13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002013713
Total reported value
$192.9M
$192.9M
59 檔
48.0%
In Q4 2025, Ables, Iannone, Moore & Associates, Inc.'s U.S. equity holdings reached a combined market value of $192.9M, distributed across 59 disclosed stock positions.
In Q4 2025, Ables, Iannone, Moore & Associates, Inc. adopted a defensive or profit-taking posture, trimming 37 positions and completely liquidating 1 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 14.28% | +1.27% | -0.90% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 12.11% | +1.08% | -2.67% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 10.56% | -0.88% | -1.11% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 9.16% | -0.06% | -0.14% | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 4.56% | -0.11% | -0.67% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.25% | -0.18% | -1.15% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 4.13% | +1.16% | +2.48% | |
| 8 | HD | Home Depot Inc | Stock-Consumer Disc | 3.20% | -0.53% | +14.97% | |
| 9 | BAC | Bank Of America CORP | Stock-Financials | 3.07% | -0.28% | -3.13% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.37% | -0.36% | -2.67% | |
| 11 | AMT | American Tower CORP | Stock-Real Estate | 2.09% | -0.01% | +28.79% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.89% | -0.14% | +0.06% | |
| 13 | VMC | Vulcan Materials Co | Stock-Materials | 1.74% | -0.02% | -0.37% | |
| 14 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.60% | -0.25% | -1.80% | |
| 15 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 1.52% | -0.15% | -11.48% | |
| 16 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.50% | -0.35% | +4.19% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.38% | -0.04% | -3.00% | |
| 18 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.37% | -0.21% | -1.98% | |
| 19 | DE | Deere & Co | Stock-Industrials | 0.99% | +0.02% | -1.54% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.95% | -0.06% | +0.30% | |
| 21 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.92% | -0.15% | -1.00% | |
| 22 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.91% | +0.38% | -4.36% | |
| 23 | CSX | Csx CORP | Stock-Industrials | 0.84% | -0.10% | -4.13% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.80% | -0.05% | -2.78% | |
| 25 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.73% | +0.05% | +61.74% | |
| 26 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.71% | -0.08% | -9.29% | |
| 27 | WM | Waste Management Inc | Stock-Industrials | 0.70% | -0.07% | +10.93% | |
| 28 | CVX | Chevron CORP | Stock-Energy | 0.67% | +0.13% | -0.52% | |
| 29 | AMLP | Alerian Mlp ETF | ETF-Other | 0.66% | -0.02% | — | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.65% | — | -0.21% | |
| 31 | VLO | Valero Energy CORP | Stock-Energy | 0.62% | +0.39% | -0.21% | |
| 32 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.60% | -0.44% | EXIT | |
| 33 | WTS | Watts Water Technologies-a | Stock-Industrials | 0.59% | -0.10% | -0.39% | |
| 34 | AMGN | Amgen Inc | Stock-Healthcare | 0.56% | +0.01% | -3.12% | |
| 35 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.53% | +0.10% | +2.61% | |
| 36 | SBIL | Simplify Govt Mny Mrkt ETF | ETF-Other | 0.49% | -0.07% | — | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.49% | -0.54% | EXIT | |
| 38 | SO | Southern Co/the | Stock-Utilities | 0.46% | -0.09% | -4.33% | |
| 39 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 0.44% | +0.03% | +36.17% | |
| 40 | D | Dominion Energy Inc | Stock-Utilities | 0.42% | -0.06% | -1.53% | |
| 41 | NEE | Nextera Energy Inc | Stock-Utilities | 0.41% | -0.08% | — | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.41% | +0.01% | +3.50% | |
| 43 | DUK | Duke Energy CORP | Stock-Utilities | 0.40% | -0.07% | -0.18% | |
| 44 | ONB | Old National Bancorp | Stock-Financials | 0.30% | -0.03% | — | |
| 45 | LIN | Linde plc | Stock-Materials | 0.28% | -0.05% | -8.22% | |
| 46 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.26% | -0.04% | — | |
| 47 | CB | Chubb Limited | Stock-Financials | 0.26% | -0.02% | -2.84% | |
| 48 | CRM | Salesforce Inc | Stock-Tech | 0.26% | — | -23.26% | |
| 49 | UBER | Uber Technologies Inc | Stock-Industrials | 0.24% | -0.04% | -6.03% | |
| 50 | MTBA | Simplify Mbs ETF | ETF-Other | 0.22% | -0.01% | +91.25% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.9% | -1.11% | Trim |
| 2 | GOOG | Alphabet Inc-cl C | +0.4% | -2.67% | Trim |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +61.74% | Add |
| 4 | UPS | United Parcel Service-cl B | +0.2% | +4.19% | Add |
| 5 | AMT | American Tower CORP | +0.2% | +28.79% | Add |
| 6 | LLY | Eli Lilly & Co | +0.2% | -2.78% | Trim |
| 7 | AAPL | Apple Inc | +0.1% | -0.90% | Trim |
| 8 | MAA | Mid-america Apartment Comm | +0.1% | +36.17% | Add |
| 9 | MTBA | Simplify Mbs ETF | +0.1% | +91.25% | Add |
| 10 | JNJ | Johnson & Johnson | +0.1% | -3.00% | Trim |
| 11 | AMGN | Amgen Inc | 0% | -3.12% | Trim |
| 12 | WM | Waste Management Inc | 0% | +10.93% | Add |
| 13 | ABNB | Airbnb Inc-class A | 0% | -1.22% | Trim |
| 14 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 15 | MAR | Marriott International -cl A | 0% | -7.26% | Trim |
| 16 | IWM | Ishares Russell 2000 ETF | 0% | +13.05% | Add |
| 17 | PLD | Prologis Inc | 0% | — | Unchanged |
| 18 | AMZN | Amazon.com Inc | — | -0.14% | Trim |
| 19 | XOM | Exxon Mobil CORP | — | -0.80% | Trim |
| 20 | NEE | Nextera Energy Inc | — | — | Unchanged |
| 21 | IVV | Ishares Core S&p 500 ETF | — | +3.50% | Add |
| 22 | CB | Chubb Limited | — | -2.84% | Trim |
| 23 | WMT | Walmart Inc | — | — | Unchanged |
| 24 | MA | Mastercard Inc - A | — | — | Unchanged |
| 25 | ONB | Old National Bancorp | 0% | — | Unchanged |
| 26 | QQQ | Invesco Qqq Trust Series 1 | 0% | -0.21% | Trim |
| 27 | LH | Labcorp Holdings Inc | 0% | -0.82% | Trim |
| 28 | WTS | Watts Water Technologies-a | 0% | -0.39% | Trim |
| 29 | BAC | Bank Of America CORP | -0.1% | -3.13% | Trim |
| 30 | D | Dominion Energy Inc | -0.1% | -1.53% | Trim |
| 31 | DUK | Duke Energy CORP | -0.1% | -0.18% | Trim |
| 32 | CVX | Chevron CORP | -0.1% | -0.52% | Trim |
| 33 | DE | Deere & Co | -0.1% | -1.54% | Trim |
| 34 | TSLA | Tesla Inc | -0.1% | -1.00% | Trim |
| 35 | CRM | Salesforce Inc | -0.1% | -23.26% | Trim |
| 36 | VLO | Valero Energy CORP | -0.1% | -0.21% | Trim |
| 37 | CSX | Csx CORP | -0.1% | -4.13% | Trim |
| 38 | STZ | Constellation Brands Inc-a | -0.1% | -4.36% | Trim |
| 39 | PG | Procter & Gamble Co/the | -0.1% | -22.20% | Trim |
| 40 | LIN | Linde plc | -0.1% | -8.22% | Trim |
| 41 | UBER | Uber Technologies Inc | -0.1% | -6.03% | Trim |
| 42 | SO | Southern Co/the | -0.1% | -4.33% | Trim |
| 43 | MCD | Mcdonald's CORP | -0.1% | -1.98% | Trim |
| 44 | PEP | Pepsico Inc | -0.1% | -9.29% | Trim |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +0.06% | Add |
| 46 | COST | Costco Wholesale CORP | -0.1% | +0.30% | Add |
| 47 | V | Visa Inc-class A Shares | -0.1% | -0.67% | Trim |
| 48 | JPM | Jpmorgan Chase & Co | -0.2% | -1.15% | Trim |
| 49 | IBIT | Ishares Bitcoin Trust ETF | -0.2% | +2.61% | Add |
| 50 | UNH | Unitedhealth Group Inc | -0.2% | -1.80% | Trim |
According to official SEC Form 13F filings, Ables, Iannone, Moore & Associates, Inc. reported a total U.S. public equity portfolio value of $192.9M across 59 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, GOOGL) accounted for 48.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
AMLP
市值: $1.2M
Top Position Liquidated / Trimmed
AVGO
前期市值: $267.9K
During Q4 2025, Ables, Iannone, Moore & Associates, Inc.'s top holdings by market value included AAPL (14.3%)、NVDA (12.1%)、GOOGL (10.6%). The largest single position, AAPL, represented 14.3% of total portfolio value.
In Q4 2025, Ables, Iannone, Moore & Associates, Inc. made 54 total portfolio adjustments, initiating 3 new buys, adding to 13 positions, trimming 37 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.