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.
Allred Capital Management, LLC (CIK 1765885) reported $274.6M across 154 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SHV ($25.6M, 9.31%), MSFT ($15.3M, 5.56%), VIG ($13.3M, 4.83%), XLV ($8.1M, 2.96%), AAPL ($7.9M, 2.87%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SHV | ISHARES TR | $25.6M | 9.31% | 231,639 | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $15.3M | 5.56% | 41,257 | Trimmed |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | $13.3M | 4.83% | 61,655 | Added |
| 4 | XLV | SELECT SECTOR SPDR TR | $8.1M | 2.96% | 55,440 | Added |
| 5 | AAPL | APPLE INC | $7.9M | 2.87% | 31,089 | Added |
| 6 | NVDA | NVIDIA CORPORATION | $7.4M | 2.70% | 42,551 | Added |
| 7 | NOBL | PROSHARES TR | $7.1M | 2.60% | 67,320 | Added |
| 8 | JNJ | JOHNSON & JOHNSON | $7.1M | 2.59% | 29,090 | Trimmed |
| 9 | USMV | ISHARES TR | $6.3M | 2.30% | 68,197 | Added |
| 10 | SYK | STRYKER CORPORATION | $5.7M | 2.09% | 17,438 | Trimmed |
| 11 | GOOGL | ALPHABET INC | $5.7M | 2.09% | 19,932 | Trimmed |
| 12 | JEPI | J P MORGAN EXCHANGE TRADED F | $5.5M | 2.01% | 97,557 | Added |
| 13 | WMT | WALMART INC | $5.5M | 2.01% | 44,408 | Trimmed |
| 14 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $5.1M | 1.84% | 10,548 | Trimmed |
| 15 | XOM | EXXON MOBIL CORP | $4.7M | 1.70% | 27,592 | Trimmed |
| 16 | XLI | SELECT SECTOR SPDR TR | $4.6M | 1.68% | 28,477 | Added |
| 17 | XLE | SELECT SECTOR SPDR TR | $4.5M | 1.66% | 74,241 | Trimmed |
| 18 | DIVO | AMPLIFY ETF TR | $4.5M | 1.65% | 101,062 | Added |
| 19 | JPM | JPMORGAN CHASE & CO | $3.8M | 1.37% | 12,789 | Added |
| 20 | COST | COSTCO WHOLESALE CORPORATION | $3.4M | 1.24% | 3,403 | Trimmed |
| 21 | XLP | SELECT SECTOR SPDR TR | $3.3M | 1.19% | 40,012 | Trimmed |
| 22 | AMZN | AMAZON COM INC | $3.2M | 1.16% | 15,324 | Added |
| 23 | GEV | GE VERNOVA INC | $3.1M | 1.12% | 3,528 | Added |
| 24 | KO | COCA COLA CO | $2.8M | 1.03% | 37,314 | Added |
| 25 | SPY | STATE STR SPDR S&P 500 ETF T | $2.7M | 0.99% | 4,175 | Added |
Source: SEC Form 13F filings · as of 2026-03-31