Institutions / Allen Mooney & Barnes Investment Advisors LLC
Allen Mooney & Barnes Investment Advisors LLC
CIK 2001461 · Institution · as of Dec 31, 2025
Portfolio value
$664.51M
Positions
162
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 162 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $35.88M | 5.4% |
| Alphabet Inc. | $30.77M | 4.6% |
| Microsoft Corp | $22.55M | 3.4% |
| Exxon Mobil Corp | $20.20M | 3.0% |
| Cummins Inc | $19.97M | 3.0% |
| AbbVie Inc. | $19.90M | 3.0% |
| JPMorgan Chase & Co | $19.20M | 2.9% |
| American Express Co | $18.65M | 2.8% |
| American Electric Power Co Inc | $17.63M | 2.7% |
| Elevance Health Inc | $16.91M | 2.5% |
| Amazon.com Inc | $16.74M | 2.5% |
| Enterprise Products Partners L.P.EPD | $16.56M | 2.5% |
| Unitedhealth Group Inc | $16.50M | 2.5% |
| Lowes Companies Inc | $15.84M | 2.4% |
| Cisco Systems, Inc. | $15.56M | 2.3% |
| Meta Platforms Inc | $15.27M | 2.3% |
| Carlyle Group Inc. | $14.91M | 2.2% |
| Dow Inc. | $14.86M | 2.2% |
| Schwab Charles Corp | $14.80M | 2.2% |
| SPDR S&P 500 ETF Trust | $14.59M | 2.2% |
| L3HARRIS Technologies, Inc. /De | $14.25M | 2.1% |
| Adobe Inc. | $13.44M | 2.0% |
| Medtronic plc | $13.36M | 2.0% |
| International Business Machines Corp | $12.24M | 1.8% |
| Honeywell International Inc | $11.84M | 1.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.