Allred Capital Management, LLC
Top Portfolio Positions
118 positions ·
$174,295,020 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
41,257 | $15,272,103 | 8.76% | |
| AAPL |
Apple Inc.
Technology
|
31,089 | $7,890,077 | 4.53% | |
| NVDA |
Nvidia Corp
Technology
|
42,551 | $7,420,894 | 4.26% | |
| JNJ |
Johnson & Johnson
Healthcare
|
29,090 | $7,110,759 | 4.08% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
19,932 | $5,731,645 | 3.29% | |
| SYK |
Stryker Corp
Healthcare
|
17,438 | $5,729,952 | 3.29% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
44,408 | $5,519,026 | 3.17% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
10,548 | $5,054,601 | 2.90% | |
| XOM |
Exxon Mobil Corp
Energy
|
27,592 | $4,681,258 | 2.69% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
12,789 | $3,762,012 | 2.16% |
Portfolio Trend
25 quarters · across all stocks
Holdings in HTH
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $437,218 | 12,206 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $413,762 | 12,191 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $406,888 | 12,175 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $369,056 | 12,160 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $380,746 | 12,504 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $359,277 | 12,549 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $403,061 | 12,533 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $391,563 | 12,518 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $391,593 | 12,503 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $439,667 | 12,487 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $353,705 | 12,472 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $391,865 | 12,456 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $428,494 | 14,442 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $432,984 | 14,428 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $358,187 | 14,414 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $598,170 | 22,437 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $659,236 | 22,423 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $787,487 | 22,410 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $731,840 | 22,401 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $815,032 | 22,391 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $763,897 | 22,382 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $615,453 | 22,372 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $460,209 | 22,362 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $412,375 | 22,351 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $337,750 | 22,338 | Shares | Sole | 2020-08-13 | |
| No 13F history on record for this holder in this stock. | ||||||