Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Allen Mooney & Barnes Investment Advisors LLC (CIK 2001461) reported $657.6M across 152 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($34.5M, 5.25%), GOOGL ($22.2M, 3.38%), ABBV ($20.6M, 3.14%), UNH ($20.6M, 3.13%), CMI ($20.0M, 3.04%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | $34.5M | 5.25% | 119,343 | Trimmed |
| 2 | GOOGL | ALPHABET INC CAP STK CL A | $22.2M | 3.38% | 62,244 | Trimmed |
| 3 | ABBV | ABBVIE INC COM | $20.6M | 3.14% | 81,986 | Trimmed |
| 4 | UNH | UNITEDHEALTH GROUP INC COM | $20.6M | 3.13% | 49,469 | Trimmed |
| 5 | CMI | CUMMINS INC COM | $20.0M | 3.04% | 28,039 | Trimmed |
| 6 | AEP | AMERICAN ELEC PWR CO INC COM | $19.6M | 2.97% | 142,926 | Trimmed |
| 7 | JPM | JPMORGAN CHASE & CO COM | $18.9M | 2.87% | 57,680 | Trimmed |
| 8 | ELV | ELEVANCE HEALTH INC FORMERLY A COM | $17.9M | 2.73% | 46,398 | Trimmed |
| 9 | SOXX | ISHARES SEMICONDUCTOR ETF | $17.5M | 2.67% | 27,349 | New |
| 10 | EPD | ENTERPRISE PRODS PARTNERS L P COM | $16.9M | 2.57% | 458,936 | Trimmed |
| 11 | MSFT | MICROSOFT CORP COM | $16.9M | 2.56% | 45,178 | Trimmed |
| 12 | AMZN | AMAZON COM INC COM | $16.8M | 2.55% | 70,428 | Trimmed |
| 13 | AXP | AMERICAN EXPRESS CO COM | $16.7M | 2.54% | 49,326 | Trimmed |
| 14 | MRK | MERCK & CO INC COM | $16.3M | 2.48% | 126,728 | Trimmed |
| 15 | SPY | STATE STREET SPDR S&P 500 ETF | $16.3M | 2.47% | 21,777 | Added |
| 16 | BDX | BECTON DICKINSON & CO COM | $16.1M | 2.45% | 106,244 | New |
| 17 | ACN | ACCENTURE PLC IRELAND SHS CLASS A | $14.0M | 2.12% | 112,246 | New |
| 18 | WY | WEYERHAEUSER CO COM NEW | $13.8M | 2.10% | 575,908 | Trimmed |
| 19 | LOW | LOWES COS INC COM | $13.6M | 2.07% | 61,811 | Trimmed |
| 20 | SCHW | SCHWAB CHARLES CORP COM | $13.4M | 2.04% | 145,478 | Trimmed |
| 21 | LHX | L3HARRIS TECHNOLOGIES INC COM | $13.3M | 2.02% | 45,780 | Trimmed |
| 22 | MO | ALTRIA GROUP INC COM | $12.9M | 1.96% | 179,267 | Trimmed |
| 23 | META | META PLATFORMS INC CL A | $12.6M | 1.92% | 22,398 | Trimmed |
| 24 | XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $11.7M | 1.78% | 85,466 | New |
| 25 | C | CITIGROUP INC COM NEW | $11.7M | 1.77% | 83,365 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30