Ables, Iannone, Moore & Associates, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 5, 2026), Ables, Iannone, Moore & Associates, Inc. reported 59 stock positions worth $182.6 million. Its top holding was Apple (AAPL) at 14.3% of the portfolio, followed by Nvidia (NVDA, 12.1%) and Alphabet Class A (GOOGL, 10.6%). Compared with Q3 2025, it opened 3 new positions, sold out of 1, added to 13 and reduced 37. The biggest buy was a new position in Alerian MLP ETF (AMLP) and the biggest sale Nvidia (NVDA, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- SAVANNAH, GA
- CIK
- 0002013713
- Portfolio Value
- $182.6M (Q4 2025)
- SEC Filing
- 0002013713-26-000001 ↗ filed Jan 5, 2026
Holdings Value
Holdings 59 stocks · $182.6M
| AAPL Apple Inc. | 14.28% | 95,941 | $26.1M | Reduce -0.9% |
| NVDA Nvidia Corp. | 12.11% | 118,526 | $22.1M | Reduce -2.7% |
| GOOGL Alphabet Inc. Class A | 10.56% | 61,581 | $19.3M | Reduce -1.1% |
| AMZN Amazon.com Inc. | 9.16% | 72,454 | $16.7M | Reduce -0.1% |
| V Visa Inc. Class A | 4.56% | 23,728 | $8.3M | Reduce -0.7% |
| JPM JPMorgan Chase & Co. | 4.25% | 24,084 | $7.8M | Reduce -1.1% |
| MSFT Microsoft Corp. | 4.13% | 15,589 | $7.5M | Add +2.5% |
| HD Home Depot Inc. | 3.21% | 17,007 | $5.9M | Add +15.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 3.07% | 101,895 | $5.6M | Reduce -3.1% |
| GOOG Alphabet Inc. Class C | 2.37% | 13,796 | $4.3M | Reduce -2.7% |
| AMT American Tower Corp. | 2.09% | 21,731 | $3.8M | Add +28.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.89% | 6,877 | $3.5M | Add +0.1% |
| VMC Vulcan Materials Co. | 1.74% | 11,154 | $3.2M | Reduce -0.4% |
| UNH Unitedhealth Group Inc. | 1.60% | 8,857 | $2.9M | Reduce -1.8% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 1.52% | 73,196 | $2.8M | Reduce -11.5% |
| UPS United Parcel Service Class B | 1.50% | 27,652 | $2.7M | Add +4.2% |
| JNJ Johnson & Johnson | 1.38% | 12,134 | $2.5M | Reduce -3.0% |
| MCD McDonald's Corp. | 1.37% | 8,186 | $2.5M | Reduce -2.0% |
| DE Deere & Co. | 0.99% | 3,900 | $1.8M | Reduce -1.5% |
| COST Costco Wholesale Corp. | 0.95% | 2,020 | $1.7M | Add +0.3% |
| TSLA Tesla Inc. | 0.92% | 3,754 | $1.7M | Reduce -1.0% |
| STZ Constellation Brands Inc. Class A | 0.91% | 12,058 | $1.7M | Reduce -4.4% |
| CSX CSX Corp. | 0.84% | 42,255 | $1.5M | Reduce -4.1% |
| LLY Eli Lilly & Co. | 0.80% | 1,363 | $1.5M | Reduce -2.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.73% | 4,375 | $1.3M | Add +61.7% |
| PEP Pepsico Inc. | 0.71% | 9,065 | $1.3M | Reduce -9.3% |
| WM Waste Management Inc. | 0.70% | 5,837 | $1.3M | Add +10.9% |
| CVX Chevron Corp. | 0.67% | 8,015 | $1.2M | Reduce -0.5% |
| AMLP Alerian MLP ETF | 0.66% | 25,774 | $1.2M | New |
| QQQ Invesco QQQ Trust Series 1 | 0.65% | 1,932 | $1.2M | Reduce -0.2% |
| VLO Valero Energy Corp. | 0.62% | 6,964 | $1.1M | Reduce -0.2% |
| ABNB Airbnb Inc. Class A | 0.60% | 8,124 | $1.1M | Reduce -1.2% |
| WTS Watts Water Technologies-A | 0.59% | 3,880 | $1.1M | Reduce -0.4% |
| AMGN Amgen Inc. | 0.56% | 3,133 | $1.0M | Reduce -3.1% |
| IBIT iShares Bitcoin Trust ETF | 0.53% | 19,454 | $966K | Add +2.6% |
| SBIL Simplify Govt MNY MRKT ETF | 0.49% | 9,005 | $901K | New |
| XOM Exxon Mobil Corp. | 0.49% | 7,445 | $896K | Reduce -0.8% |
| SO The Southern Co. | 0.46% | 9,727 | $848K | Reduce -4.3% |
| MAA Mid-America Apartment Comm | 0.44% | 5,831 | $810K | Add +36.2% |
| D Dominion Energy Inc. | 0.42% | 13,155 | $771K | Reduce -1.5% |
| NEE Nextera Energy Inc. | 0.41% | 9,356 | $751K | No change |
| IVV iShares Core S&P 500 ETF | 0.41% | 1,094 | $749K | Add +3.5% |
| DUK Duke Energy Corp. | 0.40% | 6,264 | $734K | Reduce -0.2% |
| ONB Old National Bancorp | 0.30% | 24,490 | $546K | No change |
| LIN Linde PLC | 0.28% | 1,194 | $509K | Reduce -8.2% |
| GS Goldman Sachs Group Inc. | 0.26% | 548 | $482K | No change |
| CB Chubb Ltd. | 0.26% | 1,541 | $481K | Reduce -2.8% |
| CRM Salesforce Inc. | 0.26% | 1,778 | $471K | Reduce -23.3% |
| UBER Uber Technologies Inc. | 0.24% | 5,453 | $446K | Reduce -6.0% |
| MTBA Simplify MBS ETF | 0.22% | 8,090 | $408K | Add +91.3% |
| KO The Coca-Cola Co. | 0.22% | 5,826 | $407K | New |
| MAR Marriott International Class A | 0.22% | 1,277 | $396K | Reduce -7.3% |
| PG The Procter & Gamble Co. | 0.17% | 2,219 | $318K | Reduce -22.2% |
| LH Labcorp Holdings Inc. | 0.17% | 1,215 | $305K | Reduce -0.8% |
| WMT Walmart Inc. | 0.16% | 2,697 | $300K | No change |
| PLD Prologis Inc. | 0.15% | 2,155 | $275K | No change |
| IWM iShares Russell 2000 ETF | 0.14% | 1,022 | $252K | Add +13.1% |
| MA Mastercard Inc. Class A | 0.13% | 412 | $235K | No change |
| ALIT Alight Inc. Class A | 0.03% | 30,050 | $59K | Reduce -78.2% |
Portfolio Sells Q3 2025 → Q4 2025
| NVDA Nvidia Corp. | Reduce -2.7% | 12.11% | −0.96 |
| TTD Trade Desk Inc./the Class A | Reduce -11.5% | 1.52% | −0.81 |
| VMC Vulcan Materials Co. | Reduce -0.4% | 1.74% | −0.24 |
| ALIT Alight Inc. Class A | Reduce -78.2% | 0.03% | −0.23 |
| UNH Unitedhealth Group Inc. | Reduce -1.8% | 1.60% | −0.19 |
| JPM JPMorgan Chase & Co. | Reduce -1.1% | 4.25% | −0.17 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.15 |
| V Visa Inc. Class A | Reduce -0.7% | 4.56% | −0.13 |
| PEP Pepsico Inc. | Reduce -9.3% | 0.71% | −0.09 |
| SO The Southern Co. | Reduce -4.3% | 0.46% | −0.09 |
| MCD McDonald's Corp. | Reduce -2.0% | 1.37% | −0.09 |
| UBER Uber Technologies Inc. | Reduce -6.0% | 0.24% | −0.08 |
| PG The Procter & Gamble Co. | Reduce -22.2% | 0.17% | −0.08 |
| LIN Linde PLC | Reduce -8.2% | 0.28% | −0.08 |
| STZ Constellation Brands Inc. Class A | Reduce -4.4% | 0.91% | −0.07 |
| VLO Valero Energy Corp. | Reduce -0.2% | 0.62% | −0.06 |
| CSX CSX Corp. | Reduce -4.1% | 0.84% | −0.06 |
| CRM Salesforce Inc. | Reduce -23.3% | 0.26% | −0.06 |
| BAC Bank of America Corp. | Reduce -3.1% | 3.07% | −0.05 |
| CVX Chevron Corp. | Reduce -0.5% | 0.67% | −0.05 |
| D Dominion Energy Inc. | Reduce -1.5% | 0.42% | −0.05 |
| DE Deere & Co. | Reduce -1.5% | 0.99% | −0.05 |
| TSLA Tesla Inc. | Reduce -1.0% | 0.92% | −0.05 |
| DUK Duke Energy Corp. | Reduce -0.2% | 0.40% | −0.04 |
| WTS Watts Water Technologies-A | Reduce -0.4% | 0.59% | −0.04 |
| LH Labcorp Holdings Inc. | Reduce -0.8% | 0.17% | −0.04 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.2% | 0.65% | −0.02 |
| AMZN Amazon.com Inc. | Reduce -0.1% | 9.16% | −0.00 |
| XOM Exxon Mobil Corp. | Reduce -0.8% | 0.49% | +0.00 |
| CB Chubb Ltd. | Reduce -2.8% | 0.26% | +0.01 |
| MAR Marriott International Class A | Reduce -7.3% | 0.22% | +0.01 |
| ABNB Airbnb Inc. Class A | Reduce -1.2% | 0.60% | +0.03 |
| AMGN Amgen Inc. | Reduce -3.1% | 0.56% | +0.04 |
| JNJ Johnson & Johnson | Reduce -3.0% | 1.38% | +0.04 |
| AAPL Apple Inc. | Reduce -0.9% | 14.28% | +0.11 |
| LLY Eli Lilly & Co. | Reduce -2.8% | 0.80% | +0.19 |
| GOOG Alphabet Inc. Class C | Reduce -2.7% | 2.37% | +0.39 |
| GOOGL Alphabet Inc. Class A | Reduce -1.1% | 10.56% | +1.85 |
Portfolio Buys Q3 2025 → Q4 2025
| AMLP Alerian MLP ETF | New | 0.66% | +0.66 |
| SBIL Simplify Govt MNY MRKT ETF | New | 0.49% | +0.49 |
| TSM Taiwan Semiconductor-SP ADR | Add +61.7% | 0.73% | +0.29 |
| UPS United Parcel Service Class B | Add +4.2% | 1.50% | +0.23 |
| AMT American Tower Corp. | Add +28.8% | 2.09% | +0.22 |
| KO The Coca-Cola Co. | New | 0.22% | +0.22 |
| MTBA Simplify MBS ETF | Add +91.3% | 0.22% | +0.10 |
| MAA Mid-America Apartment Comm | Add +36.2% | 0.44% | +0.10 |
| WM Waste Management Inc. | Add +10.9% | 0.70% | +0.03 |
| IWM iShares Russell 2000 ETF | Add +13.1% | 0.14% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +3.5% | 0.41% | +0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.1% | 1.89% | −0.09 |
| COST Costco Wholesale Corp. | Add +0.3% | 0.95% | −0.12 |
| IBIT iShares Bitcoin Trust ETF | Add +2.6% | 0.53% | −0.18 |
| HD Home Depot Inc. | Add +15.0% | 3.21% | −0.24 |
| MSFT Microsoft Corp. | Add +2.5% | 4.13% | −0.40 |
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 |