Allen Mooney & Barnes Investment Advisors LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 21, 2026), Allen Mooney & Barnes Investment Advisors LLC reported 162 stock positions worth $664.5 million. Its top holding was Apple (AAPL) at 5.4% of the portfolio, followed by Alphabet Class A (GOOGL, 4.6%) and Microsoft (MSFT, 3.4%). Compared with Q3 2025, it opened 10 new positions, sold out of 5, added to 93 and reduced 47. The biggest buy was a new position in Dow (DOW) and the biggest sale Lyondellbasell Indu Class A (LYB, shares −97%).
- Most Recent 13F
- Q2 2026
- Location
- THOMASVILLE, GA
- CIK
- 0002001461
- Portfolio Value
- $664.5M (Q4 2025)
- SEC Filing
- 0001213900-26-005812 ↗ filed Jan 21, 2026
Holdings Value
Holdings 162 stocks · $664.5M
| AAPL Apple Inc. | 5.40% | 131,970 | $35.9M | Reduce -0.8% |
| GOOGL Alphabet Inc. Class A | 4.63% | 98,298 | $30.8M | Reduce -0.8% |
| MSFT Microsoft Corp. | 3.39% | 46,629 | $22.6M | Add +0.7% |
| XOM Exxon Mobil Corp. | 3.04% | 167,848 | $20.2M | Add +1.2% |
| CMI Cummins Inc. | 3.01% | 39,130 | $20.0M | Add +0.2% |
| ABBV Abbvie Inc. | 2.99% | 87,096 | $19.9M | Add +0.9% |
| JPM JPMorgan Chase & Co. | 2.89% | 59,576 | $19.2M | Add +0.6% |
| AXP American Express Co. | 2.81% | 50,412 | $18.7M | Add +0.3% |
| AEP American Electric Power | 2.65% | 152,897 | $17.6M | Add +1.8% |
| ELV Elevance Health Inc. | 2.54% | 48,242 | $16.9M | Add +2.2% |
| AMZN Amazon.com Inc. | 2.52% | 72,542 | $16.7M | Add +1.0% |
| EPD Enterprise Products Partners | 2.49% | 516,486 | $16.6M | Add +4.3% |
| UNH Unitedhealth Group Inc. | 2.48% | 49,978 | $16.5M | Reduce -1.7% |
| LOW Lowe's Cos Inc. | 2.38% | 65,691 | $15.8M | Add +1.7% |
| CSCO Cisco Systems Inc. | 2.34% | 202,051 | $15.6M | Add +0.9% |
| META Meta Platforms Inc. Class A | 2.30% | 23,140 | $15.3M | Add +2.9% |
| CG The Carlyle Group Inc. | 2.24% | 252,313 | $14.9M | Add +2.1% |
| DOW Dow Inc. | 2.24% | 635,637 | $14.9M | New |
| SCHW Schwab (charles) Corp. | 2.23% | 148,104 | $14.8M | Add +1.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.20% | 21,393 | $14.6M | Add +0.2% |
| LHX L3HARRIS Technologies Inc. | 2.14% | 48,529 | $14.2M | Add +0.9% |
| ADBE Adobe Inc. | 2.02% | 38,403 | $13.4M | Add +593.3% |
| MDT Medtronic PLC | 2.01% | 139,031 | $13.4M | Add +0.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.84% | 41,312 | $12.2M | Add +0.9% |
| HON Honeywell International Inc. | 1.78% | 60,715 | $11.8M | Add +2.8% |
| MO Altria Group Inc. | 1.76% | 202,586 | $11.7M | Add +4.5% |
| PRU Prudential Financial Inc. | 1.73% | 101,714 | $11.5M | Add +1.6% |
| EOG EOG Resources Inc. | 1.65% | 104,517 | $11.0M | Reduce -3.0% |
| C Citigroup Inc. | 1.53% | 87,303 | $10.2M | Add +0.7% |
| FLO Flowers Foods Inc. | 1.51% | 923,390 | $10.0M | Reduce -1.3% |
| PEP Pepsico Inc. | 1.17% | 54,208 | $7.8M | Add +6.1% |
| EFA iShares MSCI Eafe ETF | 1.15% | 79,436 | $7.6M | Add +10.8% |
| AFL Aflac Inc. | 1.10% | 66,590 | $7.3M | Add +1.7% |
| AMAT Applied Materials Inc. | 1.09% | 28,192 | $7.2M | Reduce -0.8% |
| T AT&T Inc. | 0.97% | 260,473 | $6.5M | Add +5.7% |
| V Visa Inc. Class A | 0.96% | 18,199 | $6.4M | Add +0.1% |
| EFX Equifax Inc. | 0.95% | 28,955 | $6.3M | Add +0.9% |
| LLY Eli Lilly & Co. | 0.93% | 5,755 | $6.2M | Add +12.4% |
| WMT Walmart Inc. | 0.78% | 46,394 | $5.2M | Add +0.0% |
| VOO Vanguard S&P 500 ETF | 0.74% | 7,881 | $4.9M | Add +7.1% |
| FISV Fiserv Inc. | 0.70% | 69,692 | $4.7M | Reduce -36.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.68% | 17,579 | $4.5M | Add +4.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.60% | 13,707 | $4.0M | Add +4.5% |
| EEM iShares MSCI Emerging Market | 0.52% | 63,437 | $3.5M | Add +8.3% |
| KO The Coca-Cola Co. | 0.43% | 40,665 | $2.8M | Add +0.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.41% | 5,378 | $2.7M | No change |
| CVX Chevron Corp. | 0.40% | 17,631 | $2.7M | Add +1.4% |
| MRK Merck & Co. Inc. | 0.40% | 24,958 | $2.6M | Add +3.1% |
| USB US Bancorp | 0.35% | 43,077 | $2.3M | Reduce -0.5% |
| SO The Southern Co. | 0.34% | 25,740 | $2.2M | Reduce -3.4% |
| DHR Danaher Corp. | 0.32% | 9,415 | $2.2M | Add +9.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.32% | 3,436 | $2.1M | Add +0.4% |
| GILD Gilead Sciences Inc. | 0.31% | 16,531 | $2.0M | Add +1.5% |
| BMY Bristol-Myers Squibb Co. | 0.28% | 34,226 | $1.8M | Add +1.1% |
| GS Goldman Sachs Group Inc. | 0.26% | 1,981 | $1.7M | Add +0.5% |
| NVDA Nvidia Corp. | 0.26% | 9,240 | $1.7M | Reduce -1.8% |
| JNJ Johnson & Johnson | 0.25% | 7,964 | $1.6M | Add +0.8% |
| ADM Archer-Daniels-Midland Co. | 0.23% | 26,420 | $1.5M | Add +9.0% |
| MCD McDonald's Corp. | 0.23% | 4,959 | $1.5M | Add +4.8% |
| TFC Truist Financial Corp. | 0.22% | 29,586 | $1.5M | Reduce -8.8% |
| CAH Cardinal Health Inc. | 0.21% | 6,712 | $1.4M | No change |
| PG The Procter & Gamble Co. | 0.19% | 8,732 | $1.3M | Add +1.3% |
| PLTR Palantir Technologies Inc. Class A | 0.19% | 6,938 | $1.2M | Reduce -10.0% |
| PML PIMCO Municipal Income FD II | 0.18% | 160,482 | $1.2M | Add +55.8% |
| SWK Stanley Black & Decker Inc. | 0.18% | 16,047 | $1.2M | Add +1.0% |
| ICE Intercontinental Exchange Inc. | 0.18% | 7,286 | $1.2M | Add +1.0% |
| CAT Caterpillar Inc. | 0.18% | 2,052 | $1.2M | Reduce -1.2% |
| VMI Valmont Industries | 0.16% | 2,721 | $1.1M | Reduce -0.1% |
| PM Philip Morris International | 0.16% | 6,819 | $1.1M | Add +0.2% |
| GOOG Alphabet Inc. Class C | 0.16% | 3,292 | $1.0M | Reduce -3.8% |
| CBAN Colony Bankcorp | 0.15% | 56,426 | $1.0M | New |
| DUK Duke Energy Corp. | 0.14% | 7,980 | $935K | Reduce -0.1% |
| BNDX Vanguard Total Intl Bond ETF | 0.14% | 19,095 | $923K | Reduce -0.0% |
| GPN Global Payments Inc. | 0.14% | 11,770 | $911K | Add +20.0% |
| COF Capital One Financial Corp. | 0.14% | 3,727 | $903K | No change |
| DE Deere & Co. | 0.13% | 1,901 | $885K | Reduce -0.5% |
| HOLX Hologic Inc. | 0.13% | 11,678 | $870K | Add +0.3% |
| GLD SPDR Gold Shares | 0.13% | 2,135 | $846K | Reduce -1.1% |
| ORCL Oracle Corp. | 0.13% | 4,272 | $833K | Reduce -6.4% |
| RTX RTX Corp. | 0.12% | 4,490 | $823K | Add +0.1% |
| NEE Nextera Energy Inc. | 0.12% | 10,178 | $817K | Add +1.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.12% | 14,756 | $812K | Add +8.8% |
| BLK BlackRock Inc. | 0.12% | 744 | $796K | Reduce -2.1% |
| AVGO Broadcom Inc. | 0.11% | 2,167 | $750K | Reduce -1.9% |
| PSX Phillips 66 | 0.10% | 5,206 | $672K | Add +5.2% |
| PFE Pfizer Inc. | 0.10% | 25,813 | $643K | Reduce -0.2% |
| MKL Markel Group Inc. | 0.10% | 297 | $638K | Add +20.2% |
| IVV iShares Core S&P 500 ETF | 0.09% | 912 | $624K | Add +0.4% |
| ABCB Ameris Bancorp | 0.09% | 8,382 | $623K | Reduce -1.3% |
| MDY State Street SPDR S&P Midcap | 0.09% | 1,017 | $614K | Add +0.1% |
| IWB iShares Russell 1000 ETF | 0.09% | 1,641 | $613K | Add +0.3% |
| IWR iShares Russell Mid-Cap ETF | 0.09% | 6,208 | $598K | Reduce -2.0% |
| TSLA Tesla Inc. | 0.09% | 1,318 | $593K | Reduce -0.1% |
| IWF iShares Russell 1000 Growth | 0.09% | 1,207 | $571K | Reduce -10.9% |
| SYK Stryker Corp. | 0.09% | 1,614 | $567K | Reduce -3.2% |
| VGT Vanguard Info Tech ETF | 0.08% | 745 | $562K | Add +39.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.08% | 1,131 | $552K | Add +3.4% |
| MMM 3M Co. | 0.08% | 3,297 | $528K | Reduce -0.1% |
| FTNT Fortinet Inc. | 0.08% | 6,590 | $523K | Add +3.8% |
| VZ Verizon Communications Inc. | 0.08% | 12,501 | $509K | Reduce -7.8% |
Portfolio Sells Q3 2025 → Q4 2025
| LYB Lyondellbasell Indu Class A | Reduce -97.5% | 0.04% | −1.90 |
| FISV Fiserv Inc. | Reduce -36.3% | 0.70% | −1.49 |
| KVUE Kenvue Inc. | Sold out | 0.00% | −1.47 |
| FLO Flowers Foods Inc. | Reduce -1.3% | 1.51% | −0.39 |
| UNH Unitedhealth Group Inc. | Reduce -1.7% | 2.48% | −0.25 |
| EOG EOG Resources Inc. | Reduce -3.0% | 1.65% | −0.23 |
| ORCL Oracle Corp. | Reduce -6.4% | 0.13% | −0.07 |
| SO The Southern Co. | Reduce -3.4% | 0.34% | −0.06 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.05 |
| VHT Vanguard Health Care ETF | Sold out | 0.00% | −0.04 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.04 |
| AJG Arthur J Gallagher & Co. | Sold out | 0.00% | −0.03 |
| CNC Centene Corp. | Reduce -55.7% | 0.03% | −0.03 |
| PLTR Palantir Technologies Inc. Class A | Reduce -10.0% | 0.19% | −0.03 |
| BLK BlackRock Inc. | Reduce -2.1% | 0.12% | −0.02 |
| CLX Clorox Company | Reduce -0.2% | 0.07% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -7.8% | 0.08% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -8.5% | 0.07% | −0.02 |
| NVDA Nvidia Corp. | Reduce -1.8% | 0.26% | −0.01 |
| DUK Duke Energy Corp. | Reduce -0.1% | 0.14% | −0.01 |
| IWF iShares Russell 1000 Growth | Reduce -10.9% | 0.09% | −0.01 |
| TFC Truist Financial Corp. | Reduce -8.8% | 0.22% | −0.01 |
| SYK Stryker Corp. | Reduce -3.2% | 0.09% | −0.01 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -0.0% | 0.14% | −0.01 |
| TSCO Tractor Supply Company | Reduce -0.2% | 0.04% | −0.01 |
| BIV Vanguard Intermediate-Term B | Reduce -5.2% | 0.07% | −0.01 |
| MET Metlife Inc. | Reduce -0.6% | 0.07% | −0.01 |
| PFE Pfizer Inc. | Reduce -0.2% | 0.10% | −0.01 |
| IWR iShares Russell Mid-Cap ETF | Reduce -2.0% | 0.09% | −0.01 |
| COP Conocophillips | Reduce -2.6% | 0.07% | −0.01 |
| NOC Northrop Grumman Corp. | Reduce -0.8% | 0.04% | −0.00 |
| UNP Union Pacific Corp. | Reduce -0.3% | 0.07% | −0.00 |
| ABCB Ameris Bancorp | Reduce -1.3% | 0.09% | −0.00 |
| BKNG Booking Holdings Inc. | Reduce -1.6% | 0.05% | −0.00 |
| DE Deere & Co. | Reduce -0.5% | 0.13% | −0.00 |
| TSLA Tesla Inc. | Reduce -0.1% | 0.09% | −0.00 |
| SNA Snap-on Inc. | Reduce -0.5% | 0.04% | −0.00 |
| AVGO Broadcom Inc. | Reduce -1.9% | 0.11% | −0.00 |
| MMM 3M Co. | Reduce -0.1% | 0.08% | −0.00 |
| WELL Welltower Inc. | Reduce -0.8% | 0.04% | −0.00 |
| VMI Valmont Industries | Reduce -0.1% | 0.16% | +0.00 |
| TGT Target Corp. | Reduce -2.1% | 0.03% | +0.00 |
| WFC Wells Fargo & Co. | Reduce -3.2% | 0.06% | +0.00 |
| FDX FedEx Corp. | Reduce -8.0% | 0.04% | +0.00 |
| GLD SPDR Gold Shares | Reduce -1.1% | 0.13% | +0.01 |
| DG Dollar General Corp. | Reduce -1.1% | 0.06% | +0.01 |
| USB US Bancorp | Reduce -0.5% | 0.35% | +0.02 |
| CAT Caterpillar Inc. | Reduce -1.2% | 0.18% | +0.02 |
| GOOG Alphabet Inc. Class C | Reduce -3.8% | 0.16% | +0.03 |
| AAPL Apple Inc. | Reduce -0.8% | 5.40% | +0.12 |
Portfolio Buys Q3 2025 → Q4 2025
| DOW Dow Inc. | New | 2.24% | +2.24 |
| ADBE Adobe Inc. | Add +593.3% | 2.02% | +1.72 |
| CMI Cummins Inc. | Add +0.2% | 3.01% | +0.44 |
| LLY Eli Lilly & Co. | Add +12.4% | 0.93% | +0.32 |
| CSCO Cisco Systems Inc. | Add +0.9% | 2.34% | +0.21 |
| AXP American Express Co. | Add +0.3% | 2.81% | +0.21 |
| ELV Elevance Health Inc. | Add +2.2% | 2.54% | +0.17 |
| C Citigroup Inc. | Add +0.7% | 1.53% | +0.16 |
| CBAN Colony Bankcorp | New | 0.15% | +0.15 |
| XOM Exxon Mobil Corp. | Add +1.2% | 3.04% | +0.13 |
| PRU Prudential Financial Inc. | Add +1.6% | 1.73% | +0.11 |
| EFA iShares MSCI Eafe ETF | Add +10.8% | 1.15% | +0.10 |
| EPD Enterprise Products Partners | Add +4.3% | 2.49% | +0.08 |
| MRK Merck & Co. Inc. | Add +3.1% | 0.40% | +0.08 |
| AMZN Amazon.com Inc. | Add +1.0% | 2.52% | +0.06 |
| DHR Danaher Corp. | Add +9.7% | 0.32% | +0.06 |
| WY Weyerhaeuser Co. | New | 0.06% | +0.06 |
| SCHW Schwab (charles) Corp. | Add +1.5% | 2.23% | +0.06 |
| PML PIMCO Municipal Income FD II | Add +55.8% | 0.18% | +0.06 |
| PEP Pepsico Inc. | Add +6.1% | 1.17% | +0.05 |
| IBM Intl Business Machines Corp. | Add +0.9% | 1.84% | +0.04 |
| VOO Vanguard S&P 500 ETF | Add +7.1% | 0.74% | +0.04 |
| BMY Bristol-Myers Squibb Co. | Add +1.1% | 0.28% | +0.04 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.04% | +0.04 |
| EEM iShares MSCI Emerging Market | Add +8.3% | 0.52% | +0.03 |
| EIM Eaton Vance Municipal Bond | Add +185.1% | 0.05% | +0.03 |
| WMT Walmart Inc. | Add +0.0% | 0.78% | +0.03 |
| CHAT Roundhill Gen AI & Tech ETF | New | 0.03% | +0.03 |
| GE General Electric | New | 0.03% | +0.03 |
| UPS United Parcel Service Class B | New | 0.03% | +0.03 |
| IBIT iShares Bitcoin Trust ETF | New | 0.03% | +0.03 |
| IWD iShares Russell 1000 Value E | New | 0.03% | +0.03 |
| ABT Abbott Laboratories | New | 0.03% | +0.03 |
| GILD Gilead Sciences Inc. | Add +1.5% | 0.31% | +0.02 |
| MKL Markel Group Inc. | Add +20.2% | 0.10% | +0.02 |
| VGT Vanguard Info Tech ETF | Add +39.8% | 0.08% | +0.02 |
| AEP American Electric Power | Add +1.8% | 2.65% | +0.02 |
| JNJ Johnson & Johnson | Add +0.8% | 0.25% | +0.02 |
| GS Goldman Sachs Group Inc. | Add +0.5% | 0.26% | +0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +4.4% | 0.68% | +0.02 |
| QCOM Qualcomm Inc. | Add +28.7% | 0.07% | +0.01 |
| BAC Bank of America Corp. | Add +8.8% | 0.12% | +0.01 |
| BNY Bank of New York Mellon Corp. | Add +24.5% | 0.05% | +0.01 |
| KO The Coca-Cola Co. | Add +0.7% | 0.43% | +0.01 |
| GPN Global Payments Inc. | Add +20.0% | 0.14% | +0.01 |
| HOLX Hologic Inc. | Add +0.3% | 0.13% | +0.01 |
| RTX RTX Corp. | Add +0.1% | 0.12% | +0.01 |
| TJX TJX Companies Inc. | Add +7.8% | 0.06% | +0.01 |
| NEE Nextera Energy Inc. | Add +1.9% | 0.12% | +0.01 |
| INTC Intel Corp. | Add +3.3% | 0.05% | +0.00 |
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 |