Allen Mooney & Barnes Investment Advisors LLC: 13F holdings
CIK 20014612026Q2
| Positions | 152 |
|---|
| Reported value | $657.6m |
|---|
| Filed | 2026-07-13 |
|---|
Change since last quarter
| Positions | 152 (-7 vs prior quarter) |
|---|
| Reported value | $657.6m (-5.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC COM | 119,343 | $34.5m | 5.3% |
| GOOGL ALPHABET INC CAP STK CL A | 62,244 | $22.2m | 3.4% |
| ABBV ABBVIE INC COM | 81,986 | $20.6m | 3.1% |
| UNH UNITEDHEALTH GROUP INC COM | 49,469 | $20.6m | 3.1% |
| CMI CUMMINS INC COM | 28,039 | $20.0m | 3.0% |
| AEP AMERICAN ELEC PWR CO INC COM | 142,926 | $19.6m | 3.0% |
| JPM JPMORGAN CHASE & CO COM | 57,680 | $18.9m | 2.9% |
| ELV ELEVANCE HEALTH INC FORMERLY A COM | 46,398 | $17.9m | 2.7% |
| SOXX ISHARES SEMICONDUCTOR ETF | 27,349 | $17.5m | 2.7% |
| EPD ENTERPRISE PRODS PARTNERS L P COM | 458,936 | $16.9m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2001461")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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