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CIK: 0002013713
Total reported value
$192.9M
$192.9M
62 檔
48.9%
According to the latest 13F quarterly dataset, Ables, Iannone, Moore & Associates, Inc. managed an equity portfolio of $192.9M at the end of Q2 2026, spanning 62 distinct U.S. exchange-listed positions.
In Q2 2026, Ables, Iannone, Moore & Associates, Inc. adopted a defensive or profit-taking posture, trimming 32 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 | 14.62% | +1.27% | +1.78% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 11.46% | +1.08% | -4.15% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 11.19% | -0.88% | -2.02% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 8.72% | -0.06% | -2.63% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.27% | -0.18% | -1.24% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 4.07% | -0.11% | -2.87% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.58% | +1.16% | -1.62% | |
| 8 | HD | Home Depot Inc | Stock-Consumer Disc | 3.36% | -0.53% | +7.46% | |
| 9 | BAC | Bank Of America CORP | Stock-Financials | 2.90% | -0.28% | -5.08% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.55% | -0.36% | +1.09% | |
| 11 | AMT | American Tower CORP | Stock-Real Estate | 1.98% | -0.01% | +3.56% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.95% | -0.14% | +1.15% | |
| 13 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.77% | -0.25% | -6.85% | |
| 14 | VMC | Vulcan Materials Co | Stock-Materials | 1.73% | -0.02% | -1.35% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.61% | -0.04% | +4.00% | |
| 16 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.50% | -0.35% | -3.49% | |
| 17 | DE | Deere & Co | Stock-Industrials | 1.36% | +0.02% | +5.71% | |
| 18 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.13% | -0.21% | +0.45% | |
| 19 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.08% | +0.05% | -1.49% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.02% | -0.06% | — | |
| 21 | CSX | Csx CORP | Stock-Industrials | 0.96% | -0.10% | -2.39% | |
| 22 | VLO | Valero Energy CORP | Stock-Energy | 0.94% | +0.39% | -1.76% | |
| 23 | SBIL | Simplify Govt Mny Mrkt ETF | ETF-Other | 0.90% | -0.07% | +89.98% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.86% | -0.05% | -1.97% | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.82% | -0.15% | -1.75% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.80% | — | -0.93% | |
| 27 | WTS | Watts Water Technologies-a | Stock-Industrials | 0.78% | -0.10% | -3.00% | |
| 28 | AMLP | Alerian Mlp ETF | ETF-Other | 0.68% | -0.02% | -1.16% | |
| 29 | WM | Waste Management Inc | Stock-Industrials | 0.67% | -0.07% | -1.45% | |
| 30 | CVX | Chevron CORP | Stock-Energy | 0.66% | +0.13% | -2.16% | |
| 31 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.61% | +0.38% | -1.39% | |
| 32 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.61% | -0.08% | -3.23% | |
| 33 | AMGN | Amgen Inc | Stock-Healthcare | 0.55% | +0.01% | — | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.54% | -0.54% | EXIT | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.48% | +0.01% | -0.33% | |
| 36 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 0.47% | +0.03% | +6.06% | |
| 37 | SO | Southern Co/the | Stock-Utilities | 0.45% | -0.09% | +4.99% | |
| 38 | DUK | Duke Energy CORP | Stock-Utilities | 0.45% | -0.07% | +1.22% | |
| 39 | D | Dominion Energy Inc | Stock-Utilities | 0.44% | -0.06% | +0.12% | |
| 40 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.44% | -0.44% | EXIT | |
| 41 | NEE | Nextera Energy Inc | Stock-Utilities | 0.42% | -0.08% | +0.73% | |
| 42 | UBER | Uber Technologies Inc | Stock-Industrials | 0.40% | -0.04% | +19.41% | |
| 43 | CAT | Caterpillar Inc | Stock-Industrials | 0.39% | -0.10% | — | |
| 44 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.37% | -0.03% | -5.41% | |
| 45 | ONB | Old National Bancorp | Stock-Financials | 0.34% | -0.03% | — | |
| 46 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.34% | +0.10% | -6.13% | |
| 47 | LIN | Linde plc | Stock-Materials | 0.33% | -0.05% | — | |
| 48 | CB | Chubb Limited | Stock-Financials | 0.28% | -0.02% | — | |
| 49 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 0.27% | -0.15% | -44.04% | |
| 50 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.27% | -0.04% | -9.12% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.9% | -2.02% | Trim |
| 2 | AAPL | Apple Inc | +0.6% | +1.78% | Add |
| 3 | UNH | Unitedhealth Group Inc | +0.4% | -6.85% | Trim |
| 4 | CAT | Caterpillar Inc | +0.4% | NEW | New buy |
| 5 | SBIL | Simplify Govt Mny Mrkt ETF | +0.4% | +89.98% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.3% | +1.09% | Add |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -1.49% | Trim |
| 8 | MU | Micron Technology Inc | +0.1% | NEW | New buy |
| 9 | IALT | Ishrs Sys Alt Act ETF | +0.1% | NEW | New buy |
| 10 | HD | Home Depot Inc | +0.1% | +7.46% | Add |
| 11 | LLY | Eli Lilly & Co | +0.1% | -1.97% | Trim |
| 12 | WTS | Watts Water Technologies-a | +0.1% | -3.00% | Trim |
| 13 | MMM | 3m Co | +0.1% | NEW | New buy |
| 14 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -0.93% | Trim |
| 15 | DE | Deere & Co | +0.1% | +5.71% | Add |
| 16 | MAA | Mid-america Apartment Comm | 0% | +6.06% | Add |
| 17 | UBER | Uber Technologies Inc | 0% | +19.41% | Add |
| 18 | WMT | Walmart Inc | 0% | +37.76% | Add |
| 19 | ONB | Old National Bancorp | 0% | — | Unchanged |
| 20 | CSX | Csx CORP | 0% | -2.39% | Trim |
| 21 | IVV | Ishares Core S&p 500 ETF | 0% | -0.33% | Trim |
| 22 | TSLA | Tesla Inc | — | -1.75% | Trim |
| 23 | LH | Labcorp Holdings Inc | — | — | Unchanged |
| 24 | ALIT | Alight Inc - Class A | — | — | Unchanged |
| 25 | D | Dominion Energy Inc | 0% | +0.12% | Add |
| 26 | MAR | Marriott International -cl A | 0% | -5.41% | Trim |
| 27 | GS | Goldman Sachs Group Inc | 0% | -9.12% | Trim |
| 28 | IWM | Ishares Russell 2000 ETF | 0% | -12.95% | Trim |
| 29 | PLD | Prologis Inc | 0% | — | Unchanged |
| 30 | APD | Air Products & Chemicals Inc | 0% | -3.79% | Trim |
| 31 | MA | Mastercard Inc - A | 0% | — | Unchanged |
| 32 | AMZN | Amazon.com Inc | 0% | -2.63% | Trim |
| 33 | BAC | Bank Of America CORP | 0% | -5.08% | Trim |
| 34 | LIN | Linde plc | 0% | — | Unchanged |
| 35 | CB | Chubb Limited | 0% | — | Unchanged |
| 36 | SO | Southern Co/the | 0% | +4.99% | Add |
| 37 | ABNB | Airbnb Inc-class A | 0% | -9.05% | Trim |
| 38 | V | Visa Inc-class A Shares | -0.1% | -2.87% | Trim |
| 39 | KO | Coca-cola Co/the | -0.1% | -17.73% | Trim |
| 40 | MTBA | Simplify Mbs ETF | -0.1% | -11.47% | Trim |
| 41 | AMGN | Amgen Inc | -0.1% | — | Unchanged |
| 42 | JNJ | Johnson & Johnson | -0.1% | +4.00% | Add |
| 43 | DUK | Duke Energy CORP | -0.1% | +1.22% | Add |
| 44 | JPM | Jpmorgan Chase & Co | -0.1% | -1.24% | Trim |
| 45 | VLO | Valero Energy CORP | -0.1% | -1.76% | Trim |
| 46 | VMC | Vulcan Materials Co | -0.1% | -1.35% | Trim |
| 47 | NEE | Nextera Energy Inc | -0.1% | +0.73% | Add |
| 48 | UPS | United Parcel Service-cl B | -0.1% | -3.49% | Trim |
| 49 | AMLP | Alerian Mlp ETF | -0.1% | -1.16% | Trim |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +1.15% | Add |
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 62 disclosed positions in Q2 2026.
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 48.9% of total reported equity market value during Q2 2026.
Top New Position Initiated
CAT
市值: $737.9K
Top Position Liquidated / Trimmed
BINC
前期市值: $207.0K
During Q2 2026, Ables, Iannone, Moore & Associates, Inc.'s top holdings by market value included AAPL (14.6%)、NVDA (11.5%)、GOOGL (11.2%). The largest single position, AAPL, represented 14.6% of total portfolio value.
In Q2 2026, Ables, Iannone, Moore & Associates, Inc. made 54 total portfolio adjustments, initiating 4 new buys, adding to 17 positions, trimming 32 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.
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