Allen Mooney & Barnes Investment Advisors LLC
•CIK: 2001461•Filing: Q4 2025
Allen Mooney & Barnes Investment Advisors LLC manages $665M across a diversified portfolio of 162 positions. The firm maintains significant exposure to mega-cap technology and energy names, highlighted by top holdings including AAPL at $35.9M and GOOGL at $30.8M. Further concentration is evident in MSFT ($22.6M), XOM ($20.2M), and CMI ($20.0M). This structure suggests a focus on established, large-cap market leaders across technology, industrials, and energy sectors.
Total AUM
$664.5M
QoQ Performance
+3.5%
Positions
162
Top 10 Concentration
33.4%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
AAPL5.4%
GOOGL4.6%
MSFT3.4%
XOM3.0%
CMI3.0%
ABBV3.0%
JPM2.9%
AXP2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other33.8%
Technology22.7%
Financial11.8%
Healthcare10.1%
Consumer6.2%
Energy4.8%
Consumer Staples3.4%
ETF3.0%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW10 new positions
↑93 increased
↓47 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023