Allen Mooney & Barnes Investment Advisors LLC

13F filer · CIK 0002001461

Reported Jul 13, 2026

Net seller this quarter

13F portfolio value$658MU.S. long equity reported on 13F

Positions1286 new · 17 closed

Net flow last quarter-$100MBuys minus sells

Top 10 positions weight31.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 13, 2026128 positions
AAPLApple Inc.	$34.5M	5.25%	0.00%	-10.6%	Q1 2022
GOOGLAlphabet Inc.	$22.2M	3.38%	0.00%	-36.9%	Q1 2022
ABBVAbbVie Inc.	$20.6M	3.14%	0.00%	-6.9%	Q1 2022
UNHUnitedhealth Group Inc	$20.6M	3.13%	0.01%	-5.3%	Q1 2022
CMICummins Inc	$20M	3.04%	0.02%	-5.1%	Q1 2022
AEPAmerican Electric Power Co Inc	$19.6M	2.97%	0.03%	-6.8%	Q1 2022
JPMJPMorgan Chase & Co	$18.9M	2.87%	0.00%	-4.4%	Q1 2022
ELVElevance Health, Inc.	$17.9M	2.73%	0.02%	-6.5%	Q3 2025
EPDEnterprise Products Partners L.P.	$16.9M	2.57%	0.02%	-8.9%	Q1 2022
MSFTMicrosoft Corp	$16.9M	2.56%	0.00%	-4.2%	Q1 2022
AMZNAmazon Com Inc	$16.8M	2.55%	0.00%	-5.1%	Q1 2022
AXPAmerican Express Co	$16.7M	2.54%	0.01%	-4.0%	Q1 2022
MRKMerck & Co., Inc.	$16.3M	2.48%	0.01%	-2.6%	Q1 2022
SPYSPDR S&P 500 ETF Trust	$16.3M	2.47%	Not reported	+0.1%	Q1 2022
BDXBecton Dickinson & Co	$16.1M	2.45%	0.04%	Not reported	Q1 2022
ACNAccenture plc	$14M	2.12%	0.02%	New	Q2 2026
WYWeyerhaeuser Co	$13.8M	2.10%	0.08%	-3.4%	Q4 2025
LOWLowes Companies Inc	$13.6M	2.07%	0.01%	-6.6%	Q1 2022
SCHWSchwab Charles Corp	$13.4M	2.04%	0.01%	-3.5%	Q1 2022
LHXL3harris Technologies, Inc.	$13.3M	2.02%	0.02%	-5.1%	Q1 2022
MOAltria Group, Inc.	$12.9M	1.96%	0.01%	-12.6%	Q1 2022
METAMeta Platforms, Inc.	$12.6M	1.92%	Not reported	-5.3%	Q1 2022
XOMExxonMobil Holdings Corp	$11.7M	1.78%	0.00%	-33.7%	Q1 2022
CCitigroup Inc	$11.7M	1.77%	0.01%	-6.6%	Q1 2022
ADBEAdobe Inc.	$11.6M	1.76%	0.01%	-2.7%	Q1 2022
MDTMedtronic plc	$10.2M	1.55%	0.01%	-8.3%	Q1 2022
PRUPrudential Financial Inc	$10.2M	1.54%	0.03%	-10.2%	Q1 2022
CGCarlyle Group Inc.	$10M	1.53%	0.07%	-7.8%	Q1 2025
AMATApplied Materials Inc	$9.75M	1.48%	0.00%	-50.3%	Q1 2022
EOGEog Resources Inc	$8.61M	1.31%	0.01%	-40.1%	Q2 2025
INTUIntuit Inc.	$8.15M	1.24%	0.01%	-0.8%	Q1 2026
AFLAflac Inc	$7.14M	1.09%	0.01%	-9.1%	Q1 2022
PEPPepsico Inc	$7.1M	1.08%	0.00%	-7.1%	Q1 2022
FLOFlowers Foods Inc	$6.87M	1.05%	0.41%	-6.6%	Q1 2022
HONHoneywell International Inc	$6.3M	0.96%	0.01%	-7.8%	Q1 2022
HONAHoneywell Aerospace Inc.	$6.2M	0.94%	Not reported	-8.0%	Q2 2026
VVisa Inc.	$6.01M	0.91%	0.00%	-3.9%	Q1 2022
LLYELI LILLY & Co	$5.78M	0.88%	0.00%	-13.1%	Q1 2022
WMTWalmart Inc.	$5.11M	0.78%	0.00%	-3.2%	Q1 2022
TAt&T Inc.	$4.62M	0.70%	0.00%	-17.3%	Q1 2022
EFXEquifax Inc	$4.55M	0.69%	0.02%	-1.0%	Q1 2022
CVXChevron Corp	$2.79M	0.42%	0.00%	-3.2%	Q1 2022
KOCoca Cola Co	$2.76M	0.42%	0.00%	-15.7%	Q1 2022
BRK.BBerkshire Hathaway Inc	$2.65M	0.40%	Not reported	-2.7%	Q1 2022
QQQInvesco QQQ Trust, Series 1	$2.64M	0.40%	Not reported	+0.5%	Q1 2022
USBUS Bancorp \de\	$2.49M	0.38%	0.00%	-4.5%	Q1 2022
GSGoldman Sachs Group Inc	$2.08M	0.32%	0.00%	+1.4%	Q1 2022
GILDGilead Sciences, Inc.	$1.98M	0.30%	0.00%	-5.0%	Q1 2022
ADMArcher-Daniels-Midland Co	$1.96M	0.30%	0.01%	-2.7%	Q1 2022
BMYBristol Myers Squibb Co	$1.9M	0.29%	0.00%	-2.7%	Q1 2022

Q1 2026Reported Apr 13, 2026137 positions
AAPLApple Inc.	$33.9M	4.87%	0.00%	+1.2%	Q1 2022
GOOGLAlphabet Inc.	$28.4M	4.08%	0.00%	+0.4%	Q1 2022
XOMExxonMobil Holdings Corp	$21.9M	3.14%	0.00%	-23.3%	Q1 2022
AEPAmerican Electric Power Co Inc	$20.1M	2.89%	0.03%	+0.3%	Q1 2022
ABBVAbbVie Inc.	$19.1M	2.75%	0.01%	+1.1%	Q1 2022
EPDEnterprise Products Partners L.P.	$19.1M	2.74%	0.02%	-2.5%	Q1 2022
DOWDow Inc.	$18.5M	2.66%	0.06%	-30.2%	Q4 2025
JPMJPMorgan Chase & Co	$17.7M	2.55%	0.00%	+1.2%	Q1 2022
MSFTMicrosoft Corp	$17.5M	2.51%	0.00%	+1.2%	Q1 2022
LHXL3harris Technologies, Inc.	$16.6M	2.39%	0.03%	-0.6%	Q1 2022
CSCOCisco Systems, Inc.	$16M	2.30%	0.01%	+2.2%	Q1 2022
EOGEog Resources Inc	$16M	2.30%	0.02%	+6.0%	Q2 2025
CMICummins Inc	$15.9M	2.29%	0.02%	-24.5%	Q1 2022
MRKMerck & Co., Inc.	$15.6M	2.25%	0.01%	+421.2%	Q1 2022
LOWLowes Companies Inc	$15.6M	2.25%	0.01%	+0.7%	Q1 2022
AXPAmerican Express Co	$15.5M	2.23%	0.01%	+1.9%	Q1 2022
AMZNAmazon Com Inc	$15.5M	2.22%	0.00%	+2.3%	Q1 2022
WYWeyerhaeuser Co	$14.6M	2.09%	0.08%	+3562.2%	Q4 2025
ELVElevance Health, Inc.	$14.5M	2.09%	0.02%	+2.9%	Q3 2025
SCHWSchwab Charles Corp	$14.2M	2.04%	0.01%	+1.8%	Q1 2022
SPYSPDR S&P 500 ETF Trust	$14.2M	2.04%	Not reported	+1.7%	Q1 2022
UNHUnitedhealth Group Inc	$14.1M	2.03%	0.01%	+4.5%	Q1 2022
ADBEAdobe Inc.	$14.1M	2.03%	0.01%	+51.1%	Q1 2022
HONHoneywell International Inc	$13.8M	1.98%	0.01%	+0.5%	Q1 2022
INTUIntuit Inc.	$13.6M	1.96%	0.01%	New	Q1 2026
MOAltria Group, Inc.	$13.5M	1.95%	0.01%	+1.2%	Q1 2022
METAMeta Platforms, Inc.	$13.5M	1.95%	Not reported	+2.2%	Q1 2022
CGCarlyle Group Inc.	$12.5M	1.80%	0.07%	+2.6%	Q1 2025
MDTMedtronic plc	$12.3M	1.77%	0.01%	+2.0%	Q1 2022
PRUPrudential Financial Inc	$10.2M	1.47%	0.03%	+3.0%	Q1 2022
CCitigroup Inc	$10.1M	1.46%	0.01%	+2.3%	Q1 2022
IBMInternational Business Machines Corp	$9.99M	1.44%	0.00%	-0.2%	Q1 2022
AMATApplied Materials Inc	$9.26M	1.33%	0.00%	-3.9%	Q1 2022
PEPPepsico Inc	$8.76M	1.26%	0.00%	+4.1%	Q1 2022
TAt&T Inc.	$7.83M	1.13%	0.00%	+3.7%	Q1 2022
FLOFlowers Foods Inc	$7.59M	1.09%	0.44%	+0.9%	Q1 2022
AFLAflac Inc	$7.35M	1.06%	0.01%	+0.6%	Q1 2022
FISVFiserv Inc	$6.19M	0.89%	0.02%	+59.3%	Q1 2022
WMTWalmart Inc.	$5.79M	0.83%	0.00%	+0.4%	Q1 2022
VVisa Inc.	$5.5M	0.79%	0.00%	0.0%	Q1 2022
EFXEquifax Inc	$5.21M	0.75%	0.02%	Not reported	Q1 2022
LLYELI LILLY & Co	$5.1M	0.73%	0.00%	-3.7%	Q1 2022
CVXChevron Corp	$3.6M	0.52%	0.00%	-1.3%	Q1 2022
KOCoca Cola Co	$3.06M	0.44%	0.00%	-1.1%	Q1 2022
BRK.BBerkshire Hathaway Inc	$2.61M	0.37%	Not reported	+1.1%	Q1 2022
SOSouthern Co	$2.51M	0.36%	0.00%	+1.1%	Q1 2022
GILDGilead Sciences, Inc.	$2.3M	0.33%	0.00%	0.0%	Q1 2022
USBUS Bancorp \de\	$2.25M	0.32%	0.00%	+0.4%	Q1 2022
BMYBristol Myers Squibb Co	$2.06M	0.30%	0.00%	-0.7%	Q1 2022
QQQInvesco QQQ Trust, Series 1	$2.06M	0.30%	Not reported	+3.7%	Q1 2022

Q4 2025Reported Jan 21, 2026140 positions
AAPLApple Inc.	$35.9M	5.40%	0.00%	-0.8%	Q1 2022
GOOGLAlphabet Inc.	$30.8M	4.63%	0.00%	-0.8%	Q1 2022
MSFTMicrosoft Corp	$22.6M	3.39%	0.00%	+0.7%	Q1 2022
XOMExxonMobil Holdings Corp	$20.2M	3.04%	0.00%	+1.2%	Q1 2022
CMICummins Inc	$20M	3.01%	0.03%	+0.2%	Q1 2022
ABBVAbbVie Inc.	$19.9M	2.99%	0.00%	+0.9%	Q1 2022
JPMJPMorgan Chase & Co	$19.2M	2.89%	0.00%	+0.6%	Q1 2022
AXPAmerican Express Co	$18.7M	2.81%	0.01%	+0.3%	Q1 2022
AEPAmerican Electric Power Co Inc	$17.6M	2.65%	0.03%	+1.8%	Q1 2022
ELVElevance Health, Inc.	$16.9M	2.54%	0.02%	+2.2%	Q3 2025
AMZNAmazon Com Inc	$16.7M	2.52%	0.00%	+1.0%	Q1 2022
EPDEnterprise Products Partners L.P.	$16.6M	2.49%	0.02%	+4.3%	Q1 2022
UNHUnitedhealth Group Inc	$16.5M	2.48%	0.01%	-1.7%	Q1 2022
LOWLowes Companies Inc	$15.8M	2.38%	0.01%	+1.7%	Q1 2022
CSCOCisco Systems, Inc.	$15.6M	2.34%	0.01%	+0.9%	Q1 2022
METAMeta Platforms, Inc.	$15.3M	2.30%	Not reported	+2.9%	Q1 2022
CGCarlyle Group Inc.	$14.9M	2.24%	0.07%	+2.1%	Q1 2025
DOWDow Inc.	$14.9M	2.24%	0.09%	New	Q4 2025
SCHWSchwab Charles Corp	$14.8M	2.23%	0.01%	+1.5%	Q1 2022
SPYSPDR S&P 500 ETF Trust	$14.6M	2.20%	Not reported	+0.2%	Q1 2022
LHXL3harris Technologies, Inc.	$14.2M	2.14%	0.03%	+0.9%	Q1 2022
ADBEAdobe Inc.	$13.4M	2.02%	0.01%	+593.3%	Q1 2022
MDTMedtronic plc	$13.4M	2.01%	0.01%	+0.8%	Q1 2022
IBMInternational Business Machines Corp	$12.2M	1.84%	0.00%	+0.9%	Q1 2022
HONHoneywell International Inc	$11.8M	1.78%	0.01%	+2.8%	Q1 2022
MOAltria Group, Inc.	$11.7M	1.76%	0.01%	+4.5%	Q1 2022
PRUPrudential Financial Inc	$11.5M	1.73%	0.03%	+1.6%	Q1 2022
EOGEog Resources Inc	$11M	1.65%	0.02%	-3.0%	Q2 2025
CCitigroup Inc	$10.2M	1.53%	0.00%	+0.7%	Q1 2022
FLOFlowers Foods Inc	$10M	1.51%	0.44%	-1.3%	Q1 2022
PEPPepsico Inc	$7.78M	1.17%	0.00%	+6.1%	Q1 2022
AFLAflac Inc	$7.34M	1.11%	0.01%	+1.7%	Q1 2022
AMATApplied Materials Inc	$7.24M	1.09%	0.00%	-0.9%	Q1 2022
TAt&T Inc.	$6.47M	0.97%	0.00%	+5.7%	Q1 2022
VVisa Inc.	$6.38M	0.96%	0.00%	+0.1%	Q1 2022
EFXEquifax Inc	$6.28M	0.95%	0.02%	+0.9%	Q1 2022
LLYELI LILLY & Co	$6.18M	0.93%	0.00%	+12.4%	Q1 2022
WMTWalmart Inc.	$5.17M	0.78%	0.00%	0.0%	Q1 2022
FISVFiserv Inc	$4.68M	0.70%	0.01%	-36.3%	Q1 2022
KOCoca Cola Co	$2.84M	0.43%	0.00%	+0.7%	Q1 2022
BRK.BBerkshire Hathaway Inc	$2.7M	0.41%	Not reported	Not reported	Q1 2022
CVXChevron Corp	$2.69M	0.40%	0.00%	+1.4%	Q1 2022
MRKMerck & Co., Inc.	$2.63M	0.40%	0.00%	+3.1%	Q1 2022
USBUS Bancorp \de\	$2.3M	0.35%	0.00%	-0.5%	Q1 2022
SOSouthern Co	$2.24M	0.34%	0.00%	-3.4%	Q1 2022
DHRDanaher Corp	$2.16M	0.32%	0.00%	+9.7%	Q1 2022
QQQInvesco QQQ Trust, Series 1	$2.11M	0.32%	Not reported	+0.4%	Q1 2022
GILDGilead Sciences, Inc.	$2.03M	0.31%	0.00%	+1.5%	Q1 2022
BMYBristol Myers Squibb Co	$1.85M	0.28%	0.00%	+1.1%	Q1 2022
GSGoldman Sachs Group Inc	$1.74M	0.26%	0.00%	+0.5%	Q1 2022

Q3 2025Reported Oct 15, 2025137 positions
AAPLApple Inc.	$33.9M	5.28%	0.00%	-3.6%	Q1 2022
GOOGLAlphabet Inc.	$24.1M	3.75%	0.00%	-30.2%	Q1 2022
MSFTMicrosoft Corp	$24M	3.74%	0.00%	-2.0%	Q1 2022
ABBVAbbVie Inc.	$20M	3.11%	0.00%	+0.9%	Q1 2022
XOMExxonMobil Holdings Corp	$18.7M	2.91%	0.00%	+1.6%	Q1 2022
JPMJPMorgan Chase & Co	$18.7M	2.91%	0.00%	-25.4%	Q1 2022
UNHUnitedhealth Group Inc	$17.6M	2.74%	0.01%	+23.8%	Q1 2022
AEPAmerican Electric Power Co Inc	$16.9M	2.63%	0.03%	+0.9%	Q1 2022
AXPAmerican Express Co	$16.7M	2.60%	0.01%	-24.6%	Q1 2022
METAMeta Platforms, Inc.	$16.5M	2.57%	Not reported	-41.8%	Q1 2022
CMICummins Inc	$16.5M	2.57%	0.03%	+1.6%	Q1 2022
LOWLowes Companies Inc	$16.2M	2.53%	0.01%	-0.5%	Q1 2022
AMZNAmazon Com Inc	$15.8M	2.46%	0.00%	-0.2%	Q1 2022
CGCarlyle Group Inc.	$15.5M	2.41%	0.07%	-21.4%	Q1 2025
EPDEnterprise Products Partners L.P.	$15.5M	2.41%	0.02%	+44.9%	Q1 2022
ELVElevance Health, Inc.	$15.3M	2.38%	0.02%	New	Q3 2025
LHXL3harris Technologies, Inc.	$14.7M	2.29%	0.03%	+1.2%	Q1 2022
SPYSPDR S&P 500 ETF Trust	$14.2M	2.22%	Not reported	-1.1%	Q1 2022
FISVFiserv Inc	$14.1M	2.20%	0.02%	+2698.2%	Q1 2022
SCHWSchwab Charles Corp	$13.9M	2.17%	0.01%	-19.8%	Q1 2022
CSCOCisco Systems, Inc.	$13.7M	2.14%	0.01%	-0.3%	Q1 2022
MDTMedtronic plc	$13.1M	2.05%	0.01%	+1.6%	Q1 2022
MOAltria Group, Inc.	$12.8M	2.00%	0.01%	+2.5%	Q1 2022
LYBLyondellBasell Industries N.V.	$12.5M	1.95%	0.08%	+1.9%	Q1 2022
HONHoneywell International Inc	$12.4M	1.94%	0.01%	-0.1%	Q1 2022
FLOFlowers Foods Inc	$12.2M	1.90%	0.44%	+382.5%	Q1 2022
EOGEog Resources Inc	$12.1M	1.88%	0.02%	+74.1%	Q2 2025
IBMInternational Business Machines Corp	$11.5M	1.80%	0.00%	+1.3%	Q1 2022
PRUPrudential Financial Inc	$10.4M	1.62%	0.03%	+1.3%	Q1 2022
KVUEKenvue Inc.	$9.43M	1.47%	0.03%	+2.4%	Q4 2024
CCitigroup Inc	$8.8M	1.37%	0.00%	+1.9%	Q1 2022
EFXEquifax Inc	$7.36M	1.15%	0.02%	Not reported	Q1 2022
AFLAflac Inc	$7.31M	1.14%	0.01%	-0.7%	Q1 2022
PEPPepsico Inc	$7.17M	1.12%	0.00%	+1.9%	Q1 2022
TAt&T Inc.	$6.96M	1.08%	0.00%	+2.8%	Q1 2022
VVisa Inc.	$6.21M	0.97%	0.00%	-3.3%	Q1 2022
AMATApplied Materials Inc	$5.82M	0.91%	0.00%	-1.0%	Q1 2022
WMTWalmart Inc.	$4.78M	0.74%	0.00%	+0.1%	Q1 2022
LLYELI LILLY & Co	$3.91M	0.61%	0.00%	-3.0%	Q1 2022
BRK.BBerkshire Hathaway Inc	$2.7M	0.42%	Not reported	-2.7%	Q1 2022
CVXChevron Corp	$2.7M	0.42%	0.00%	-2.8%	Q1 2022
KOCoca Cola Co	$2.68M	0.42%	0.00%	-3.1%	Q1 2022
SOSouthern Co	$2.52M	0.39%	0.00%	+3.9%	Q1 2022
USBUS Bancorp \de\	$2.09M	0.33%	0.00%	+0.6%	Q1 2022
QQQInvesco QQQ Trust, Series 1	$2.05M	0.32%	Not reported	-1.1%	Q1 2022
MRKMerck & Co., Inc.	$2.03M	0.32%	0.00%	-0.3%	Q1 2022
ADBEAdobe Inc.	$1.95M	0.30%	0.00%	+0.5%	Q1 2022
GILDGilead Sciences, Inc.	$1.81M	0.28%	0.00%	-2.1%	Q1 2022
NVDANvidia Corp	$1.75M	0.27%	0.00%	-13.6%	Q1 2022
DHRDanaher Corp	$1.7M	0.27%	0.00%	-3.2%	Q1 2022

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