Allen Mooney & Barnes Investment Advisors LLC
Sector Allocation
- Technology27.4%$184.6M
- Healthcare18.1%$122.0M
- Financials15.6%$104.9M
- Other10.2%$68.6M
- Consumer Staples7.3%$49.0M
- Energy7.0%$46.7M
- Consumer Discretionary4.8%$32.3M
- Industrials4.0%$26.9M
- Utilities3.0%$20.4M
- Real Estate1.7%$11.4M
AUM History
13fpro.ai/research/fund/allen-mooney-and-barnes-investment-advisors-llc-2001461
Conviction and streaks
Stable · top 10 = 32.5%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
AAPL
$39.2MMSFT
$23.0MGOOGL
$21.6MABBV
$21.3MACN
$20.6MJPM
$19.2MBDX
$18.9MUNH
$18.3MMRK
$18.3MELV
$18.2MAMZN
$17.8MAEP
$17.1MSPY
$16.6MMETA
$16.5MEPD
$16.4M- ISHARES$15.8M
AXP
$15.2MCLX
$15.1MCMI
$14.9MSCHW
$14.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/allen-mooney-and-barnes-investment-advisors-llc-2001461
Allen Mooney & Barnes Investment Advisors LLC 13F holdings — Q3 2026
$672.5M portfolio (+2.3% QoQ) · 158 holdings · Q3 2026 13F · top 10 are 33% of the stock portfolio
$39.2M
5.8% of stocks
-1%This quarter+1.0%Since filed8+ qtrsHeld$23.0M
3.4% of stocks
-0.9%This quarter+1.9%Since filed8+ qtrsHeld$21.6M
3.2% of stocks
+0.7%This quarter-8.9%Since filed8+ qtrsHeld$21.3M
3.2% of stocks
-0.7%This quarter+5.3%Since filed8+ qtrsHeld$20.6M
3.1% of stocks
-0.0%This quarter+18.7%Since filed2 qtrsHeld$19.2M
2.9% of stocks
+0.5%This quarter+0.8%Since filed8+ qtrsHeld$18.9M
2.8% of stocks
-0.9%This quarter+7.5%Since filed2 qtrsHeld$18.3M
2.7% of stocks
+0.8%This quarter+10.7%Since filed8+ qtrsHeld$18.3M
2.7% of stocks
-0.7%This quarter-1.2%Since filed8+ qtrsHeld$18.2M
2.7% of stocks
+0.8%This quarter+7.6%Since filed5 qtrsHeld
All holdings — Allen Mooney & Barnes Investment Advisors LLC (Q3 2026)
158 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | AMAZON COM INC | Consumer Discretionary | $17.8M | 2.6% | 71K | +1% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | AMERICAN ELECTRIC POWER CO INC | Utilities | $17.1M | 2.5% | 144K | +0.9% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | SPDR S&P 500 ETF TRUSTetf/fund | — | $16.6M | 2.5% | 22K | +0.1% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Meta Platforms, Inc. | Technology | $16.5M | 2.5% | 23K | +1% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $16.4M | 2.5% | 462K | +0.6% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | — | ISHARES SEMICONDUCTOR ETF - ETFetf/fund | — | $15.8M | 2.4% | 28K | +1% | — | — | 13F |
| 17 | AMERICAN EXPRESS CO | Financials | $15.2M | 2.3% | 50K | +1% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | CLOROX CO /DE/ | Consumer Staples | $15.1M | 2.2% | 186K | +3309% | 8+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | CUMMINS INC | Industrials | $14.9M | 2.2% | 29K | +3% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | SCHWAB CHARLES CORP | Financials | $14.2M | 2.1% | 145K | -0.4% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | EXXON MOBIL CORP | Energy | $13.9M | 2.1% | 86K | +0.1% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | ADOBE INC. | Technology | $13.9M | 2.1% | 58K | +2% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Uber Technologies, Inc | Technology | $13.6M | 2.0% | 198K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | ALTRIA GROUP, INC. | Consumer Staples | $12.0M | 1.8% | 178K | -0.6% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | LOWES COMPANIES INC | Consumer Discretionary | $11.5M | 1.7% | 62K | +1% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $MDT | Medtronic plc | Healthcare | $11.3M | 1.7% | 132K | +1% | |||
| 27 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $11.2M | 1.7% | 47K | +4% | |||
| 28 | $WY | WEYERHAEUSER CO | Real Estate | $11.2M | 1.7% | 586K | +2% | |||
| 29 | $C | CITIGROUP INC | Financials | $10.9M | 1.6% | 84K | +1% | |||
| 30 | $PFH | PRUDENTIAL FINANCIAL INC | Financials | $10.6M | 1.6% | 93K | -1% | |||
| 31 | $EOG | EOG RESOURCES INC | Energy | $9.3M | 1.4% | 68K | +2% | |||
| 32 | $INTU | INTUIT INC. | Technology | $9.0M | 1.3% | 33K | +5% | |||
| 33 | — | ISHARES MSCI EAFE ETF - ETF | — | $7.6M | 1.1% | 73K | -5% | |||
| 34 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $7.0M | 1.1% | 14K | +2% | |||
| 35 | $AFL | AFLAC INC | Financials | $6.8M | 1.0% | 61K | +0.0% | |||
| 36 | $PEP | PEPSICO INC | Consumer Staples | $6.7M | 1.0% | 53K | +1% | |||
| 37 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $6.2M | 0.9% | 30K | +5% | |||
| 38 | $V | VISA INC. | Financials | $6.1M | 0.9% | 17K | -2% | |||
| 39 | $LLY | ELI LILLY & Co | Healthcare | $5.5M | 0.8% | 4,730 | -2% | |||
| 40 | $T | AT&T INC. | Communication Services | $5.5M | 0.8% | 224K | +0.4% | |||
| 41 | $WMT | Walmart Inc. | Consumer Staples | $4.7M | 0.7% | 45K | +0.7% | |||
| 42 | — | VANGUARD S&P 500 ETF - ETF | — | $4.7M | 0.7% | 6,722 | -17% | |||
| 43 | — | VANGUARD MORNINGSTAR SMALL-CAP ETF - ETF | — | $4.6M | 0.7% | 16K | -5% | |||
| 44 | — | VANGUARD MORNINGSTAR MID-CAP ETF - ETF | — | $4.1M | 0.6% | 53K | -2% | |||
| 45 | $EFX | EQUIFAX INC | Financials | $3.9M | 0.6% | 29K | — | |||
| 46 | — | ISHARES MSCI EMERGING MARKETS ETF - ETF | — | $3.8M | 0.6% | 56K | -7% | |||
| 47 | $CVX | CHEVRON CORP | Energy | $3.4M | 0.5% | 17K | -2% | |||
| 48 | $KO | COCA COLA CO | Consumer Staples | $3.0M | 0.4% | 34K | +1% | |||
| 49 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $2.6M | 0.4% | 3,527 | -2% | |||
| 50 | $USB | US BANCORP \DE\ | Financials | $2.5M | 0.4% | 43K | +4% | |||
| 51 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $2.3M | 0.3% | 4,897 | -7% | |||
| 52 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $2.3M | 0.3% | 15K | -2% | |||
| 53 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $2.2M | 0.3% | 35K | +6% | |||
| 54 | $ADM | Archer-Daniels-Midland Co | Consumer Staples | $2.1M | 0.3% | 27K | +4% | |||
| 55 | $DHR | DANAHER CORP /DE/ | Healthcare | $2.0M | 0.3% | 8,844 | +2% | |||
| 56 | $JNJ | JOHNSON & JOHNSON | Healthcare | $2.0M | 0.3% | 7,369 | +0.9% | |||
| 57 | $GS | GOLDMAN SACHS GROUP INC | Financials | $1.9M | 0.3% | 2,074 | +0.7% | |||
| 58 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.6M | 0.2% | 15K | -9% | |||
| 59 | $NVDA | NVIDIA CORP | Technology | $1.4M | 0.2% | 6,171 | -2% | |||
| 60 | $SO | SOUTHERN CO | Utilities | $1.4M | 0.2% | 17K | -16% | |||
| 61 | $CAH | CARDINAL HEALTH INC | Consumer Staples | $1.2M | 0.2% | 5,588 | -13% | |||
| 62 | $CBAN | COLONY BANKCORP INC | Financials | $1.2M | 0.2% | 58K | — | |||
| 63 | $PSX | Phillips 66 | Energy | $1.2M | 0.2% | 4,516 | -12% | |||
| 64 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.1M | 0.2% | 7,876 | -3% | |||
| 65 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $1.1M | 0.2% | 5,077 | -10% | |||
| 66 | $MCD | MCDONALDS CORP | Consumer Discretionary | $1.1M | 0.2% | 4,821 | +0.2% | |||
| 67 | $CAT | CATERPILLAR INC | Industrials | $1.1M | 0.2% | 1,313 | -2% | |||
| 68 | $IVZ | Invesco Ltd. | Financials | $1.0M | 0.1% | 4,961 | New | |||
| 69 | $FTNT | Fortinet, Inc. | Technology | $953K | 0.1% | 5,332 | — | |||
| 70 | $ICE | Intercontinental Exchange, Inc. | Financials | $904K | 0.1% | 5,947 | -9% | |||
| 71 | — | VANGUARD TOTAL INTERNATIONAL BOND ETF - ETF | — | $903K | 0.1% | 19K | +0.0% | |||
| 72 | $GOOG | Alphabet Inc. | Technology | $894K | 0.1% | 2,624 | -0.9% | |||
| 73 | $SWK | STANLEY BLACK & DECKER, INC. | Industrials | $891K | 0.1% | 10K | -10% | |||
| 74 | $TFC | TRUIST FINANCIAL CORP | Financials | $875K | 0.1% | 19K | -0.2% | |||
| 75 | $GLD | SPDR GOLD TRUST | Financials | $825K | 0.1% | 2,166 | +0.5% | |||
| 76 | $RTX | RTX Corp | Industrials | $800K | 0.1% | 4,311 | -0.4% | |||
| 77 | $PM | Philip Morris International Inc. | Consumer Staples | $798K | 0.1% | 4,180 | +0.2% | |||
| 78 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $765K | 0.1% | 14K | +0.6% | |||
| 79 | $BLK | BlackRock, Inc. | Financials | $753K | 0.1% | 712 | -0.4% | |||
| 80 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $730K | 0.1% | 3,780 | +0.0% | |||
| 81 | $AVGO | Broadcom Inc. | Technology | $704K | 0.1% | 2,004 | +0.1% | |||
| 82 | — | ISHARES RUSSELL 1000 ETF - ETF | — | $701K | 0.1% | 1,685 | +0.2% | |||
| 83 | $GPN | GLOBAL PAYMENTS INC | Financials | $689K | 0.1% | 8,436 | — | |||
| 84 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $680K | 0.1% | 1,036 | +0.1% | |||
| 85 | $NEE | NEXTERA ENERGY INC | Utilities | $675K | 0.1% | 8,907 | +1% | |||
| 86 | $FLO | FLOWERS FOODS INC | Consumer Staples | $661K | 0.1% | 119K | -86% | |||
| 87 | $PFE | PFIZER INC | Healthcare | $636K | 0.1% | 22K | -1% | |||
| 88 | — | ISHARES RUSSELL 1000 GROWTH ETF - ETF | — | $594K | 0.1% | 4,742 | -2% | |||
| 89 | — | VANGUARD MORNINGSTAR GROWTH ETF - ETF | — | $580K | 0.1% | 6,433 | -2% | |||
| 90 | $UNP | UNION PACIFIC CORP | Industrials | $542K | 0.1% | 1,993 | +0.1% | |||
| 91 | $MET | METLIFE INC | Financials | $541K | 0.1% | 5,743 | +0.1% | |||
| 92 | $COP | CONOCOPHILLIPS | Energy | $540K | 0.1% | 4,316 | +0.1% | |||
| 93 | $DUK | Duke Energy CORP | Utilities | $538K | 0.1% | 4,717 | -0.5% | |||
| 94 | — | VANGUARD INFORMATION TECHNOLOGY ETF - ETF | — | $536K | 0.1% | 4,264 | — | |||
| 95 | — | ISHARES RUSSELL MIDCAP ETF - ETF | — | $524K | 0.1% | 4,906 | -13% | |||
| 96 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $520K | 0.1% | 571 | — | |||
| 97 | — | ISHARES PREFERRED & INCOME SECURITIES ETF - ETF | — | $504K | 0.1% | 17K | +7% | |||
| 98 | $DE | DEERE & CO | Industrials | $498K | 0.1% | 741 | -16% | |||
| 99 | $BP | BP PLC | Energy | $494K | 0.1% | 11K | -4% | |||
| 100 | $MKL | MARKEL GROUP INC. | Financials | $483K | 0.1% | 282 | — | |||
| 101 | $MMM | 3M CO | Healthcare | $454K | 0.1% | 2,768 | +0.8% | |||
| 102 | $ORCL | ORACLE CORP | Technology | $450K | 0.1% | 3,277 | +0.1% | |||
| 103 | — | ISHARES RUSSELL 2000 ETF - ETF | — | $442K | 0.1% | 1,590 | +1% | |||
| 104 | — | ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF - Stock | — | $432K | 0.1% | 4,700 | — | |||
| 105 | — | VANGUARD RUSSELL 1000 VALUE ETF - ETF | — | $431K | 0.1% | 3,969 | +0.4% | |||
| 106 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $424K | 0.1% | 2,811 | +28% | |||
| 107 | $MPC | Marathon Petroleum Corp | Energy | $424K | 0.1% | 1,072 | +6% | |||
| 108 | $SYK | STRYKER CORP | Healthcare | $417K | 0.1% | 1,515 | -6% | |||
| 109 | $OZK | Bank OZK | Other | $416K | 0.1% | 9,045 | -17% | |||
| 110 | $IVZ | Invesco Ltd. | Financials | $412K | 0.1% | 4,050 | — | |||
| 111 | — | VANGUARD INTERMEDIATE-TERM BOND ETF - ETF | — | $399K | 0.1% | 5,475 | -2% | |||
| 112 | $ABCB | Ameris Bancorp | Financials | $398K | 0.1% | 5,003 | — | |||
| 113 | $LRCX | LAM RESEARCH CORP | Technology | $385K | 0.1% | 1,171 | +2% | |||
| 114 | — | ISHARES CORE S&P 500 ETF - ETF | — | $374K | 0.1% | 489 | -23% | |||
| 115 | $INTC | INTEL CORP | Technology | $373K | 0.1% | 3,105 | -14% | |||
| 116 | $TGT | TARGET CORP | Consumer Staples | $371K | 0.1% | 2,366 | +0.0% | |||
| 117 | $MS | MORGAN STANLEY | Financials | $360K | 0.1% | 1,914 | -13% | |||
| 118 | $RNST | RENASANT CORP | Financials | $353K | 0.1% | 9,087 | +0.4% | |||
| 119 | $D | DOMINION ENERGY, INC | Utilities | $345K | 0.1% | 5,708 | — | |||
| 120 | $EMR | EMERSON ELECTRIC CO | Industrials | $344K | 0.1% | 2,217 | -2% | |||
| 121 | $GM | General Motors Co | Consumer Discretionary | $343K | 0.1% | 4,450 | -6% | |||
| 122 | $BSX | BOSTON SCIENTIFIC CORP | Healthcare | $342K | 0.1% | 7,824 | +5% | |||
| 123 | $HONA | Honeywell Aerospace Inc. | Industrials | $334K | 0.1% | 2,152 | -92% | |||
| 124 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $333K | 0.1% | 3,549 | +3% | |||
| 125 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $322K | 0.1% | 3,777 | +0.2% | |||
| 126 | $DG | DOLLAR GENERAL CORP | Consumer Staples | $319K | 0.1% | 2,667 | +0.0% | |||
| 127 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $317K | 0.1% | 3,395 | -2% | |||
| 128 | $WM | WASTE MANAGEMENT INC | Utilities | $317K | 0.1% | 1,554 | +0.1% | |||
| 129 | $PLTR | Palantir Technologies Inc. | Technology | $304K | 0.1% | 1,624 | -38% | |||
| 130 | $GPC | GENUINE PARTS CO | Consumer Discretionary | $299K | 0.0% | 2,377 | — | |||
| 131 | $WELL | WELLTOWER INC. | Real Estate | $289K | 0.0% | 1,256 | +1.0% | |||
| 132 | $TSLA | Tesla, Inc. | Consumer Discretionary | $287K | 0.0% | 810 | +0.7% | |||
| 133 | $ENB | ENBRIDGE INC | Energy | $274K | 0.0% | 5,900 | New | |||
| 134 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $268K | 0.0% | 5,841 | +0.7% | |||
| 135 | $SHOP | SHOPIFY INC. | Technology | $266K | 0.0% | 1,795 | New | |||
| 136 | — | VANGUARD TOTAL INTERNATIONAL STOCK ETF - ETF | — | $260K | 0.0% | 3,060 | +0.2% | |||
| 137 | $VLO | VALERO ENERGY CORP/TX | Energy | $259K | 0.0% | 668 | New | |||
| 138 | $SNA | Snap-on Inc | Industrials | $258K | 0.0% | 710 | -5% | |||
| 139 | $SHEL | Shell plc | Energy | $251K | 0.0% | 2,640 | -3% | |||
| 140 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $246K | 0.0% | 1,106 | — | |||
| 141 | $MFC | MANULIFE FINANCIAL CORP | Financials | $244K | 0.0% | 5,739 | New | |||
| 142 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $243K | 0.0% | 1,490 | -5% | |||
| 143 | $FDX | FEDEX CORP | Industrials | $233K | 0.0% | 817 | -6% | |||
| 144 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $232K | 0.0% | 750 | — | |||
| 145 | — | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF - ETF | — | $230K | 0.0% | 4,312 | +5% | |||
| 146 | $OKE | ONEOK INC /NEW/ | Energy | $221K | 0.0% | 2,590 | -8% | |||
| 147 | — | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF - ETF | — | $220K | 0.0% | 587 | +0.2% | |||
| 148 | $IVZ | Invesco Ltd. | Financials | $218K | 0.0% | 715 | New | |||
| 149 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $216K | 0.0% | 1,634 | +0.1% | |||
| 150 | — | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF - ETF | — | $207K | 0.0% | 1,940 | New |
What changed in Q3 2026
Against the previous quarter's 13F: 6 new, 70 added to, 63 trimmed, 3 sold out. Share-count changes; largest moves by dollar size first.
New positions (6)
$UBERUber Technologies, Inc$13.6M
first bought this quarter
$ENBENBRIDGE INC$274K
first bought this quarter
$SHOPSHOPIFY INC.$266K
first bought this quarter
$VLOVALERO ENERGY CORP/TX$259K
first bought this quarter
$MFCMANULIFE FINANCIAL CORP$244K
first bought this quarter
- ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF - ETF$207K
first bought this quarter
Added to (70)
now $15.1M · held 8+ qtrs, 2 adds in a row
now $14.9M · held 8+ qtrs
$LHXL3HARRIS TECHNOLOGIES, INC. /DE/+4%
now $11.2M · held 8+ qtrs
$INTUINTUIT INC.+5%
now $9.0M · held 3 qtrs
$ADBEADOBE INC.+2%
now $13.9M · held 8+ qtrs
$HONHONEYWELL INTERNATIONAL INC+5%
now $6.2M · held 8+ qtrs
+64 more in the Excel export
Trimmed (63)
$FLOFLOWERS FOODS INC-86%
now $661K · held 8+ qtrs, 2 trims in a row
$HONAHoneywell Aerospace Inc.-92%
now $334K · held 2 qtrs
- VANGUARD S&P 500 ETF - ETF-17%
now $4.7M
now $39.2M · held 8+ qtrs, 2 trims in a row
- ISHARES MSCI EAFE ETF - ETF-5%
now $7.6M
- ISHARES MSCI EMERGING MARKETS ETF - ETF-7%
now $3.8M
+57 more in the Excel export
Holdings by quarter
Every 13F Allen Mooney & Barnes Investment Advisors LLC has filed, 18 earlier quarters. Pick one to see what it held then.
Is it too late to follow Allen Mooney & Barnes Investment Advisors?
Q3 2026 13F filed with the SEC on Oct 8, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Allen Mooney & Barnes Investment Advisors's top 20 holdings: 69/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
+3.9%
Value-weighted move of the 10 largest stock positions
Turnover
4%
Last quarter; 20% over the last 4
Top 10 weight
33%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
89%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Allen Mooney & Barnes Investment Advisors LLC disclosed 158 positions worth $672.5M in its Form 13F-HR for Q3 2026, led by $AAPL (Apple Inc.) at 5.8% of the equity portfolio, followed by $MSFT and $GOOGL. During the quarter the fund opened 6 new positions and exited 3 — including a new stake in $UBER and a full exit from $CG. The portfolio is most concentrated in Technology (27.4% of disclosed assets). All figures are sourced directly from Allen Mooney & Barnes Investment Advisors LLC’s Form 13F-HR filing with the SEC under CIK 2001461.
Funds like this
managers whose biggest positions overlap Allen Mooney & Barnes Investment Advisors'sBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: Allen Mooney & Barnes Investment Advisors LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Allen Mooney & Barnes Investment Advisors LLC (SEC CIK: 2001461), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Allen Mooney & Barnes Investment Advisors LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.