StockDriftsStockDriftsTop 50 Allen Mooney & Barnes Investment Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | 5.83% | 117.7K | $39.2M | -1.40%(-1.67K) | $178.71(+91.90%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP COM | 3.41% | 44.8K | $23.0M | -0.90%(-407) | $406.05(+31.39%) | 2026-09-30 | |
| GOOGL | ALPHABET INC CAP STK CL A | 3.21% | 62.7K | $21.6M | +0.71%(+442) | $131.30(+162.14%) | 2026-09-30 | |
| ABBV | ABBVIE INC COM | 3.17% | 81.4K | $21.3M | -0.71%(-580) | $151.49(+86.60%) | 2026-09-30 | |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | 3.06% | 112.2K | $20.6M | -0.00%(-3) | $161.00(+47.17%) | 2026-09-30 | |
| JPM | JPMORGAN CHASE & CO COM | 2.85% | 58.0K | $19.2M | +0.48%(+279) | $150.84(+121.11%) | 2026-09-30 | |
| BDX | BECTON DICKINSON & CO COM | 2.8% | 105.3K | $18.9M | -0.87%(-920) | $153.50(+24.26%) | 2026-09-30 | |
| UNH | UNITEDHEALTH GROUP INC COM | 2.72% | 49.9K | $18.3M | +0.79%(+393) | $433.05(-6.04%) | 2026-09-30 | |
| MRK | MERCK & CO INC COM | 2.72% | 125.8K | $18.3M | -0.74%(-944) | $107.37(+33.78%) | 2026-09-30 | |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | 2.7% | 46.8K | $18.2M | +0.80%(+369) | $354.95(+21.21%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.30% | +57.31% | — | — | +47.69% |
| Top 20 Holdings Unweighted | +16.43% | +57.83% | — | — | +46.23% |
Allen Mooney & Barnes Investment Advisors LLC reports $672.53M in US-listed equity holdings across 158 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (5.8%), MSFT (3.4%) and GOOGL (3.2%). The top 20 holdings account for 56.2% of reported assets. Its disclosed equity book has returned +57.31% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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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