ABLES, IANNONE, MOORE & ASSOCIATES, INC.

CIK

2013713

Location

SAVANNAH, GA

Portfolio Value

Small $178,482,510

Diversification

Diversified

Filing Date

Global Rank

#4,771 / 8,618 ▲ 78

Top Industry

Consumer Electronics 15.6%

3Y Alpha vs SPY

+38.2%

Period ended 51 days ago

Filed Jul 13, 2026 · 38d

11 quarters · since Dec 2023

Clone Performance

Feb 2024–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+211.9%

SPY

+53.9%

Annualised alpha

+38.5%

Max drawdown

−23.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 11 quarters. Past performance does not predict future results.

Portfolio Concentration

55 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

15.4%

+1.0 pts

Top 5

52.8%

+0.3 pts

Top 10

69.5%

+0.1 pts

HHI

715

Diversified+9

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	33.1%	$58,994,080	7
Consumer Cyclical	15.6%	$27,828,534	6
Financial Services	14.9%	$26,646,293	8
Communication Services	12.1%	$21,510,067	2
Industrials	6.1%	$10,831,859	7
Healthcare	5.2%	$9,260,212	5
Consumer Defensive	2.8%	$4,986,931	5
Real Estate	2.7%	$4,880,466	3
Basic Materials	2.3%	$4,080,797	3
Energy	2.3%	$4,022,127	3
Utilities	1.9%	$3,311,696	4
Unclassified	1.2%	$2,129,448	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

15 positions

Ticker	Company	Δ Shares	Shares	Value
UBER	Uber Technologies, Inc	+1,671	10,279	$741,732
AAPL	Apple Inc.	+1,655	94,788	$27,427,855
HD	Home Depot, Inc.	+1,239	17,854	$6,296,748
WMT	Walmart Inc.	+1,033	3,769	$426,876
AMT	American Tower Corp /Ma/	+780	22,685	$3,710,585
JNJ	Johnson & Johnson	+458	11,913	$3,025,544
SO	Southern Co	+419	8,818	$843,970
MAA	Mid America Apartment Communities Inc.	+365	6,392	$888,104
DE	Deere & Co	+217	4,016	$2,547,469
BRK-B	Berkshire Hathaway Inc	+83	7,314	$3,659,852
DUK	Duke Energy CORP	+80	6,623	$838,339
NEE	Nextera Energy Inc	+66	9,072	$796,249
MCD	Mcdonalds Corp	+35	7,831	$2,116,797
XOM	ExxonMobil Holdings Corp	+27	7,467	$1,020,888
D	Dominion Energy, Inc	+15	12,200	$833,138
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
TTD	Trade Desk, Inc.	−22,350	28,402	$513,508
GOOGL	Alphabet Inc.	−14,605	58,753	$20,996,559
BAC	Bank Of America Corp /De/	−5,107	95,494	$5,441,248
NVDA	Nvidia Corp	−4,653	107,456	$21,500,871
AMZN	Amazon Com Inc	−1,858	68,695	$16,372,766
IBIT	iShares Bitcoin Trust ETF	−1,238	18,973	$631,611
KO	Coca Cola Co	−980	4,546	$369,453
UPS	United Parcel Service Inc	−946	26,140	$2,810,050
CSX	Csx Corp	−929	37,981	$1,805,236
V	Visa Inc.	−657	22,264	$7,638,555
UNH	Unitedhealth Group Inc	−587	7,978	$3,315,896
ABNB	Airbnb, Inc.	−569	5,715	$817,816
JPM	Jpmorgan Chase & Co	−308	24,495	$8,017,948
MSFT	Microsoft Corp	−296	17,986	$6,709,137
PEP	Pepsico Inc	−280	8,401	$1,137,495
CVX	Chevron Corp	−165	7,480	$1,239,884
VMC	Vulcan Materials CO	−150	11,000	$3,245,110
VLO	Valero Energy Corp/Tx	−121	6,763	$1,761,355
WTS	Watts Water Technologies Inc	−116	3,748	$1,467,154
STZ	Constellation Brands, Inc.	−116	8,237	$1,145,684
MAR	Marriott International Inc /Md/	−107	1,870	$693,003
WM	Waste Management Inc	−83	5,655	$1,260,386
TSLA	Tesla, Inc.	−65	3,641	$1,531,404
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−64	4,226	$2,018,210
GS	Goldman Sachs Group Inc	−50	498	$503,662
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
CAT	Caterpillar Inc	692	$736,910
MU	Micron Technology Inc	225	$259,715
MMM	3M Co	1,264	$204,654
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

55 tracked positions · $178,482,510 total · as of Jun 30, 2026

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

Showing 1–50 of 55 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	94,788	+1,655	$27,427,855	+16.0%	15.37%
NVDA	Nvidia Corp Technology	Reduced	107,456	-4,653	$21,500,871	+10.0%	12.05%
GOOGL	Alphabet Inc. Communication Services	Reduced	58,753	-14,605	$20,996,559	−0.4%	11.76%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	68,695	-1,858	$16,372,766	+11.4%	9.17%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	24,495	-308	$8,017,948	+9.9%	4.49%
V	Visa Inc. Financial Services	Reduced	22,264	-657	$7,638,555	+10.3%	4.28%
MSFT	Microsoft Corp Technology	Reduced	17,986	-296	$6,709,137	−0.9%	3.76%
HD	Home Depot, Inc. Consumer Cyclical	Added	17,854	+1,239	$6,296,748	+15.2%	3.53%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	95,494	-5,107	$5,441,248	+10.9%	3.05%
AMT	American Tower Corp /Ma/ Real Estate	Added	22,685	+780	$3,710,585	−1.8%	2.08%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	7,314	+83	$3,659,852	+5.6%	2.05%
UNH	Unitedhealth Group Inc Healthcare	Reduced	7,978	-587	$3,315,896	+43.1%	1.86%
VMC	Vulcan Materials CO Basic Materials	Reduced	11,000	-150	$3,245,110	+6.9%	1.82%
JNJ	Johnson & Johnson Healthcare	Added	11,913	+458	$3,025,544	+8.1%	1.70%
UPS	United Parcel Service Inc Industrials	Reduced	26,140	-946	$2,810,050	+5.5%	1.57%
DE	Deere & Co Industrials	Added	4,016	+217	$2,547,469	+19.0%	1.43%
MCD	Mcdonalds Corp Consumer Cyclical	Added	7,831	+35	$2,116,797	−12.6%	1.19%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	4,226	-64	$2,018,210	+39.2%	1.13%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	2,039	0	$1,907,423	−6.1%	1.07%
CSX	Csx Corp Industrials	Reduced	37,981	-929	$1,805,236	+13.0%	1.01%
VLO	Valero Energy Corp/Tx Energy	Reduced	6,763	-121	$1,761,355	+3.6%	0.99%
LLY	ELI LILLY & Co Healthcare	Reduced	1,343	-27	$1,610,834	+27.8%	0.90%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	3,641	-65	$1,531,404	+11.2%	0.86%
QQQ	Invesco Qqq Trust, Series 1	Reduced	2,034	-19	$1,497,837	+26.4%	0.84%
WTS	Watts Water Technologies Inc Industrials	Reduced	3,748	-116	$1,467,154	+30.8%	0.82%
WM	Waste Management Inc Industrials	Reduced	5,655	-83	$1,260,386	−4.4%	0.71%
CVX	Chevron Corp Energy	Reduced	7,480	-165	$1,239,884	−21.6%	0.69%
STZ	Constellation Brands, Inc. Consumer Defensive	Reduced	8,237	-116	$1,145,684	−8.6%	0.64%
PEP	Pepsico Inc Consumer Defensive	Reduced	8,401	-280	$1,137,495	−15.6%	0.64%
AMGN	Amgen Inc Healthcare	Held	2,858	0	$1,034,938	+2.9%	0.58%
XOM	ExxonMobil Holdings Corp Energy	Added	7,467	+27	$1,020,888	−19.1%	0.57%
MAA	Mid America Apartment Communities Inc. Real Estate	Added	6,392	+365	$888,104	+20.7%	0.50%
SO	Southern Co Utilities	Added	8,818	+419	$843,970	+4.1%	0.47%
DUK	Duke Energy CORP Utilities	Added	6,623	+80	$838,339	−2.1%	0.47%
D	Dominion Energy, Inc Utilities	Added	12,200	+15	$833,138	+10.6%	0.47%
ABNB	Airbnb, Inc. Consumer Cyclical	Reduced	5,715	-569	$817,816	+3.1%	0.46%
NEE	Nextera Energy Inc Utilities	Added	9,072	+66	$796,249	−4.8%	0.45%
UBER	Uber Technologies, Inc Technology	Added	10,279	+1,671	$741,732	+19.8%	0.42%
CAT	Caterpillar Inc Industrials	NEW	692	NEW	$736,910	NEW	0.41%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Reduced	1,870	-107	$693,003	+7.2%	0.39%
ONB	Old National Bancorp /In/ Financial Services	Held	24,490	0	$634,291	+17.2%	0.36%
IBIT	iShares Bitcoin Trust ETF	Reduced	18,973	-1,238	$631,611	−18.7%	0.35%
LIN	Linde PLC Basic Materials	Held	1,194	0	$619,614	+4.7%	0.35%
CB	Chubb Ltd Financial Services	Held	1,531	0	$521,672	+4.5%	0.29%
TTD	Trade Desk, Inc. Communication Services	Reduced	28,402	-22,350	$513,508	−55.4%	0.29%
GS	Goldman Sachs Group Inc Financial Services	Reduced	498	-50	$503,662	+8.6%	0.28%
WMT	Walmart Inc. Consumer Defensive	Added	3,769	+1,033	$426,876	+25.5%	0.24%
KO	Coca Cola Co Consumer Defensive	Reduced	4,546	-980	$369,453	−12.1%	0.21%
ALIT	Alight, Inc. / Delaware Technology	Held	30,050	0	$336,560	+1821.1%	0.19%
PLD	Prologis, Inc. Real Estate	Held	2,080	0	$281,777	+2.5%	0.16%

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.