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  Name: MOODY LYNN & CO/
  City: BOSTON
  State: MA
  Zip: 02108
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $1,487,264,000
  Total Value Change : $173,122,000
  Securities Held Change : 5
   
All Securities Held : 236
  New Positions : 16
  Closed Positions : 12
  Increased Positions : 79
  Unchanged Positions : 71
  Decreased Positions : 70

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Holdings Found : 100     View All Holdings Currently Viewing:  ALL     Page 1 of 1
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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
   (MSFT)1 Year Chart         MSFT Microsoft Corp 1 - $413.54 $81,768,000 194,353 5.5% 8,882,000 527 0.003    Application Software
   (AVGO)1 Year Chart         AVGO Broadcom Limited 2 - $1,310.31 $77,196,000 58,243 5.19% 12,008,000 -156 0.014    Semiconductor- Broad...
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 3 - $921.40 $76,762,000 84,955 5.16% 31,878,000 -5,679 0.003    Semiconductor - Speci...
   (LLY)1 Year Chart         LLY Eli Lilly & Co 4 - $766.68 $70,933,000 91,178 4.77% 17,957,000 298 0.01    Drug Manufacturers - ...
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 5 - $168.10 $57,528,000 381,159 3.87% 1,984,000 -16,467 0.006    Search Engines & Info...
   (AAPL)1 Year Chart         AAPL Apple Inc 6 - $181.71 $50,191,000 292,694 3.37% -7,087,000 -4,808 0.002    Personal Computers
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 7 - $404.92 $46,792,000 111,271 3.15% 7,210,000 291 0.008    Property & Casualty I...
   (MA)1 Year Chart         MA MasterCard Inc A 8 - $449.37 $39,951,000 82,960 2.69% 6,521,000 4,579 0.008    Business Services
   (WM)1 Year Chart         WM Waste Management Inc 9 - $210.56 $38,617,000 181,172 2.6% 6,193,000 134 0.043    Waste Management
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 10 - $192.00 $38,461,000 192,019 2.59% 6,091,000 1,722 0.006    Domestic Money Center...
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 11 - $188.70 $37,932,000 210,290 2.55% 10,786,000 31,629 0.002    Internet Software & S...
   (BX)1 Year Chart         BX Blackstone Group LP 12 - $120.62 $35,841,000 272,823 2.41% 366,000 1,854 0.041    Asset Management
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 13 - $215.20 $32,072,000 155,903 2.16% 1,495,000 -4,045 0.037    Closed - End Fund - E...
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 14 - $162.73 $31,528,000 173,138 2.12% 15,433,000 69,276 0.01    Drug Manufacturers - ...
   (LIN)1 Year Chart         LIN Linde Plc 15 - $426.62 $29,702,000 63,969 2% 3,564,000 329 0.013    N/A
   (TMO)1 Year Chart         TMO Thermo Fisher Scientific 16 - $573.55 $28,618,000 49,238 1.92% 2,606,000 232 0.012    Medical Laboratories ...
   (ABT)1 Year Chart         ABT Abbott Laboratories 17 - $105.64 $27,340,000 240,543 1.84% 3,579,000 24,673 0.014    Drug Manufacturers - ...
   (VRTX)1 Year Chart         VRTX Vertex Pharmaceuticals Inc 18 - $402.50 $25,905,000 61,972 1.74% 1,691,000 2,461 0.024    Drug Manufacturers - ...
   (HD)1 Year Chart         HD Home Depot Inc 19 - $342.29 $25,684,000 66,955 1.73% 2,521,000 116 0.006    Home Improvement Stores
   (ETN)1 Year Chart         ETN Eaton Corp 20 - $327.24 $25,449,000 81,390 1.71% 5,879,000 124 0.02    Diversified Machinery
   (NOW)1 Year Chart         NOW Servicenow, Inc. 21 - $726.56 $24,764,000 32,482 1.67% 2,214,000 563 0.017    Information Technolog...
   (SYK)1 Year Chart         SYK Stryker Corp 22 - $325.50 $24,489,000 68,429 1.65% 5,486,000 4,972 0.018    Medical Instruments &...
   (NFLX)1 Year Chart         NFLX Netflix Inc 23 - $596.97 $21,440,000 35,302 1.44% 5,700,000 2,974 0.008    Music & Video Stores
   (HON)1 Year Chart         HON Honeywell International Inc 24 - $195.00 $20,522,000 99,983 1.38% -531,000 -409 0.014    Conglomerates
   (MS)1 Year Chart         MS Morgan Stanley 25 - $94.79 $19,833,000 210,631 1.33% -588,000 -8,356 0.011    Investment Brokerage ...
   (PEP)1 Year Chart         PEP Pepsico Inc 26 - $175.82 $18,708,000 106,894 1.26% -1,188,000 -10,251 0.008    Beverage Soft Drinks...
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 27 - $148.58 $17,241,000 108,989 1.16% -2,524,000 -17,114 0.004    Drug Manufacturers - ...
   (CVX)1 Year Chart         CVX Chevron Corp 28 - $162.30 $17,234,000 109,253 1.16% 2,280,000 9,000 0.006    Integrated Oil & Gas
   (LMT)1 Year Chart         LMT Lockheed Martin Corp 29 - $462.78 $16,999,000 37,372 1.14% -5,769,000 -12,861 0.013    Aerospace/Defense - M...
   (UBER)1 Year Chart         UBER Uber Technologies, Inc 30 - $71.51 $16,508,000 214,418 1.11% 14,622,000 183,783 0.012    N/A
   (MRK)1 Year Chart         MRK Merck & Co Inc 31 - $131.20 $15,646,000 118,573 1.05% 4,456,000 15,928 0.005    Drug Manufacturers - ...
   (V)1 Year Chart         V Visa Inc 32 - $272.67 $15,200,000 54,465 1.02% 1,447,000 1,639 0.003    Business Services
   (MDB)1 Year Chart         MDB Mongodb Inc 33 - $365.67 $14,298,000 39,866 0.96% -1,694,000 752 0.058    N/A
   (MCD)1 Year Chart         MCD McDonalds Corp 34 - $269.30 $12,212,000 43,314 0.82% -353,000 939 0.006    Restaurants
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 35 - $516.57 $11,180,000 21,373 0.75% 921,000 -210 0    Closed - End Fund - E...
   (MAR)1 Year Chart         MAR Marriott International Inc 36 - $236.82 $11,031,000 43,720 0.74% 1,273,000 450 0.013    Lodging
   (FERG)1 Year Chart         FERG Ferguson plc 37 New $218.66 $11,023,000 50,464 0.74% 11,023,000 50,464 0.023    N/A
   (PG)1 Year Chart         PG Procter & Gamble Co 38 - $164.44 $8,857,000 54,586 0.6% 369,000 -3,335 0.002    Cleaning Products
   (NVO)1 Year Chart         NVO Novo Nordisk A/S (ADR) 39 - $124.59 $8,338,000 64,940 0.56% 1,583,000 -360 0.004    Drug Manufacturers - ...
   (TXN)1 Year Chart         TXN Texas Instruments Inc 40 - $181.67 $8,312,000 47,715 0.56% 46,000 -777 0.005    Semiconductor- Broad...
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc 41 - $155.78 $8,188,000 45,363 0.55% 1,887,000 2,617 0.004    Semiconductor- Broad...
   (GOOG)1 Year Chart         GOOG Alphabet Inc 42 - $169.83 $7,939,000 52,140 0.53% 494,000 -685 0.001    Search Engines & Info...
   (KO)1 Year Chart         KO Coca-Cola Co 43 - $62.35 $7,567,000 123,679 0.51% -748,000 -17,421 0.003    Beverage Soft Drinks...
   (MDLZ)1 Year Chart         MDLZ Mondelez International Inc 44 - $69.93 $6,982,000 99,743 0.47% 2,282,000 34,850 0.007    Food - Major Diversified
   (NOC)1 Year Chart         NOC Northrop Grumman Corp 45 - $468.86 $6,206,000 12,965 0.42% 990,000 1,823 0.008    Aerospace/Defense - M...
   (ISRG)1 Year Chart         ISRG Intuitive Surgical Inc 46 - $372.63 $6,060,000 15,184 0.41% 3,791,000 8,457 0.004    Medical Appliances & ...
   (ANET)1 Year Chart         ANET Arista Networks, Inc. 47 - $278.82 $5,865,000 20,224 0.39% 4,359,000 13,830 0.007    Diversified Computer ...
   (ORCL)1 Year Chart         ORCL Oracle Corp 48 - $118.34 $5,793,000 46,116 0.39% 2,818,000 17,897 0.002    Application Software
   (PANW)1 Year Chart         PANW Palo Alto Networks Inc 49 - $300.57 $5,792,000 20,385 0.39% -4,280,000 -13,770 0.007    Networking & Communic...
   (CRM)1 Year Chart         CRM Salesforce.com Inc 50 - $275.63 $5,724,000 19,004 0.38% 3,891,000 12,038 0.002    Internet Software & S...
   (EWJ)1 Year Chart         EWJ iShares MSCI-Japan 51 New $69.67 $5,720,000 80,163 0.38% 5,720,000 80,163 0.045    Closed - End Fund - E...
   (TEAM)1 Year Chart         TEAM Atlassian Corporation Plc 52 - $181.77 $4,714,000 24,161 0.32% -577,000 1,917 0.016    N/A
   (CRWD)1 Year Chart         CRWD Crowdstrike Holdings, Inc. 53 - $317.81 $4,618,000 14,405 0.31% -413,000 -5,301 0.008    N/A
   (ADP)1 Year Chart         ADP Automatic Data Processing Inc 54 - $242.74 $4,602,000 18,429 0.31% 288,000 -87 0.004    Business Software & S...
   (IBM)1 Year Chart         IBM International Business Mach... 55 - $168.61 $4,556,000 23,857 0.31% 1,830,000 7,187 0.003    Diversified Computer ...
   (INTU)1 Year Chart         INTU Intuit Inc 56 - $634.64 $4,536,000 6,979 0.3% 133,000 -65 0.003    Application Software
   (SO)1 Year Chart         SO Southern Co 57 - $75.47 $4,486,000 62,537 0.3% -2,844,000 -42,004 0.006    Electric Utilities
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 58 - $256.25 $4,453,000 17,135 0.3% 418,000 126 0.002    Closed - End Fund - E...
   (GE)1 Year Chart         GE General Electric Co 59 - $167.97 $4,446,000 25,331 0.3% 1,095,000 -922 0.002    Conglomerates
   (REGN)1 Year Chart         REGN Regeneron Pharmaceuticals Inc 60 - $958.64 $4,403,000 4,575 0.3% 433,000 55 0.004    Biotechnology
   (INDA)1 Year Chart         INDA iShares Msci India ETF 61 - $0.00 $4,249,000 82,355 0.29% 211,000 -370 0.009    N/A
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 62 - $494.38 $4,177,000 8,443 0.28% -603,000 -636 0.001    Health Care Plans
   (EXR)1 Year Chart         EXR Extra Space Storage Inc 63 - $142.68 $4,128,000 28,084 0.28% -1,827,000 -9,058 0.013    REIT - Industrial
   (EL)1 Year Chart         EL Estee Lauder Companies Inc 64 - $147.36 $4,050,000 26,272 0.27% 949,000 5,072 0.012    Personal Products
   (CDNS)1 Year Chart         CDNS Cadence Design Systems Inc 65 - $285.19 $3,978,000 12,781 0.27% 497,000 0 0.005    Technical & System So...
   (IDXX)1 Year Chart         IDXX Idexx Laboratories Inc 66 - $476.87 $3,905,000 7,233 0.26% -93,000 30 0.008    Diagnostic Substances
   (AAXN)1 Year Chart         AAXN Axon Enterprise Inc 67 - $327.64 $3,734,000 11,935 0.25% 630,000 -79 0.019    Aerospace/Defense Pro...
   (AXP)1 Year Chart         AXP American Express Co 68 - $234.33 $3,678,000 16,155 0.25% 3,400,000 14,671 0.002    Credit Services
   (SNPS)1 Year Chart         SNPS Synopsys Inc 69 - $545.54 $3,640,000 6,369 0.24% 361,000 0 0.004    Technical & System So...
   (CHD)1 Year Chart         CHD Church & Dwight Co Inc 70 - $105.41 $3,623,000 34,730 0.24% 629,000 3,069 0.014    Cleaning Products
   (SHW)1 Year Chart         SHW Sherwin Williams Co 71 - $314.99 $3,390,000 9,760 0.23% 997,000 2,089 0.004    General Building Mate...
   (GS)1 Year Chart         GS Goldman Sachs Group Inc 72 - $443.67 $3,383,000 8,099 0.23% 29,000 -595 0.002    Investment Brokerage ...
   (ADBE)1 Year Chart         ADBE Adobe Systems Inc 73 - $493.59 $3,350,000 6,638 0.23% -3,371,000 -4,627 0.001    Application Software
   (ATLKY)1 Year Chart         ATLKY Atlas Copco AB (Sweden) 74 - $18.26 $3,245,000 191,560 0.22% -10,000 2,420 0.016    N/A
   (URI)1 Year Chart         URI United Rentals Inc 75 - $683.34 $3,205,000 4,444 0.22% 4,000 -1,138 0.006    Rental & Leasing Serv...
   (ACN)1 Year Chart         ACN Accenture Plc 76 - $306.06 $3,183,000 9,184 0.21% -406,000 -1,044 0.001    Management Services
   (NBIX)1 Year Chart         NBIX Neurocrine Biosciences Inc 77 New $141.71 $3,093,000 22,428 0.21% 3,093,000 22,428 0.024    Biotechnology
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 78 - $116.75 $3,037,000 26,123 0.2% -3,855,000 -42,806 0.001    Integrated Oil & Gas
   (ASML)1 Year Chart         ASML ASML Holding N.V. (ADR) 79 - $0.00 $3,029,000 3,121 0.2% 2,654,000 2,626 0.001    Semiconductor Equipme...
   (CTRA)1 Year Chart         CTRA Coterra Energy Inc 80 - $28.35 $2,933,000 105,199 0.2% 572,000 12,699 0.013    Independent Oil & Gas
   (IWO)1 Year Chart         IWO iShares Russell 2000 Growth 81 - $261.01 $2,924,000 10,799 0.2% 200,000 0 0.026    Closed - End Fund - E...
   (BMY)1 Year Chart         BMY Bristol-Myers Squibb Co 82 - $43.90 $2,737,000 50,469 0.18% -9,999,000 -197,747 0.002    Drug Manufacturers - ...
   (ITW)1 Year Chart         ITW Illinois Tool Works Inc 83 - $245.19 $2,536,000 9,452 0.17% 60,000 0 0.003    Diversified Machinery
   (SHOP)1 Year Chart         SHOP Shopify Inc 84 - $77.37 $2,373,000 30,749 0.16% -656,000 -8,129 0.003    N/A
   (RTX)1 Year Chart         RTX RTX Corp 85 - $101.02 $2,298,000 23,557 0.15% 303,000 -157 0.002    Conglomerates
   (VFIA.X)1 Year Chart         VFIA.X Vanguard Index Funds 86 - $0.00 $2,234,000 4,607 0.15% 207,000 0 0.051    N/A
   (FB)1 Year Chart         FB Meta Platforms Inc 87 - $465.68 $2,164,000 4,457 0.15% 626,000 112 0    Internet Service Prov...
   (CSCO)1 Year Chart         CSCO Cisco Systems Inc 88 - $47.11 $1,967,000 39,401 0.13% -28,000 -80 0.001    Networking & Communic...
   (APH)1 Year Chart         APH Amphenol Corp 89 - $124.79 $1,903,000 16,496 0.13% 317,000 496 0.003    Diversified Electronics
   (HES)1 Year Chart         HES Hess Corporation 90 - $159.40 $1,849,000 12,112 0.12% 146,000 300 0.004    Oil & Gas Refining, P...
   (SPOT)1 Year Chart         SPOT Spotify Technology SA 91 - $299.48 $1,795,000 6,803 0.12% 517,000 0 0.004    N/A
   (DHR)1 Year Chart         DHR Danaher Corp 92 - $247.40 $1,656,000 6,631 0.11% 101,000 -90 0.001    General Building Mate...
   (UNP)1 Year Chart         UNP Union Pacific Corp 93 - $239.21 $1,633,000 6,640 0.11% -14,000 -67 0.001    Railroads
   (GWW)1 Year Chart         GWW WW Grainger Inc 94 - $940.04 $1,588,000 1,561 0.11% 294,000 0 0.003    Electronics Wholesale
   (PWR)1 Year Chart         PWR Quanta Services Inc 95 - $269.50 $1,587,000 6,109 0.11% 270,000 7 0.004    General Contractors
   (PH)1 Year Chart         PH Parker Hannifin Corp 96 - $550.79 $1,497,000 2,693 0.1% 258,000 3 0.002    Industrial Equipment ...
   (OTIS)1 Year Chart         OTIS Otis Worldwide Corp 97 - $93.09 $1,477,000 14,880 0.1% -348,000 -5,519 0.003    N/A
   (RSG)1 Year Chart         RSG Republic Services Inc 98 - $186.71 $1,438,000 7,509 0.1% 201,000 10 0.002    Waste Management
   (DIA)1 Year Chart         DIA Diamonds Trust 99 - $388.45 $1,406,000 3,534 0.09% 66,000 -21 0.004    Closed - End Fund - E...
   (MDY)1 Year Chart         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...

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