Allen Mooney & Barnes Investment Advisors LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 13, 2026), Allen Mooney & Barnes Investment Advisors LLC reported 159 stock positions worth $695.3 million. Its top holding was Apple (AAPL) at 4.9% of the portfolio, followed by Alphabet Class A (GOOGL, 4.1%) and Exxon Mobil (XOM, 3.1%). Compared with Q4 2025, it opened 5 new positions, sold out of 8, added to 89 and reduced 48. The biggest buy was Weyerhaeuser (WY, shares +3562%) and the biggest sale Cummins (CMI, shares −25%).
- Most Recent 13F
- Q2 2026
- Location
- THOMASVILLE, GA
- CIK
- 0002001461
- Portfolio Value
- $695.3M (Q1 2026)
- SEC Filing
- 0001213900-26-042959 ↗ filed Apr 13, 2026
Holdings Value
Holdings 159 stocks · $695.3M
| AAPL Apple Inc. | 4.87% | 133,483 | $33.9M | Add +1.1% |
| GOOGL Alphabet Inc. Class A | 4.08% | 98,668 | $28.4M | Add +0.4% |
| XOM Exxon Mobil Corp. | 3.14% | 128,819 | $21.9M | Reduce -23.3% |
| AEP American Electric Power | 2.89% | 153,284 | $20.1M | Add +0.3% |
| ABBV Abbvie Inc. | 2.75% | 88,049 | $19.1M | Add +1.1% |
| EPD Enterprise Products Partners | 2.74% | 503,794 | $19.1M | Reduce -2.5% |
| DOW Dow Inc. filed as DOW HLDGS INC | 2.66% | 443,687 | $18.5M | Reduce -30.2% |
| JPM JPMorgan Chase & Co. | 2.55% | 60,313 | $17.7M | Add +1.2% |
| MSFT Microsoft Corp. | 2.51% | 47,180 | $17.5M | Add +1.2% |
| LHX L3HARRIS Technologies Inc. | 2.39% | 48,226 | $16.6M | Reduce -0.6% |
| CSCO Cisco Systems Inc. | 2.30% | 206,493 | $16.0M | Add +2.2% |
| EOG EOG Resources Inc. | 2.30% | 110,759 | $16.0M | Add +6.0% |
| CMI Cummins Inc. | 2.29% | 29,541 | $15.9M | Reduce -24.5% |
| MRK Merck & Co. Inc. | 2.25% | 130,078 | $15.6M | Add +421.2% |
| LOW Lowe's Cos Inc. | 2.25% | 66,173 | $15.6M | Add +0.7% |
| AXP American Express Co. | 2.23% | 51,366 | $15.5M | Add +1.9% |
| AMZN Amazon.com Inc. | 2.22% | 74,228 | $15.5M | Add +2.3% |
| WY Weyerhaeuser Co. | 2.09% | 595,842 | $14.6M | Add +3562.2% |
| ELV Elevance Health Inc. | 2.09% | 49,616 | $14.5M | Add +2.9% |
| SCHW Schwab (charles) Corp. | 2.04% | 150,785 | $14.2M | Add +1.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.04% | 21,761 | $14.2M | Add +1.7% |
| UNH Unitedhealth Group Inc. | 2.03% | 52,236 | $14.1M | Add +4.5% |
| ADBE Adobe Inc. | 2.03% | 58,042 | $14.1M | Add +51.1% |
| HON Honeywell International Inc. | 1.98% | 60,989 | $13.8M | Add +0.5% |
| INTU Intuit Inc. | 1.96% | 31,471 | $13.6M | New |
| MO Altria Group Inc. | 1.95% | 205,053 | $13.5M | Add +1.2% |
| META Meta Platforms Inc. Class A | 1.95% | 23,647 | $13.5M | Add +2.2% |
| CG The Carlyle Group Inc. | 1.80% | 258,736 | $12.5M | Add +2.5% |
| MDT Medtronic PLC | 1.77% | 141,752 | $12.3M | Add +2.0% |
| PRU Prudential Financial Inc. | 1.47% | 104,793 | $10.2M | Add +3.0% |
| C Citigroup Inc. | 1.46% | 89,291 | $10.1M | Add +2.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.44% | 41,223 | $10.0M | Reduce -0.2% |
| AMAT Applied Materials Inc. | 1.33% | 27,102 | $9.3M | Reduce -3.9% |
| PEP Pepsico Inc. | 1.26% | 56,440 | $8.8M | Add +4.1% |
| T AT&T Inc. | 1.13% | 270,149 | $7.8M | Add +3.7% |
| EFA iShares MSCI Eafe ETF | 1.10% | 78,811 | $7.7M | Reduce -0.8% |
| FLO Flowers Foods Inc. | 1.09% | 931,675 | $7.6M | Add +0.9% |
| AFL Aflac Inc. | 1.06% | 66,960 | $7.3M | Add +0.6% |
| FISV Fiserv Inc. | 0.89% | 111,001 | $6.2M | Add +59.3% |
| WMT Walmart Inc. | 0.83% | 46,598 | $5.8M | Add +0.4% |
| V Visa Inc. Class A | 0.79% | 18,207 | $5.5M | Add +0.0% |
| EFX Equifax Inc. | 0.75% | 28,955 | $5.2M | No change |
| LLY Eli Lilly & Co. | 0.73% | 5,542 | $5.1M | Reduce -3.7% |
| VOO Vanguard S&P 500 ETF | 0.68% | 7,918 | $4.7M | Add +0.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.67% | 17,655 | $4.6M | Add +0.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.57% | 13,826 | $4.0M | Add +0.9% |
| CVX Chevron Corp. | 0.52% | 17,396 | $3.6M | Reduce -1.3% |
| EEM iShares MSCI Emerging Market | 0.49% | 60,422 | $3.4M | Reduce -4.8% |
| KO The Coca-Cola Co. | 0.44% | 40,231 | $3.1M | Reduce -1.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.37% | 5,438 | $2.6M | Add +1.1% |
| SO The Southern Co. | 0.36% | 26,024 | $2.5M | Add +1.1% |
| GILD Gilead Sciences Inc. | 0.33% | 16,534 | $2.3M | Add +0.0% |
| USB US Bancorp | 0.32% | 43,226 | $2.2M | Add +0.3% |
| BMY Bristol-Myers Squibb Co. | 0.30% | 33,975 | $2.1M | Reduce -0.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.30% | 3,563 | $2.1M | Add +3.7% |
| JNJ Johnson & Johnson | 0.28% | 7,948 | $1.9M | Reduce -0.2% |
| ADM Archer-Daniels-Midland Co. | 0.28% | 26,383 | $1.9M | Reduce -0.1% |
| DHR Danaher Corp. | 0.26% | 9,424 | $1.8M | Add +0.1% |
| GS Goldman Sachs Group Inc. | 0.25% | 2,030 | $1.7M | Add +2.5% |
| NVDA Nvidia Corp. | 0.24% | 9,549 | $1.7M | Add +3.3% |
| MCD McDonald's Corp. | 0.21% | 4,800 | $1.5M | Reduce -3.2% |
| CAH Cardinal Health Inc. | 0.21% | 6,837 | $1.4M | Add +1.9% |
| CAT Caterpillar Inc. | 0.21% | 2,035 | $1.4M | Reduce -0.8% |
| TFC Truist Financial Corp. | 0.19% | 29,014 | $1.3M | Reduce -1.9% |
| PG The Procter & Gamble Co. | 0.18% | 8,694 | $1.3M | Reduce -0.4% |
| VMI Valmont Industries | 0.17% | 2,923 | $1.2M | Add +7.4% |
| PLTR Palantir Technologies Inc. Class A | 0.17% | 7,982 | $1.2M | Add +15.1% |
| SWK Stanley Black & Decker Inc. | 0.17% | 16,399 | $1.2M | Add +2.2% |
| ICE Intercontinental Exchange Inc. | 0.17% | 7,316 | $1.2M | Add +0.4% |
| PM Philip Morris International | 0.16% | 6,831 | $1.1M | Add +0.2% |
| CBAN Colony Bankcorp | 0.16% | 56,430 | $1.1M | Add +0.0% |
| DE Deere & Co. | 0.16% | 1,932 | $1.1M | Add +1.6% |
| DUK Duke Energy Corp. | 0.15% | 7,996 | $1.0M | Add +0.2% |
| NEE Nextera Energy Inc. | 0.15% | 10,994 | $1.0M | Add +8.0% |
| GOOG Alphabet Inc. Class C | 0.14% | 3,363 | $965K | Add +2.2% |
| PSX Phillips 66 | 0.14% | 5,210 | $949K | Add +0.1% |
| BNDX Vanguard Total Intl Bond ETF | 0.13% | 19,263 | $926K | Add +0.9% |
| GPN Global Payments Inc. | 0.13% | 13,636 | $918K | Add +15.8% |
| GLD SPDR Gold Shares | 0.13% | 2,126 | $915K | Reduce -0.4% |
| HOLX Hologic Inc. | 0.13% | 11,700 | $884K | Add +0.2% |
| RTX RTX Corp. | 0.12% | 4,370 | $843K | Reduce -2.7% |
| PML PIMCO Municipal Income FD II | 0.11% | 104,224 | $789K | Reduce -35.1% |
| PFE Pfizer Inc. | 0.10% | 25,928 | $728K | Add +0.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.10% | 14,620 | $713K | Reduce -0.9% |
| BLK BlackRock Inc. | 0.10% | 736 | $708K | Reduce -1.1% |
| VZ Verizon Communications Inc. | 0.10% | 13,758 | $691K | Add +10.1% |
| COF Capital One Financial Corp. | 0.10% | 3,779 | $689K | Add +1.4% |
| AVGO Broadcom Inc. | 0.10% | 2,222 | $688K | Add +2.5% |
| ABCB Ameris Bancorp | 0.09% | 8,382 | $654K | No change |
| COP Conocophillips | 0.09% | 4,916 | $649K | Add +0.2% |
| MPC Marathon Petroleum Corp. | 0.09% | 2,621 | $640K | Add +0.2% |
| MDY State Street SPDR S&P Midcap | 0.09% | 1,034 | $638K | Add +1.7% |
| ORCL Oracle Corp. | 0.09% | 4,272 | $628K | No change |
| IWB iShares Russell 1000 ETF | 0.09% | 1,677 | $598K | Add +2.2% |
| IVV iShares Core S&P 500 ETF | 0.09% | 912 | $595K | No change |
| BP BP PLC-Spons ADR | 0.08% | 12,526 | $589K | Reduce -1.1% |
| IWR iShares Russell Mid-Cap ETF | 0.08% | 5,920 | $576K | Reduce -4.6% |
| COST Costco Wholesale Corp. | 0.08% | 571 | $569K | No change |
| MKL Markel Group Inc. | 0.08% | 297 | $568K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.08% | 1,250 | $546K | Add +10.5% |
Portfolio Sells Q4 2025 → Q1 2026
| CMI Cummins Inc. | Reduce -24.5% | 2.29% | −0.72 |
| IBM Intl Business Machines Corp. | Reduce -0.2% | 1.44% | −0.40 |
| LLY Eli Lilly & Co. | Reduce -3.7% | 0.73% | −0.20 |
| PML PIMCO Municipal Income FD II | Reduce -35.1% | 0.11% | −0.07 |
| EIM Eaton Vance Municipal Bond | Sold out | 0.00% | −0.05 |
| EFA iShares MSCI Eafe ETF | Reduce -0.8% | 1.10% | −0.05 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −0.04 |
| GNRC Generac Holdings Inc. | Sold out | 0.00% | −0.03 |
| CNC Centene Corp. | Sold out | 0.00% | −0.03 |
| GE General Electric | Sold out | 0.00% | −0.03 |
| VGT Vanguard Info Tech ETF | Reduce -28.5% | 0.05% | −0.03 |
| IWD iShares Russell 1000 Value E | Sold out | 0.00% | −0.03 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.03 |
| EEM iShares MSCI Emerging Market | Reduce -4.8% | 0.49% | −0.03 |
| TFC Truist Financial Corp. | Reduce -1.9% | 0.19% | −0.03 |
| QCOM Qualcomm Inc. | Reduce -6.0% | 0.04% | −0.02 |
| TSLA Tesla Inc. | Reduce -1.7% | 0.07% | −0.02 |
| BAC Bank of America Corp. | Reduce -0.9% | 0.10% | −0.02 |
| BLK BlackRock Inc. | Reduce -1.1% | 0.10% | −0.02 |
| MCD McDonald's Corp. | Reduce -3.2% | 0.21% | −0.01 |
| HD Home Depot Inc. | Reduce -16.0% | 0.04% | −0.01 |
| WFC Wells Fargo & Co. | Reduce -1.6% | 0.05% | −0.01 |
| XJQCX Nuveen Credit Strategies Inc. | Sold out | 0.00% | −0.01 |
| SYK Stryker Corp. | Reduce -0.1% | 0.08% | −0.01 |
| LYB Lyondellbasell Indu Class A | Reduce -54.5% | 0.03% | −0.01 |
| INTC Intel Corp. | Reduce -26.3% | 0.04% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -0.4% | 0.18% | −0.01 |
| IWR iShares Russell Mid-Cap ETF | Reduce -4.6% | 0.08% | −0.01 |
| TSCO Tractor Supply Company | Reduce -0.3% | 0.03% | −0.01 |
| PFF iShares Preferred & Income S | Reduce -0.6% | 0.07% | −0.01 |
| RNST Renasant Corp. | Reduce -8.0% | 0.05% | −0.01 |
| CLX Clorox Company | Reduce -2.5% | 0.07% | −0.00 |
| RTX RTX Corp. | Reduce -2.7% | 0.12% | −0.00 |
| SBUX Starbucks Corp. | Reduce -6.7% | 0.05% | −0.00 |
| FTNT Fortinet Inc. | Reduce -0.8% | 0.08% | −0.00 |
| UNP Union Pacific Corp. | Reduce -1.0% | 0.07% | −0.00 |
| SNA Snap-on Inc. | Reduce -0.9% | 0.04% | −0.00 |
| WELL Welltower Inc. | Reduce -1.2% | 0.04% | +0.00 |
| GLD SPDR Gold Shares | Reduce -0.4% | 0.13% | +0.00 |
| IRM Iron Mountain Inc. | Reduce -2.4% | 0.04% | +0.01 |
| NOC Northrop Grumman Corp. | Reduce -0.9% | 0.05% | +0.01 |
| OKE Oneok Inc. | Reduce -0.5% | 0.04% | +0.01 |
| TGT Target Corp. | Reduce -0.2% | 0.04% | +0.01 |
| FDX FedEx Corp. | Reduce -0.3% | 0.04% | +0.01 |
| KO The Coca-Cola Co. | Reduce -1.1% | 0.44% | +0.01 |
| BP BP PLC-Spons ADR | Reduce -1.1% | 0.08% | +0.02 |
| BMY Bristol-Myers Squibb Co. | Reduce -0.7% | 0.30% | +0.02 |
| CAT Caterpillar Inc. | Reduce -0.8% | 0.21% | +0.03 |
| JNJ Johnson & Johnson | Reduce -0.2% | 0.28% | +0.03 |
| ADM Archer-Daniels-Midland Co. | Reduce -0.1% | 0.28% | +0.05 |
Portfolio Buys Q4 2025 → Q1 2026
| WY Weyerhaeuser Co. | Add +3562.2% | 2.09% | +2.04 |
| INTU Intuit Inc. | New | 1.96% | +1.96 |
| MRK Merck & Co. Inc. | Add +421.2% | 2.25% | +1.86 |
| EOG EOG Resources Inc. | Add +6.0% | 2.30% | +0.65 |
| AEP American Electric Power | Add +0.3% | 2.89% | +0.24 |
| HON Honeywell International Inc. | Add +0.5% | 1.98% | +0.20 |
| MO Altria Group Inc. | Add +1.2% | 1.95% | +0.19 |
| FISV Fiserv Inc. | Add +59.3% | 0.89% | +0.19 |
| T AT&T Inc. | Add +3.7% | 1.13% | +0.15 |
| PEP Pepsico Inc. | Add +4.1% | 1.26% | +0.09 |
| WMT Walmart Inc. | Add +0.4% | 0.83% | +0.06 |
| AGG iShares Core U.S. Aggregate | New | 0.04% | +0.04 |
| LRCX Lam Research Corp. | New | 0.04% | +0.04 |
| PSX Phillips 66 | Add +0.1% | 0.14% | +0.04 |
| SHEL Shell PLC-ADR | New | 0.03% | +0.03 |
| AEE Ameren Corporation | New | 0.03% | +0.03 |
| MPC Marathon Petroleum Corp. | Add +0.2% | 0.09% | +0.03 |
| GILD Gilead Sciences Inc. | Add +0.0% | 0.33% | +0.03 |
| COP Conocophillips | Add +0.2% | 0.09% | +0.02 |
| NEE Nextera Energy Inc. | Add +8.0% | 0.15% | +0.02 |
| SO The Southern Co. | Add +1.1% | 0.36% | +0.02 |
| DE Deere & Co. | Add +1.6% | 0.16% | +0.02 |
| VZ Verizon Communications Inc. | Add +10.1% | 0.10% | +0.02 |
| UPS United Parcel Service Class B | Add +71.4% | 0.05% | +0.02 |
| CBAN Colony Bankcorp | Add +0.0% | 0.16% | +0.01 |
| DUK Duke Energy Corp. | Add +0.2% | 0.15% | +0.01 |
| PFE Pfizer Inc. | Add +0.5% | 0.10% | +0.01 |
| ADBE Adobe Inc. | Add +51.1% | 2.03% | +0.01 |
| LMT Lockheed Martin Corp. | Add +0.2% | 0.04% | +0.01 |
| TJX TJX Companies Inc. | Add +7.8% | 0.06% | +0.00 |
| IBIT iShares Bitcoin Trust ETF | Add +49.7% | 0.03% | +0.00 |
| VMI Valmont Industries | Add +7.4% | 0.17% | +0.00 |
| NFLX Netflix Inc. | Add +6.7% | 0.04% | +0.00 |
| CL Colgate-Palmolive Co. | Add +0.2% | 0.05% | +0.00 |
| IWM iShares Russell 2000 ETF | Add +6.4% | 0.06% | +0.00 |
| CAH Cardinal Health Inc. | Add +1.9% | 0.21% | +0.00 |
| WM Waste Management Inc. | Add +0.1% | 0.05% | 0.00 |
| MDY State Street SPDR S&P Midcap | Add +1.7% | 0.09% | −0.00 |
| VXUS Vanguard Total Intl Stock | Add +0.1% | 0.03% | −0.00 |
| VONV Vanguard Russell 1000 Value | Add +0.4% | 0.05% | −0.00 |
| IEI iShares 3-7 Year Treasury Bo | Add +0.1% | 0.03% | −0.00 |
| PM Philip Morris International | Add +0.2% | 0.16% | −0.00 |
| BDJ BlackRock Enhanced Eqty DVD | Add +0.5% | 0.02% | −0.00 |
| EMR Emerson Electric Co. | Add +0.1% | 0.04% | −0.00 |
| CMCSA Comcast Corp. Class A | Add +0.1% | 0.04% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.1% | 0.03% | −0.00 |
| F Ford Motor Co. | Add +0.2% | 0.02% | −0.00 |
| HOLX Hologic Inc. | Add +0.2% | 0.13% | −0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +10.5% | 0.08% | −0.00 |
| DG Dollar General Corp. | Add +7.6% | 0.06% | −0.01 |
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 |