Allen Mooney & Barnes Investment Advisors LLC

CIK

2001461

Location

Thomasville, GA

Portfolio Value

Small $643,380,357

Diversification

Diversified

Filing Date

Global Rank

#95 / 412 ▲ 3160

Top Industry

Drug Manufacturers - General 8.7%

Period ended 10 days ago

Filed Oct 8, 2026 · 2d

19 quarters · since Mar 2022

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

141 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

6.1%

+0.8 pts

Top 5

19.7%

+0.1 pts

Top 10

34.1%

+0.4 pts

HHI

235

Diversified+9

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	20.8%	$133,762,106	17
Healthcare	19.1%	$122,779,142	15
Financial Services	15.3%	$98,291,294	29
Consumer Defensive	7.4%	$47,734,588	13
Energy	7.2%	$46,487,373	11
Communication Services	6.9%	$44,686,561	4
Industrials	6.9%	$44,152,229	21
Unclassified	6.5%	$41,675,751	14
Consumer Cyclical	5.0%	$32,326,824	10
Utilities	3.1%	$20,040,390	5
Real Estate	1.8%	$11,444,099	2

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CLX	Clorox Co /De/	+180,851	186,316	$15,093,459
WY	Weyerhaeuser Co	+9,652	585,560	$11,154,918
ABI	VictoryShares Pioneer Asset-Based Income ETF	+7,061	11,111	$0
EPD	Enterprise Products Partners L.P.	+2,898	461,834	$16,445,908
BMY	Bristol Myers Squibb Co	+2,133	35,184	$2,195,481
LHX	L3harris Technologies, Inc. /De/	+1,695	47,475	$11,241,130
USB	US Bancorp De	+1,663	42,941	$2,480,272
MDT	Medtronic plc	+1,493	131,529	$11,349,637
EOG	Eog Resources Inc	+1,460	67,862	$9,348,669
HON	Honeywell International Inc	+1,438	29,569	$6,237,284
INTU	Intuit Inc.	+1,417	32,640	$8,999,174
ADBE	Adobe Inc.	+1,404	57,874	$13,886,287
AEP	American Electric Power Co Inc	+1,302	144,228	$17,111,209
AMZN	Amazon Com Inc	+928	71,356	$17,778,347
ADM	Archer-Daniels-Midland Co	+911	26,594	$2,111,031
T	At&T Inc.	+883	224,300	$5,472,920
CMI	Cummins Inc	+877	28,916	$14,937,138
C	Citigroup Inc	+853	84,218	$10,904,546
PEP	Pepsico Inc	+668	53,081	$6,726,424
LOW	Lowes Companies Inc	+647	62,458	$11,510,384
SPCX	Space Exploration Technologies Corp	+616	2,811	$424,067
AXP	American Express Co	+571	49,897	$15,173,677
GOOGL	Alphabet Inc.	+417	65,310	$22,463,099
KO	Coca Cola Co	+404	34,310	$2,953,404
UNH	Unitedhealth Group Inc	+393	49,862	$18,303,342
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
FLO	Flowers Foods Inc	−751,031	119,103	$661,021
HONA	Honeywell Aerospace Inc.	−25,916	2,152	$333,495
BKF	iShares MSCI BIC ETF	−4,046	56,376	$3,765,353
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−3,718	135,468	$0
VB	Vanguard Morningstar Small-Cap ETF	−3,379	82,403	$14,214,511
SO	Southern Co	−3,080	16,544	$1,371,332
OZK	Bank OZK	−1,875	9,045	$415,708
AAPL	Apple Inc.	−1,672	117,671	$39,186,796
CSCO	Cisco Systems, Inc.	−1,388	14,819	$1,594,968
PRU	Prudential Financial Inc	−1,168	92,914	$10,553,172
MO	Altria Group, Inc.	−1,133	178,134	$11,995,543
SWK	Stanley Black & Decker, Inc.	−1,084	10,062	$891,392
WFC	Wells Fargo & Company/Mn	−1,018	2,535	$202,926
PLTR	Palantir Technologies Inc.	−1,008	1,624	$303,769
MRK	Merck & Co., Inc.	−944	125,784	$18,277,673
BDX	Becton Dickinson & Co	−920	105,324	$18,852,996
CAH	Cardinal Health Inc	−849	5,588	$1,243,330
SCHW	Schwab Charles Corp	−620	144,858	$14,158,420
PSX	Phillips 66	−588	4,516	$1,152,979
ABBV	AbbVie Inc.	−580	81,406	$21,294,995
IBM	International Business Machines Corp	−571	5,077	$1,116,584
ICE	Intercontinental Exchange, Inc.	−561	5,947	$904,122
BP	Bp PLC	−514	11,239	$494,403
INTC	Intel Corp	−495	3,105	$373,314
V	Visa Inc.	−432	17,072	$6,134,481
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
UBER	Uber Technologies, Inc	197,900	$13,558,129
ENB	Enbridge Inc	5,900	$274,291
SHOP	Shopify Inc.	1,795	$266,198
VLO	Valero Energy Corp/Tx	668	$258,923
MFC	Manulife Financial Corp	5,739	$244,424
IVZ	Invesco Ltd.	715	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
CG	Carlyle Group Inc.	238,500	$10,043,235
OKE	Oneok Inc /New/	2,800	$243,432
TROW	Price T Rowe Group Inc	1,775	$201,799
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

141 tracked positions · $643,380,357 total · filing declares 158 positions · $672,527,886 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 141 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	117,671	-1,672	$39,186,796	+13.5%	6.09%
MSFT	Microsoft Corp Technology	Reduced	44,771	-407	$22,963,045	+36.3%	3.57%
GOOGL	Alphabet Inc. Communication Services	Added	65,310	+417	$22,463,099	−3.1%	3.49%
ABBV	AbbVie Inc. Healthcare	Reduced	81,406	-580	$21,294,995	+3.2%	3.31%
ACN	Accenture plc Technology	Reduced	112,243	-3	$20,581,998	+47.4%	3.20%
JPM	Jpmorgan Chase & Co Financial Services	Added	57,959	+279	$19,174,575	+1.6%	2.98%
BDX	Becton Dickinson & Co Healthcare	Reduced	105,324	-920	$18,852,996	+17.3%	2.93%
UNH	Unitedhealth Group Inc Healthcare	Added	49,862	+393	$18,303,342	−11.0%	2.84%
MRK	Merck & Co., Inc. Healthcare	Reduced	125,784	-944	$18,277,673	+12.2%	2.84%
ELV	Elevance Health, Inc. Healthcare	Added	46,767	+369	$18,183,944	+1.3%	2.83%
AMZN	Amazon Com Inc Consumer Cyclical	Added	71,356	+928	$17,778,347	+5.9%	2.76%
AEP	American Electric Power Co Inc Utilities	Added	144,228	+1,302	$17,111,209	−12.5%	2.66%
SPY	Spdr S&P 500 ETF Trust	Added	21,793	+16	$16,619,995	+2.2%	2.58%
META	Meta Platforms, Inc. Communication Services	Added	22,729	+331	$16,482,616	+30.6%	2.56%
EPD	Enterprise Products Partners L.P. Energy	Added	461,834	+2,898	$16,445,908	−2.5%	2.56%
AXP	American Express Co Financial Services	Added	49,897	+571	$15,173,677	−9.1%	2.36%
CLX	Clorox Co /De/ Consumer Defensive	Added	186,316	+180,851	$15,093,459	+2793.8%	2.35%
CMI	Cummins Inc Industrials	Added	28,916	+877	$14,937,138	−25.3%	2.32%
VB	Vanguard Morningstar Small-Cap ETF	Reduced	82,403	-3,379	$14,214,511	−10.0%	2.21%
SCHW	Schwab Charles Corp Financial Services	Reduced	144,858	-620	$14,158,420	+5.5%	2.20%
XOM	ExxonMobil Holdings Corp Energy	Added	85,530	+64	$13,920,007	+19.1%	2.16%
ADBE	Adobe Inc. Technology	Added	57,874	+1,404	$13,886,287	+19.9%	2.16%
UBER	Uber Technologies, Inc Technology	NEW	197,900	NEW	$13,558,129	NEW	2.11%
MO	Altria Group, Inc. Consumer Defensive	Reduced	178,134	-1,133	$11,995,543	−7.0%	1.86%
LOW	Lowes Companies Inc Consumer Cyclical	Added	62,458	+647	$11,510,384	−15.5%	1.79%
MDT	Medtronic plc Healthcare	Added	131,529	+1,493	$11,349,637	+11.6%	1.76%
LHX	L3harris Technologies, Inc. /De/ Industrials	Added	47,475	+1,695	$11,241,130	−15.5%	1.75%
WY	Weyerhaeuser Co Real Estate	Added	585,560	+9,652	$11,154,918	−19.1%	1.73%
C	Citigroup Inc Financial Services	Added	84,218	+853	$10,904,546	−6.5%	1.69%
PRU	Prudential Financial Inc Financial Services	Reduced	92,914	-1,168	$10,553,172	+3.9%	1.64%
EOG	Eog Resources Inc Energy	Added	67,862	+1,460	$9,348,669	+8.5%	1.45%
INTU	Intuit Inc. Technology	Added	32,640	+1,417	$8,999,174	+10.4%	1.40%
AMAT	Applied Materials Inc /De Technology	Added	13,749	+267	$7,030,963	−27.9%	1.09%
AFL	Aflac Inc Financial Services	Added	60,891	+21	$6,806,395	−4.6%	1.06%
PEP	Pepsico Inc Consumer Defensive	Added	53,081	+668	$6,726,424	−5.2%	1.05%
HON	Honeywell International Inc Industrials	Added	29,569	+1,438	$6,237,284	−1.0%	0.97%
V	Visa Inc. Financial Services	Reduced	17,072	-432	$6,134,481	+2.1%	0.95%
LLY	ELI LILLY & Co Healthcare	Reduced	4,730	-85	$5,472,988	−5.2%	0.85%
T	At&T Inc. Communication Services	Added	224,300	+883	$5,472,920	+18.3%	0.85%
WMT	Walmart Inc. Consumer Defensive	Added	45,421	+314	$4,720,150	−7.6%	0.73%
EFX	Equifax Inc Industrials	Held	28,655	0	$3,932,612	−13.5%	0.61%
BKF	iShares MSCI BIC ETF	Reduced	56,376	-4,046	$3,765,353	−8.9%	0.59%
CVX	Chevron Corp Energy	Reduced	16,538	-299	$3,377,224	+21.0%	0.52%
KO	Coca Cola Co Consumer Defensive	Added	34,310	+404	$2,953,404	+7.2%	0.46%
QQQ	Invesco Qqq Trust, Series 1	Reduced	3,527	-54	$2,609,168	−1.1%	0.41%
USB	US Bancorp De Financial Services	Added	42,941	+1,663	$2,480,272	−0.5%	0.39%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	4,897	-395	$2,438,461	−7.9%	0.38%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	15,428	-281	$2,299,543	+15.9%	0.36%
BMY	Bristol Myers Squibb Co Healthcare	Added	35,184	+2,133	$2,195,481	+15.3%	0.34%
ADM	Archer-Daniels-Midland Co Consumer Defensive	Added	26,594	+911	$2,111,031	+7.6%	0.33%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.