§ 13F · FUND PROFILE
Allen Mooney & Barnes Investment Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $608.9T (13F)Positions · 153Turnover · — · Q4Filed · Jan 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$664.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | 132K | $35.9T | 5.4% | NEW |
| 2 | GOOGL | ALPHABET INC CAP STK CL A | 98K | $30.8T | 4.6% | NEW |
| 3 | MSFT | MICROSOFT CORP COM | 47K | $22.6T | 3.4% | NEW |
| 4 | XOM | EXXON MOBIL CORP COM | 168K | $20.2T | 3.0% | NEW |
| 5 | CMI | CUMMINS INC COM | 39K | $20.0T | 3.0% | NEW |
| 6 | ABBV | ABBVIE INC COM | 87K | $19.9T | 3.0% | NEW |
| 7 | JPM | JPMORGAN CHASE & CO. COM | 60K | $19.2T | 2.9% | NEW |
| 8 | AXP | AMERICAN EXPRESS CO COM | 50K | $18.7T | 2.8% | NEW |
| 9 | AEP | AMERICAN ELEC PWR CO INC COM | 153K | $17.6T | 2.7% | NEW |
| 10 | ELV | ELEVANCE HEALTH INC FORMERLY A COM | 48K | $16.9T | 2.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ALLEN SIGNAL
AC read
Allen Mooney & Barnes Investment Advisors LLC is a Other fund managing $608880.8 trillion in assets. The fund runs a portfolio of 153 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed