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

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $521.0M Q1 2024 Q2 2024: $559.2M Q2 2024 Q3 2024: $587.4M Q3 2024 Q4 2024: $592.8M Q4 2024 Q1 2025: $615.0M Q1 2025 Q2 2025: $608.9M Q2 2025 Q3 2025: $641.8M Q3 2025 Q4 2025: $664.5M Q4 2025 Q1 2026: $695.3M $695.3M Q1 2026 Q2 2026: $657.6M Q2 2026

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%
FTNT Fortinet Inc. 0.08% 6,535 $534K Reduce -0.8%
SYK Stryker Corp. 0.08% 1,613 $530K Reduce -0.1%
IWF iShares Russell 1000 Growth 0.07% 1,208 $515K Add +0.1%
OZK Bank Ozk 0.07% 10,920 $501K No change
UNP Union Pacific Corp. 0.07% 1,990 $483K Reduce -1.0%
PFF iShares Preferred & Income S 0.07% 15,919 $483K Reduce -0.6%
TSLA Tesla Inc. 0.07% 1,296 $482K Reduce -1.7%
MMM 3M Co. 0.07% 3,297 $479K No change
CLX Clorox Company 0.07% 4,359 $452K Reduce -2.5%
BIV Vanguard Intermediate-Term B 0.06% 5,813 $449K No change
MET Metlife Inc. 0.06% 6,200 $438K Add +2.9%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.06% 2,709 $433K Add +7.8%
DG Dollar General Corp. 0.06% 3,320 $394K Add +7.6%
IWM iShares Russell 2000 ETF 0.06% 1,567 $389K Add +6.4%
VGT Vanguard Info Tech ETF 0.05% 533 $372K Reduce -28.5%
D Dominion Energy Inc. 0.05% 5,975 $369K No change
VONV Vanguard Russell 1000 Value 0.05% 3,938 $369K Add +0.4%
MS Morgan Stanley 0.05% 2,209 $364K Add +0.1%
UPS United Parcel Service Class B 0.05% 3,647 $359K Add +71.4%
WM Waste Management Inc. 0.05% 1,549 $356K Add +0.1%
GM General Motors Co. 0.05% 4,750 $354K No change
SBUX Starbucks Corp. 0.05% 3,913 $351K Reduce -6.7%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.05% 2,837 $337K No change
RNST Renasant Corp. 0.05% 9,023 $326K Reduce -8.0%
WFC Wells Fargo & Co. 0.05% 4,028 $321K Reduce -1.6%
CL Colgate-Palmolive Co. 0.05% 3,761 $321K Add +0.2%
NOC Northrop Grumman Corp. 0.05% 463 $316K Reduce -0.9%
QCOM Qualcomm Inc. 0.04% 2,420 $312K Reduce -6.0%
FDX FedEx Corp. 0.04% 871 $310K Reduce -0.3%
INTC Intel Corp. 0.04% 6,644 $293K Reduce -26.3%
EMR Emerson Electric Co. 0.04% 2,216 $290K Add +0.1%
TGT Target Corp. 0.04% 2,365 $287K Reduce -0.2%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.04% 2,733 $279K Reduce -2.4%
NFLX Netflix Inc. 0.04% 2,870 $276K Add +6.7%
GPC Genuine Parts Co. 0.04% 2,584 $273K Add +0.1%
SNA Snap-on Inc. 0.04% 747 $271K Reduce -0.9%
BKNG Booking Holdings Inc. 0.04% 63 $265K No change
HD Home Depot Inc. 0.04% 803 $264K Reduce -16.0%
LMT Lockheed Martin Corp. 0.04% 424 $257K Add +0.2%
OKE Oneok Inc. 0.04% 2,800 $253K Reduce -0.5%
WELL Welltower Inc. 0.04% 1,268 $251K Reduce -1.2%
AGG iShares Core U.S. Aggregate 0.04% 2,500 $248K New
LRCX Lam Research Corp. 0.04% 1,152 $246K New
KKR KKR & Co. Inc. 0.04% 2,630 $243K No change
CMCSA Comcast Corp. Class A 0.04% 8,474 $243K Add +0.1%
SHEL Shell PLC-ADR 0.03% 2,608 $243K New
IBIT iShares Bitcoin Trust ETF 0.03% 6,218 $239K Add +49.7%
VTI VG Morningstar TS MKT ETF-US 0.03% 743 $238K Add +0.1%
LYB Lyondellbasell Indu Class A 0.03% 2,954 $238K Reduce -54.5%
VXUS Vanguard Total Intl Stock 0.03% 3,048 $235K Add +0.1%
TSCO Tractor Supply Company 0.03% 5,122 $232K Reduce -0.3%
PNC PNC Financial Services Group 0.03% 1,106 $230K No change
CHAT Roundhill Gen AI & Tech ETF 0.03% 3,700 $229K No change
XLF SS Financial Select Sector 0.03% 4,506 $222K Add +0.3%
NSC Norfolk Southern Corp. 0.03% 750 $215K No change
IEI iShares 3-7 Year Treasury Bo 0.03% 1,719 $204K Add +0.1%
AEE Ameren Corporation 0.03% 1,849 $203K New
F Ford Motor Co. filed as FORD MTR CO 0.02% 12,012 $139K Add +0.2%
BDJ BlackRock Enhanced Eqty DVD 0.02% 13,675 $118K Add +0.5%

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 152$657.6MAAPL, GOOGL, ABBV, UNH, CMI
Q1 2026 159$695.3MAAPL, GOOGL, XOM, AEP, ABBV
Q4 2025 162$664.5MAAPL, GOOGL, MSFT, XOM, CMI
Q3 2025 157$641.8MAAPL, GOOGL, MSFT, ABBV, XOM
Q2 2025 153$608.9MMETA, AAPL, GOOGL, MSFT, JPM
Q1 2025 154$615.0MAAPL, GOOGL, JPM, XOM, AXP
Q4 2024 149$592.8MAAPL, GOOGL, MSFT, AMZN, AXP
Q3 2024 155$587.4MAAPL, MSFT, GOOGL, AMZN, AXP
Q2 2024 151$559.2MAAPL, GOOGL, MSFT, AMZN, XOM
Q1 2024 160$521.0MGOOGL, AAPL, AMZN, XOM, JPM