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Allred Capital Management, LLC

Q3 2025 · 13F-HR

Allred Capital Management, LLCholdings as filed

Filed 2025-11-13 · accession 0001172661-25-004761

$287.2M
Reported value
168
Positions
2025-09-30
Period end
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The Brief · Allred Capital Management, LLC · Q3 2025

AI · grounded in 13F

Allred Capital Management, LLC established a new position in SHV valued at $28.4M. The fund also initiated new stakes in MSFT for $21.8M and VIG for $13.0M. Additional new positions include NVDA and AAPL, both valued at approximately $8.0M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464288679SHVISHARES TR$28.4M9.90%257,333CommonSOLE
594918104MSFTMICROSOFT CORP$21.8M7.58%42,012CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$13.0M4.54%60,433CommonSOLE
67066G104NVDANVIDIA CORPORATION$8.0M2.77%42,705CommonSOLE
037833100AAPLAPPLE INC$8.0M2.77%31,269CommonSOLE
74348A467NOBLPROSHARES TR$7.1M2.46%68,628CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$6.9M2.40%49,623CommonSOLE
863667101SYKSTRYKER CORPORATION$6.5M2.27%17,673CommonSOLE
46429B697USMVISHARES TR$6.4M2.24%67,738CommonSOLE
02079K305GOOGLALPHABET INC$5.4M1.88%22,248CommonSOLE
478160104JNJJOHNSON & JOHNSON$5.4M1.88%29,143CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$5.3M1.85%10,592CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$4.8M1.68%84,310CommonSOLE
931142103WMTWALMART INC$4.6M1.61%44,976CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$4.3M1.50%27,909CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$4.0M1.39%12,670CommonSOLE
68389X105ORCLORACLE CORP$3.7M1.29%13,156CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$3.4M1.20%38,436CommonSOLE
032108409DIVOAMPLIFY ETF TR$3.4M1.19%76,708CommonSOLE
023135106AMZNAMAZON COM INC$3.3M1.16%15,113CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$3.2M1.12%3,464CommonSOLE
30303M102METAMETA PLATFORMS INC$3.2M1.11%4,327CommonSOLE
30231G102XOMEXXON MOBIL CORP$3.1M1.09%27,797CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$3.0M1.03%37,821CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$2.8M0.96%4,148CommonSOLE
437076102HDHOME DEPOT INC$2.7M0.93%6,558CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$2.6M0.92%6,232CommonSOLE
191216100KOCOCA COLA CO$2.5M0.86%37,036CommonSOLE
11135F101AVGOBROADCOM INC$2.4M0.84%7,343CommonSOLE
020002101ALLALLSTATE CORP$2.4M0.84%11,201CommonSOLE
75513E101RTXRTX CORPORATION$2.4M0.82%14,096CommonSOLE
291011104EMREMERSON ELEC CO$2.2M0.77%16,894CommonSOLE
36828A101GEVGE VERNOVA INC$2.1M0.74%3,462CommonSOLE
88579Y101MMM3M CO$2.1M0.73%13,551CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$2.0M0.70%3,860CommonSOLE
92826C839VVISA INC$2.0M0.69%5,790CommonSOLE
166764100CVXCHEVRON CORP NEW$2.0M0.68%12,662CommonSOLE
92189F106GDXVANECK ETF TRUST$1.9M0.67%25,224CommonSOLE
907818108UNPUNION PAC CORP$1.9M0.67%8,085CommonSOLE
742718109PGPROCTER AND GAMBLE CO$1.9M0.66%12,427CommonSOLE
78468R812QUSSPDR SERIES TRUST$1.8M0.63%10,604CommonSOLE
58933Y105MRKMERCK & CO INC$1.8M0.63%21,463CommonSOLE
00287Y109ABBVABBVIE INC$1.7M0.59%7,349CommonSOLE
369604301GEGE AEROSPACE$1.6M0.57%5,437CommonSOLE
713448108PEPPEPSICO INC$1.6M0.56%11,489CommonSOLE
872540109TJXTJX COS INC NEW$1.6M0.56%11,098CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.5M0.53%5,205CommonSOLE
548661107LOWLOWES COS INC$1.5M0.52%5,894CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$1.4M0.47%8,396CommonSOLE
88160R101TSLATESLA INC$1.4M0.47%3,050CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$1.3M0.47%2,263CommonSOLE
254687106DISDISNEY WALT CO$1.3M0.45%11,176CommonSOLE
922908363VOOVANGUARD INDEX FDS$1.2M0.42%1,989CommonSOLE
79466L302CRMSALESFORCE INC$1.2M0.42%5,072CommonSOLE
12572Q105CMECME GROUP INC$1.2M0.41%4,401CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$1.1M0.39%25,377CommonSOLE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$1.1M0.38%12,000CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$1.1M0.37%4,721CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$1.1M0.37%8,640CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$1.1M0.37%3,090CommonSOLE
N07059210ASMLASML HOLDING N V$1.1M0.37%1,097CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$1.1M0.37%12,129CommonSOLE
78409V104SPGIS&P GLOBAL INC$1.0M0.36%2,130CommonSOLE
893641100TDGTRANSDIGM GROUP INC$1.0M0.36%780CommonSOLE
02079K107GOOGALPHABET INC$1.0M0.35%4,129CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$998,4970.35%3,223CommonSOLE
718172109PMPHILIP MORRIS INTL INC$969,7680.34%5,978CommonSOLE
17275R102CSCOCISCO SYS INC$967,1500.34%14,135CommonSOLE
185899101CLFCLEVELAND-CLIFFS INC NEW$939,4000.33%77,000CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$937,3050.33%6,550CommonSOLE
G8473T100STESTERIS PLC$931,3640.32%3,764CommonSOLE
464287614IWFISHARES TR$904,9680.32%1,932CommonSOLE
372460105GPCGENUINE PARTS CO$901,7710.31%6,506CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$899,3630.31%3,187CommonSOLE
46266C105IQVIQVIA HLDGS INC$883,6010.31%4,652CommonSOLE
H1467J104CBCHUBB LIMITED$873,2820.30%3,094CommonSOLE
438516106HONHONEYWELL INTL INC$871,4460.30%4,139CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$866,9870.30%10,845CommonSOLE
458140100INTCINTEL CORP$846,8000.29%25,239CommonSOLE
031162100AMGNAMGEN INC$844,9910.29%2,994CommonSOLE
464287457SHYISHARES TR$838,4310.29%10,107CommonSOLE
922908744VTVVANGUARD INDEX FDS$826,4770.29%4,433CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$816,6940.28%4,477CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$811,0620.28%30,757CommonSOLE
337738108FISVFISERV INC$808,2620.28%6,269CommonSOLE
002824100ABTABBOTT LABS$780,2760.27%5,825CommonSOLE
532457108LLYELI LILLY & CO$758,5450.26%994CommonSOLE
G29183103ETNEATON CORP PLC$755,2740.26%2,018CommonSOLE
46138E354SPLVINVESCO EXCH TRADED FD TR II$754,7850.26%10,280CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$747,7660.26%3,710CommonSOLE
842587107SOSOUTHERN CO$742,6390.26%7,836CommonSOLE
03073E105CORCENCORA INC$704,5490.25%2,254CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$694,8000.24%17,729CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$686,7620.24%11,503CommonSOLE
512807306LRCXLAM RESEARCH CORP$659,6410.23%4,926CommonSOLE
749685103RPMRPM INTL INC$650,4040.23%5,517CommonSOLE
097023105BABOEING CO$650,1900.23%3,012CommonSOLE
922908736VUGVANGUARD INDEX FDS$641,8860.22%1,339CommonSOLE
871607107SNPSSYNOPSYS INC$631,0460.22%1,279CommonSOLE
806857108SLBSCHLUMBERGER LTD$627,5310.22%18,258CommonSOLE
252131107DXCMDEXCOM INC$603,7260.21%8,972CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$577,8230.20%1,645CommonSOLE
049560105ATOATMOS ENERGY CORP$568,6420.20%3,330CommonSOLE
032095101APHAMPHENOL CORP NEW$555,8850.19%4,492CommonSOLE
580135101MCDMCDONALDS CORP$552,4720.19%1,818CommonSOLE
001055102AFLAFLAC INC$548,9710.19%4,914CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$540,4430.19%5,911CommonSOLE
81762P102NOWSERVICENOW INC$531,0020.18%577CommonSOLE
025816109AXPAMERICAN EXPRESS CO$529,2650.18%1,593CommonSOLE
00162Q452AMLPALPS ETF TR$512,9440.18%10,929CommonSOLE
56585A102MPCMARATHON PETE CORP$505,5570.18%2,623CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$499,6880.17%2,415CommonSOLE
060505104BACBANK AMERICA CORP$492,0530.17%9,537CommonSOLE
78463V107GLDSPDR GOLD TR$479,1740.17%1,348CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$471,2080.16%6,059CommonSOLE
631103108NDAQNASDAQ INC$465,2710.16%5,260CommonSOLE
922908629VOVANGUARD INDEX FDS$462,6650.16%1,575CommonSOLE
717081103PFEPFIZER INC$438,9640.15%17,227CommonSOLE
260003108DOVDOVER CORP$425,7120.15%2,551CommonSOLE
535555106LNNLINDSAY CORP$422,5950.15%3,006CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$421,1640.15%921CommonSOLE
743315103PGRPROGRESSIVE CORP$409,3540.14%1,657CommonSOLE
432748101HTHHILLTOP HOLDINGS INC$406,8990.14%12,175CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$388,2140.14%777CommonSOLE
670346105NUENUCOR CORP$379,8350.13%2,804CommonSOLE
22052L104CTVACORTEVA INC$369,5710.13%5,464CommonSOLE
922908637VVVANGUARD INDEX FDS$362,4890.13%1,177CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$361,9000.13%738CommonSOLE
929236107WDFCWD 40 CO$346,4060.12%1,753CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$346,1480.12%2,005CommonSOLE
209115104EDCONSOLIDATED EDISON INC$333,0970.12%3,313CommonSOLE
46090E103QQQINVESCO QQQ TR$332,6050.12%554CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$330,5570.12%3,957CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$328,4730.11%7,283CommonSOLE
464287655IWMISHARES TR$317,9350.11%1,314CommonSOLE
74624M102PPURE STORAGE INC$305,9070.11%3,650CommonSOLE
464287622IWBISHARES TR$305,1760.11%835CommonSOLE
609207105MDLZMONDELEZ INTL INC$302,7910.11%4,846CommonSOLE
009158106APDAIR PRODS & CHEMS INC$297,9200.10%1,092CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$290,5830.10%2,049CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$290,0520.10%3,723CommonSOLE
496902404KGCKINROSS GOLD CORP$285,7750.10%11,500CommonSOLE
369550108GDGENERAL DYNAMICS CORP$285,3660.10%836CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$280,9220.10%2,555CommonSOLE
244199105DEDEERE & CO$280,7240.10%613CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$278,7100.10%5,170CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$273,9150.10%1,625CommonSOLE
78464A300SLYVSPDR SERIES TRUST$268,6100.09%3,030CommonSOLE
464287309IVWISHARES TR$267,7570.09%2,218CommonSOLE
83444M101SOLVSOLVENTUM CORP$266,8890.09%3,656CommonSOLE
828730200SFNCSIMMONS 1ST NATL CORP$263,9710.09%13,770CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$263,8130.09%1,958CommonSOLE
46434V621DGROISHARES TR$262,5850.09%3,857CommonSOLE
464287150ITOTISHARES TR$260,2770.09%1,787CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$259,5030.09%922CommonSOLE
922908538VOTVANGUARD INDEX FDS$256,8440.09%874CommonSOLE
833445109SNOWSNOWFLAKE INC$254,4200.09%1,128CommonSOLE
482480100KLACKLA CORP$248,0660.09%229CommonSOLE
66987V109NVSNOVARTIS AG$247,3960.09%1,929CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$241,2460.08%1,012CommonSOLE
464287168DVYISHARES TR$231,6420.08%1,633CommonSOLE
032654105ADIANALOG DEVICES INC$228,4700.08%929CommonSOLE
126408103CSXCSX CORP$223,9260.08%6,305CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$220,7570.08%2,939CommonSOLE
651639106NEMNEWMONT CORP$218,6160.08%2,593CommonSOLE
504922105LHLABCORP HOLDINGS INC$215,4630.08%750CommonSOLE
46654Q724HELOJ P MORGAN EXCHANGE TRADED F$212,7070.07%3,272CommonSOLE
738920107ASBPWASPIRE BIOPHARMA HLDGS INC$2,3040.00%11,185CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.