Allen Mooney & Barnes Investment Advisors LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 13, 2026), Allen Mooney & Barnes Investment Advisors LLC reported 152 stock positions worth $657.6 million. Its top holding was Apple (AAPL) at 5.3% of the portfolio, followed by Alphabet Class A (GOOGL, 3.4%) and Abbvie (ABBV, 3.1%). Compared with Q1 2026, it opened 8 new positions, sold out of 16, added to 30 and reduced 102. The biggest buy was a new position in iShares Semiconductor ETF (SOXX) and the biggest sale an exit from Dow (DOW).
- Most Recent 13F
- Q2 2026
- Location
- THOMASVILLE, GA
- CIK
- 0002001461
- Portfolio Value
- $657.6M (Q2 2026)
- SEC Filing
- 0001213900-26-077422 ↗ filed Jul 13, 2026
Holdings Value
Holdings 152 stocks · $657.6M
| AAPL Apple Inc. | 5.25% | 119,343 | $34.5M | Reduce -10.6% |
| GOOGL Alphabet Inc. Class A | 3.38% | 62,244 | $22.2M | Reduce -36.9% |
| ABBV Abbvie Inc. | 3.14% | 81,986 | $20.6M | Reduce -6.9% |
| UNH Unitedhealth Group Inc. | 3.13% | 49,469 | $20.6M | Reduce -5.3% |
| CMI Cummins Inc. | 3.04% | 28,039 | $20.0M | Reduce -5.1% |
| AEP American Electric Power | 2.97% | 142,926 | $19.6M | Reduce -6.8% |
| JPM JPMorgan Chase & Co. | 2.87% | 57,680 | $18.9M | Reduce -4.4% |
| ELV Elevance Health Inc. | 2.73% | 46,398 | $17.9M | Reduce -6.5% |
| SOXX iShares Semiconductor ETF | 2.67% | 27,349 | $17.5M | New |
| EPD Enterprise Products Partners | 2.57% | 458,936 | $16.9M | Reduce -8.9% |
| MSFT Microsoft Corp. | 2.56% | 45,178 | $16.9M | Reduce -4.2% |
| AMZN Amazon.com Inc. | 2.55% | 70,428 | $16.8M | Reduce -5.1% |
| AXP American Express Co. | 2.54% | 49,326 | $16.7M | Reduce -4.0% |
| MRK Merck & Co. Inc. | 2.48% | 126,728 | $16.3M | Reduce -2.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.47% | 21,777 | $16.3M | Add +0.1% |
| BDX Becton Dickinson and Co. | 2.45% | 106,244 | $16.1M | New |
| ACN Accenture PLC Class A | 2.12% | 112,246 | $14.0M | New |
| WY Weyerhaeuser Co. | 2.10% | 575,908 | $13.8M | Reduce -3.4% |
| LOW Lowe's Cos Inc. | 2.07% | 61,811 | $13.6M | Reduce -6.6% |
| SCHW Schwab (charles) Corp. | 2.04% | 145,478 | $13.4M | Reduce -3.5% |
| LHX L3HARRIS Technologies Inc. | 2.02% | 45,780 | $13.3M | Reduce -5.1% |
| MO Altria Group Inc. | 1.96% | 179,267 | $12.9M | Reduce -12.6% |
| META Meta Platforms Inc. Class A | 1.92% | 22,398 | $12.6M | Reduce -5.3% |
| XOM Exxonmobil Holdings Corp. | 1.78% | 85,466 | $11.7M | Reduce -33.6% |
| C Citigroup Inc. | 1.77% | 83,365 | $11.7M | Reduce -6.6% |
| ADBE Adobe Inc. | 1.76% | 56,470 | $11.6M | Reduce -2.7% |
| MDT Medtronic PLC | 1.55% | 130,036 | $10.2M | Reduce -8.3% |
| PRU Prudential Financial Inc. | 1.54% | 94,082 | $10.2M | Reduce -10.2% |
| CG The Carlyle Group Inc. | 1.53% | 238,500 | $10.0M | Reduce -7.8% |
| AMAT Applied Materials Inc. | 1.48% | 13,482 | $9.7M | Reduce -50.3% |
| EOG EOG Resources Inc. | 1.31% | 66,402 | $8.6M | Reduce -40.0% |
| INTU Intuit Inc. | 1.24% | 31,223 | $8.1M | Reduce -0.8% |
| EFA iShares MSCI Eafe ETF | 1.22% | 77,190 | $8.0M | Reduce -2.1% |
| AFL Aflac Inc. | 1.09% | 60,870 | $7.1M | Reduce -9.1% |
| PEP Pepsico Inc. | 1.08% | 52,413 | $7.1M | Reduce -7.1% |
| FLO Flowers Foods Inc. | 1.05% | 870,134 | $6.9M | Reduce -6.6% |
| HON Honeywell International Inc. | 0.96% | 28,131 | $6.3M | Reduce -7.8% |
| HONA Honeywell Aerospace Inc. | 0.94% | 28,068 | $6.2M | Reduce -8.0% |
| V Visa Inc. Class A | 0.91% | 17,504 | $6.0M | Reduce -3.9% |
| LLY Eli Lilly & Co. | 0.88% | 4,815 | $5.8M | Reduce -13.1% |
| VOO Vanguard S&P 500 ETF | 0.85% | 8,105 | $5.6M | Add +2.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.78% | 16,912 | $5.1M | Reduce -4.2% |
| WMT Walmart Inc. | 0.78% | 45,107 | $5.1M | Reduce -3.2% |
| T AT&T Inc. | 0.70% | 223,417 | $4.6M | Reduce -17.3% |
| EFX Equifax Inc. | 0.69% | 28,655 | $4.5M | Reduce -1.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.66% | 53,583 | $4.3M | Reduce -3.1% |
| EEM iShares MSCI Emerging Market | 0.63% | 60,422 | $4.1M | No change |
| CVX Chevron Corp. | 0.42% | 16,837 | $2.8M | Reduce -3.2% |
| KO The Coca-Cola Co. | 0.42% | 33,906 | $2.8M | Reduce -15.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.40% | 5,292 | $2.6M | Reduce -2.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.40% | 3,581 | $2.6M | Add +0.5% |
| USB US Bancorp | 0.38% | 41,278 | $2.5M | Reduce -4.5% |
| GS Goldman Sachs Group Inc. | 0.32% | 2,059 | $2.1M | Add +1.4% |
| GILD Gilead Sciences Inc. | 0.30% | 15,709 | $2.0M | Reduce -5.0% |
| ADM Archer-Daniels-Midland Co. | 0.30% | 25,683 | $2.0M | Reduce -2.6% |
| BMY Bristol-Myers Squibb Co. | 0.29% | 33,051 | $1.9M | Reduce -2.7% |
| CSCO Cisco Systems Inc. | 0.29% | 16,207 | $1.9M | Reduce -92.2% |
| SO The Southern Co. | 0.29% | 19,624 | $1.9M | Reduce -24.6% |
| JNJ Johnson & Johnson | 0.28% | 7,301 | $1.9M | Reduce -8.1% |
| DHR Danaher Corp. | 0.25% | 8,673 | $1.7M | Reduce -8.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.24% | 5,648 | $1.6M | Reduce -86.3% |
| CAH Cardinal Health Inc. | 0.23% | 6,437 | $1.5M | Reduce -5.8% |
| CAT Caterpillar Inc. | 0.22% | 1,337 | $1.4M | Reduce -34.3% |
| MCD McDonald's Corp. | 0.20% | 4,810 | $1.3M | Add +0.2% |
| NVDA Nvidia Corp. | 0.19% | 6,292 | $1.3M | Reduce -34.1% |
| PG The Procter & Gamble Co. | 0.18% | 8,085 | $1.2M | Reduce -7.0% |
| CBAN Colony Bankcorp | 0.18% | 57,904 | $1.2M | Add +2.6% |
| SWK Stanley Black & Decker Inc. | 0.16% | 11,146 | $1.0M | Reduce -32.0% |
| TFC Truist Financial Corp. | 0.14% | 18,933 | $943K | Reduce -34.8% |
| GOOG Alphabet Inc. Class C | 0.14% | 2,649 | $936K | Reduce -21.2% |
| BNDX Vanguard Total Intl Bond ETF | 0.14% | 19,265 | $933K | Add +0.0% |
| PSX Phillips 66 | 0.13% | 5,104 | $863K | Reduce -2.0% |
| RTX RTX Corp. | 0.12% | 4,328 | $821K | Reduce -1.0% |
| FTNT Fortinet Inc. | 0.12% | 5,332 | $819K | Reduce -18.4% |
| ICE Intercontinental Exchange Inc. | 0.12% | 6,508 | $801K | Reduce -11.0% |
| BAC Bank of America Corp. | 0.12% | 13,968 | $796K | Reduce -4.5% |
| GLD SPDR Gold Shares | 0.12% | 2,156 | $794K | Add +1.4% |
| NEE Nextera Energy Inc. | 0.12% | 8,799 | $772K | Reduce -20.0% |
| COF Capital One Financial Corp. | 0.12% | 3,779 | $758K | No change |
| AVGO Broadcom Inc. | 0.12% | 2,002 | $756K | Reduce -9.9% |
| PM Philip Morris International | 0.11% | 4,170 | $754K | Reduce -39.0% |
| MDY State Street SPDR S&P Midcap | 0.11% | 1,035 | $728K | Add +0.1% |
| IWB iShares Russell 1000 ETF | 0.10% | 1,681 | $688K | Add +0.2% |
| BLK BlackRock Inc. | 0.10% | 715 | $687K | Reduce -2.9% |
| IWR iShares Russell Mid-Cap ETF | 0.10% | 5,661 | $624K | Reduce -4.4% |
| GPN Global Payments Inc. | 0.09% | 8,436 | $612K | Reduce -38.1% |
| IWF iShares Russell 1000 Growth | 0.09% | 4,838 | $601K | Add +0.1% |
| DUK Duke Energy Corp. | 0.09% | 4,742 | $600K | Reduce -40.7% |
| OZK Bank Ozk | 0.09% | 10,920 | $569K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.09% | 6,596 | $568K | Reduce -12.1% |
| DE Deere & Co. | 0.09% | 884 | $561K | Reduce -54.2% |
| MKL Markel Group Inc. | 0.08% | 282 | $551K | Reduce -5.0% |
| PFE Pfizer Inc. | 0.08% | 22,543 | $543K | Reduce -13.1% |
| UNP Union Pacific Corp. | 0.08% | 1,991 | $541K | Add +0.1% |
| COST Costco Wholesale Corp. | 0.08% | 571 | $534K | No change |
| CLX Clorox Company | 0.08% | 5,465 | $522K | Add +25.4% |
| VGT Vanguard Info Tech ETF | 0.08% | 4,264 | $510K | No change |
| SYK Stryker Corp. | 0.08% | 1,615 | $508K | Add +0.1% |
| INTC Intel Corp. | 0.08% | 3,600 | $503K | Reduce -45.8% |
| LRCX Lam Research Corp. | 0.08% | 1,152 | $499K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| DOW Dow Inc. | Sold out | 0.00% | −2.66 |
| CSCO Cisco Systems Inc. | Reduce -92.2% | 0.29% | −2.01 |
| XOM Exxonmobil Holdings Corp. | Reduce -33.6% | 1.78% | −1.37 |
| IBM Intl Business Machines Corp. | Reduce -86.3% | 0.24% | −1.20 |
| HON Honeywell International Inc. | Reduce -7.8% | 0.96% | −1.02 |
| EOG EOG Resources Inc. | Reduce -40.0% | 1.31% | −0.99 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.89 |
| INTU Intuit Inc. | Reduce -0.8% | 1.24% | −0.72 |
| GOOGL Alphabet Inc. Class A | Reduce -36.9% | 3.38% | −0.70 |
| T AT&T Inc. | Reduce -17.3% | 0.70% | −0.42 |
| LHX L3HARRIS Technologies Inc. | Reduce -5.1% | 2.02% | −0.37 |
| CG The Carlyle Group Inc. | Reduce -7.8% | 1.53% | −0.27 |
| ADBE Adobe Inc. | Reduce -2.7% | 1.76% | −0.27 |
| MDT Medtronic PLC | Reduce -8.3% | 1.55% | −0.22 |
| PEP Pepsico Inc. | Reduce -7.1% | 1.08% | −0.18 |
| EPD Enterprise Products Partners | Reduce -8.9% | 2.57% | −0.18 |
| LOW Lowe's Cos Inc. | Reduce -6.6% | 2.07% | −0.18 |
| VMI Valmont Industries | Sold out | 0.00% | −0.17 |
| HOLX Hologic Inc. | Sold out | 0.00% | −0.13 |
| PLTR Palantir Technologies Inc. Class A | Reduce -67.0% | 0.05% | −0.12 |
| PML PIMCO Municipal Income FD II | Sold out | 0.00% | −0.11 |
| CVX Chevron Corp. | Reduce -3.2% | 0.42% | −0.09 |
| SO The Southern Co. | Reduce -24.6% | 0.29% | −0.08 |
| DE Deere & Co. | Reduce -54.2% | 0.09% | −0.07 |
| VZ Verizon Communications Inc. | Reduce -57.8% | 0.04% | −0.06 |
| DUK Duke Energy Corp. | Reduce -40.7% | 0.09% | −0.06 |
| EFX Equifax Inc. | Reduce -1.0% | 0.69% | −0.06 |
| WMT Walmart Inc. | Reduce -3.2% | 0.78% | −0.06 |
| MPC Marathon Petroleum Corp. | Reduce -61.2% | 0.04% | −0.05 |
| BNY Bank of New York Mellon Corp. | Sold out | 0.00% | −0.05 |
| TFC Truist Financial Corp. | Reduce -34.8% | 0.14% | −0.05 |
| NVDA Nvidia Corp. | Reduce -34.1% | 0.19% | −0.05 |
| PM Philip Morris International | Reduce -39.0% | 0.11% | −0.05 |
| FLO Flowers Foods Inc. | Reduce -6.6% | 1.05% | −0.05 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.04 |
| ICE Intercontinental Exchange Inc. | Reduce -11.0% | 0.12% | −0.04 |
| IRM Iron Mountain Inc. | Sold out | 0.00% | −0.04 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.04 |
| GPN Global Payments Inc. | Reduce -38.1% | 0.09% | −0.04 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.04 |
| KKR KKR & Co. Inc. | Sold out | 0.00% | −0.04 |
| IBIT iShares Bitcoin Trust ETF | Sold out | 0.00% | −0.03 |
| LYB Lyondellbasell Indu Class A | Sold out | 0.00% | −0.03 |
| TSCO Tractor Supply Company | Sold out | 0.00% | −0.03 |
| GILD Gilead Sciences Inc. | Reduce -5.0% | 0.30% | −0.03 |
| NEE Nextera Energy Inc. | Reduce -20.0% | 0.12% | −0.03 |
| AEE Ameren Corporation | Sold out | 0.00% | −0.03 |
| META Meta Platforms Inc. Class A | Reduce -5.3% | 1.92% | −0.03 |
| HONA Honeywell Aerospace Inc. | Reduce -8.0% | 0.94% | −0.03 |
| ABCB Ameris Bancorp | Reduce -40.3% | 0.07% | −0.03 |
Portfolio Buys Q1 2026 → Q2 2026
| SOXX iShares Semiconductor ETF | New | 2.67% | +2.67 |
| BDX Becton Dickinson and Co. | New | 2.45% | +2.45 |
| ACN Accenture PLC Class A | New | 2.12% | +2.12 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.1% | 2.47% | +0.44 |
| VOO Vanguard S&P 500 ETF | Add +2.4% | 0.85% | +0.17 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.5% | 0.40% | +0.11 |
| GS Goldman Sachs Group Inc. | Add +1.4% | 0.32% | +0.07 |
| IGPT Invesco AI and Next Gen Soft | New | 0.06% | +0.06 |
| SPCX Space Exploration Techn Class A | New | 0.06% | +0.06 |
| BSX Boston Scientific Corp. | New | 0.05% | +0.05 |
| CHAT Roundhill Gen AI & Tech ETF | Add +27.0% | 0.07% | +0.04 |
| TROW T Rowe Price Group Inc. | New | 0.03% | +0.03 |
| MDY State Street SPDR S&P Midcap | Add +0.1% | 0.11% | +0.02 |
| IWB iShares Russell 1000 ETF | Add +0.2% | 0.10% | +0.02 |
| MS Morgan Stanley | Add +0.1% | 0.07% | +0.02 |
| IWF iShares Russell 1000 Growth | Add +0.1% | 0.09% | +0.02 |
| IWM iShares Russell 2000 ETF | Add +0.1% | 0.07% | +0.02 |
| CBAN Colony Bankcorp | Add +2.6% | 0.18% | +0.01 |
| CLX Clorox Company | Add +25.4% | 0.08% | +0.01 |
| UNP Union Pacific Corp. | Add +0.1% | 0.08% | +0.01 |
| RNST Renasant Corp. | Add +0.3% | 0.06% | +0.01 |
| XJQCX Nuveen Credit Strategies Inc. | New | 0.01% | +0.01 |
| VONV Vanguard Russell 1000 Value | Add +0.4% | 0.06% | +0.01 |
| BNDX Vanguard Total Intl Bond ETF | Add +0.0% | 0.14% | +0.01 |
| EMR Emerson Electric Co. | Add +2.3% | 0.05% | +0.01 |
| SNA Snap-on Inc. | Add +0.3% | 0.05% | +0.01 |
| CL Colgate-Palmolive Co. | Add +0.2% | 0.05% | +0.01 |
| VXUS Vanguard Total Intl Stock | Add +0.2% | 0.04% | +0.01 |
| PFF iShares Preferred & Income S | Add +0.7% | 0.07% | +0.00 |
| AGG iShares Core U.S. Aggregate | Add +0.2% | 0.04% | +0.00 |
| IEI iShares 3-7 Year Treasury Bo | Add +0.1% | 0.03% | +0.00 |
| WM Waste Management Inc. | Add +0.2% | 0.05% | +0.00 |
| SYK Stryker Corp. | Add +0.1% | 0.08% | +0.00 |
| SHEL Shell PLC-ADR | Add +4.1% | 0.03% | −0.00 |
| FDX FedEx Corp. | Add +0.1% | 0.04% | −0.00 |
| LMT Lockheed Martin Corp. | Add +0.5% | 0.03% | −0.00 |
| GLD SPDR Gold Shares | Add +1.4% | 0.12% | −0.01 |
| MCD McDonald's Corp. | Add +0.2% | 0.20% | −0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 152 | $657.6M | AAPL, GOOGL, ABBV, UNH, CMI |
| Q1 2026 | 159 | $695.3M | AAPL, GOOGL, XOM, AEP, ABBV |
| Q4 2025 | 162 | $664.5M | AAPL, GOOGL, MSFT, XOM, CMI |
| Q3 2025 | 157 | $641.8M | AAPL, GOOGL, MSFT, ABBV, XOM |
| Q2 2025 | 153 | $608.9M | META, AAPL, GOOGL, MSFT, JPM |
| Q1 2025 | 154 | $615.0M | AAPL, GOOGL, JPM, XOM, AXP |
| Q4 2024 | 149 | $592.8M | AAPL, GOOGL, MSFT, AMZN, AXP |
| Q3 2024 | 155 | $587.4M | AAPL, MSFT, GOOGL, AMZN, AXP |
| Q2 2024 | 151 | $559.2M | AAPL, GOOGL, MSFT, AMZN, XOM |
| Q1 2024 | 160 | $521.0M | GOOGL, AAPL, AMZN, XOM, JPM |