Allen Mooney & Barnes Investment Advisors LLC
Q2 2026 13F filing
Updated 59 days ago152 disclosed positions worth $657.6M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A AAPL APPLE INC COM | $34.5M | 119.3K | 5.25% | Trimmed(-10.6%) |
| 2 | G GOOGN ALPHABET INC CAP STK CL A | $22.2M | 62.2K | 3.38% | Trimmed(-36.9%) |
| 3 | A ABBV ABBVIE INC COM | $20.6M | 82.0K | 3.14% | Trimmed(-6.9%) |
| 4 | U UNH UNITEDHEALTH GROUP INC COM | $20.6M | 49.5K | 3.13% | Trimmed(-5.3%) |
| 5 | C CMI CUMMINS INC COM | $20M | 28.0K | 3.04% | Trimmed(-5.1%) |
| 6 | A AEP AMERICAN ELEC PWR CO INC COM | $19.6M | 142.9K | 2.97% | Trimmed(-6.8%) |
| 7 | J JPM-PM JPMORGAN CHASE & CO COM | $18.9M | 57.7K | 2.87% | Trimmed(-4.4%) |
| 8 | E ELV ELEVANCE HEALTH INC FORMERLY A COM | $17.9M | 46.4K | 2.73% | Trimmed(-6.5%) |
| 9 | E ETHA ISHARES SEMICONDUCTOR ETF | $17.5M | 27.3K | 2.67% | — |
| 10 | E EPDU ENTERPRISE PRODS PARTNERS L P COM | $16.9M | 458.9K | 2.57% | Trimmed(-8.9%) |
| 11 | M MSFT MICROSOFT CORP COM | $16.9M | 45.2K | 2.56% | Trimmed(-4.2%) |
| 12 | A AMZN AMAZON COM INC COM | $16.8M | 70.4K | 2.55% | Trimmed(-5.1%) |
| 13 | A AXP AMERICAN EXPRESS CO COM | $16.7M | 49.3K | 2.54% | Trimmed(-4.0%) |
| 14 | M MRK MERCK & CO INC COM | $16.3M | 126.7K | 2.48% | Trimmed(-2.6%) |
| 15 | S SPY STATE STREET SPDR S&P 500 ETF | $16.3M | 21.8K | 2.47% | Added(+0.1%) |
| 16 | B BDX BECTON DICKINSON & CO COM | $16.1M | 106.2K | 2.45% | — |
| 17 | A ACN ACCENTURE PLC IRELAND SHS CLASS A | $14M | 112.2K | 2.12% | — |
| 18 | W WY WEYERHAEUSER CO COM NEW | $13.8M | 575.9K | 2.10% | Trimmed(-3.4%) |
| 19 | L LOW LOWES COS INC COM | $13.6M | 61.8K | 2.07% | Trimmed(-6.6%) |
| 20 | S SCHW-PJ SCHWAB CHARLES CORP COM | $13.4M | 145.5K | 2.04% | Trimmed(-3.5%) |
| 21 | L LHX L3HARRIS TECHNOLOGIES INC COM | $13.3M | 45.8K | 2.02% | Trimmed(-5.1%) |
| 22 | M MO ALTRIA GROUP INC COM | $12.9M | 179.3K | 1.96% | Trimmed(-12.6%) |
| 23 | M META META PLATFORMS INC CL A | $12.6M | 22.4K | 1.92% | Trimmed(-5.3%) |
| 24 | ? N/A EXXONMOBIL HOLDINGS CORP COM SHS | $11.7M | 85.5K | 1.78% | — |
| 25 | C C-PR CITIGROUP INC COM NEW | $11.7M | 83.4K | 1.77% | Trimmed(-6.6%) |
| 26 | A ADBE ADOBE INC COM | $11.6M | 56.5K | 1.76% | Trimmed(-2.7%) |
| 27 | M MDT MEDTRONIC PLC SHS | $10.2M | 130.0K | 1.55% | Trimmed(-8.3%) |
| 28 | P PRS PRUDENTIAL FINL INC COM | $10.2M | 94.1K | 1.54% | Trimmed(-10.2%) |
| 29 | C CGABL CARLYLE GROUP INC COM | $10M | 238.5K | 1.53% | Trimmed(-7.8%) |
| 30 | A AMAT APPLIED MATLS INC COM | $9.7M | 13.5K | 1.48% | Trimmed(-50.3%) |
| 31 | E EOG EOG RES INC COM | $8.6M | 66.4K | 1.31% | Trimmed(-40.0%) |
| 32 | I INTU INTUIT COM | $8.1M | 31.2K | 1.24% | Trimmed(-0.8%) |
| 33 | E ETHA ISHARES MSCI EAFE ETF | $8M | 77.2K | 1.22% | Trimmed(-2.1%) |
| 34 | A AFL AFLAC INC COM | $7.1M | 60.9K | 1.09% | Trimmed(-9.1%) |
| 35 | P PEP PEPSICO INC COM | $7.1M | 52.4K | 1.08% | Trimmed(-7.1%) |
| 36 | F FLO FLOWERS FOODS INC COM | $6.9M | 870.1K | 1.05% | Trimmed(-6.6%) |
| 37 | H HON HONEYWELL INTL INC COM | $6.3M | 28.1K | 0.96% | — |
| 38 | H HONA HONEYWELL AEROSPACE INC COM | $6.2M | 28.1K | 0.94% | — |
| 39 | V V VISA INC COM CL A | $6M | 17.5K | 0.91% | Trimmed(-3.9%) |
| 40 | L LLY ELI LILLY & CO COM | $5.8M | 4.8K | 0.88% | Trimmed(-13.1%) |
| 41 | V VGES VANGUARD S&P 500 ETF | $5.6M | 8.1K | 0.85% | Added(+2.4%) |
| 42 | V VGES VANGUARD SMALL-CAP ETF | $5.1M | 16.9K | 0.78% | Trimmed(-4.2%) |
| 43 | W WMT WALMART INC COM | $5.1M | 45.1K | 0.78% | Trimmed(-3.2%) |
| 44 | ? N/A AT&T INC COM | $4.6M | 223.4K | 0.70% | Trimmed(-17.3%) |
| 45 | E EFX EQUIFAX INC COM | $4.5M | 28.7K | 0.69% | Trimmed(-1.0%) |
| 46 | V VGES VANGUARD MID-CAP ETF | $4.3M | 53.6K | 0.66% | Added(+287.6%) |
| 47 | E ETHA ISHARES MSCI EMERGING MARKETS ETF | $4.1M | 60.4K | 0.63% | Unchanged |
| 48 | C CVX CHEVRON CORPORATION COM | $2.8M | 16.8K | 0.42% | Trimmed(-3.2%) |
| 49 | K KO COCA COLA CO COM | $2.8M | 33.9K | 0.42% | Trimmed(-15.7%) |
| 50 | B BRK-A BERKSHIRE HATHAWAY INC DEL CL B NEW | $2.6M | 5.3K | 0.40% | Trimmed(-2.7%) |