ABLES, IANNONE, MOORE & ASSOCIATES, INC.

CIK

2013713

Location

SAVANNAH, GA

Portfolio Value

Small $191,410,916

Diversification

Diversified

Filing Date

Global Rank

#6,619 / 8,807 ▼ 435 · as of Jun 2026

Top Industry

Consumer Electronics 16.5%

Period ended 20 days ago

Filed Oct 6, 2026 · 14d

12 quarters · since Dec 2023

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 69.6% of the book (60%+)

Turnover

Low turnover

6.9% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 10.7 quarters (4 to under 12)

Closest benchmark: the S&P 500 as of 2026-06-30, active share 57.8%; sector active share 18.2% against the combined 13F book's sector weights.

Over time 11 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

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

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Portfolio Concentration

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

Top Position

16.0%

+1.2 pts

Top 5

54.7%

+1.2 pts

Top 10

70.3%

+0.7 pts

HHI

754

Diversified+24

Portfolio Trend

12 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	35.1%	$67,104,252	6
Consumer Cyclical	13.5%	$25,889,223	5
Financial Services	13.5%	$25,875,867	8
Communication Services	12.8%	$24,577,168	4
Industrials	5.6%	$10,665,059	9
Healthcare	4.7%	$8,902,374	5
Unclassified	3.0%	$5,836,411	9
Consumer Defensive	2.9%	$5,561,639	5
Energy	2.8%	$5,301,831	3
Real Estate	2.6%	$5,033,338	3
Basic Materials	2.0%	$3,834,006	2
Utilities	1.5%	$2,829,748	4

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

19 positions

Ticker	Company	Δ Shares	Shares	Value
STZ	Constellation Brands, Inc.	+8,667	16,904	$1,911,166
VMC	Vulcan Materials CO	+2,453	13,453	$3,291,007
MAA	Mid America Apartment Communities Inc.	+1,761	8,153	$959,934
HD	Home Depot, Inc.	+1,313	19,167	$5,452,819
IALT		+800	9,292	$277,459
AMT	American Tower Corp /Ma/	+550	23,235	$3,803,337
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+536	4,762	$2,172,376
WMT	Walmart Inc.	+110	3,879	$403,105
MMM	3M Co	+50	1,314	$215,693
D	Dominion Energy, Inc	+48	12,248	$741,248
QQQ	Invesco Qqq Trust, Series 1	+42	2,076	$1,535,762
IVV	iShares Core S&P 500 ETF	+25	1,237	$0
TSLA	Tesla, Inc.	+20	3,661	$1,298,959
UNH	Unitedhealth Group Inc	+18	7,996	$2,935,171
MU	Micron Technology Inc	+12	237	$252,431
MA	Mastercard Inc	+6	452	$249,264
COST	Costco Wholesale Corp /New	+4	2,043	$1,859,824
CVX	Chevron Corp	+3	7,483	$1,528,103
CAT	Caterpillar Inc	+2	694	$562,688
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
TTD	Trade Desk, Inc.	−9,606	18,796	$228,747
AAPL	Apple Inc.	−2,761	92,027	$30,646,831
BAC	Bank Of America Corp /De/	−2,570	92,924	$5,057,853
UPS	United Parcel Service Inc	−2,436	23,704	$2,214,901
CSX	Csx Corp	−2,260	35,721	$1,661,383
AMZN	Amazon Com Inc	−1,637	67,058	$16,707,500
NVDA	Nvidia Corp	−1,529	105,927	$24,191,608
GOOG	Alphabet Inc.	−1,146	12,391	$4,222,109
V	Visa Inc.	−992	21,272	$7,643,667
GOOGL	Alphabet Inc.	−987	57,766	$19,876,125
IBIT	iShares Bitcoin Trust ETF	−967	18,006	$852,404
SBIL		−872	16,006	$1,601,560
JPM	Jpmorgan Chase & Co	−674	23,821	$7,880,701
SO	Southern Co	−456	8,362	$693,126
JNJ	Johnson & Johnson	−446	11,467	$3,035,773
NEE	Nextera Energy Inc	−406	8,666	$656,362
PEP	Pepsico Inc	−322	8,079	$1,023,770
KO	Coca Cola Co	−320	4,226	$363,774
AMGN	Amgen Inc	−300	2,558	$1,078,222
BRK-B	Berkshire Hathaway Inc	−296	7,018	$3,494,613
MCD	Mcdonalds Corp	−189	7,642	$1,764,843
MSFT	Microsoft Corp	−164	17,822	$9,140,903
VLO	Valero Energy Corp/Tx	−159	6,604	$2,559,776
DUK	Duke Energy CORP	−141	6,482	$739,012
IWM	iShares Russell 2000 ETF	−87	901	$0
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
VRT	Vertiv Holdings Co	2,461	$593,863
GEV	GE Vernova Inc.	310	$294,651
META	Meta Platforms, Inc.	345	$250,187
SHV	iShares 0-1 Year Treasury Bond ETF	2,232	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
ABNB	Airbnb, Inc.	5,715	$817,816
APD	Air Products & Chemicals, Inc.	737	$216,073
ALIT	Alight, Inc. / Delaware	30,050	$16,828
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

63 tracked positions · $191,410,916 total · filing declares 63 positions · $192,857,318 · as of Sep 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 63 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	92,027	-2,761	$30,646,831	+11.7%	16.01%
NVDA	Nvidia Corp Technology	Reduced	105,927	-1,529	$24,191,608	+12.5%	12.64%
GOOGL	Alphabet Inc. Communication Services	Reduced	57,766	-987	$19,876,125	−5.3%	10.38%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	67,058	-1,637	$16,707,500	+2.0%	8.73%
MSFT	Microsoft Corp Technology	Reduced	17,822	-164	$9,140,903	+36.2%	4.78%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	23,821	-674	$7,880,701	−1.7%	4.12%
V	Visa Inc. Financial Services	Reduced	21,272	-992	$7,643,667	+0.1%	3.99%
HD	Home Depot, Inc. Consumer Cyclical	Added	19,167	+1,313	$5,452,819	−13.4%	2.85%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	92,924	-2,570	$5,057,853	−7.0%	2.64%
GOOG	Alphabet Inc. Communication Services	Reduced	12,391	-1,146	$4,222,109	−11.7%	2.21%
AMT	American Tower Corp /Ma/ Real Estate	Added	23,235	+550	$3,803,337	+2.5%	1.99%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	7,018	-296	$3,494,613	−4.5%	1.83%
VMC	Vulcan Materials CO Basic Materials	Added	13,453	+2,453	$3,291,007	+1.4%	1.72%
JNJ	Johnson & Johnson Healthcare	Reduced	11,467	-446	$3,035,773	+0.3%	1.59%
UNH	Unitedhealth Group Inc Healthcare	Added	7,996	+18	$2,935,171	−11.5%	1.53%
DE	Deere & Co Industrials	Reduced	3,959	-57	$2,658,666	+4.4%	1.39%
VLO	Valero Energy Corp/Tx Energy	Reduced	6,604	-159	$2,559,776	+45.3%	1.34%
UPS	United Parcel Service Inc Industrials	Reduced	23,704	-2,436	$2,214,901	−21.2%	1.16%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	4,762	+536	$2,172,376	+7.6%	1.13%
STZ	Constellation Brands, Inc. Consumer Defensive	Added	16,904	+8,667	$1,911,166	+66.8%	1.00%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	2,043	+4	$1,859,824	−2.5%	0.97%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	7,642	-189	$1,764,843	−16.6%	0.92%
CSX	Csx Corp Industrials	Reduced	35,721	-2,260	$1,661,383	−8.0%	0.87%
SBIL		Reduced	16,006	-872	$1,601,560	−5.2%	0.84%
LLY	ELI LILLY & Co Healthcare	Reduced	1,342	-1	$1,552,801	−3.6%	0.81%
QQQ	Invesco Qqq Trust, Series 1	Added	2,076	+42	$1,535,762	+2.5%	0.80%
CVX	Chevron Corp Energy	Added	7,483	+3	$1,528,103	+23.2%	0.80%
WTS	Watts Water Technologies Inc Industrials	Reduced	3,704	-44	$1,311,882	−10.6%	0.69%
TSLA	Tesla, Inc. Consumer Cyclical	Added	3,661	+20	$1,298,959	−15.2%	0.68%
AMLP	Alerian MLP ETF	Reduced	24,681	-67	$1,280,203	—	0.67%
XOM	ExxonMobil Holdings Corp Energy	Reduced	7,459	-8	$1,213,952	+18.9%	0.63%
WM	Waste Management Inc Industrials	Reduced	5,646	-9	$1,151,332	−8.7%	0.60%
AMGN	Amgen Inc Healthcare	Reduced	2,558	-300	$1,078,222	+4.2%	0.56%
PEP	Pepsico Inc Consumer Defensive	Reduced	8,079	-322	$1,023,770	−10.0%	0.53%
MAA	Mid America Apartment Communities Inc. Real Estate	Added	8,153	+1,761	$959,934	+8.1%	0.50%
IBIT	iShares Bitcoin Trust ETF	Reduced	18,006	-967	$852,404	+35.0%	0.45%
D	Dominion Energy, Inc Utilities	Added	12,248	+48	$741,248	−11.0%	0.39%
DUK	Duke Energy CORP Utilities	Reduced	6,482	-141	$739,012	−11.8%	0.39%
UBER	Uber Technologies, Inc Technology	Reduced	10,219	-60	$700,103	−5.6%	0.37%
SO	Southern Co Utilities	Reduced	8,362	-456	$693,126	−17.9%	0.36%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Held	1,870	0	$665,102	−4.0%	0.35%
NEE	Nextera Energy Inc Utilities	Reduced	8,666	-406	$656,362	−17.6%	0.34%
ONB	Old National Bancorp /In/ Financial Services	Held	24,490	0	$603,433	−4.9%	0.32%
VRT	Vertiv Holdings Co Industrials	NEW	2,461	NEW	$593,863	NEW	0.31%
CAT	Caterpillar Inc Industrials	Added	694	+2	$562,688	−23.6%	0.29%
LIN	Linde PLC Basic Materials	Reduced	1,144	-50	$542,999	−12.4%	0.28%
CB	Chubb Ltd Financial Services	Held	1,531	0	$497,957	−4.5%	0.26%
GS	Goldman Sachs Group Inc Financial Services	Held	498	0	$448,379	−11.0%	0.23%
WMT	Walmart Inc. Consumer Defensive	Added	3,879	+110	$403,105	−5.6%	0.21%
KO	Coca Cola Co Consumer Defensive	Reduced	4,226	-320	$363,774	−1.5%	0.19%

Showing the top 50 of 63 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.