Allen Mooney & Barnes Investment Advisors
$658M 13F equity value
168 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Allen Mooney & Barnes Investment Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC COM | 119,343 | $35M | 5.3% |
| GOOGL | ALPHABET INC CAP STK CL A | 62,244 | $22M | 3.4% |
| ABBV | ABBVIE INC COM | 81,986 | $21M | 3.1% |
| UNH | UNITEDHEALTH GROUP INC COM | 49,469 | $21M | 3.1% |
| CMI | CUMMINS INC COM | 28,039 | $20M | 3.0% |
| AEP | AMERICAN ELEC PWR CO INC COM | 142,926 | $20M | 3.0% |
| JPM | JPMORGAN CHASE & CO COM | 57,680 | $19M | 2.9% |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | 46,398 | $18M | 2.7% |
| SOXX | ISHARES SEMICONDUCTOR ETF | 27,349 | $18M | 2.7% |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | 458,936 | $17M | 2.6% |
Track Allen Mooney & Barnes Investment Advisors's 13F portfolio: $658M in reported holdings, 168 positions. Top holdings and quarterly changes on SentiSense.
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