Allen Mooney & Barnes Investment Advisors LLC

CIK: 0002001461SEC EDGAR →

Portfolio Value

$664.5B

Holdings

162

As of

Q4 2025

New Positions

8

Closed Positions

4

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

APPLE INC COM

131,970$35.9B
5.40%
2

ALPHABET INC CAP STK CL A

98,298$30.8B
4.63%
3

MICROSOFT CORP COM

46,629$22.6B
3.39%
4

EXXON MOBIL CORP COM

167,848$20.2B
3.04%
5

CUMMINS INC COM

39,130$20.0B
3.01%
6

ABBVIE INC COM

87,096$19.9B
2.99%
7

JPMORGAN CHASE & CO. COM

59,576$19.2B
2.89%
8

AMERICAN EXPRESS CO COM

50,412$18.6B
2.81%
9

AMERICAN ELEC PWR CO INC COM

152,897$17.6B
2.65%
10

ELEVANCE HEALTH INC FORMERLY A COM

48,242$16.9B
2.54%

Quarterly Changes

Top Buys

DOWNEW
$14.9B
ADBE↑ Increased
$11.5B
CMI↑ Increased
$3.5B
LLY↑ Increased
$2.3B
AXP↑ Increased
$2.0B

Top Sells

LYB↓ Decreased
$12.2B
KVUECLOSED
$9.4B
FISV↓ Decreased
$9.4B
GOOGL↓ Decreased
$6.7B
FLO↓ Decreased
$2.2B

New Positions (10)

$14.9B · 636K shares
$1.0B · 56K shares
$385.0M · 16K shares
$248.0M · 742 shares
$218.0M · 4K shares
$215.0M · 700 shares
$211.0M · 2K shares
$206.0M · 4K shares
$204.0M · 971 shares
$200.0M · 2K shares

Closed Positions (5)

$9.4B · 581K shares
$339.3M · 3K shares
$236.2M · 910 shares
$228.8M · 5K shares
$217.0M · 701 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services51$155.1B23.3%
Technology17$119.0B17.9%
Healthcare16$87.0B13.1%
Industrials22$61.9B9.3%
Communication Services6$54.0B8.1%
Energy9$52.6B7.9%
Consumer Defensive11$41.9B6.3%
Consumer Cyclical12$37.2B5.6%
Utilities5$22.0B3.3%
Unknown8$17.6B2.7%
Basic Materials2$15.1B2.3%
Real Estate3$855.0M0.1%