Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Allen Mooney & Barnes Investment Advisors LLC (CIK 2001461) reported $695.3M across 159 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($33.9M, 4.87%), GOOGL ($28.4M, 4.08%), XOM ($21.9M, 3.14%), AEP ($20.1M, 2.89%), ABBV ($19.1M, 2.75%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | $33.9M | 4.87% | 133,483 | Added |
| 2 | GOOGL | ALPHABET INC CAP STK CL A | $28.4M | 4.08% | 98,668 | Added |
| 3 | XOM | EXXON MOBIL CORP COM | $21.9M | 3.14% | 128,819 | Trimmed |
| 4 | AEP | AMERICAN ELEC PWR CO INC COM | $20.1M | 2.89% | 153,284 | Added |
| 5 | ABBV | ABBVIE INC COM | $19.1M | 2.75% | 88,049 | Added |
| 6 | EPD | ENTERPRISE PRODS PARTNERS L P COM | $19.1M | 2.74% | 503,794 | Trimmed |
| 7 | DOW | DOW HLDGS INC COM | $18.5M | 2.66% | 443,687 | Trimmed |
| 8 | JPM | JPMORGAN CHASE & CO COM | $17.7M | 2.55% | 60,313 | Added |
| 9 | MSFT | MICROSOFT CORP COM | $17.5M | 2.51% | 47,180 | Added |
| 10 | LHX | L3HARRIS TECHNOLOGIES INC COM | $16.6M | 2.39% | 48,226 | Trimmed |
| 11 | EOG | EOG RES INC COM | $16.0M | 2.30% | 110,759 | Added |
| 12 | CSCO | CISCO SYS INC COM | $16.0M | 2.30% | 206,493 | Added |
| 13 | CMI | CUMMINS INC COM | $15.9M | 2.29% | 29,541 | Trimmed |
| 14 | LOW | LOWES COS INC COM | $15.6M | 2.25% | 66,173 | Added |
| 15 | MRK | MERCK & CO INC COM | $15.6M | 2.25% | 130,078 | Added |
| 16 | AXP | AMERICAN EXPRESS CO COM | $15.5M | 2.23% | 51,366 | Added |
| 17 | AMZN | AMAZON COM INC COM | $15.5M | 2.22% | 74,228 | Added |
| 18 | ELV | ELEVANCE HEALTH INC FORMERLY A COM | $14.5M | 2.09% | 49,616 | Added |
| 19 | WY | WEYERHAEUSER CO COM NEW | $14.6M | 2.09% | 595,842 | Added |
| 20 | SCHW | SCHWAB CHARLES CORP COM | $14.2M | 2.04% | 150,785 | Added |
| 21 | SPY | STATE STREET SPDR S&P 500 ETF | $14.2M | 2.04% | 21,761 | Added |
| 22 | ADBE | ADOBE INC COM | $14.1M | 2.03% | 58,042 | Added |
| 23 | UNH | UNITEDHEALTH GROUP INC COM | $14.1M | 2.03% | 52,236 | Added |
| 24 | HON | HONEYWELL INTL INC COM | $13.8M | 1.98% | 60,989 | Added |
| 25 | INTU | INTUIT COM | $13.6M | 1.96% | 31,471 | New |
Source: SEC Form 13F filings · as of 2026-03-31