StockDriftsStockDriftsTop 50 Allen Mooney & Barnes Investment Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | 5.25% | 119.3K | $34.5M | -10.59%(-14.14K) | $178.71(+70.88%) | 2026-06-30 | |
| GOOGL | ALPHABET INC CAP STK CL A | 3.38% | 62.2K | $22.2M | -36.92%(-36.42K) | $129.89(+165.39%) | 2026-06-30 | |
| ABBV | ABBVIE INC COM | 3.14% | 82.0K | $20.6M | -6.89%(-6.06K) | $151.49(+64.64%) | 2026-06-30 | |
| UNH | UNITEDHEALTH GROUP INC COM | 3.13% | 49.5K | $20.6M | -5.30%(-2.77K) | $433.39(-8.51%) | 2026-06-30 | |
| CMI | CUMMINS INC COM | 3.04% | 28.0K | $20.0M | -5.08%(-1.50K) | $219.99(+192.33%) | 2026-06-30 | |
| AEP | AMERICAN ELEC PWR CO INC COM | 2.97% | 142.9K | $19.6M | -6.76%(-10.36K) | $81.61(+53.91%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO COM | 2.87% | 57.7K | $18.9M | -4.37%(-2.63K) | $149.98(+143.18%) | 2026-06-30 | |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | 2.73% | 46.4K | $17.9M | -6.49%(-3.22K) | $354.69(+11.80%) | 2026-06-30 | |
| SOXX | ISHARES SEMICONDUCTOR ETF | 2.67% | 27.3K | $17.5M | new | $475.28(+18.66%) | 2026-06-30 | |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | 2.57% | 458.9K | $16.9M | -8.90%(-44.86K) | $26.65(+45.94%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (17 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.02% | +56.16% | — | — | +45.42% |
| Top 20 Holdings Unweighted | +15.75% | +55.10% | — | — | +43.93% |
Allen Mooney & Barnes Investment Advisors LLC reports $657.55M in US-listed equity holdings across 152 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (5.3%), GOOGL (3.4%) and ABBV (3.1%). The top 20 holdings account for 55.13% of reported assets. Its disclosed equity book has returned +56.16% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Allen Mooney & Barnes Investment Advisors LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Allen Mooney & Barnes Investment Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2001461). View Allen Mooney & Barnes Investment Advisors LLC’s 13F filings on SEC