Allen Mooney & Barnes Investment Advisors LLC holds a diversified book of 152 stocks worth $657.6M as of Q2 2026 (disclosed Jul 13, 2026, a ~45-day 13F lag). This quarter they opened Ishares Semiconductor ETF and trimmed Apple Inc. Their largest long position is Apple Inc at 5% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2001461/holdings"
Use Arkolith to show Allen Mooney & Barnes Investment Advisors LLC's latest holdings, largest changes, and filing provenance.
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.
85% mapped to company sectors
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, no cost basis
Bars show each stock'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% | ▲New New position | |
| 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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 13, 2026 | 152 | $657.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 13, 2026 | 159 | $695.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 21, 2026 | 162 | $664.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 15, 2025 | 157 | $641.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 8, 2025 | 153 | $608.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 16, 2025 | 154 | $615.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 14, 2025 | 149 | $592.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 15, 2024 | 155 | $587.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.