Allen Mooney & Barnes Investment Advisors LLC
Allen Mooney & Barnes Investment Advisors LLC reported 152 positions worth $657.6M as of June 30, 2026 (13F filed July 13, 2026). Largest holding: AAPL (5.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AAPL | SH | $34.5M | 5.25% | 119,343 | — | — | |
| ▸ 2 | GOOGL | SH | $22.2M | 3.38% | 62,244 | — | — | |
| ▸ 3 | ABBV | SH | $20.6M | 3.14% | 81,986 | — | — | |
| ▸ 4 | UNH | SH | $20.6M | 3.13% | 49,469 | — | — | |
| ▸ 5 | CMI | SH | $20.0M | 3.04% | 28,039 | — | — | |
| ▸ 6 | AEP | SH | $19.6M | 2.97% | 142,926 | — | — | |
| ▸ 7 | JPM | SH | $18.9M | 2.87% | 57,680 | — | — | |
| ▸ 8 | ELV | SH | $17.9M | 2.73% | 46,398 | — | — | |
| ▸ 9 | SOXX | SH | $17.5M | 2.67% | 27,349 | — | — | |
| ▸ 10 | EPD | SH | $16.9M | 2.57% | 458,936 | — | — |
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Frequently Asked Questions
What stocks does Allen Mooney & Barnes Investment Advisors LLC hold as of Q2 2026?
Allen Mooney & Barnes Investment Advisors LLC reported 152 positions worth $657.6M in its Q2 2026 13F filing. Largest positions: AAPL (5.3%), GOOGL (3.4%), ABBV (3.1%), UNH (3.1%) and CMI (3.0%).
What did Allen Mooney & Barnes Investment Advisors LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Allen Mooney & Barnes Investment Advisors LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.