Allen Mooney & Barnes Investment Advisors LLC
SEC Form 13F institutional filer · CIK 0002001461
13F-HR · 128 reported holdings · 2026-03-31
Reported long-US-equity value
$0.63B
Top-10 concentration
33.3%
Allen Mooney & Barnes Investment Advisors LLC — $630M AUM allocation strategy
Allen Mooney & Barnes Investment Advisors LLC files SEC Form 13F and reports $630M of long US equity value across 128 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 10.7%, followed by Health Care 7.9% and Financials 7.5%.
The top 10 holdings account for 33% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Allen Mooney & Barnes Investment Advisors LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$630M
total across 128 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
33% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$WY +580K sh · +$14.2M+$MRK +105K sh · +$13M+$FISV +41.3K sh · +$1.51M
Biggest trims (shares)
−$DOW −192K sh · +$3.62M−$XOM −39K sh · +$1.66M−$CMI −9.59K sh · −$4.08M
Exited to nil (held last quarter, gone now)
$GNRC ($232K last qtr)$CNC ($218K last qtr)$GE ($216K last qtr)$ABT ($201K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals5.4%—
- Interactive Media & Services4.5%—
- Integrated Oil & Gas3.4%—
- Electric Utilities3.2%—
- Biotechnology3.0%—
- Commodity Chemicals2.9%—
- Diversified Banks2.8%—
- Systems Software2.8%—
- Other holdings71.9%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 133K | $33.9M | +1.51K | 5.4% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 98.7K | $28.4M | +370 | 4.5% |
| $XOM | ExxonMobil Holdings Corporation | 129K | $21.9M | -39K | 3.5% |
| $AEP | American Electric Power Company Inc | 153K | $20.1M | +387 | 3.2% |
| $ABBV | AbbVie Inc | 88K | $19.1M | +953 | 3.0% |
| $DOW | Dow Inc | 444K | $18.5M | -192K | 2.9% |
| $JPM | JP Morgan Chase & Co | 60.3K | $17.7M | +737 | 2.8% |
| $MSFT | Microsoft Corporation | 47.2K | $17.5M | +551 | 2.8% |
| $LHX | L3Harris Technologies Inc | 48.2K | $16.6M | -303 | 2.6% |
| $CSCO | Cisco Systems Inc | 206K | $16M | +4.44K | 2.5% |
…and 118 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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