EdgeMarket › What Allen Mooney & Barnes Investment Advisors Llc reported owning
What Allen Mooney & Barnes Investment Advisors Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
695.3MPositions
159Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AAPL Apple Inc. | 33.9M | 4.9% | 133.5K | 309.35 | +36.9% |
| GOOGL Alphabet Inc. | 28.4M | 4.1% | 98.7K | 344.82 | +73.0% |
| XOM ExxonMobil Holdings Corp | 21.9M | 3.1% | 128.8K | 165.11 | +52.1% |
| unmapped CUSIP 025537101 | 20.1M | 2.9% | 153.3K | — | — |
| ABBV AbbVie Inc. | 19.1M | 2.8% | 88.0K | 264.96 | +26.7% |
| EPD ENTERPRISE PRODUCTS PARTNERS L.P. | 19.1M | 2.7% | 503.8K | 38.01 | +20.6% |
| DOW DOW INC. | 18.5M | 2.7% | 443.7K | 32.35 | +34.3% |
| JPM JPMORGAN CHASE & CO | 17.7M | 2.6% | 60.3K | 351.58 | +20.3% |
| MSFT MICROSOFT CORP | 17.5M | 2.5% | 47.2K | 483.24 | -4.4% |
| LHX L3HARRIS TECHNOLOGIES, INC. /DE/ | 16.6M | 2.4% | 48.2K | 266.73 | -3.4% |
| CSCO CISCO SYSTEMS, INC. | 16.0M | 2.3% | 206.5K | 111.04 | +65.5% |
| EOG EOG RESOURCES INC | 16.0M | 2.3% | 110.8K | 153.05 | +29.3% |
| CMI CUMMINS INC | 15.9M | 2.3% | 29.5K | 587.68 | +48.3% |
| MRK Merck & Co., Inc. | 15.6M | 2.3% | 130.1K | 152.55 | +80.2% |
| LOW LOWES COMPANIES INC | 15.6M | 2.2% | 66.2K | 216.09 | -16.0% |
| AXP AMERICAN EXPRESS CO | 15.5M | 2.2% | 51.4K | 336.00 | +8.9% |
| AMZN AMAZON COM INC | 15.5M | 2.2% | 74.2K | 258.63 | +15.6% |
| WY WEYERHAEUSER CO | 14.6M | 2.1% | 595.8K | 24.43 | -6.1% |
| ELV Elevance Health, Inc. | 14.5M | 2.1% | 49.6K | 400.54 | +29.2% |
| SCHW SCHWAB CHARLES CORP | 14.2M | 2.0% | 150.8K | 112.30 | +17.6% |
| SPY SPDR S&P 500 ETF TRUST | 14.2M | 2.0% | 21.8K | 765.72 | +20.0% |
| UNH UNITEDHEALTH GROUP INC | 14.1M | 2.0% | 52.2K | 390.11 | +30.1% |
| ADBE ADOBE INC. | 14.1M | 2.0% | 58.0K | 275.30 | -22.1% |
| HON HONEYWELL INTERNATIONAL INC | 13.8M | 2.0% | 61.0K | 215.90 | -50.3% |
| INTU INTUIT INC. | 13.6M | 2.0% | 31.5K | 367.00 | -47.5% |
| MO ALTRIA GROUP, INC. | 13.5M | 1.9% | 205.1K | 66.09 | -2.2% |
| META Meta Platforms, Inc. | 13.5M | 1.9% | 23.6K | 549.90 | -26.5% |
| CG Carlyle Group Inc. | 12.5M | 1.8% | 258.7K | 49.37 | -19.5% |
| MDT Medtronic plc | 12.3M | 1.8% | 141.8K | 93.35 | +0.1% |
| PRU PRUDENTIAL FINANCIAL INC | 10.2M | 1.5% | 104.8K | 121.15 | +13.1% |
| C CITIGROUP INC | 10.1M | 1.5% | 89.3K | 131.65 | +41.3% |
| IBM INTERNATIONAL BUSINESS MACHINES CORP | 10.0M | 1.4% | 41.2K | 235.68 | -2.8% |
| AMAT APPLIED MATERIALS INC /DE | 9.3M | 1.3% | 27.1K | 492.32 | +205.9% |
| PEP PEPSICO INC | 8.8M | 1.3% | 56.4K | 143.48 | -4.8% |
| T AT&T INC. | 7.8M | 1.1% | 270.1K | 25.29 | -13.6% |
| EFA iShares MSCI EAFE ETF | 7.7M | 1.1% | 78.8K | 108.24 | +17.1% |
| FLO FLOWERS FOODS INC | 7.6M | 1.1% | 931.7K | 6.95 | -55.8% |
| AFL AFLAC INC | 7.3M | 1.1% | 67.0K | 116.07 | +7.6% |
| FISV FISERV INC | 6.2M | 0.9% | 111.0K | 52.58 | -62.4% |
| WMT Walmart Inc. | 5.8M | 0.8% | 46.6K | 103.70 | +1.1% |
| V VISA INC. | 5.5M | 0.8% | 18.2K | 371.04 | +7.9% |
| EFX EQUIFAX INC | 5.2M | 0.7% | 29.0K | 192.62 | -22.4% |
| LLY ELI LILLY & Co | 5.1M | 0.7% | 5.5K | 1,255.40 | +78.0% |
| VOO Vanguard S&P 500 ETF | 4.7M | 0.7% | 7.9K | 703.71 | +20.0% |
| VB Vanguard Morningstar Small-Cap ETF | 4.6M | 0.7% | 17.7K | 304.76 | +24.4% |
| VO Vanguard Morningstar Mid-Cap ETF | 4.0M | 0.6% | 13.8K | 82.97 | +15.9% |
| CVX CHEVRON CORP | 3.6M | 0.5% | 17.4K | 205.27 | +34.0% |
| EEM iShares MSCI Emerging Markets ETF | 3.4M | 0.5% | 60.4K | 67.12 | +34.9% |
| KO COCA COLA CO | 3.1M | 0.4% | 40.2K | 91.10 | +28.9% |
| unmapped CUSIP 084670702 | 2.6M | 0.4% | 5.4K | — | — |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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