Allen Mooney & Barnes Investment Advisors LLC holds a diversified book of 152 reported positions worth $657.6M as of Q2 2026 (disclosed Jul 13, 2026, a ~13-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; they opened Ishares Semiconductor ETF and trimmed Apple Inc. Their largest long position is Apple Inc at 5% of the reported non-option book. Cloning the disclosed picks since 2024 would be +28% (+13.9%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 1.8 points over this window.
Growth of $10,000 cloning Allen Mooney & Barnes Investment Advisors LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~13 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
89% mapped to company sectors
+5 sectors below the cut, 7% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Allen Mooney & Barnes Investment Advisors LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Hoffman, Alan N Investment Management | 8 / 80 | $154.1M |
| 9823 Capital, L.P. | 9 / 80 | $126.9M |
| Draper Asset Management, LLC | 8 / 80 | $163.0M |
| Ardent Capital Management, Inc. | 21 / 80 | $195.8M |
| CV Advisors LLC | 33 / 80 | $434.2M |
| Marest Capital, LLC | 17 / 80 | $160.4M |
| Hoey Investments, Inc | 58 / 80 | $617.8M |
Ranked by the share of each fund's own book sitting in the names it shares with Allen Mooney & Barnes Investment Advisors LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc Com Stock | $34.5M | 119.3K | 5.3% | ▼−11% Reduced · −14K sh | |
| 2 | Alphabet Inc Cap STK CL A Stock | $22.2M | 62.2K | 3.4% | ▼−37% Reduced · −36K sh | |
| 3 | Abbvie Inc Com Stock | $20.6M | 82.0K | 3.1% | ▼−6.9% Reduced · −6K sh | |
| 4 | Unitedhealth Group Inc Com Stock | $20.6M | 49.5K | 3.1% | ▼−5.3% Reduced · −3K sh | |
| 5 | Cummins Inc Com Stock | $20.0M | 28.0K | 3.0% | ▼−5.1% Reduced · −2K sh | |
| 6 | American Elec PWR Co Inc Com Stock | $19.6M | 142.9K | 3.0% | ▼−6.8% Reduced · −10K sh | |
| 7 | JPMorgan Chase & Co Com Stock | $18.9M | 57.7K | 2.9% | ▼−4.4% Reduced · −3K sh | |
| 8 | Elevance Health Inc Formerly A Com Stock | $17.9M | 46.4K | 2.7% | ▼−6.5% Reduced · −3K sh | |
| 9 | Ishares Semiconductor ETF ETF | $17.5M | 27.3K | 2.7% | ▲New New position | |
| 10 | Enterprise Prods Partners L P Com Stock | $16.9M | 458.9K | 2.6% | ▼−8.9% Reduced · −45K sh | |
| 11 | Microsoft Corp Com Stock | $16.9M | 45.2K | 2.6% | ▼−4.2% Reduced · −2K sh | |
| 12 | Amazon Com Inc Com Stock | $16.8M | 70.4K | 2.6% | ▼−5.1% Reduced · −4K sh | |
| 13 | American Express Co Com Stock | $16.7M | 49.3K | 2.5% | ▼−4.0% Reduced · −2K sh | |
| 14 | Merck & Co Inc Com Stock | $16.3M | 126.7K | 2.5% | ▼−2.6% Reduced · −3K sh | |
| 15 | State Street SPDR S&P 500 ETF ETF | $16.3M | 21.8K | 2.5% | ▲+0.1% Added · +16 sh | |
| 16 | Becton Dickinson & Co Com Stock | $16.1M | 106.2K | 2.4% | ▲New New position | |
| 17 | Accenture PLC Ireland SHS Class A Stock | $14.0M | 112.2K | 2.1% | ▲New New position | |
| 18 | Weyerhaeuser Co Com New REIT | $13.8M | 575.9K | 2.1% | ▼−3.3% Reduced · −20K sh | |
| 19 | Lowes Cos Inc Com Stock | $13.6M | 61.8K | 2.1% | ▼−6.6% Reduced · −4K sh | |
| 20 | Schwab Charles Corp Com Stock | $13.4M | 145.5K | 2.0% | ▼−3.5% Reduced · −5K sh | |
| 21 | L3harris Technologies Inc Com Stock | $13.3M | 45.8K | 2.0% | ▼−5.1% Reduced · −2K sh | |
| 22 | Altria Group Inc Com Stock | $12.9M | 179.3K | 2.0% | ▼−13% Reduced · −26K sh | |
| 23 | Meta Platforms Inc CL A Stock | $12.6M | 22.4K | 1.9% | ▼−5.3% Reduced · −1K sh | |
| 24 | ExxonMobil Holdings Corp Com SHS Stock | $11.7M | 85.5K | 1.8% | ▲New New position | |
| 25 | Citigroup Inc Com New Stock | $11.7M | 83.4K | 1.8% | ▼−6.6% Reduced · −6K sh | |
| 26 | Adobe Inc Com Stock | $11.6M | 56.5K | 1.8% | ▼−2.7% Reduced · −2K sh | |
| 27 | Medtronic PLC SHS Stock | $10.2M | 130.0K | 1.5% | ▼−8.3% Reduced · −12K sh | |
| 28 | Prudential Finl Inc Com Stock | $10.2M | 94.1K | 1.5% | ▼−10% Reduced · −11K sh | |
| 29 | Carlyle Group Inc Com Stock | $10.0M | 238.5K | 1.5% | ▼−7.8% Reduced · −20K sh | |
| 30 | Applied Matls Inc Com Stock | $9.7M | 13.5K | 1.5% | ▼−50% Reduced · −14K sh | |
| 31 | Eog Res Inc Com Stock | $8.6M | 66.4K | 1.3% | ▼−40% Reduced · −44K sh | |
| 32 | Intuit Com Stock | $8.1M | 31.2K | 1.2% | ▼−0.8% Reduced · −248 sh | |
| 33 | Ishares Msci Eafe ETF ETF | $8.0M | 77.2K | 1.2% | ▼−2.0% Reduced · −2K sh | |
| 34 | Aflac Inc Com Stock | $7.1M | 60.9K | 1.1% | ▼−9.1% Reduced · −6K sh | |
| 35 | Pepsico Inc Com Stock | $7.1M | 52.4K | 1.1% | ▼−7.1% Reduced · −4K sh | |
| 36 | Flowers Foods Inc Com Stock | $6.9M | 870.1K | 1.0% | ▼−6.6% Reduced · −62K sh | |
| 37 | Honeywell Intl Inc Com Stock | $6.3M | 28.1K | 1.0% | ▲New New position | |
| 38 | Honeywell Aerospace Inc Com Stock | $6.2M | 28.1K | 0.9% | →Listed Newly reportable | |
| 39 | Visa Inc Com CL A Stock | $6.0M | 17.5K | 0.9% | ▼−3.9% Reduced · −703 sh | |
| 40 | Eli Lilly & Co Com Stock | $5.8M | 4.8K | 0.9% | ▼−13% Reduced · −727 sh | |
| 41 | Vanguard S&P 500 ETF ETF | $5.6M | 8.1K | 0.8% | ▲+2.4% Added · +187 sh | |
| 42 | Vanguard Small-Cap ETF ETF | $5.1M | 16.9K | 0.8% | ▼−4.2% Reduced · −743 sh | |
| 43 | Walmart Inc Com Stock | $5.1M | 45.1K | 0.8% | ▼−3.2% Reduced · −1K sh | |
| 44 | AT&T Inc Com Stock | $4.6M | 223.4K | 0.7% | ▼−17% Reduced · −47K sh | |
| 45 | Equifax Inc Com Stock | $4.5M | 28.7K | 0.7% | ▼−1.0% Reduced · −300 sh | |
| 46 | Vanguard Mid-Cap ETF ETF | $4.3M | 53.6K | 0.7% | ▲+288% Added · +40K sh | |
| 47 | Ishares Msci Emerging Markets ETF ETF | $4.1M | 60.4K | 0.6% | —Held | |
| 48 | Chevron Corporation Com Stock | $2.8M | 16.8K | 0.4% | ▼−3.2% Reduced · −559 sh | |
| 49 | Coca Cola Co Com Stock | $2.8M | 33.9K | 0.4% | ▼−16% Reduced · −6K sh | |
| 50 | Berkshire Hathaway Inc Del CL B New Stock | $2.6M | 5.3K | 0.4% | ▼−2.7% Reduced · −146 sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Allen Mooney & Barnes Investment Advisors LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 13, 2026 | 13d | 152 | $657.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 13, 2026 | 13d | 159 | $695.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 21, 2026 | 21d | 162 | $664.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 15, 2025 | 15d | 157 | $641.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 8, 2025 | 8d | 153 | $608.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 16, 2025 | 16d | 154 | $615.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 14, 2025 | 14d | 149 | $592.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 15, 2024 | 15d | 155 | $587.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.