ABLES, IANNONE, MOORE & ASSOCIATES, INC.

CIK

2013713

Location

SAVANNAH, GA

Portfolio Value

Small $160,773,571

Diversification

Diversified

Filing Date

Global Rank

#4,693 / 8,603 ▼ 63 · as of Mar 2026

Top Industry

Consumer Electronics 14.9%

3Y Alpha vs SPY

-11.9%

Period ended 3 months ago

Filed Apr 7, 2026 · 3mo

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+19.7%

SPY

+53.6%

Annualised alpha

-11.8%

Max drawdown

−25.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

52 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

14.7%

−0.1 pts

Top 5

51.3%

−1.3 pts

Top 10

68.6%

−1.4 pts

HHI

680

Diversified−26

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	32.6%	$52,374,660	6
Consumer Cyclical	15.8%	$25,399,363	6
Financial Services	15.1%	$24,319,763	8
Communication Services	11.4%	$18,395,672	2
Industrials	5.5%	$8,842,166	5
Healthcare	4.8%	$7,643,473	5
Consumer Defensive	3.4%	$5,393,024	5
Real Estate	3.0%	$4,791,315	3
Energy	2.8%	$4,544,918	3
Basic Materials	2.4%	$3,850,597	3
Utilities	2.0%	$3,257,164	4
Unclassified	1.2%	$1,961,456	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

14 positions

Ticker	Company	Δ Shares	Shares	Value
UBER	Uber Technologies, Inc	+3,155	8,608	$619,173
MSFT	Microsoft Corp	+2,693	18,282	$6,767,447
IBIT	iShares Bitcoin Trust ETF	+757	20,211	$776,506
JPM	Jpmorgan Chase & Co	+719	24,803	$7,296,050
MAR	Marriott International Inc /Md/	+700	1,977	$646,617
BRK-B	Berkshire Hathaway Inc	+354	7,231	$3,465,095
DUK	Duke Energy CORP	+279	6,543	$856,740
MAA	Mid America Apartment Communities Inc.	+196	6,027	$736,017
AMT	American Tower Corp /Ma/	+174	21,905	$3,780,364
QQQ	Invesco Qqq Trust, Series 1	+121	2,053	$1,184,950
WMT	Walmart Inc.	+39	2,736	$340,030
MA	Mastercard Inc	+34	446	$222,848
COST	Costco Wholesale Corp /New	+19	2,039	$2,031,720
LLY	ELI LILLY & Co	+7	1,370	$1,260,084
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
TTD	Trade Desk, Inc.	−22,444	50,752	$1,151,562
NVDA	Nvidia Corp	−6,417	112,109	$19,551,809
STZ	Constellation Brands, Inc.	−3,705	8,353	$1,252,950
CSX	Csx Corp	−3,345	38,910	$1,597,255
AAPL	Apple Inc.	−2,808	93,133	$23,636,224
AMZN	Amazon Com Inc	−1,901	70,553	$14,694,073
ABNB	Airbnb, Inc.	−1,840	6,284	$793,543
GOOGL	Alphabet Inc.	−1,614	59,967	$17,244,110
SO	Southern Co	−1,328	8,399	$810,671
BAC	Bank Of America Corp /De/	−1,294	100,601	$4,904,298
D	Dominion Energy, Inc	−970	12,185	$753,276
V	Visa Inc.	−807	22,921	$6,927,643
JNJ	Johnson & Johnson	−679	11,455	$2,800,060
UPS	United Parcel Service Inc	−566	27,086	$2,664,720
HD	Home Depot, Inc.	−392	16,615	$5,464,507
MCD	Mcdonalds Corp	−390	7,796	$2,422,918
PEP	Pepsico Inc	−384	8,681	$1,348,072
CVX	Chevron Corp	−370	7,645	$1,581,750
NEE	Nextera Energy Inc	−350	9,006	$836,477
KO	Coca Cola Co	−300	5,526	$420,252
UNH	Unitedhealth Group Inc	−292	8,565	$2,317,603
AMGN	Amgen Inc	−275	2,858	$1,005,587
LH	Labcorp Holdings Inc.	−240	975	$260,139
DE	Deere & Co	−101	3,799	$2,139,976
WM	Waste Management Inc	−99	5,738	$1,318,535
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
APD	Air Products & Chemicals, Inc.	766	$222,515
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
CRM	Salesforce, Inc.	1,778	$471,009
PG	PROCTER & GAMBLE Co	2,219	$318,004
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

52 positions · $160,773,571 total · as of Mar 31, 2026

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

Showing 1–50 of 52 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	93,133	-2,808	$23,636,224	−9.4%	14.70%
NVDA	Nvidia Corp Technology	Reduced	112,109	-6,417	$19,551,809	−11.6%	12.16%
GOOGL	Alphabet Inc. Communication Services	Reduced	59,967	-1,614	$17,244,110	−10.5%	10.73%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	70,553	-1,901	$14,694,073	−12.1%	9.14%
JPM	Jpmorgan Chase & Co Financial Services	Added	24,803	+719	$7,296,050	−6.0%	4.54%
V	Visa Inc. Financial Services	Reduced	22,921	-807	$6,927,643	−16.8%	4.31%
MSFT	Microsoft Corp Technology	Added	18,282	+2,693	$6,767,447	−10.2%	4.21%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	16,615	-392	$5,464,507	−6.6%	3.40%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	100,601	-1,294	$4,904,298	−12.5%	3.05%
AMT	American Tower Corp /Ma/ Real Estate	Added	21,905	+174	$3,780,364	−0.9%	2.35%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	7,231	+354	$3,465,095	+0.2%	2.16%
VMC	Vulcan Materials CO Basic Materials	Reduced	11,150	-4	$3,036,145	−4.6%	1.89%
JNJ	Johnson & Johnson Healthcare	Reduced	11,455	-679	$2,800,060	+11.5%	1.74%
UPS	United Parcel Service Inc Industrials	Reduced	27,086	-566	$2,664,720	−2.8%	1.66%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	7,796	-390	$2,422,918	−3.2%	1.51%
UNH	Unitedhealth Group Inc Healthcare	Reduced	8,565	-292	$2,317,603	−20.7%	1.44%
DE	Deere & Co Industrials	Reduced	3,799	-101	$2,139,976	+17.9%	1.33%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	2,039	+19	$2,031,720	+16.6%	1.26%
VLO	Valero Energy Corp/Tx Energy	Reduced	6,884	-80	$1,700,898	+50.0%	1.06%
CSX	Csx Corp Industrials	Reduced	38,910	-3,345	$1,597,255	+4.3%	0.99%
CVX	Chevron Corp Energy	Reduced	7,645	-370	$1,581,750	+29.5%	0.98%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	4,290	-85	$1,449,805	+9.0%	0.90%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	3,706	-48	$1,377,705	−18.4%	0.86%
PEP	Pepsico Inc Consumer Defensive	Reduced	8,681	-384	$1,348,072	+3.6%	0.84%
WM	Waste Management Inc Industrials	Reduced	5,738	-99	$1,318,535	+2.8%	0.82%
XOM	ExxonMobil Holdings Corp Energy	Reduced	7,440	-5	$1,262,270	+40.9%	0.79%
LLY	ELI LILLY & Co Healthcare	Added	1,370	+7	$1,260,084	−14.0%	0.78%
STZ	Constellation Brands, Inc. Consumer Defensive	Reduced	8,353	-3,705	$1,252,950	−24.7%	0.78%
QQQ	Invesco Qqq Trust, Series 1	Added	2,053	+121	$1,184,950	−0.2%	0.74%
TTD	Trade Desk, Inc. Communication Services	Reduced	50,752	-22,444	$1,151,562	−58.6%	0.72%
WTS	Watts Water Technologies Inc Industrials	Reduced	3,864	-16	$1,121,680	+4.7%	0.70%
AMGN	Amgen Inc Healthcare	Reduced	2,858	-275	$1,005,587	−1.9%	0.63%
DUK	Duke Energy CORP Utilities	Added	6,543	+279	$856,740	+16.7%	0.53%
NEE	Nextera Energy Inc Utilities	Reduced	9,006	-350	$836,477	+11.4%	0.52%
SO	Southern Co Utilities	Reduced	8,399	-1,328	$810,671	−4.4%	0.50%
ABNB	Airbnb, Inc. Consumer Cyclical	Reduced	6,284	-1,840	$793,543	−28.0%	0.49%
IBIT	iShares Bitcoin Trust ETF	Added	20,211	+757	$776,506	−19.6%	0.48%
D	Dominion Energy, Inc Utilities	Reduced	12,185	-970	$753,276	−2.3%	0.47%
MAA	Mid America Apartment Communities Inc. Real Estate	Added	6,027	+196	$736,017	−9.1%	0.46%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Added	1,977	+700	$646,617	+63.2%	0.40%
UBER	Uber Technologies, Inc Technology	Added	8,608	+3,155	$619,173	+39.0%	0.39%
LIN	Linde PLC Basic Materials	Held	1,194	0	$591,937	+16.3%	0.37%
ONB	Old National Bancorp /In/ Financial Services	Held	24,490	0	$541,229	−0.9%	0.34%
CB	Chubb Ltd Financial Services	Reduced	1,531	-10	$498,998	+3.7%	0.31%
GS	Goldman Sachs Group Inc Financial Services	Held	548	0	$463,602	−3.8%	0.29%
KO	Coca Cola Co Consumer Defensive	Reduced	5,526	-300	$420,252	+3.2%	0.26%
ALIT	Alight, Inc. / Delaware Technology	Held	30,050	0	$350,202	−70.1%	0.22%
WMT	Walmart Inc. Consumer Defensive	Added	2,736	+39	$340,030	+13.2%	0.21%
PLD	Prologis, Inc. Real Estate	Reduced	2,080	-75	$274,934	−0.1%	0.17%
LH	Labcorp Holdings Inc. Healthcare	Reduced	975	-240	$260,139	−14.7%	0.16%