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CIK: 0002001461
Total reported value
$657.6M
$657.6M
159 檔
18.8%
At the close of Q1 2026, Allen Mooney & Barnes Investment Advisors LLC disclosed equity holdings valued at approximately $657.6M, spread across 159 reported holdings.
In Q1 2026, Allen Mooney & Barnes Investment Advisors LLC displayed an active expansion posture, initiating 5 new positions and adding to 89 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.87% | +0.38% | +1.15% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.08% | -0.70% | +0.38% | |
| 3 | XOM | Exxon Mobil CORP | Stock-Energy | 3.14% | -3.14% | EXIT | |
| 4 | AEP | American Electric Power | Stock-Utilities | 2.89% | +0.08% | +0.25% | |
| 5 | ABBV | Abbvie Inc | Stock-Healthcare | 2.75% | +0.39% | +1.09% | |
| 6 | EPD | Enterprise Products Partners | Stock-Energy | 2.74% | -0.17% | -2.46% | |
| 7 | DOW | Dow Inc | Stock-Materials | 2.66% | -2.66% | EXIT | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.55% | +0.32% | +1.24% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.51% | +0.05% | +1.18% | |
| 10 | LHX | L3harris Technologies Inc | Stock-Industrials | 2.39% | -0.37% | -0.62% | |
| 11 | CSCO | Cisco Systems Inc | Stock-Tech | 2.30% | -2.01% | +2.20% | |
| 12 | EOG | Eog Resources Inc | Stock-Energy | 2.30% | -0.99% | +5.97% | |
| 13 | CMI | Cummins Inc | Stock-Industrials | 2.29% | +0.75% | -24.51% | |
| 14 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.25% | +0.23% | +421.19% | |
| 15 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 2.25% | -0.18% | +0.73% | |
| 16 | AXP | American Express Co | Stock-Financials | 2.23% | +0.31% | +1.89% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.22% | +0.33% | +2.32% | |
| 18 | WY | Weyerhaeuser Co | Stock-Real Estate | 2.09% | +0.01% | +3562.21% | |
| 19 | ELV | Elevance Health Inc | Stock-Healthcare | 2.09% | +0.64% | +2.85% | |
| 20 | SCHW | Schwab (charles) CORP | Stock-Financials | 2.04% | — | +1.81% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.04% | +0.43% | +1.72% | |
| 22 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.03% | +1.10% | +4.52% | |
| 23 | ADBE | Adobe Inc | Stock-Tech | 2.03% | -0.27% | +51.14% | |
| 24 | HON | Honeywell International Inc | Stock-Industrials | 1.98% | -1.98% | EXIT | |
| 25 | INTU | Intuit Inc | Stock-Tech | 1.96% | -0.72% | — | |
| 26 | MO | Altria Group Inc | Stock-Consumer Staples | 1.95% | +0.01% | +1.22% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.95% | -0.03% | +2.19% | |
| 28 | CG | Carlyle Group Inc/the | Stock-Financials | 1.80% | -0.27% | +2.55% | |
| 29 | MDT | Medtronic plc | Stock-Healthcare | 1.77% | -0.22% | +1.96% | |
| 30 | PRU | Prudential Financial Inc | Stock-Financials | 1.47% | +0.07% | +3.03% | |
| 31 | C | Citigroup Inc | Stock-Financials | 1.46% | +0.31% | +2.28% | |
| 32 | IBM | Intl Business Machines CORP | Stock-Tech | 1.44% | -1.20% | -0.22% | |
| 33 | AMAT | Applied Materials Inc | Stock-Tech | 1.33% | +0.15% | -3.87% | |
| 34 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.26% | -0.18% | +4.12% | |
| 35 | T | At&t Inc | Stock-Comm Services | 1.13% | -0.43% | +3.71% | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.10% | +0.12% | -0.79% | |
| 37 | FLO | Flowers Foods Inc | Stock-Consumer Staples | 1.09% | -0.04% | +0.90% | |
| 38 | AFL | Aflac Inc | Stock-Financials | 1.06% | +0.03% | +0.56% | |
| 39 | FISV | Fiserv Inc | Stock-Other | 0.89% | -0.89% | EXIT | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.83% | -0.05% | +0.44% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.79% | +0.12% | +0.04% | |
| 42 | EFX | Equifax Inc | Stock-Industrials | 0.75% | -0.06% | — | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.73% | +0.15% | -3.70% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.68% | +0.17% | +0.47% | |
| 45 | VB | Vanguard Small-cap ETF | ETF-Other | 0.67% | +0.11% | +0.43% | |
| 46 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.57% | +0.09% | +0.87% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.52% | -0.10% | -1.33% | |
| 48 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.49% | +0.14% | -4.75% | |
| 49 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.44% | -0.02% | -1.07% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.37% | +0.03% | +1.12% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | WY | Weyerhaeuser Co | +2% | +3562.21% | Add |
| 2 | MRK | Merck & Co. Inc. | +1.9% | +421.19% | Add |
| 3 | EOG | Eog Resources Inc | +0.7% | +5.97% | Add |
| 4 | DOW | Dow Inc | +0.4% | -30.20% | Trim |
| 5 | EPD | Enterprise Products Partners | +0.3% | -2.46% | Trim |
| 6 | LHX | L3harris Technologies Inc | +0.3% | -0.62% | Trim |
| 7 | AEP | American Electric Power | +0.2% | +0.25% | Add |
| 8 | AMAT | Applied Materials Inc | +0.2% | -3.87% | Trim |
| 9 | HON | Honeywell International Inc | +0.2% | +0.45% | Add |
| 10 | MO | Altria Group Inc | +0.2% | +1.22% | Add |
| 11 | FISV | Fiserv Inc | +0.2% | +59.27% | Add |
| 12 | T | At&t Inc | +0.2% | +3.71% | Add |
| 13 | CVX | Chevron CORP | +0.1% | -1.33% | Trim |
| 14 | XOM | Exxon Mobil CORP | +0.1% | -23.25% | Trim |
| 15 | PEP | Pepsico Inc | +0.1% | +4.12% | Add |
| 16 | WMT | Walmart Inc | +0.1% | +0.44% | Add |
| 17 | ADM | Archer-daniels-midland Co | +0.1% | -0.14% | Trim |
| 18 | PSX | Phillips 66 | 0% | +0.08% | Add |
| 19 | JNJ | Johnson & Johnson | 0% | -0.20% | Trim |
| 20 | CAT | Caterpillar Inc | 0% | -0.83% | Trim |
| 21 | MPC | Marathon Petroleum CORP | 0% | +0.19% | Add |
| 22 | NEE | Nextera Energy Inc | 0% | +8.02% | Add |
| 23 | DE | Deere & Co | 0% | +1.63% | Add |
| 24 | GILD | Gilead Sciences Inc | 0% | +0.02% | Add |
| 25 | SO | Southern Co/the | 0% | +1.10% | Add |
| 26 | BMY | Bristol-myers Squibb Co | 0% | -0.73% | Trim |
| 27 | COP | Conocophillips | 0% | +0.16% | Add |
| 28 | VZ | Verizon Communications Inc | 0% | +10.06% | Add |
| 29 | UPS | United Parcel Service-cl B | 0% | +71.38% | Add |
| 30 | ADBE | Adobe Inc | 0% | +51.14% | Add |
| 31 | KO | Coca-cola Co/the | 0% | -1.07% | Trim |
| 32 | BP | Bp Plc-spons Adr | 0% | -1.14% | Trim |
| 33 | CBAN | Colony Bankcorp | 0% | +0.01% | Add |
| 34 | DUK | Duke Energy CORP | 0% | +0.20% | Add |
| 35 | COST | Costco Wholesale CORP | 0% | — | Unchanged |
| 36 | VMI | Valmont Industries | 0% | +7.42% | Add |
| 37 | TGT | Target CORP | 0% | -0.17% | Trim |
| 38 | LMT | Lockheed Martin CORP | 0% | +0.24% | Add |
| 39 | NOC | Northrop Grumman CORP | 0% | -0.86% | Trim |
| 40 | IRM | Iron Mountain Inc | 0% | -2.36% | Trim |
| 41 | OKE | Oneok Inc | 0% | -0.53% | Trim |
| 42 | IWM | Ishares Russell 2000 ETF | 0% | +6.38% | Add |
| 43 | CL | Colgate-palmolive Co | 0% | +0.19% | Add |
| 44 | PFE | Pfizer Inc | — | +0.45% | Add |
| 45 | GLD | Spdr Gold Shares | — | -0.42% | Trim |
| 46 | CAH | Cardinal Health Inc | — | +1.86% | Add |
| 47 | FDX | Fedex CORP | — | -0.34% | Trim |
| 48 | TJX | Tjx Companies Inc | — | +7.80% | Add |
| 49 | PM | Philip Morris International | — | +0.18% | Add |
| 50 | IBIT | Ishares Bitcoin Trust ETF | — | +49.72% | Add |
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 159 disclosed positions in Q1 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, GOOGL, XOM) accounted for 18.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
INTU
市值: $13.6M
Top Position Liquidated / Trimmed
EIM
前期市值: $350.5K
During Q1 2026, Allen Mooney & Barnes Investment Advisors LLC's top holdings by market value included AAPL (4.9%)、GOOGL (4.1%)、XOM (3.1%). The largest single position, AAPL, represented 4.9% of total portfolio value.
In Q1 2026, Allen Mooney & Barnes Investment Advisors LLC made 150 total portfolio adjustments, initiating 5 new buys, adding to 89 positions, trimming 48 holdings, and fully liquidating 8 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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