§ 13F · FUND PROFILE
Allen Mooney & Barnes Investment Advisors LLC.
AUM · $658M (13F)Positions · 152Turnover · n/a · Q2Filed · Jul 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$73M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | 119K | $35M | 5.3% | −11% |
| 2 | GOOGL | ALPHABET INC CAP STK CL A | 62K | $22M | 3.4% | −37% |
| 3 | ABBV | ABBVIE INC COM | 82K | $21M | 3.1% | −7% |
| 4 | UNH | UNITEDHEALTH GROUP INC COM | 49K | $21M | 3.1% | −5% |
| 5 | CMI | CUMMINS INC COM | 28K | $20M | 3.0% | −5% |
| 6 | AEP | AMERICAN ELEC PWR CO INC COM | 143K | $20M | 3.0% | −7% |
| 7 | JPM | JPMORGAN CHASE & CO COM | 58K | $19M | 2.9% | −4% |
| 8 | ELV | ELEVANCE HEALTH INC FORMERLY A COM | 46K | $18M | 2.7% | −6% |
| 9 | SOXX | ISHARES SEMICONDUCTOR ETF | 27K | $18M | 2.7% | NEW |
| 10 | EPD | ENTERPRISE PRODS PARTNERS L P COM | 459K | $17M | 2.6% | −9% |
§ 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 $658 million in assets. The fund runs a portfolio of 152 positions.
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