Allen Mooney & Barnes Investment Advisors LLC

Allen Mooney & Barnes Investment Advisors LLC reported 152 holdings worth US$658M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 13, 2026

Allen Mooney & Barnes Investment Advisors LLC reported 152 holdings worth US$658M as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Abbvie Inc. Filed Jul 13, 2026 (Form 13F).

Holdings
152
Value as reported
US$658M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc119KUS$34.5M5.3%
Alphabet Inc (google) Class C64,863US$23.2M3.5%
Abbvie Inc.81,986US$20.6M3.1%
Unitedhealth Group Incorporated49,469US$20.6M3.1%
Cummins Inc.28,039US$20M3.0%
American Electric Power Company, Inc.143KUS$19.6M3.0%
Jp Morgan Chase & Co.57,680US$18.9M2.9%
Elevance Health, Inc.46,398US$17.9M2.7%
Enterprise Products Partners L.p.459KUS$16.9M2.6%
Microsoft Corp.45,178US$16.9M2.6%
Amazon.com, Inc.70,428US$16.8M2.6%
American Express Company49,326US$16.7M2.5%
Merck & Company, Inc.127KUS$16.3M2.5%
Becton, Dickinson And Company106KUS$16.1M2.4%
Weyerhaeuser Company576KUS$13.8M2.1%
Lowe's Companies, Inc.61,811US$13.6M2.1%
Charles Schwab Corporation (the)145KUS$13.4M2.0%
L3harris Technologies, Inc.45,780US$13.3M2.0%
Altria Group, Inc.179KUS$12.9M2.0%
Meta Platforms, Inc.22,398US$12.6M1.9%
Citigroup, Inc.83,365US$11.7M1.8%
Adobe Inc.56,470US$11.6M1.8%
Prudential Financial, Inc.94,082US$10.2M1.5%
The Carlyle Group Inc.239KUS$10M1.5%
Applied Materials, Inc.13,482US$9.75M1.5%
Eog Resources, Inc.66,402US$8.61M1.3%
Intuit Inc.31,223US$8.15M1.2%
Aflac Incorporated60,870US$7.14M1.1%
Pepsico, Inc.52,413US$7.1M1.1%
Flowers Foods, Inc.870KUS$6.87M1.0%
Visa Inc.17,504US$6.01M0.91%
Eli Lilly And Company4,815US$5.78M0.88%
Walmart Inc.45,107US$5.11M0.78%
At&t Inc.223KUS$4.62M0.70%
Equifax, Inc.28,655US$4.55M0.69%
Chevron Corporation16,837US$2.79M0.42%
Coca-cola Company (the)33,906US$2.76M0.42%
Berkshire Hathaway Inc.5,292US$2.65M0.40%
U.s. Bancorp41,278US$2.49M0.38%
Goldman Sachs Group, Inc. (the)2,059US$2.08M0.32%
Gilead Sciences, Inc.15,709US$1.98M0.30%
Archer-daniels-midland Company25,683US$1.96M0.30%
Bristol-myers Squibb Company33,051US$1.9M0.29%
Cisco Systems, Inc.16,207US$1.9M0.29%
Southern Company (the)19,624US$1.88M0.29%
Johnson & Johnson7,301US$1.85M0.28%
Danaher Corporation8,673US$1.65M0.25%
International Business Machines Corporation5,648US$1.59M0.24%
Cardinal Health, Inc.6,437US$1.53M0.23%
Caterpillar, Inc.1,337US$1.42M0.22%
Mcdonald's Corporation4,810US$1.3M0.20%
Nvidia Corporation6,292US$1.26M0.19%
Procter & Gamble Company (the)8,085US$1.19M0.18%
Colony Bankcorp, Inc.57,904US$1.16M0.18%
Stanley Black & Decker, Inc.11,146US$1.05M0.16%
Truist Financial Corporation18,933US$943K0.14%
Phillips 665,104US$863K0.13%
Rtx Corporation4,328US$821K0.12%
Fortinet, Inc.5,332US$819K0.12%
Intercontinental Exchange Inc.6,508US$801K0.12%
Bank Of America Corporation13,968US$796K0.12%
Nextera Energy, Inc.8,799US$772K0.12%
Capital One Financial Corporation3,779US$758K0.12%
Broadcom Inc.2,002US$756K0.12%
Philip Morris International Inc4,170US$754K0.11%
Blackrock, Inc.715US$687K0.10%
Global Payments Inc.8,436US$612K0.09%
Duke Energy Corporation (holding Company)4,742US$600K0.09%
Bank Ozk10,920US$569K0.09%
Deere & Company884US$561K0.09%
Markel Group Inc.282US$551K0.08%
Pfizer, Inc.22,543US$543K0.08%
Union Pacific Corporation1,991US$541K0.08%
Costco Wholesale Corporation571US$534K0.08%
Clorox Company (the)5,465US$522K0.08%
Stryker Corporation1,615US$508K0.08%
Intel Corporation3,600US$503K0.08%
Lam Research Corporation1,152US$499K0.08%
Metlife, Inc.5,737US$485K0.07%
Oracle Corporation3,274US$480K0.07%
Morgan Stanley2,211US$462K0.07%
Ameris Bancorp5,003US$452K0.07%
Conocophillips4,310US$448K0.07%
3m Company2,746US$445K0.07%
Bp Plc11,753US$434K0.07%
Dominion Energy, Inc.5,708US$390K0.06%
Renasant Corporation9,054US$385K0.06%
Space Exploration Technologies Corp2,195US$375K0.06%
United Parcel Service, Inc.3,447US$371K0.06%
General Motors Company4,750US$366K0.06%
Starbucks Corporation3,440US$352K0.05%
Waste Management, Inc.1,552US$346K0.05%
Colgate-palmolive Company3,769US$346K0.05%
Tesla, Inc.804US$338K0.05%
Emerson Electric Company2,266US$324K0.05%
Boston Scientific Corporation7,442US$318K0.05%
Target Corporation2,365US$309K0.05%
Palantir Technologies Inc.2,632US$307K0.05%
Dollar General Corporation2,666US$307K0.05%
Snap-on Incorporated749US$301K0.05%

Every holding of Allen Mooney & Barnes Investment Advisors LLC

Source

View original at SEC

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