Allen Mooney & Barnes Investment Advisors LLC

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Institutional

CIK 0002001461

$657.6M

Reported AUM

152

Positions

Q2 2026

Period

2026-07-13

Filed

Editorial summary

Summary for Allen Mooney & Barnes Investment Advisors LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.

Portfolio · Q2 2026

Top holdings

#	Stock	Issuer	Price	Day %	1Y Gr.	5Y Gr.	Value	% of book	Δ shares (QoQ)	Status
1	AAPL	APPLE INC COM	$332.02	-1.82%	67.77%	128.17%	$34.5M	5.25%	—	HELD
2	GOOGL	ALPHABET INC CAP STK CL A	$334.76	-0.58%	76.18%	131.67%	$22.2M	3.38%	—	HELD
3	ABBV	ABBVIE INC COM	$258.12	-1.97%	40.72%	165.04%	$20.6M	3.14%	—	HELD
4	UNH	UNITEDHEALTH GROUP INC COM	$424.18	0.86%	80.84%	9.82%	$20.6M	3.13%	—	HELD
5	CMI	CUMMINS INC COM	$628.67	3.74%	80.31%	198.99%	$20.0M	3.04%	—	HELD
6	AEP	AMERICAN ELEC PWR CO INC COM	$127.88	-1.18%	17.54%	71.63%	$19.6M	2.97%	—	HELD
7	JPM	JPMORGAN CHASE & CO COM	$350.57	1.70%	21.40%	144.23%	$18.9M	2.87%	—	HELD
8	ELV	ELEVANCE HEALTH INC FORMERLY A COM	$376.32	0.09%	39.76%	7.69%	$17.9M	2.73%	—	HELD
9	SOXX	ISHARES SEMICONDUCTOR ETF	$502.81	8.13%	96.92%	210.04%	$17.5M	2.67%	—	HELD
10	EPD	ENTERPRISE PRODS PARTNERS L P COM	$38.22	-1.18%	31.98%	143.98%	$16.9M	2.57%	—	HELD
11	MSFT	MICROSOFT CORP COM	$454.63	16.41%	-24.89%	34.54%	$16.9M	2.56%	—	HELD
12	AMZN	AMAZON COM INC COM	$238.51	5.23%	5.54%	30.60%	$16.8M	2.55%	—	HELD
13	AXP	AMERICAN EXPRESS CO COM	$336.76	1.59%	13.86%	112.26%	$16.7M	2.54%	—	HELD
14	MRK	MERCK & CO INC COM	$129.18	-0.91%	66.99%	96.29%	$16.3M	2.48%	—	HELD
15	SPY	STATE STREET SPDR S&P 500 ETF	$738.76	1.27%	18.63%	72.84%	$16.3M	2.47%	—	HELD
16	BDX	BECTON DICKINSON & CO COM	$165.36	-1.81%	24.43%	-4.83%	$16.1M	2.45%	—	HELD
17	ACN	ACCENTURE PLC IRELAND SHS CLASS A	$162.20	-6.33%	-34.80%	-47.34%	$14.0M	2.12%	—	HELD
18	WY	WEYERHAEUSER CO COM NEW	$23.34	-4.52%	-3.62%	-20.07%	$13.8M	2.10%	—	HELD
19	LOW	LOWES COS INC COM	$210.29	-2.50%	-2.78%	16.54%	$13.6M	2.07%	—	HELD
20	SCHW	SCHWAB CHARLES CORP COM	$104.25	-0.21%	9.66%	51.38%	$13.4M	2.04%	—	HELD
21	LHX	L3HARRIS TECHNOLOGIES INC COM	$265.80	-10.67%	-2.50%	26.54%	$13.3M	2.02%	—	HELD
22	MO	ALTRIA GROUP INC COM	$68.00	-9.24%	29.49%	119.51%	$12.9M	1.96%	—	HELD
23	META	META PLATFORMS INC CL A	$531.79	-9.19%	-21.66%	55.72%	$12.6M	1.92%	—	HELD
24	XOM	EXXONMOBIL HOLDINGS CORP COM SHS	$155.80	-0.61%	47.33%	239.93%	$11.7M	1.78%	—	HELD
25	C	CITIGROUP INC COM NEW	$131.25	3.24%	41.58%	108.64%	$11.7M	1.77%	—	HELD
26	ADBE	ADOBE INC COM	$246.51	-6.42%	-28.98%	-62.78%	$11.6M	1.76%	—	HELD
27	MDT	MEDTRONIC PLC SHS	$85.50	-2.32%	1.17%	-23.30%	$10.2M	1.55%	—	HELD
28	PRU	PRUDENTIAL FINL INC COM	$122.96	0.27%	28.38%	46.09%	$10.2M	1.54%	—	HELD
29	CG	CARLYLE GROUP INC COM	$45.29	1.32%	-21.86%	5.58%	$10.0M	1.53%	—	HELD
30	AMAT	APPLIED MATLS INC COM	$496.21	13.69%	179.14%	284.62%	$9.7M	1.48%	—	HELD
31	EOG	EOG RES INC COM	$143.80	-1.47%	—	—	$8.6M	1.31%	—	HELD
32	INTU	INTUIT COM	$310.26	-6.87%	—	—	$8.1M	1.24%	—	HELD
33	EFA	ISHARES MSCI EAFE ETF	$105.99	2.53%	—	—	$8.0M	1.22%	—	HELD
34	AFL	AFLAC INC COM	$127.00	-1.29%	—	—	$7.1M	1.09%	—	HELD
35	PEP	PEPSICO INC COM	$139.86	-2.54%	—	—	$7.1M	1.08%	—	HELD
36	FLO	FLOWERS FOODS INC COM	$7.24	-3.02%	—	—	$6.9M	1.05%	—	HELD
37	HON	HONEYWELL INTL INC COM	$239.58	-0.64%	—	—	$6.3M	0.96%	—	HELD
38	HONA	HONEYWELL AEROSPACE INC COM	$200.96	-2.06%	—	—	$6.2M	0.94%	—	HELD
39	V	VISA INC COM CL A	$363.24	-1.49%	—	—	$6.0M	0.91%	—	HELD
40	LLY	ELI LILLY & CO COM	$1164.70	-3.75%	—	—	$5.8M	0.88%	—	HELD
41	VOO	VANGUARD S&P 500 ETF	$678.79	1.22%	—	—	$5.6M	0.85%	—	HELD
42	VB	VANGUARD SMALL-CAP ETF	$293.95	0.32%	—	—	$5.1M	0.78%	—	HELD
43	WMT	WALMART INC COM	$110.80	-2.99%	—	—	$5.1M	0.78%	—	HELD
44	T	AT&T INC COM	$23.22	-3.03%	—	—	$4.6M	0.70%	—	HELD
45	EFX	EQUIFAX INC COM	$175.65	-6.09%	—	—	$4.5M	0.69%	—	HELD
46	VO	VANGUARD MID-CAP ETF	$80.49	-0.17%	—	—	$4.3M	0.66%	—	HELD
47	EEM	ISHARES MSCI EMERGING MARKETS ETF	$63.40	3.81%	—	—	$4.1M	0.63%	—	HELD
48	CVX	CHEVRON CORPORATION COM	$190.85	-0.53%	—	—	$2.8M	0.42%	—	HELD
49	KO	COCA COLA CO COM	$87.89	-1.34%	—	—	$2.8M	0.42%	—	HELD
50	BRK/B	BERKSHIRE HATHAWAY INC DEL CL B NEW	—	—	—	—	$2.6M	0.40%	—	HELD
51	QQQ	INVESCO QQQ TRUST SERIES I	$680.91	2.90%	—	—	$2.6M	0.40%	—	HELD
52	USB	US BANCORP COM NEW	$62.87	0.08%	—	—	$2.5M	0.38%	—	HELD
53	GS	GOLDMAN SACHS GROUP INC COM	$1019.03	3.90%	—	—	$2.1M	0.32%	—	HELD
54	GILD	GILEAD SCIENCES INC COM	$129.94	-2.10%	—	—	$2.0M	0.30%	—	HELD
55	ADM	ARCHER DANIELS MIDLAND CO COM	$80.77	0.49%	—	—	$2.0M	0.30%	—	HELD
56	BMY	BRISTOL-MYERS SQUIBB CO COM	$64.36	1.99%	—	—	$1.9M	0.29%	—	HELD
57	CSCO	CISCO SYS INC COM	$113.30	0.73%	—	—	$1.9M	0.29%	—	HELD
58	SO	SOUTHERN CO COM	$94.08	-2.05%	—	—	$1.9M	0.29%	—	HELD
59	JNJ	JOHNSON & JOHNSON COM	$256.34	-3.46%	—	—	$1.9M	0.28%	—	HELD
60	DHR	DANAHER CORP DEL COM	$196.29	-0.10%	—	—	$1.7M	0.25%	—	HELD
61	IBM	INTERNATIONAL BUSINESS MACHS COM	$222.12	-1.91%	—	—	$1.6M	0.24%	—	HELD
62	CAH	CARDINAL HEALTH INC COM	$226.27	-1.24%	—	—	$1.5M	0.23%	—	HELD
63	CAT	CATERPILLAR INC COM	$804.18	2.74%	—	—	$1.4M	0.22%	—	HELD
64	MCD	MCDONALDS CORP COM	$267.52	-1.47%	—	—	$1.3M	0.20%	—	HELD
65	NVDA	NVIDIA CORPORATION COM	$193.63	1.91%	—	—	$1.3M	0.19%	—	HELD
66	PG	PROCTER & GAMBLE CO COM	$143.02	-2.11%	—	—	$1.2M	0.18%	—	HELD
67	CBAN	COLONY BANKCORP INC COM	$21.89	-0.79%	—	—	$1.2M	0.18%	—	HELD
68	SWK	STANLEY BLACK & DECKER INC COM	$93.97	0.99%	—	—	$1.0M	0.16%	—	HELD
69	TFC	TRUIST FINL CORP COM	$52.01	-0.58%	—	—	$943K	0.14%	—	HELD
70	GOOG	ALPHABET INC CAP STK CL C	$334.32	-0.43%	—	—	$936K	0.14%	—	HELD
71	BNDX	VANGUARD TOTAL INTERNATIONAL BOND ETF	$47.90	0.18%	—	—	$933K	0.14%	—	HELD
72	PSX	PHILLIPS 66 COM	$210.04	1.56%	—	—	$863K	0.13%	—	HELD
73	RTX	RTX CORPORATION COM	$211.48	-1.75%	—	—	$821K	0.12%	—	HELD
74	FTNT	FORTINET INC COM	$154.04	0.54%	—	—	$819K	0.12%	—	HELD
75	ICE	INTERCONTINENTAL EXCHANGE INC COM	$152.29	-1.29%	—	—	$801K	0.12%	—	HELD
76	BAC	BANK OF AMER CORP COM	$61.63	0.92%	—	—	$796K	0.12%	—	HELD
77	GLD	SPDR GOLD SHARES	$377.40	1.70%	—	—	$794K	0.12%	—	HELD
78	NEE	NEXTERA ENERGY INC COM	$87.43	-1.16%	—	—	$772K	0.12%	—	HELD
79	COF	CAPITAL ONE FINL CORP COM	$207.84	-0.42%	—	—	$758K	0.12%	—	HELD
80	AVGO	BROADCOM INC COM	$387.16	4.55%	—	—	$756K	0.12%	—	HELD
81	PM	PHILIP MORRIS INTL INC COM	$192.04	-3.23%	—	—	$754K	0.11%	—	HELD
82	MDY	STATE STREET SPDR S&P MIDCAP 400 ETF TRUST	$683.41	0.33%	—	—	$728K	0.11%	—	HELD
83	IWB	ISHARES RUSSELL 1000 ETF	$404.08	1.20%	—	—	$688K	0.10%	—	HELD
84	BLK	BLACKROCK INC COM	$1096.69	1.62%	—	—	$687K	0.10%	—	HELD
85	IWR	ISHARES RUSSELL MIDCAP ETF	$109.35	-0.21%	—	—	$624K	0.09%	—	HELD
86	GPN	GLOBAL PMTS INC COM	$86.31	-2.22%	—	—	$612K	0.09%	—	HELD
87	IWF	ISHARES RUSSELL 1000 GROWTH ETF	$116.75	2.37%	—	—	$601K	0.09%	—	HELD
88	DUK	DUKE ENERGY CORP NEW COM NEW	$125.92	-2.45%	—	—	$600K	0.09%	—	HELD
89	OZK	BANK OZK LITTLE ROCK ARK COM	$51.45	-0.19%	—	—	$569K	0.09%	—	HELD
90	VUG	VANGUARD GROWTH ETF	$83.94	2.28%	—	—	$568K	0.09%	—	HELD
91	DE	DEERE & CO COM	$597.97	-2.12%	—	—	$561K	0.09%	—	HELD
92	MKL	MARKEL GROUP INC COM	$1887.59	-6.32%	—	—	$551K	0.08%	—	HELD
93	PFE	PFIZER INC COM	$24.75	-1.59%	—	—	$543K	0.08%	—	HELD
94	UNP	UNION PAC CORP COM	$285.76	-2.20%	—	—	$541K	0.08%	—	HELD
95	COST	COSTCO WHOLESALE CORPORATION COM	$953.18	-2.14%	—	—	$534K	0.08%	—	HELD
96	CLX	CLOROX CO DEL COM	$96.53	-3.12%	—	—	$522K	0.08%	—	HELD
97	VGT	VANGUARD INFORMATION TECHNOLOGY ETF	$113.06	4.49%	—	—	$510K	0.08%	—	HELD
98	SYK	STRYKER CORPORATION COM	$347.36	-1.39%	—	—	$508K	0.08%	—	HELD
99	INTC	INTEL CORP COM	$92.47	12.93%	—	—	$503K	0.08%	—	HELD
100	LRCX	LAM RESEARCH CORP COM NEW	$296.69	17.57%	—	—	$499K	0.08%	—	HELD
101	PFF	ISHARES PREFERRED & INCOME SECURITIES ETF	—	—	—	—	$489K	0.07%	—	HELD
102	MET	METLIFE INC COM	—	—	—	—	$485K	0.07%	—	HELD
103	ORCL	ORACLE CORP COM	—	—	—	—	$480K	0.07%	—	HELD
104	IVV	ISHARES CORE S&P 500 ETF	—	—	—	—	$478K	0.07%	—	HELD
105	IWM	ISHARES RUSSELL 2000 ETF	—	—	—	—	$471K	0.07%	—	HELD
106	CHAT	ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF	—	—	—	—	$464K	0.07%	—	HELD
107	MS	MORGAN STANLEY COM NEW	—	—	—	—	$462K	0.07%	—	HELD
108	ABCB	AMERIS BANCORP COM	—	—	—	—	$452K	0.07%	—	HELD
109	COP	CONOCOPHILLIPS COM	—	—	—	—	$448K	0.07%	—	HELD
110	MMM	3M CO COM	—	—	—	—	$445K	0.07%	—	HELD
111	BP	BP PLC SPONSORED ADR	—	—	—	—	$434K	0.07%	—	HELD
112	BIV	VANGUARD INTERMEDIATE-TERM BOND ETF	—	—	—	—	$429K	0.07%	—	HELD
113	IGPT	INVESCO AI AND NEXT GEN SOFTWARE ETF	—	—	—	—	$422K	0.06%	—	HELD
114	VONV	VANGUARD RUSSELL 1000 VALUE ETF	—	—	—	—	$420K	0.06%	—	HELD
115	D	DOMINION ENERGY INC COM	—	—	—	—	$390K	0.06%	—	HELD
116	RNST	RENASANT CORP COM	—	—	—	—	$385K	0.06%	—	HELD
117	SPCX	SPACE EXPLORATION TECHN CORP CLASS A COM STK	—	—	—	—	$375K	0.06%	—	HELD
118	UPS	UNITED PARCEL SVCS INC CL B	—	—	—	—	$371K	0.06%	—	HELD
119	GM	GENERAL MTRS CO COM	—	—	—	—	$366K	0.06%	—	HELD
120	SBUX	STARBUCKS CORP COM	—	—	—	—	$352K	0.05%	—	HELD
121	WM	WASTE MGMT INC DEL COM	—	—	—	—	$346K	0.05%	—	HELD
122	CL	COLGATE PALMOLIVE CO COM	—	—	—	—	$346K	0.05%	—	HELD
123	TSLA	TESLA INC COM	—	—	—	—	$338K	0.05%	—	HELD
124	EMR	EMERSON ELEC CO COM	—	—	—	—	$324K	0.05%	—	HELD
125	BSX	BOSTON SCIENTIFIC CORP COM	—	—	—	—	$318K	0.05%	—	HELD
126	TGT	TARGET CORP COM	—	—	—	—	$309K	0.05%	—	HELD
127	PLTR	PALANTIR TECHNOLOGIES INC CL A	—	—	—	—	$307K	0.05%	—	HELD
128	DG	DOLLAR GEN CORP COM	—	—	—	—	$307K	0.05%	—	HELD
129	SNA	SNAP ON INC COM	—	—	—	—	$301K	0.05%	—	HELD
130	WMT2	WELLS FARGO & CO COM	—	—	—	—	$294K	0.04%	—	HELD
131	WELL	WELLTOWER INC COM	—	—	—	—	$282K	0.04%	—	HELD
132	BKNG	BOOKING HOLDINGS INC COM	—	—	—	—	$281K	0.04%	—	HELD
133	GPC	GENUINE PARTS CO COM	—	—	—	—	$280K	0.04%	—	HELD
134	FDX	FEDEX CORP COM	—	—	—	—	$273K	0.04%	—	HELD
135	PNC	PNC FINL SVCS GROUP INC COM	—	—	—	—	$272K	0.04%	—	HELD
136	VXUS	VANGUARD TOTAL INTERNATIONAL STOCK ETF	—	—	—	—	$261K	0.04%	—	HELD
137	MPC	MARATHON PETE CORP COM	—	—	—	—	$260K	0.04%	—	HELD
138	HD	HOME DEPOT INC COM	—	—	—	—	$256K	0.04%	—	HELD
139	AGG	ISHARES CORE U.S. AGGREGATE BOND ETF	—	—	—	—	$248K	0.04%	—	HELD
140	TJX	TJX COS INC NEW COM	—	—	—	—	$247K	0.04%	—	HELD
141	VZ	VERIZON COMMUNICATIONS INC COM	—	—	—	—	$246K	0.04%	—	HELD
142	OKE	ONEOK INC NEW COM	—	—	—	—	$243K	0.04%	—	HELD
143	NSC	NORFOLK SOUTHN CORP COM	—	—	—	—	$236K	0.04%	—	HELD
144	NOC	NORTHROP GRUMMAN CORP COM	—	—	—	—	$223K	0.03%	—	HELD
145	XLF	STATE STREET FINANCIAL SELECT SECTOR SPDR ETF	—	—	—	—	$220K	0.03%	—	HELD
146	LMT	LOCKHEED MARTIN CORP COM	—	—	—	—	$217K	0.03%	—	HELD
147	VTI	VANGUARD TOTAL STOCK MARKET ETF	—	—	—	—	$217K	0.03%	—	HELD
148	SHEL	SHELL PLC SPON ADS	—	—	—	—	$210K	0.03%	—	HELD
149	IEI	ISHARES 3-7 YEAR TREASURY BOND ETF	—	—	—	—	$202K	0.03%	—	HELD
150	TROW	PRICE T ROWE GROUP INC COM	—	—	—	—	$202K	0.03%	—	HELD
151	BDJ	BLACKROCK ENHANCED EQUITY DIVI COM	—	—	—	—	$96K	0.01%	—	HELD
152	XJQCX	NUVEEN CR STRATEGIES INCOME FD COM SHS	—	—	—	—	$71K	0.01%	—	HELD

Source: SEC EDGAR · accession 0001213900-26-077422. 13F discloses long positions only — shorts, foreign equities, and options are excluded.