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

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 Q1 2026 Q2 2026: $657.6M $657.6M Q2 2026

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
PFF iShares Preferred & Income S 0.07% 16,035 $489K Add +0.7%
MET Metlife Inc. 0.07% 5,737 $485K Reduce -7.5%
ORCL Oracle Corp. 0.07% 3,274 $480K Reduce -23.4%
IVV iShares Core S&P 500 ETF 0.07% 638 $478K Reduce -30.0%
IWM iShares Russell 2000 ETF 0.07% 1,568 $471K Add +0.1%
CHAT Roundhill Gen AI & Tech ETF 0.07% 4,700 $464K Add +27.0%
MS Morgan Stanley 0.07% 2,211 $462K Add +0.1%
ABCB Ameris Bancorp 0.07% 5,003 $452K Reduce -40.3%
COP Conocophillips 0.07% 4,310 $448K Reduce -12.3%
MMM 3M Co. 0.07% 2,746 $445K Reduce -16.7%
BP BP PLC-Spons ADR 0.07% 11,753 $434K Reduce -6.2%
BIV Vanguard Intermediate-Term B 0.07% 5,595 $429K Reduce -3.8%
IGPT Invesco AI and Next Gen Soft 0.06% 4,050 $422K New
VONV Vanguard Russell 1000 Value 0.06% 3,954 $420K Add +0.4%
D Dominion Energy Inc. 0.06% 5,708 $390K Reduce -4.5%
RNST Renasant Corp. 0.06% 9,054 $385K Add +0.3%
SPCX Space Exploration Techn Class A 0.06% 2,195 $375K New
UPS United Parcel Service Class B 0.06% 3,447 $371K Reduce -5.5%
GM General Motors Co. 0.06% 4,750 $366K No change
SBUX Starbucks Corp. 0.05% 3,440 $352K Reduce -12.1%
WM Waste Management Inc. 0.05% 1,552 $346K Add +0.2%
CL Colgate-Palmolive Co. 0.05% 3,769 $346K Add +0.2%
TSLA Tesla Inc. 0.05% 804 $338K Reduce -38.0%
EMR Emerson Electric Co. 0.05% 2,266 $324K Add +2.3%
BSX Boston Scientific Corp. 0.05% 7,442 $318K New
TGT Target Corp. 0.05% 2,365 $309K No change
PLTR Palantir Technologies Inc. Class A 0.05% 2,632 $307K Reduce -67.0%
DG Dollar General Corp. 0.05% 2,666 $307K Reduce -19.7%
SNA Snap-on Inc. 0.05% 749 $301K Add +0.3%
WFC Wells Fargo & Co. 0.04% 3,553 $294K Reduce -11.8%
WELL Welltower Inc. 0.04% 1,244 $282K Reduce -1.9%
BKNG Booking Holdings Inc. 0.04% 1,576 $281K No change
GPC Genuine Parts Co. 0.04% 2,377 $280K Reduce -8.0%
FDX FedEx Corp. 0.04% 872 $273K Add +0.1%
PNC PNC Financial Services Group 0.04% 1,106 $272K No change
VXUS Vanguard Total Intl Stock 0.04% 3,055 $261K Add +0.2%
MPC Marathon Petroleum Corp. 0.04% 1,016 $260K Reduce -61.2%
HD Home Depot Inc. 0.04% 725 $256K Reduce -9.7%
AGG iShares Core U.S. Aggregate 0.04% 2,506 $248K Add +0.2%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.04% 1,632 $247K Reduce -39.8%
VZ Verizon Communications Inc. 0.04% 5,803 $246K Reduce -57.8%
OKE Oneok Inc. 0.04% 2,800 $243K No change
NSC Norfolk Southern Corp. 0.04% 750 $236K No change
NOC Northrop Grumman Corp. 0.03% 438 $223K Reduce -5.4%
XLF SS Financial Select Sector 0.03% 4,104 $220K Reduce -8.9%
LMT Lockheed Martin Corp. 0.03% 426 $217K Add +0.5%
VTI VG Morningstar TS MKT ETF-US 0.03% 586 $217K Reduce -21.1%
SHEL Shell PLC-ADR 0.03% 2,714 $210K Add +4.1%
IEI iShares 3-7 Year Treasury Bo 0.03% 1,720 $202K Add +0.1%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.03% 1,775 $202K New
BDJ BlackRock Enhanced Eqty DVD 0.01% 10,000 $96K Reduce -26.9%
XJQCX Nuveen Credit Strategies Inc. 0.01% 14,601 $71K New

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

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