Ables, Iannone, Moore & Associates, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 13, 2026), Ables, Iannone, Moore & Associates, Inc. reported 62 stock positions worth $187.7 million. Its top holding was Apple (AAPL) at 14.6% of the portfolio, followed by Nvidia (NVDA, 11.5%) and Alphabet Class A (GOOGL, 11.2%). Compared with Q1 2026, it opened 4 new positions, sold out of 1, added to 17 and reduced 32. The biggest buy was Apple (AAPL, shares +2%) and the biggest sale Microsoft (MSFT, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- SAVANNAH, GA
- CIK
- 0002013713
- Portfolio Value
- $187.7M (Q2 2026)
- SEC Filing
- 0002013713-26-000003 ↗ filed Jul 13, 2026
Holdings Value
Holdings 62 stocks · $187.7M
| AAPL Apple Inc. | 14.62% | 94,788 | $27.4M | Add +1.8% |
| NVDA Nvidia Corp. | 11.46% | 107,456 | $21.5M | Reduce -4.2% |
| GOOGL Alphabet Inc. Class A | 11.19% | 58,753 | $21.0M | Reduce -2.0% |
| AMZN Amazon.com Inc. | 8.72% | 68,695 | $16.4M | Reduce -2.6% |
| JPM JPMorgan Chase & Co. | 4.27% | 24,495 | $8.0M | Reduce -1.2% |
| V Visa Inc. Class A | 4.07% | 22,264 | $7.6M | Reduce -2.9% |
| MSFT Microsoft Corp. | 3.58% | 17,986 | $6.7M | Reduce -1.6% |
| HD Home Depot Inc. | 3.36% | 17,854 | $6.3M | Add +7.5% |
| BAC Bank of America Corp. | 2.90% | 95,494 | $5.4M | Reduce -5.1% |
| GOOG Alphabet Inc. Class C | 2.55% | 13,537 | $4.8M | Add +1.1% |
| AMT American Tower Corp. | 1.98% | 22,685 | $3.7M | Add +3.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.95% | 7,314 | $3.7M | Add +1.1% |
| UNH Unitedhealth Group Inc. | 1.77% | 7,978 | $3.3M | Reduce -6.8% |
| VMC Vulcan Materials Co. | 1.73% | 11,000 | $3.2M | Reduce -1.4% |
| JNJ Johnson & Johnson | 1.61% | 11,913 | $3.0M | Add +4.0% |
| UPS United Parcel Service Class B | 1.50% | 26,140 | $2.8M | Reduce -3.5% |
| DE Deere & Co. | 1.36% | 4,016 | $2.5M | Add +5.7% |
| MCD McDonald's Corp. | 1.13% | 7,831 | $2.1M | Add +0.5% |
| TSM Taiwan Semiconductor-SP ADR | 1.08% | 4,226 | $2.0M | Reduce -1.5% |
| COST Costco Wholesale Corp. | 1.02% | 2,039 | $1.9M | No change |
| CSX CSX Corp. | 0.96% | 37,981 | $1.8M | Reduce -2.4% |
| VLO Valero Energy Corp. | 0.94% | 6,763 | $1.8M | Reduce -1.8% |
| SBIL Simplify Govt MNY MRKT ETF | 0.90% | 16,878 | $1.7M | Add +90.0% |
| LLY Eli Lilly & Co. | 0.86% | 1,343 | $1.6M | Reduce -2.0% |
| TSLA Tesla Inc. | 0.82% | 3,641 | $1.5M | Reduce -1.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.80% | 2,034 | $1.5M | Reduce -0.9% |
| WTS Watts Water Technologies-A | 0.78% | 3,748 | $1.5M | Reduce -3.0% |
| AMLP Alerian MLP ETF | 0.68% | 24,748 | $1.3M | Reduce -1.2% |
| WM Waste Management Inc. | 0.67% | 5,655 | $1.3M | Reduce -1.4% |
| CVX Chevron Corp. | 0.66% | 7,480 | $1.2M | Reduce -2.2% |
| STZ Constellation Brands Inc. Class A | 0.61% | 8,237 | $1.1M | Reduce -1.4% |
| PEP Pepsico Inc. | 0.61% | 8,401 | $1.1M | Reduce -3.2% |
| AMGN Amgen Inc. | 0.55% | 2,858 | $1.0M | No change |
| XOM Exxon Mobil Corp. | 0.54% | 7,467 | $1.0M | Add +0.4% |
| IVV iShares Core S&P 500 ETF | 0.48% | 1,212 | $908K | Reduce -0.3% |
| MAA Mid-America Apartment Comm | 0.47% | 6,392 | $888K | Add +6.1% |
| SO The Southern Co. | 0.45% | 8,818 | $844K | Add +5.0% |
| DUK Duke Energy Corp. | 0.45% | 6,623 | $838K | Add +1.2% |
| D Dominion Energy Inc. | 0.44% | 12,200 | $833K | Add +0.1% |
| ABNB Airbnb Inc. Class A | 0.44% | 5,715 | $818K | Reduce -9.1% |
| NEE Nextera Energy Inc. | 0.42% | 9,072 | $796K | Add +0.7% |
| UBER Uber Technologies Inc. | 0.40% | 10,279 | $742K | Add +19.4% |
| CAT Caterpillar Inc. | 0.39% | 692 | $738K | New |
| MAR Marriott International Class A | 0.37% | 1,870 | $693K | Reduce -5.4% |
| ONB Old National Bancorp | 0.34% | 24,490 | $634K | No change |
| IBIT iShares Bitcoin Trust ETF | 0.34% | 18,973 | $632K | Reduce -6.1% |
| LIN Linde PLC | 0.33% | 1,194 | $620K | No change |
| CB Chubb Ltd. | 0.28% | 1,531 | $522K | No change |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.27% | 28,402 | $514K | Reduce -44.0% |
| GS Goldman Sachs Group Inc. | 0.27% | 498 | $504K | Reduce -9.1% |
| WMT Walmart Inc. | 0.23% | 3,769 | $427K | Add +37.8% |
| KO The Coca-Cola Co. | 0.20% | 4,546 | $369K | Reduce -17.7% |
| MTBA Simplify MBS ETF | 0.16% | 6,215 | $305K | Reduce -11.5% |
| IWM iShares Russell 2000 ETF | 0.16% | 988 | $297K | Reduce -12.9% |
| PLD Prologis Inc. | 0.15% | 2,080 | $282K | No change |
| LH Labcorp Holdings Inc. | 0.15% | 975 | $273K | No change |
| MU Micron Technology Inc. | 0.14% | 225 | $260K | New |
| IALT Ishrs SYS Alt Act ETF | 0.13% | 8,492 | $238K | New |
| MA Mastercard Inc. Class A | 0.12% | 446 | $229K | No change |
| APD Air Products & Chemicals Inc. | 0.12% | 737 | $216K | Reduce -3.8% |
| MMM 3M Co. | 0.11% | 1,264 | $205K | New |
| ALIT Alight Inc. Class A | 0.01% | 30,050 | $17K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| MSFT Microsoft Corp. | Reduce -1.6% | 3.58% | −0.45 |
| TTD Trade Desk Inc./the Class A | Reduce -44.0% | 0.27% | −0.41 |
| CVX Chevron Corp. | Reduce -2.2% | 0.66% | −0.28 |
| PEP Pepsico Inc. | Reduce -3.2% | 0.61% | −0.20 |
| NVDA Nvidia Corp. | Reduce -4.2% | 11.46% | −0.17 |
| STZ Constellation Brands Inc. Class A | Reduce -1.4% | 0.61% | −0.13 |
| IBIT iShares Bitcoin Trust ETF | Reduce -6.1% | 0.34% | −0.13 |
| BINC iShares Flex I A ETF-Usd Inc. | Sold out | 0.00% | −0.12 |
| WM Waste Management Inc. | Reduce -1.4% | 0.67% | −0.11 |
| AMLP Alerian MLP ETF | Reduce -1.2% | 0.68% | −0.10 |
| UPS United Parcel Service Class B | Reduce -3.5% | 1.50% | −0.09 |
| VMC Vulcan Materials Co. | Reduce -1.4% | 1.73% | −0.08 |
| VLO Valero Energy Corp. | Reduce -1.8% | 0.94% | −0.07 |
| JPM JPMorgan Chase & Co. | Reduce -1.2% | 4.27% | −0.07 |
| KO The Coca-Cola Co. | Reduce -17.7% | 0.20% | −0.05 |
| V Visa Inc. Class A | Reduce -2.9% | 4.07% | −0.05 |
| MTBA Simplify MBS ETF | Reduce -11.5% | 0.16% | −0.04 |
| ABNB Airbnb Inc. Class A | Reduce -9.1% | 0.44% | −0.04 |
| BAC Bank of America Corp. | Reduce -5.1% | 2.90% | −0.02 |
| APD Air Products & Chemicals Inc. | Reduce -3.8% | 0.12% | −0.02 |
| AMZN Amazon.com Inc. | Reduce -2.6% | 8.72% | −0.02 |
| MAR Marriott International Class A | Reduce -5.4% | 0.37% | −0.02 |
| IWM iShares Russell 2000 ETF | Reduce -12.9% | 0.16% | −0.01 |
| GS Goldman Sachs Group Inc. | Reduce -9.1% | 0.27% | −0.01 |
| TSLA Tesla Inc. | Reduce -1.8% | 0.82% | −0.00 |
| IVV iShares Core S&P 500 ETF | Reduce -0.3% | 0.48% | +0.01 |
| CSX CSX Corp. | Reduce -2.4% | 0.96% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.9% | 0.80% | +0.09 |
| LLY Eli Lilly & Co. | Reduce -2.0% | 0.86% | +0.11 |
| WTS Watts Water Technologies-A | Reduce -3.0% | 0.78% | +0.11 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -1.5% | 1.08% | +0.21 |
| UNH Unitedhealth Group Inc. | Reduce -6.8% | 1.77% | +0.39 |
| GOOGL Alphabet Inc. Class A | Reduce -2.0% | 11.19% | +0.93 |
Portfolio Buys Q1 2026 → Q2 2026
| AAPL Apple Inc. | Add +1.8% | 14.62% | +0.56 |
| CAT Caterpillar Inc. | New | 0.39% | +0.39 |
| SBIL Simplify Govt MNY MRKT ETF | Add +90.0% | 0.90% | +0.37 |
| GOOG Alphabet Inc. Class C | Add +1.1% | 2.55% | +0.26 |
| MU Micron Technology Inc. | New | 0.14% | +0.14 |
| IALT Ishrs SYS Alt Act ETF | New | 0.13% | +0.13 |
| MMM 3M Co. | New | 0.11% | +0.11 |
| HD Home Depot Inc. | Add +7.5% | 3.36% | +0.10 |
| DE Deere & Co. | Add +5.7% | 1.36% | +0.08 |
| MAA Mid-America Apartment Comm | Add +6.1% | 0.47% | +0.04 |
| UBER Uber Technologies Inc. | Add +19.4% | 0.40% | +0.03 |
| WMT Walmart Inc. | Add +37.8% | 0.23% | +0.03 |
| D Dominion Energy Inc. | Add +0.1% | 0.44% | −0.00 |
| SO The Southern Co. | Add +5.0% | 0.45% | −0.03 |
| JNJ Johnson & Johnson | Add +4.0% | 1.61% | −0.05 |
| DUK Duke Energy Corp. | Add +1.2% | 0.45% | −0.06 |
| NEE Nextera Energy Inc. | Add +0.7% | 0.42% | −0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.1% | 1.95% | −0.11 |
| XOM Exxon Mobil Corp. | Add +0.4% | 0.54% | −0.21 |
| AMT American Tower Corp. | Add +3.6% | 1.98% | −0.27 |
| MCD McDonald's Corp. | Add +0.5% | 1.13% | −0.31 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 62 | $187.7M | AAPL, NVDA, GOOGL, AMZN, JPM |
| Q1 2026 | 59 | $168.1M | AAPL, NVDA, GOOGL, AMZN, JPM |
| Q4 2025 | 59 | $182.6M | AAPL, NVDA, GOOGL, AMZN, V |
| Q3 2025 | 57 | $173.9M | AAPL, NVDA, AMZN, GOOGL, V |
| Q2 2025 | 56 | $160.8M | AAPL, NVDA, AMZN, GOOGL, V |
| Q1 2025 | 57 | $146.8M | AAPL, AMZN, NVDA, GOOGL, V |
| Q4 2024 | 55 | $162.1M | AAPL, NVDA, AMZN, GOOGL, TTD |
| Q3 2024 | 58 | $154.8M | AAPL, NVDA, AMZN, GOOGL, TTD |
| Q2 2024 | 54 | $151.2M | AAPL, NVDA, AMZN, GOOGL, TTD |
| Q1 2024 | 73 | $140.0M | AAPL, AMZN, NVDA, GOOGL, TTD |