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: 0002001461
Total reported value
$657.6M
$657.6M
162 檔
19.7%
During the Q4 2025 filing period, Allen Mooney & Barnes Investment Advisors LLC (CIK: 0002001461) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $657.6M across 162 reported positions.
In Q4 2025, Allen Mooney & Barnes Investment Advisors LLC displayed an active expansion posture, initiating 3 new positions and adding to 34 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.40% | +0.38% | -0.76% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.63% | -0.70% | -0.78% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.39% | +0.05% | +0.67% | |
| 4 | XOM | Exxon Mobil CORP | Stock-Energy | 3.04% | -3.14% | EXIT | |
| 5 | CMI | Cummins Inc | Stock-Industrials | 3.01% | +0.75% | +0.22% | |
| 6 | ABBV | Abbvie Inc | Stock-Healthcare | 2.99% | +0.39% | +0.94% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.89% | +0.32% | +0.57% | |
| 8 | AXP | American Express Co | Stock-Financials | 2.81% | +0.31% | +0.34% | |
| 9 | AEP | American Electric Power | Stock-Utilities | 2.65% | +0.08% | +1.81% | |
| 10 | ELV | Elevance Health Inc | Stock-Healthcare | 2.54% | +0.64% | +2.16% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.52% | +0.33% | +0.97% | |
| 12 | EPD | Enterprise Products Partners | Stock-Energy | 2.49% | -0.17% | +4.34% | |
| 13 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.48% | +1.10% | -1.69% | |
| 14 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 2.38% | -0.18% | +1.68% | |
| 15 | CSCO | Cisco Systems Inc | Stock-Tech | 2.34% | -2.01% | +0.88% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.30% | -0.03% | +2.94% | |
| 17 | CG | Carlyle Group Inc/the | Stock-Financials | 2.24% | -0.27% | +2.07% | |
| 18 | DOW | Dow Inc | Stock-Materials | 2.24% | -2.66% | EXIT | |
| 19 | SCHW | Schwab (charles) CORP | Stock-Financials | 2.23% | — | +1.49% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.20% | +0.43% | +0.21% | |
| 21 | LHX | L3harris Technologies Inc | Stock-Industrials | 2.14% | -0.37% | +0.92% | |
| 22 | ADBE | Adobe Inc | Stock-Tech | 2.02% | -0.27% | +593.32% | |
| 23 | MDT | Medtronic plc | Stock-Healthcare | 2.01% | -0.22% | +0.79% | |
| 24 | IBM | Intl Business Machines CORP | Stock-Tech | 1.84% | -1.20% | +0.93% | |
| 25 | HON | Honeywell International Inc | Stock-Industrials | 1.78% | -1.98% | EXIT | |
| 26 | MO | Altria Group Inc | Stock-Consumer Staples | 1.76% | +0.01% | +4.46% | |
| 27 | PRU | Prudential Financial Inc | Stock-Financials | 1.73% | +0.07% | +1.55% | |
| 28 | EOG | Eog Resources Inc | Stock-Energy | 1.65% | -0.99% | -2.99% | |
| 29 | C | Citigroup Inc | Stock-Financials | 1.53% | +0.31% | +0.71% | |
| 30 | FLO | Flowers Foods Inc | Stock-Consumer Staples | 1.51% | -0.04% | -1.32% | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.17% | -0.18% | +6.11% | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.15% | +0.12% | +10.78% | |
| 33 | AFL | Aflac Inc | Stock-Financials | 1.11% | +0.03% | +1.68% | |
| 34 | AMAT | Applied Materials Inc | Stock-Tech | 1.09% | +0.15% | -0.85% | |
| 35 | T | At&t Inc | Stock-Comm Services | 0.97% | -0.43% | +5.72% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.96% | +0.12% | +0.06% | |
| 37 | EFX | Equifax Inc | Stock-Industrials | 0.95% | -0.06% | +0.87% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.93% | +0.15% | +12.36% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.78% | -0.05% | +0.04% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.74% | +0.17% | +7.06% | |
| 41 | FISV | Fiserv Inc | Stock-Other | 0.70% | -0.89% | EXIT | |
| 42 | VB | Vanguard Small-cap ETF | ETF-Other | 0.68% | +0.11% | +4.43% | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.60% | +0.09% | +4.54% | |
| 44 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.52% | +0.14% | +8.28% | |
| 45 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.43% | -0.02% | +0.74% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.41% | +0.03% | — | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.40% | -0.10% | +1.40% | |
| 48 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.40% | +0.23% | +3.12% | |
| 49 | USB | US Bancorp | Stock-Financials | 0.35% | +0.06% | -0.49% | |
| 50 | SO | Southern Co/the | Stock-Utilities | 0.34% | -0.07% | -3.39% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ADBE | Adobe Inc | +1.7% | +593.32% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.9% | -0.78% | Trim |
| 3 | CMI | Cummins Inc | +0.4% | +0.22% | Add |
| 4 | LLY | Eli Lilly & Co | +0.3% | +12.36% | Add |
| 5 | AXP | American Express Co | +0.2% | +0.34% | Add |
| 6 | CSCO | Cisco Systems Inc | +0.2% | +0.88% | Add |
| 7 | AMAT | Applied Materials Inc | +0.2% | -0.85% | Trim |
| 8 | ELV | Elevance Health Inc | +0.2% | +2.16% | Add |
| 9 | C | Citigroup Inc | +0.2% | +0.71% | Add |
| 10 | XOM | Exxon Mobil CORP | +0.1% | +1.18% | Add |
| 11 | AAPL | Apple Inc | +0.1% | -0.76% | Trim |
| 12 | PRU | Prudential Financial Inc | +0.1% | +1.55% | Add |
| 13 | EFA | Ishares Msci Eafe ETF | +0.1% | +10.78% | Add |
| 14 | EPD | Enterprise Products Partners | +0.1% | +4.34% | Add |
| 15 | MRK | Merck & Co. Inc. | +0.1% | +3.12% | Add |
| 16 | AMZN | Amazon.com Inc | +0.1% | +0.97% | Add |
| 17 | SCHW | Schwab (charles) CORP | +0.1% | +1.49% | Add |
| 18 | PEP | Pepsico Inc | +0.1% | +6.11% | Add |
| 19 | DHR | Danaher CORP | +0.1% | +9.66% | Add |
| 20 | PML | Pimco Municipal Income Fd Ii | +0.1% | +55.77% | Add |
| 21 | CAH | Cardinal Health Inc | +0.1% | — | Unchanged |
| 22 | IBM | Intl Business Machines CORP | 0% | +0.93% | Add |
| 23 | VOO | Vanguard S&p 500 ETF | 0% | +7.06% | Add |
| 24 | WMT | Walmart Inc | 0% | +0.04% | Add |
| 25 | BMY | Bristol-myers Squibb Co | 0% | +1.12% | Add |
| 26 | EEM | Ishares Msci Emerging Market | 0% | +8.28% | Add |
| 27 | AEP | American Electric Power | 0% | +1.81% | Add |
| 28 | JPM | Jpmorgan Chase & Co | 0% | +0.57% | Add |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.21% | Add |
| 30 | SO | Southern Co/the | -0.1% | -3.39% | Trim |
| 31 | ORCL | Oracle CORP | -0.1% | -6.44% | Trim |
| 32 | T | At&t Inc | -0.1% | +5.72% | Add |
| 33 | LHX | L3harris Technologies Inc | -0.2% | +0.92% | Add |
| 34 | LOW | Lowe's Cos Inc | -0.2% | +1.68% | Add |
| 35 | HON | Honeywell International Inc | -0.2% | +2.79% | Add |
| 36 | CG | Carlyle Group Inc/the | -0.2% | +2.07% | Add |
| 37 | EFX | Equifax Inc | -0.2% | +0.87% | Add |
| 38 | EOG | Eog Resources Inc | -0.2% | -2.99% | Trim |
| 39 | MO | Altria Group Inc | -0.2% | +4.46% | Add |
| 40 | UNH | Unitedhealth Group Inc | -0.3% | -1.69% | Trim |
| 41 | META | Meta Platforms Inc-class A | -0.3% | +2.94% | Add |
| 42 | MSFT | Microsoft CORP | -0.4% | +0.67% | Add |
| 43 | FLO | Flowers Foods Inc | -0.4% | -1.32% | Trim |
| 44 | FISV | Fiserv Inc | -1.5% | -36.32% | Trim |
| 45 | LYB | LyondellBasell Industries N.V. | -1.9% | -97.45% | Trim |
| 46 | DOW | Dow Inc | — | NEW | New buy |
| 47 | KVUE | Kenvue Inc | — | EXIT | Sold out |
| 48 | CBAN | Colony Bankcorp | — | NEW | New buy |
| 49 | WY | Weyerhaeuser Co | — | NEW | New buy |
| 50 | DIS | Walt Disney Co/the | — | EXIT | Sold out |
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 162 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, GOOGL, MSFT) accounted for 19.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
DOW
市值: $14.9M
Top Position Liquidated / Trimmed
KVUE
前期市值: $9.4M
During Q4 2025, Allen Mooney & Barnes Investment Advisors LLC's top holdings by market value included AAPL (5.4%)、GOOGL (4.6%)、MSFT (3.4%). The largest single position, AAPL, represented 5.4% of total portfolio value.
In Q4 2025, Allen Mooney & Barnes Investment Advisors LLC made 49 total portfolio adjustments, initiating 3 new buys, adding to 34 positions, trimming 10 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.
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.