
$0.00 |
$243,000 |
1,328 |
0.02% |
23,000 |
0 |
0.015 |
N/A |
|
|
NVS |
Novartis AG (ADR) |
209 |
- |
$97.73 |
$241,000 |
2,489 |
0.02% |
-10,000 |
0 |
0 |
Drug Manufacturers - ... |
|
|
BF.B |
Brown Forman Corporation |
212 |
- |
$46.92 |
$209,000 |
4,050 |
0.01% |
-22,000 |
0 |
0 |
Beverage - Wineries &... |
|
|
CARR |
Carrier Global Corp |
211 |
- |
$64.06 |
$209,000 |
3,598 |
0.01% |
2,000 |
0 |
0.002 |
N/A |
|
|
CADE |
Cadence Bancorporation |
219 |
- |
$20.10 |
$201,000 |
6,915 |
0.01% |
-4,000 |
0 |
0 |
N/A |
|
|
KAUF.X |
Federated Equity Funds |
220 |
- |
$0.00 |
$98,000 |
17,152 |
0.01% |
8,000 |
0 |
1.906 |
N/A |
|
|
SRCH |
SearchLight Minerals Corp |
233 |
- |
$0.01 |
$0 |
27,000 |
0% |
0 |
0 |
0 |
Nonmetallic Mineral M... |
|
