Allen Mooney & Barnes Investment Advisors LLC Portfolio Holdings

Allen Mooney & Barnes Investment Advisors LLC

  • $665 Billion
  • Q4 2025

Allen Mooney & Barnes Investment Advisors LLC has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $665 Billion distributed in 162 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $35.9B, Alphabet Inc. with a value of $30.8B, Microsoft Corp with a value of $22.6B, Exxon Mobil Corp with a value of $20.2B, and Cummins Inc with a value of $20B.

Examining the 13F form we can see an increase of $22.7B in the current position value, from $642B to 665B.

Allen Mooney & Barnes Investment Advisors LLC is based out at Thomasville, GA

Below you can find more details about Allen Mooney & Barnes Investment Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $665 Billion
Financial Services: $121 Billion
Technology: $118 Billion
Healthcare: $87 Billion
Industrials: $61.9 Billion
Communication Services: $54.6 Billion
Energy: $52.6 Billion
ETFs: $50 Billion
Consumer Defensive: $43.3 Billion
Other: $75.2 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$35.9 Billion 5.4% of portfolio
131,970
Q4 2025 Reduced 0.76%
$1.65T
$30.8 Billion 4.63% of portfolio
98,298
Q4 2025 Reduced 0.78%
$3.78T
$22.6 Billion 3.39% of portfolio
46,629
Q4 2025 Added 0.67%
$490B
$20.2 Billion 3.04% of portfolio
167,848
Q4 2025 Added 1.18%
$65.2B
$20 Billion 3.01% of portfolio
39,130
Q4 2025 Added 0.22%
$414B
$19.9 Billion 2.99% of portfolio
87,096
Q4 2025 Added 0.94%
$881B
$19.2 Billion 2.89% of portfolio
59,576
Q4 2025 Added 0.57%
$255B
$18.7 Billion 2.81% of portfolio
50,412
Q4 2025 Added 0.34%
$62.3B
$17.6 Billion 2.65% of portfolio
152,897
Q4 2025 Added 1.81%
$78.2B
$16.9 Billion 2.54% of portfolio
48,242
Q4 2025 Added 2.16%
$2.39T
$16.7 Billion 2.52% of portfolio
72,542
Q4 2025 Added 0.97%
$70.2B
$16.6 Billion 2.49% of portfolio
516,486
Q4 2025 Added 4.34%
$300B
$16.5 Billion 2.48% of portfolio
49,978
Q4 2025 Reduced 1.69%
$140B
$15.8 Billion 2.38% of portfolio
65,691
Q4 2025 Added 1.68%
$319B
$15.6 Billion 2.34% of portfolio
202,051
Q4 2025 Added 0.88%
$1.37T
$15.3 Billion 2.3% of portfolio
23,140
Q4 2025 Added 2.94%
$16.1B
$14.9 Billion 2.24% of portfolio
635,637
Q4 2025 New
$167B
$14.8 Billion 2.23% of portfolio
148,104
Q4 2025 Added 1.49%
$0
$14.6 Billion 2.2% of portfolio
21,393
Q4 2025 Added 0.21%
$55.4B
$14.2 Billion 2.14% of portfolio
48,529
Q4 2025 Added 0.92%
$151B
$13.4 Billion 2.02% of portfolio
38,403
Q4 2025 Added 593.32%
$128B
$13.4 Billion 2.01% of portfolio
139,031
Q4 2025 Added 0.79%
$266B
$12.2 Billion 1.84% of portfolio
41,312
Q4 2025 Added 0.93%
$132B
$11.8 Billion 1.78% of portfolio
60,715
Q4 2025 Added 2.79%
$104B
$11.7 Billion 1.76% of portfolio
202,586
Q4 2025 Added 4.46%
$39.9B
$11.5 Billion 1.73% of portfolio
101,714
Q4 2025 Added 1.55%
$64.7B
$11 Billion 1.65% of portfolio
104,517
Q4 2025 Reduced 2.99%
$190B
$10.2 Billion 1.53% of portfolio
87,303
Q4 2025 Added 0.71%
$2.41B
$10 Billion 1.51% of portfolio
923,390
Q4 2025 Reduced 1.32%
$204B
$7.78 Billion 1.17% of portfolio
54,208
Q4 2025 Added 6.11%
$0
$7.63 Billion 1.15% of portfolio
79,436
Q4 2025 Added 10.78%
$72.3B
$7.34 Billion 1.11% of portfolio
66,590
Q4 2025 Added 1.68%
$197B
$7.24 Billion 1.09% of portfolio
28,192
Q4 2025 Reduced 0.85%
$181B
$6.47 Billion 0.97% of portfolio
260,473
Q4 2025 Added 5.72%
$533B
$6.38 Billion 0.96% of portfolio
18,199
Q4 2025 Added 0.05%
$25.4B
$6.28 Billion 0.95% of portfolio
28,955
Q4 2025 Added 0.87%
$971B
$6.18 Billion 0.93% of portfolio
5,755
Q4 2025 Added 12.36%
$279B
$5.17 Billion 0.78% of portfolio
46,394
Q4 2025 Added 0.04%
$0
$4.94 Billion 0.74% of portfolio
7,881
Q4 2025 Added 7.06%
$79.5B
$4.68 Billion 0.7% of portfolio
69,692
Q4 2025 Reduced 36.32%
$0
$4.53 Billion 0.68% of portfolio
17,579
Q4 2025 Added 4.43%
$0
$3.98 Billion 0.6% of portfolio
13,707
Q4 2025 Added 4.54%
$0
$3.47 Billion 0.52% of portfolio
63,437
Q4 2025 Added 8.28%
$306B
$2.84 Billion 0.43% of portfolio
40,665
Q4 2025 Added 0.74%
$662B
$2.7 Billion 0.41% of portfolio
5,378
Q3 2025 Reduced 2.66%
$303B
$2.69 Billion 0.4% of portfolio
17,631
Q4 2025 Added 1.4%
$235B
$2.63 Billion 0.4% of portfolio
24,958
Q4 2025 Added 3.12%
$67.6B
$2.3 Billion 0.35% of portfolio
43,077
Q4 2025 Reduced 0.49%
$98.6B
$2.24 Billion 0.34% of portfolio
25,740
Q4 2025 Reduced 3.39%

Summary

  • Portfolio
  • No. of Stocks 162
  • Current Value $665 Billion
  • Prior Value $642 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 20, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 10 stocks
  • Additional Purchases 93 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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