Allen Mooney & Barnes Investment Advisors
Allen Mooney & Barnes Investment Advisors reported 158 stocks worth $673M in its 13F filing for Q3 2026, filed Oct 8, 2026. Its largest holdings are AAPL (5.8%), MSFT (3.4%) and GOOGL (3.2%). Compared with Q2 2026, the fund opened new positions in UBER and RSP, added to GOOGL, JPM and UNH, trimmed AAPL, MSFT and ABBV and sold out of CG, OKE and IEI.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $39.2M | 5.8% | 118K | −1,672 (−1%) | 8 of 8 | |
| 2 |  MSFT Microsoft Corp | $23M | 3.4% | 45K | −407 (−1%) | 8 of 8 | |
| 3 |  GOOGL Alphabet Inc | $21.6M | 3.2% | 63K | +442 (+1%) | 8 of 8 | |
| 4 |  ABBV Abbvie Inc | $21.3M | 3.2% | 81K | −580 (−1%) | 8 of 8 | |
| 5 |  ACN Accenture PLC Ireland | $20.6M | 3.1% | 112K | No change | 2 of 8 | |
| 6 |  JPM Jpmorgan Chase & Co. | $19.2M | 2.9% | 58K | +279 (+0%) | 8 of 8 | |
| 7 |  BDX Becton Dickinson & Co | $18.9M | 2.8% | 105K | −920 (−1%) | 4 of 8 | |
| 8 |  UNH Unitedhealth Group Inc | $18.3M | 2.7% | 50K | +393 (+1%) | 8 of 8 | |
| 9 |  MRK Merck & Co Inc | $18.3M | 2.7% | 126K | −944 (−1%) | 8 of 8 | |
| 10 |  ELV Elevance Health Inc | $18.2M | 2.7% | 47K | +369 (+1%) | 5 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 8, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Allen Mooney & Barnes Investment Advisors 13F FAQ
What does Allen Mooney & Barnes Investment Advisors own?
Allen Mooney & Barnes Investment Advisors reported 158 stocks worth $673M in its 13F filing for Q3 2026, filed Oct 8, 2026. Its largest holdings are AAPL (5.8%), MSFT (3.4%) and GOOGL (3.2%). The table above lists every position in the filing (the top 10 without an account).
What did Allen Mooney & Barnes Investment Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 10 new positions, 60 added to, 61 trimmed and 4 sold out. New positions include UBER and RSP. It sold all of CG, OKE and IEI.
When will Allen Mooney & Barnes Investment Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Allen Mooney & Barnes Investment Advisors's portfolio worth?
The Q3 2026 filing reports $673M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.