§ 13F · FUND PROFILE
Allen Mooney & Barnes Investment Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $609M (13F)Positions · 153Turnover · — · Q1Filed · Apr 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$15M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | 133K | $34M | 4.9% | +1% |
| 2 | GOOGL | ALPHABET INC CAP STK CL A | 99K | $28M | 4.1% | ±0% |
| 3 | XOM | EXXON MOBIL CORP COM | 129K | $22M | 3.1% | −23% |
| 4 | AEP | AMERICAN ELEC PWR CO INC COM | 153K | $20M | 2.9% | ±0% |
| 5 | ABBV | ABBVIE INC COM | 88K | $19M | 2.8% | +1% |
| 6 | EPD | ENTERPRISE PRODS PARTNERS L P COM | 504K | $19M | 2.7% | −2% |
| 7 | DOW | DOW HLDGS INC COM | 444K | $18M | 2.7% | −30% |
| 8 | JPM | JPMORGAN CHASE & CO COM | 60K | $18M | 2.6% | +1% |
| 9 | MSFT | MICROSOFT CORP COM | 47K | $17M | 2.5% | +1% |
| 10 | LHX | L3HARRIS TECHNOLOGIES INC COM | 48K | $17M | 2.4% | −1% |
§ 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 $609 million in assets. The fund runs a portfolio of 153 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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