Allred Capital Management, LLC Reduced Holdings in Q2 2025

Allred Capital Management, LLC

  • $263 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-1.55K
- 4.66%
$172.42 - $223.89 $267K - $346K
31.6K $6.49M
XLE
Energy Sector Spdr

ETFs
-3.87K
- 8.59%
$76.44 - $94.13 $296K - $365K
41.2K $3.5M
UNH
Unitedhealth Group Inc

Healthcare
-62
- 2.12%
$274.35 - $599.47 $17K - $37.2K
2.87K $893K
JNJ
Johnson & Johnson

Healthcare
-874
- 2.91%
$146.36 - $159.82 $128K - $140K
29.2K $4.45M
CVX
Chevron Corp

Energy
-460
- 3.53%
$133.73 - $168.51 $61.5K - $77.5K
12.6K $1.8M
XOM
Exxon Mobil Corp

Energy
-310
- 1.1%
$99.93 - $119.04 $31K - $36.9K
27.8K $3M
ABBV
Abb Vie Inc.

Healthcare
-551
- 7.03%
$170.16 - $206.27 $93.8K - $114K
7.29K $1.35M
MRK
Merck & Co., Inc.

Healthcare
-415
- 1.9%
$73.47 - $87.12 $30.5K - $36.2K
21.4K $1.69M
PG
Procter & Gamble CO

Consumer Defensive
-426
- 3.29%
$157.66 - $172.39 $67.2K - $73.4K
12.5K $1.99M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-204
- 5.17%
$212.1 - $244.27 $43.3K - $49.8K
3.74K $817K
AJG
Arthur J. Gallagher & Co.

Financial Services
-169
- 5.0%
$310.86 - $348.77 $52.5K - $58.9K
3.21K $1.03M
UNP
Union Pacific Corp

Industrials
-344
- 4.09%
$208.27 - $238.46 $71.6K - $82K
8.06K $1.85M
AMGN
Amgen Inc

Healthcare
-106
- 3.4%
$262.28 - $309.85 $27.8K - $32.8K
3.01K $841K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-6.65K
- 18.38%
$41.45 - $54.46 $276K - $362K
29.5K $1.54M
KO
Coca Cola CO

Consumer Defensive
-1.19K
- 3.13%
$68.37 - $73.9 $81.6K - $88.2K
37K $2.62M
PGR
Progressive Corp

Financial Services
-316
- 15.61%
$255.27 - $288.74 $80.7K - $91.2K
1.71K $455K
LLY
Eli Lilly & CO

Healthcare
-51
- 4.85%
$713.71 - $898.95 $36.4K - $45.8K
1K $779K
DVY
Ishares Tr

ETFs
-564
- 25.67%
$118.37 - $134.86 $66.8K - $76.1K
1.63K $216K
VV
Vanguard Large Cap ETF

ETFs
-425
- 25.93%
$228.25 - $285.3 $97K - $121K
1.21K $346K
DUK
Duke Energy Corp

Utilities
-314
- 3.55%
$112.46 - $124.05 $35.3K - $39K
8.53K $1.01M
MCD
Mcdonalds Corp

Consumer Cyclical
-113
- 5.77%
$285.55 - $321.23 $32.3K - $36.3K
1.85K $539K
UPS
United Parcel Service Inc

Industrials
-259
- 5.89%
$91.92 - $110.2 $23.8K - $28.5K
4.14K $417K
LOW
Lowes Companies Inc

Consumer Cyclical
-1
- 0.02%
$210.83 - $235.28 $211 - $235
5.82K $1.29M
VOT
Vanguard Mid Cap Growth Index

ETFs
-400
- 32.03%
$216.28 - $284.39 $86.5K - $114K
849 $241K
SO
Southern CO

Utilities
-629
- 7.41%
$84.91 - $92.56 $53.4K - $58.2K
7.86K $721K
APD
Air Products & Chemicals, Inc.

Basic Materials
-150
- 11.63%
$248.61 - $294.96 $37.3K - $44.2K
1.14K $321K
ICE
Intercontinental Exchange, Inc.

Financial Services
-338
- 17.24%
$151.62 - $183.47 $51.2K - $62K
1.62K $297K
ATO
Atmos Energy Corp

Utilities
-255
- 7.11%
$145.06 - $162.66 $37K - $41.5K
3.33K $513K
ED
Consolidated Edison Inc

Utilities
-1
- 0.03%
$98.05 - $113.3 $98.1 - $113
3.31K $332K
PAYX
Paychex Inc

Industrials
-79
- 4.86%
$137.01 - $159.78 $10.8K - $12.6K
1.55K $224K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-328
- 6.34%
$63.54 - $68.5 $20.8K - $22.5K
4.85K $326K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-305
- 2.64%
$82.21 - $83.12 $25.1K - $25.4K
11.2K $930K
PFE
Pfizer Inc

Healthcare
-202
- 1.17%
$21.59 - $24.84 $4.36K - $5.02K
17.1K $413K
LMT
Lockheed Martin Corp

Industrials
-76
- 8.96%
$430.82 - $486.45 $32.7K - $37K
772 $357K
GLD
Spdr Gold Trust

ETFs
-121
- 8.24%
$273.71 - $316.29 $33.1K - $38.3K
1.35K $410K
HTH
Hilltop Holdings Inc.

Financial Services
-344
- 2.75%
$27.95 - $30.99 $9.61K - $10.7K
12.2K $369K
NUE
Nucor Corp

Basic Materials
-297
- 9.58%
$103.22 - $131.43 $30.7K - $39K
2.8K $362K
INTC
Intel Corp

Technology
-101
- 0.4%
$18.13 - $22.69 $1.83K - $2.29K
25.2K $565K
CSX
Csx Corp

Industrials
-1.02K
- 13.95%
$26.69 - $32.91 $27.2K - $33.5K
6.29K $205K
CME
Cme Group Inc.

Financial Services
-193
- 4.21%
$252.37 - $290.71 $48.7K - $56.1K
4.4K $1.21M
ADP
Automatic Data Processing Inc

Industrials
-64
- 1.22%
$276.76 - $326.81 $17.7K - $20.9K
5.19K $1.6M
HD
Home Depot, Inc.

Consumer Cyclical
-7
- 0.11%
$335.24 - $380.78 $2.35K - $2.67K
6.3K $2.31M
Ge Healthcare Technologies I
-1.29K
- 25.93%
N/A
3.69K $0
BR
Broadridge Financial Solutions, Inc.

Technology
-1
- 0.1%
$217.22 - $246.25 $217 - $246
1.01K $245K
Lam Research Corp
-497
- 9.05%
N/A
4.99K $0
TYL
Tyler Technologies Inc

Technology
-73
- 1.86%
$521.68 - $592.84 $38.1K - $43.3K
3.86K $2.29M
CRM
Salesforce, Inc.

Technology
-59
- 1.26%
$236.26 - $291.15 $13.9K - $17.2K
4.62K $1.26M
IVW
Ishares S&P 500 Growth ETF

ETFs
-272
- 10.19%
$82.96 - $110.1 $22.6K - $29.9K
2.4K $263K
AXP
American Express CO

Financial Services
-198
- 11.07%
$231.39 - $318.98 $45.8K - $63.2K
1.59K $507K
Activity Summary
Buys All Purchases 66 New Holdings 6 Increased Positions 60 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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