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CIK: 0002001461
Total reported value
$657.6M
$657.6M
153 檔
19.5%
As reported in its official Q2 2025 Form 13F filing, Allen Mooney & Barnes Investment Advisors LLC's tracked investment portfolio stood at $657.6M with 153 total positions.
In Q2 2025, Allen Mooney & Barnes Investment Advisors LLC displayed an active expansion posture, initiating 2 new positions and adding to 27 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including META, AAPL, GOOGL) accounted for 19.5% of total reported equity market value during Q2 2025.
Top New Position Initiated
EOG
市值: $7.4M
Top Position Liquidated / Trimmed
IWV
前期市值: $1.3M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.68% | -0.03% | +88.99% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.65% | +0.38% | +1.25% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.11% | -0.70% | +0.28% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.86% | +0.05% | +0.99% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.78% | +0.32% | +0.93% | |
| 6 | AXP | American Express Co | Stock-Financials | 3.49% | +0.31% | -0.69% | |
| 7 | XOM | Exxon Mobil CORP | Stock-Energy | 2.89% | -3.14% | EXIT | |
| 8 | SCHW | Schwab (charles) CORP | Stock-Financials | 2.73% | — | -0.84% | |
| 9 | CG | Carlyle Group Inc/the | Stock-Financials | 2.65% | -0.27% | +2.64% | |
| 10 | ABBV | Abbvie Inc | Stock-Healthcare | 2.61% | +0.39% | +1.08% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.59% | +0.33% | +1.82% | |
| 12 | AEP | American Electric Power | Stock-Utilities | 2.54% | +0.08% | +0.43% | |
| 13 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 2.37% | -0.03% | EXIT | |
| 14 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 2.37% | -0.18% | +1.62% | |
| 15 | CSCO | Cisco Systems Inc | Stock-Tech | 2.29% | -2.01% | +0.54% | |
| 16 | HON | Honeywell International Inc | Stock-Industrials | 2.26% | -1.98% | EXIT | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.19% | +0.43% | +5.36% | |
| 18 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.10% | +1.10% | +79.22% | |
| 19 | CMI | Cummins Inc | Stock-Industrials | 2.07% | +0.75% | +1.66% | |
| 20 | CNC | Centene CORP | Stock-Healthcare | 2.00% | — | +0.82% | |
| 21 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.96% | -0.37% | +0.61% | |
| 22 | IBM | Intl Business Machines CORP | Stock-Tech | 1.96% | -1.20% | -0.19% | |
| 23 | KVUE | Kenvue Inc | Stock-Consumer Staples | 1.95% | — | +0.56% | |
| 24 | MDT | Medtronic plc | Stock-Healthcare | 1.94% | -0.22% | +1.12% | |
| 25 | MO | Altria Group Inc | Stock-Consumer Staples | 1.82% | +0.01% | -0.57% | |
| 26 | PRU | Prudential Financial Inc | Stock-Financials | 1.74% | +0.07% | +0.04% | |
| 27 | EPD | Enterprise Products Partners | Stock-Energy | 1.74% | -0.17% | -1.05% | |
| 28 | EFX | Equifax Inc | Stock-Industrials | 1.22% | -0.06% | — | |
| 29 | EOG | Eog Resources Inc | Stock-Energy | 1.22% | -0.99% | — | |
| 30 | C | Citigroup Inc | Stock-Financials | 1.19% | +0.31% | +0.36% | |
| 31 | AFL | Aflac Inc | Stock-Financials | 1.14% | +0.03% | +0.63% | |
| 32 | T | At&t Inc | Stock-Comm Services | 1.14% | -0.43% | +0.10% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 1.10% | +0.12% | +0.02% | |
| 34 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.09% | -0.18% | +3.84% | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.06% | +0.12% | +0.07% | |
| 36 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.03% | — | -0.19% | |
| 37 | AMAT | Applied Materials Inc | Stock-Tech | 0.86% | +0.15% | -0.04% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.74% | -0.05% | +0.25% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.69% | +0.17% | -4.98% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.68% | +0.15% | -1.09% | |
| 41 | VB | Vanguard Small-cap ETF | ETF-Other | 0.66% | +0.11% | -3.43% | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.61% | +0.09% | — | |
| 43 | FLO | Flowers Foods Inc | Stock-Consumer Staples | 0.51% | -0.04% | -0.38% | |
| 44 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.48% | -0.02% | +1.09% | |
| 45 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.47% | +0.14% | — | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.44% | +0.03% | +0.71% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.42% | -0.10% | -8.10% | |
| 48 | SO | Southern Co/the | Stock-Utilities | 0.39% | -0.07% | -0.04% | |
| 49 | ADBE | Adobe Inc | Stock-Tech | 0.35% | -0.27% | +485.14% | |
| 50 | USB | US Bancorp | Stock-Financials | 0.32% | +0.06% | +0.19% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | +2.8% | +88.99% | Add |
| 2 | EOG | Eog Resources Inc | +1.2% | NEW | New buy |
| 3 | MSFT | Microsoft CORP | +1% | +0.99% | Add |
| 4 | LYB | LyondellBasell Industries N.V. | +0.7% | +69.15% | Add |
| 5 | JPM | Jpmorgan Chase & Co | +0.6% | +0.93% | Add |
| 6 | AXP | American Express Co | +0.6% | -0.69% | Trim |
| 7 | GOOGL | Alphabet Inc-cl A | +0.6% | +0.28% | Add |
| 8 | CG | Carlyle Group Inc/the | +0.5% | +2.64% | Add |
| 9 | AMZN | Amazon.com Inc | +0.4% | +1.82% | Add |
| 10 | SCHW | Schwab (charles) CORP | +0.4% | -0.84% | Trim |
| 11 | LHX | L3harris Technologies Inc | +0.4% | +0.61% | Add |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +5.36% | Add |
| 13 | IBM | Intl Business Machines CORP | +0.3% | -0.19% | Trim |
| 14 | ADBE | Adobe Inc | +0.3% | +485.14% | Add |
| 15 | CSCO | Cisco Systems Inc | +0.3% | +0.54% | Add |
| 16 | HON | Honeywell International Inc | +0.2% | +0.48% | Add |
| 17 | DIS | Walt Disney Co/the | +0.2% | -0.19% | Trim |
| 18 | C | Citigroup Inc | +0.2% | +0.36% | Add |
| 19 | AMAT | Applied Materials Inc | +0.2% | -0.04% | Trim |
| 20 | UNH | Unitedhealth Group Inc | +0.2% | +79.22% | Add |
| 21 | CMI | Cummins Inc | +0.1% | +1.66% | Add |
| 22 | COF | Capital One Financial CORP | +0.1% | NEW | New buy |
| 23 | EFA | Ishares Msci Eafe ETF | +0.1% | +0.07% | Add |
| 24 | PLTR | Palantir Technologies Inc-a | +0.1% | -9.68% | Trim |
| 25 | NVDA | Nvidia CORP | +0.1% | -4.07% | Trim |
| 26 | WMT | Walmart Inc | +0.1% | +0.25% | Add |
| 27 | EFX | Equifax Inc | +0.1% | — | Unchanged |
| 28 | GS | Goldman Sachs Group Inc | +0.1% | +1.44% | Add |
| 29 | LOW | Lowe's Cos Inc | -0.1% | +1.62% | Add |
| 30 | BMY | Bristol-myers Squibb Co | -0.1% | +1.73% | Add |
| 31 | DFSEUR | Discover Financial Services | -0.1% | EXIT | Sold out |
| 32 | AEP | American Electric Power | -0.1% | +0.43% | Add |
| 33 | PEP | Pepsico Inc | -0.1% | +3.84% | Add |
| 34 | FLO | Flowers Foods Inc | -0.1% | -0.38% | Trim |
| 35 | CVX | Chevron CORP | -0.1% | -8.10% | Trim |
| 36 | VZ | Verizon Communications Inc | -0.1% | -51.67% | Trim |
| 37 | SWK | Stanley Black & Decker Inc | -0.1% | -35.70% | Trim |
| 38 | EPD | Enterprise Products Partners | -0.2% | -1.05% | Trim |
| 39 | CNC | Centene CORP | -0.2% | +0.82% | Add |
| 40 | IWV | Ishares Russell 3000 ETF | -0.2% | EXIT | Sold out |
| 41 | XOM | Exxon Mobil CORP | -0.2% | +1.30% | Add |
| 42 | SBUX | Starbucks CORP | -0.2% | -77.74% | Trim |
| 43 | KVUE | Kenvue Inc | -0.3% | +0.56% | Add |
| 44 | AAPL | Apple Inc | -0.3% | +1.25% | Add |
| 45 | ABBV | Abbvie Inc | -0.3% | +1.08% | Add |
| 46 | COP | Conocophillips | -1.3% | -92.44% | Trim |
| 47 | MET | Metlife Inc | -1.8% | -95.64% | Trim |
| 48 | DG | Dollar General CORP | -1.9% | -97.65% | Trim |
| 49 | BLK | Blackrock Inc | -2.3% | -94.90% | Trim |
| 50 | DE | Deere & Co | -2.5% | -94.49% | Trim |
According to official SEC Form 13F filings, Allen Mooney & Barnes Investment Advisors LLC reported a total U.S. public equity portfolio value of $657.6M across 153 disclosed positions in Q2 2025.
During Q2 2025, Allen Mooney & Barnes Investment Advisors LLC's top holdings by market value included META (4.7%)、AAPL (4.7%)、GOOGL (4.1%). The largest single position, META, represented 4.7% of total portfolio value.
In Q2 2025, Allen Mooney & Barnes Investment Advisors LLC made 49 total portfolio adjustments, initiating 2 new buys, adding to 27 positions, trimming 18 holdings, and fully liquidating 2 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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