Institutional Manager · CIK 0002001461
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA · File #028-23465
Latest AUM
$664.5M
Positions
162
Top-10 Concentration
37.3%
Filings
15
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025162 pos · $664.5M
- 13F HOLDINGS REPORTQ/E Sep 2025157 pos · $641.8M
- 13F HOLDINGS REPORTQ/E Jun 2025153 pos · $608.9M
- 13F HOLDINGS REPORTQ/E Mar 2025154 pos · $615.0M
- 13F HOLDINGS REPORTQ/E Dec 2024149 pos · $592.8M
- 13F HOLDINGS REPORTQ/E Sep 2024155 pos · $587.4M
- 13F HOLDINGS REPORTQ/E Jun 2024151 pos · $559.2M
- 13F HOLDINGS REPORTQ/E Mar 2024151 pos · $451.3M
- 13F HOLDINGS REPORTQ/E Mar 2024133 pos · $374.1M
- 13F HOLDINGS REPORTQ/E Mar 2024131 pos · $417.9M
- 13F HOLDINGS REPORTQ/E Mar 2024134 pos · $416.1M
- 13F HOLDINGS REPORTQ/E Mar 2024143 pos · $451.5M
- 13F HOLDINGS REPORTQ/E Mar 2024137 pos · $390.6M
- 13F HOLDINGS REPORTQ/E Mar 2024160 pos · $521.0M
- 13F HOLDINGS REPORTQ/E Dec 2023149 pos · $469.5M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | APPLE INC COM | AAPL | 131,970 | $35.9M | 6.04% |
| 2 | ALPHABET INC CAP STK CL A | GOOG | 98,298 | $30.8M | 5.18% |
| 3 | MICROSOFT CORP COM | MSFT | 46,629 | $22.6M | 3.79% |
| 4 | EXXON MOBIL CORP COM | XOM | 167,848 | $20.2M | 3.40% |
| 5 | CUMMINS INC COM | CMI | 39,130 | $20.0M | 3.36% |
| 6 | ABBVIE INC COM | ABBV | 87,096 | $19.9M | 3.35% |
| 7 | JPMORGAN CHASE & CO. COM | VYLD | 59,576 | $19.2M | 3.23% |
| 8 | AMERICAN EXPRESS CO COM | AXP | 50,412 | $18.7M | 3.14% |
| 9 | AMERICAN ELEC PWR CO INC COM | 025537101 | 152,897 | $17.6M | 2.97% |
| 10 | ELEVANCE HEALTH INC FORMERLY A COM | ELV | 48,242 | $16.9M | 2.85% |
| 11 | AMAZON COM INC COM | AMZN | 72,542 | $16.7M | 2.82% |
| 12 | ENTERPRISE PRODS PARTNERS L P COM | 293792107 | 516,486 | $16.6M | 2.79% |
| 13 | UNITEDHEALTH GROUP INC COM | UNH | 49,978 | $16.5M | 2.78% |
| 14 | LOWES COS INC COM | 548661107 | 65,691 | $15.8M | 2.67% |
| 15 | CISCO SYS INC COM | CSCO | 202,051 | $15.6M | 2.62% |
| 16 | META PLATFORMS INC CL A | META | 23,140 | $15.3M | 2.57% |
| 17 | CARLYLE GROUP INC COM | CGABL | 252,313 | $14.9M | 2.51% |
| 18 | DOW INC COM | DOW | 635,637 | $14.9M | 2.50% |
| 19 | SCHWAB CHARLES CORP COM | SCHW-PJ | 148,104 | $14.8M | 2.49% |
| 20 | SPDR S&P 500 ETF TRUST | SPY | 21,393 | $14.6M | 2.45% |