Allen Mooney & Barnes Investment Advisors LLC
CIK 2001461
13F filing for Q2 2026・No. 3,327
- Holdings
- US$657.55M
- Quarter change
- −US$37.75M
- Entries
- 152
- Net bought (estimate)
- −US$76.1M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 11
- Sold out 18
- Cut 97
- Added 33
- Corporate actions 2
- Unchanged 11
Largest holdings
152 stocks worth US$657.55M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleStock | Cut | 119,343 | US$34.53M | 5.25% |
| GOOGLAlphabetStock | Cut | 62,244 | US$22.24M | 3.38% |
| ABBVABBVIE INC COMStock | Cut | 81,986 | US$20.63M | 3.14% |
| UNHUNITEDHEALTH GROUP INC COMStock | Cut | 49,469 | US$20.56M | 3.13% |
| CMICUMMINS INC COMStock | Cut | 28,039 | US$20M | 3.04% |
| AEPAMERICAN ELEC PWR CO INC COMStock | Cut | 142,926 | US$19.55M | 2.97% |
| JPMJPMORGAN CHASE & CO COMStock | Cut | 57,680 | US$18.88M | 2.87% |
| ELVELEVANCE HEALTH INC FORMERLY A COMStock | Cut | 46,398 | US$17.94M | 2.73% |
| ISHARES SEMICONDUCTOR ETFETF | New | 27,349 | US$17.52M | 2.67% |
| ENTERPRISE PRODS PARTNERS L P COMStock | Cut | 458,936 | US$16.87M | 2.57% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.