Allred Capital Management, LLC

13F filer · CIK 0001765885

Reported Aug 12, 2026

Net seller this quarter

13F portfolio value$305MU.S. long equity reported on 13F

Positions1276 new · 1 closed

Net flow last quarter-$1.01MBuys minus sells

Top 10 positions weight24.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 12, 2026127 positions
MSFTMicrosoft Corp	$14.9M	4.88%	0.00%	-3.4%	Q4 2018
AAPLApple Inc.	$8.92M	2.93%	0.00%	-0.8%	Q4 2018
NOBLNoble International, Ltd.	$8.63M	2.83%	Not reported	+14.2%	Q3 2023
NVDANvidia Corp	$8.55M	2.81%	0.00%	+0.4%	Q4 2018
JNJJohnson & Johnson	$7.39M	2.43%	0.00%	0.0%	Q4 2018
GOOGLAlphabet Inc.	$6.54M	2.15%	0.00%	-8.2%	Q4 2018
SYKStryker Corp	$5.5M	1.81%	0.00%	+0.2%	Q4 2018
BRK.BBerkshire Hathaway Inc	$5.26M	1.73%	Not reported	-0.4%	Q4 2018
WMTWalmart Inc.	$5.02M	1.65%	0.00%	-0.2%	Q4 2018
AMDAdvanced Micro Devices Inc	$4.76M	1.56%	0.00%	-8.8%	Q4 2019
GEVGE Vernova Inc.	$4.15M	1.36%	0.00%	+0.2%	Q2 2024
JPMJPMorgan Chase & Co	$4.15M	1.36%	0.00%	-1.0%	Q4 2018
AMZNAmazon Com Inc	$3.65M	1.20%	0.00%	-0.2%	Q4 2018
XOMExxonMobil Holdings Corp	$3.64M	1.19%	0.00%	-3.6%	Q4 2018
MUMicron Technology Inc	$3.26M	1.07%	0.00%	-1.2%	Q4 2019
COSTCostco Wholesale Corp	$3.18M	1.04%	0.00%	-0.1%	Q4 2018
INTCIntel Corp	$3.12M	1.02%	0.00%	-7.6%	Q4 2018
SPYSPDR S&P 500 ETF Trust	$3.11M	1.02%	Not reported	-0.2%	Q4 2018
KOCoca Cola Co	$3.03M	0.99%	0.00%	-0.1%	Q4 2018
AVGOBroadcom Inc.	$2.87M	0.94%	0.00%	-0.9%	Q4 2018
ALLAllstate Corp	$2.65M	0.87%	0.00%	+0.1%	Q4 2018
MRKMerck & Co., Inc.	$2.62M	0.86%	0.00%	-5.5%	Q4 2018
METAMeta Platforms, Inc.	$2.57M	0.84%	Not reported	-0.5%	Q4 2018
EMREmerson Electric Co	$2.39M	0.78%	0.00%	0.0%	Q4 2018
RTXRTX Corp	$2.31M	0.76%	0.00%	-0.6%	Q2 2020
UNPUnion Pacific Corp	$2.2M	0.72%	0.00%	+0.1%	Q4 2018
HDHome Depot, Inc.	$2.15M	0.71%	0.00%	-8.8%	Q4 2018
CVXChevron Corp	$2.12M	0.70%	0.00%	-0.9%	Q4 2018
MMM3m Co	$2.08M	0.68%	0.00%	-4.3%	Q4 2018
VVisa Inc.	$2.04M	0.67%	0.00%	+0.4%	Q4 2018
ORCLOracle Corp	$1.92M	0.63%	0.00%	-0.1%	Q4 2018
ABBVAbbVie Inc.	$1.87M	0.61%	0.00%	+0.7%	Q4 2018
GEGeneral Electric Co	$1.85M	0.61%	0.00%	-8.3%	Q3 2021
PGPROCTER & GAMBLE Co	$1.83M	0.60%	0.00%	+0.2%	Q4 2018
LRCXLam Research Corp	$1.82M	0.60%	0.00%	-5.3%	Q4 2019
TJXTJX Companies Inc	$1.73M	0.57%	0.00%	+0.6%	Q4 2019
CSCOCisco Systems, Inc.	$1.67M	0.55%	0.00%	+0.3%	Q4 2018
TSLATesla, Inc.	$1.61M	0.53%	0.00%	+1.8%	Q4 2019
LLYELI LILLY & Co	$1.59M	0.52%	0.00%	+1.7%	Q4 2019
MDYSPDR S&P Midcap 400 ETF Trust	$1.59M	0.52%	Not reported	Not reported	Q1 2019
TTMITTM Technologies Inc	$1.57M	0.52%	0.01%	+0.5%	Q4 2025
GOOGAlphabet Inc.	$1.38M	0.45%	Not reported	-1.0%	Q4 2018
PEPPepsico Inc	$1.35M	0.44%	0.00%	-7.8%	Q4 2018
CLFCleveland-Cliffs Inc.	$1.31M	0.43%	0.02%	+13.8%	Q3 2019
LOWLowes Companies Inc	$1.25M	0.41%	0.00%	0.0%	Q4 2018
AMATApplied Materials Inc	$1.22M	0.40%	0.00%	+4.3%	Q1 2021
FANGDiamondback Energy, Inc.	$1.19M	0.39%	0.00%	+0.8%	Q4 2023
ADPAutomatic Data Processing Inc	$1.15M	0.38%	0.00%	+1.7%	Q4 2018
TYLTyler Technologies Inc	$1.12M	0.37%	0.01%	+1.9%	Q4 2018
DUKDuke Energy CORP	$1.12M	0.37%	0.00%	-0.4%	Q4 2018

Q1 2026Reported May 14, 2026121 positions
MSFTMicrosoft Corp	$15.3M	5.56%	0.00%	-0.8%	Q4 2018
AAPLApple Inc.	$7.89M	2.87%	0.00%	+1.2%	Q4 2018
NVDANvidia Corp	$7.42M	2.70%	0.00%	+7.3%	Q4 2018
NOBLNoble International, Ltd.	$7.14M	2.60%	Not reported	+3.4%	Q3 2023
JNJJohnson & Johnson	$7.11M	2.59%	0.00%	0.0%	Q4 2018
GOOGLAlphabet Inc.	$5.73M	2.09%	0.00%	-8.9%	Q4 2018
SYKStryker Corp	$5.73M	2.09%	0.00%	-0.8%	Q4 2018
WMTWalmart Inc.	$5.52M	2.01%	0.00%	-0.9%	Q4 2018
BRK.BBerkshire Hathaway Inc	$5.05M	1.84%	Not reported	-0.2%	Q4 2018
XOMExxonMobil Holdings Corp	$4.68M	1.70%	0.00%	-0.6%	Q4 2018
JPMJPMorgan Chase & Co	$3.76M	1.37%	0.00%	+1.9%	Q4 2018
COSTCostco Wholesale Corp	$3.39M	1.24%	0.00%	-0.2%	Q4 2018
AMZNAmazon Com Inc	$3.19M	1.16%	0.00%	+2.0%	Q4 2018
GEVGE Vernova Inc.	$3.08M	1.12%	0.00%	+1.7%	Q2 2024
KOCoca Cola Co	$2.84M	1.03%	0.00%	+0.6%	Q4 2018
SPYSPDR S&P 500 ETF Trust	$2.72M	0.99%	Not reported	+0.2%	Q4 2018
CVXChevron Corp	$2.67M	0.97%	0.00%	+1.6%	Q4 2018
METAMeta Platforms, Inc.	$2.63M	0.96%	Not reported	+4.7%	Q4 2018
MRKMerck & Co., Inc.	$2.6M	0.95%	0.00%	+1.1%	Q4 2018
AVGOBroadcom Inc.	$2.37M	0.86%	0.00%	+18.4%	Q4 2018
RTXRTX Corp	$2.37M	0.86%	0.00%	-11.0%	Q2 2020
ALLAllstate Corp	$2.31M	0.84%	0.00%	+0.9%	Q4 2018
HDHome Depot, Inc.	$2.2M	0.80%	0.00%	+1.7%	Q4 2018
EMREmerson Electric Co	$2.18M	0.79%	0.00%	+0.1%	Q4 2018
UNPUnion Pacific Corp	$1.96M	0.71%	0.00%	+0.8%	Q4 2018
MMM3m Co	$1.95M	0.71%	0.00%	-0.2%	Q4 2018
ORCLOracle Corp	$1.93M	0.70%	0.00%	-0.1%	Q4 2018
AMDAdvanced Micro Devices Inc	$1.83M	0.67%	0.00%	+4.7%	Q4 2019
TJXTJX Companies Inc	$1.81M	0.66%	0.00%	+1.9%	Q4 2019
PGPROCTER & GAMBLE Co	$1.8M	0.66%	0.00%	+0.8%	Q4 2018
VVisa Inc.	$1.79M	0.65%	0.00%	+2.9%	Q4 2018
PEPPepsico Inc	$1.68M	0.61%	0.00%	-6.0%	Q4 2018
ABBVAbbVie Inc.	$1.6M	0.58%	0.00%	+0.9%	Q4 2018
GEGeneral Electric Co	$1.53M	0.56%	0.00%	-0.9%	Q3 2021
TSLATesla, Inc.	$1.4M	0.51%	0.00%	+17.5%	Q4 2019
MDYSPDR S&P Midcap 400 ETF Trust	$1.4M	0.51%	Not reported	Not reported	Q1 2019
CMECme Group Inc.	$1.35M	0.49%	0.00%	+1.4%	Q4 2018
LOWLowes Companies Inc	$1.34M	0.49%	0.00%	0.0%	Q4 2018
FANGDiamondback Energy, Inc.	$1.33M	0.48%	0.00%	+2.0%	Q4 2023
TYLTyler Technologies Inc	$1.29M	0.47%	0.01%	+0.6%	Q4 2018
VZVerizon Communications Inc	$1.22M	0.44%	0.00%	-3.7%	Q4 2018
LLYELI LILLY & Co	$1.2M	0.44%	0.00%	+54.4%	Q4 2019
DUKDuke Energy CORP	$1.16M	0.42%	0.00%	+0.2%	Q4 2018
GOOGAlphabet Inc.	$1.13M	0.41%	Not reported	+0.2%	Q4 2018
CSCOCisco Systems, Inc.	$1.1M	0.40%	0.00%	+0.2%	Q4 2018
INTCIntel Corp	$1.07M	0.39%	0.00%	-1.9%	Q4 2018
DISWalt Disney Co	$1.05M	0.38%	0.00%	-0.2%	Q4 2018
CLFCleveland-Cliffs Inc.	$1.04M	0.38%	0.02%	+26.8%	Q3 2019
AMGNAmgen Inc	$1.03M	0.38%	0.00%	Not reported	Q4 2018
ADPAutomatic Data Processing Inc	$1.03M	0.37%	0.00%	+0.3%	Q4 2018

Q4 2025Reported Feb 10, 2026122 positions
MSFTMicrosoft Corp	$20.1M	7.27%	0.00%	-1.1%	Q4 2018
AAPLApple Inc.	$8.35M	3.02%	0.00%	-1.8%	Q4 2018
NVDANvidia Corp	$7.4M	2.67%	0.00%	-7.1%	Q4 2018
GOOGLAlphabet Inc.	$6.85M	2.48%	0.00%	-1.7%	Q4 2018
NOBLNoble International, Ltd.	$6.78M	2.45%	Not reported	-5.1%	Q3 2023
SYKStryker Corp	$6.18M	2.23%	0.00%	-0.6%	Q4 2018
JNJJohnson & Johnson	$6.02M	2.18%	0.00%	-0.2%	Q4 2018
BRK.BBerkshire Hathaway Inc	$5.31M	1.92%	Not reported	-0.3%	Q4 2018
WMTWalmart Inc.	$4.99M	1.81%	0.00%	-0.4%	Q4 2018
JPMJPMorgan Chase & Co	$4.04M	1.46%	0.00%	-1.0%	Q4 2018
AMZNAmazon Com Inc	$3.47M	1.25%	0.00%	-0.6%	Q4 2018
XOMExxonMobil Holdings Corp	$3.34M	1.21%	0.00%	-0.2%	Q4 2018
COSTCostco Wholesale Corp	$2.94M	1.06%	0.00%	-1.6%	Q4 2018
METAMeta Platforms, Inc.	$2.9M	1.05%	Not reported	+1.4%	Q4 2018
SPYSPDR S&P 500 ETF Trust	$2.84M	1.03%	Not reported	+0.4%	Q4 2018
KOCoca Cola Co	$2.59M	0.94%	0.00%	+0.2%	Q4 2018
ORCLOracle Corp	$2.55M	0.92%	0.00%	-0.4%	Q4 2018
RTXRTX Corp	$2.53M	0.91%	0.00%	-2.2%	Q2 2020
ALLAllstate Corp	$2.3M	0.83%	0.00%	-1.5%	Q4 2018
GEVGE Vernova Inc.	$2.27M	0.82%	0.00%	+0.2%	Q2 2024
HDHome Depot, Inc.	$2.27M	0.82%	0.00%	+0.4%	Q4 2018
MRKMerck & Co., Inc.	$2.25M	0.81%	0.00%	-0.5%	Q4 2018
AVGOBroadcom Inc.	$2.24M	0.81%	0.00%	-11.9%	Q4 2018
EMREmerson Electric Co	$2.21M	0.80%	0.00%	-1.5%	Q4 2018
MMM3m Co	$2.15M	0.78%	0.00%	-0.8%	Q4 2018
VVisa Inc.	$2.02M	0.73%	0.00%	-0.7%	Q4 2018
CVXChevron Corp	$1.93M	0.70%	0.00%	+0.2%	Q4 2018
UNPUnion Pacific Corp	$1.86M	0.67%	0.00%	-0.7%	Q4 2018
AMDAdvanced Micro Devices Inc	$1.84M	0.66%	0.00%	+2.2%	Q4 2019
PGPROCTER & GAMBLE Co	$1.78M	0.64%	0.00%	-0.3%	Q4 2018
TJXTJX Companies Inc	$1.71M	0.62%	0.00%	+0.3%	Q4 2019
TYLTyler Technologies Inc	$1.69M	0.61%	0.01%	-3.3%	Q4 2018
GEGeneral Electric Co	$1.68M	0.61%	0.00%	0.0%	Q3 2021
ABBVAbbVie Inc.	$1.67M	0.60%	0.00%	-0.6%	Q4 2018
PEPPepsico Inc	$1.65M	0.60%	0.00%	0.0%	Q4 2018
TSLATesla, Inc.	$1.44M	0.52%	0.00%	+4.9%	Q4 2019
LOWLowes Companies Inc	$1.37M	0.50%	0.00%	-3.4%	Q4 2018
MDYSPDR S&P Midcap 400 ETF Trust	$1.37M	0.49%	Not reported	Not reported	Q1 2019
ADPAutomatic Data Processing Inc	$1.3M	0.47%	0.00%	-3.3%	Q4 2018
CLFCleveland-Cliffs Inc.	$1.29M	0.47%	0.02%	+26.0%	Q3 2019
DISWalt Disney Co	$1.24M	0.45%	0.00%	-2.5%	Q4 2018
GOOGAlphabet Inc.	$1.23M	0.45%	Not reported	-4.8%	Q4 2018
CMECme Group Inc.	$1.23M	0.44%	0.00%	+2.1%	Q4 2018
CRMSalesforce, Inc.	$1.13M	0.41%	0.00%	-15.9%	Q4 2018
SPGIS&P Global Inc.	$1.12M	0.40%	0.00%	+0.3%	Q4 2019
IQVIqvia Holdings Inc.	$1.09M	0.39%	0.00%	+4.0%	Q2 2020
CSCOCisco Systems, Inc.	$1.09M	0.39%	0.00%	+0.1%	Q4 2018
DUKDuke Energy CORP	$1.04M	0.37%	0.00%	+2.4%	Q4 2018
TDGTransDigm Group INC	$1.03M	0.37%	0.00%	-0.3%	Q4 2019
VZVerizon Communications Inc	$1.03M	0.37%	0.00%	-0.4%	Q4 2018

Q3 2025Reported Nov 13, 2025137 positions
MSFTMicrosoft Corp	$21.8M	7.58%	0.00%	-1.7%	Q4 2018
NVDANvidia Corp	$7.97M	2.77%	0.00%	-0.8%	Q4 2018
AAPLApple Inc.	$7.96M	2.77%	0.00%	-1.2%	Q4 2018
NOBLNoble International, Ltd.	$7.07M	2.46%	Not reported	-7.4%	Q3 2023
SYKStryker Corp	$6.53M	2.27%	0.00%	-1.6%	Q4 2018
GOOGLAlphabet Inc.	$5.41M	1.88%	0.00%	+7.9%	Q4 2018
JNJJohnson & Johnson	$5.4M	1.88%	0.00%	0.0%	Q4 2018
BRK.BBerkshire Hathaway Inc	$5.33M	1.85%	Not reported	-1.0%	Q4 2018
WMTWalmart Inc.	$4.64M	1.61%	0.00%	-0.7%	Q4 2018
JPMJPMorgan Chase & Co	$4M	1.39%	0.00%	+4.2%	Q4 2018
ORCLOracle Corp	$3.7M	1.29%	0.00%	+0.1%	Q4 2018
AMZNAmazon Com Inc	$3.32M	1.16%	0.00%	+2.2%	Q4 2018
COSTCostco Wholesale Corp	$3.21M	1.12%	0.00%	-0.1%	Q4 2018
METAMeta Platforms, Inc.	$3.18M	1.11%	Not reported	+10.6%	Q4 2018
XOMExxonMobil Holdings Corp	$3.13M	1.09%	0.00%	-0.1%	Q4 2018
SPYSPDR S&P 500 ETF Trust	$2.76M	0.96%	Not reported	-0.4%	Q4 2018
HDHome Depot, Inc.	$2.66M	0.93%	0.00%	+4.1%	Q4 2018
TTTrane Technologies plc	$2.63M	0.92%	0.00%	Not reported	Q2 2020
KOCoca Cola Co	$2.46M	0.86%	0.00%	+0.1%	Q4 2018
AVGOBroadcom Inc.	$2.42M	0.84%	0.00%	-3.4%	Q4 2018
ALLAllstate Corp	$2.4M	0.84%	0.00%	+4.8%	Q4 2018
RTXRTX Corp	$2.36M	0.82%	0.00%	+0.1%	Q2 2020
EMREmerson Electric Co	$2.22M	0.77%	0.00%	+0.2%	Q4 2018
GEVGE Vernova Inc.	$2.13M	0.74%	0.00%	+9.1%	Q2 2024
MMM3m Co	$2.1M	0.73%	0.00%	+0.1%	Q4 2018
TYLTyler Technologies Inc	$2.02M	0.70%	0.01%	Not reported	Q4 2018
VVisa Inc.	$1.98M	0.69%	0.00%	+12.8%	Q4 2018
CVXChevron Corp	$1.97M	0.68%	0.00%	+0.6%	Q4 2018
UNPUnion Pacific Corp	$1.91M	0.67%	0.00%	+0.4%	Q4 2018
PGPROCTER & GAMBLE Co	$1.91M	0.66%	0.00%	-0.7%	Q4 2018
MRKMerck & Co., Inc.	$1.8M	0.63%	0.00%	+0.3%	Q4 2018
ABBVAbbVie Inc.	$1.7M	0.59%	0.00%	+0.8%	Q4 2018
GEGeneral Electric Co	$1.64M	0.57%	0.00%	+0.1%	Q3 2021
PEPPepsico Inc	$1.61M	0.56%	0.00%	+1.2%	Q4 2018
TJXTJX Companies Inc	$1.6M	0.56%	0.00%	+13.0%	Q4 2019
ADPAutomatic Data Processing Inc	$1.53M	0.53%	0.00%	+0.4%	Q4 2018
LOWLowes Companies Inc	$1.48M	0.52%	0.00%	+1.2%	Q4 2018
AMDAdvanced Micro Devices Inc	$1.36M	0.47%	0.00%	+15.1%	Q4 2019
TSLATesla, Inc.	$1.36M	0.47%	0.00%	+2.0%	Q4 2019
MDYSPDR S&P Midcap 400 ETF Trust	$1.35M	0.47%	Not reported	Not reported	Q1 2019
DISWalt Disney Co	$1.28M	0.45%	0.00%	0.0%	Q4 2018
CRMSalesforce, Inc.	$1.2M	0.42%	0.00%	+9.7%	Q4 2018
CMECme Group Inc.	$1.19M	0.41%	0.00%	+0.1%	Q4 2018
VZVerizon Communications Inc	$1.12M	0.39%	0.00%	+0.6%	Q4 2018
KTOSKratos Defense & Security Solutions, Inc.	$1.1M	0.38%	0.01%	-55.6%	Q4 2018
NXPINXP Semiconductors N.V.	$1.08M	0.37%	0.00%	Not reported	Q4 2019
DUKDuke Energy CORP	$1.07M	0.37%	0.00%	+1.3%	Q4 2018
UNHUnitedhealth Group Inc	$1.07M	0.37%	0.00%	+7.9%	Q4 2018
ASMLAsml Holding NV	$1.06M	0.37%	0.00%	Not reported	Q1 2019
SPGIS&P Global Inc.	$1.04M	0.36%	0.00%	+14.6%	Q4 2019

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