Allred Capital Management, LLC
•CIK: 1765885•Filing: Q4 2025
**Allred Capital Management, LLC** manages $277M across a diversified portfolio of 155 positions. The firm maintains significant exposure to technology and defensive sectors, highlighted by top holdings including SHV at $26.6M and MSFT at $20.1M. Further allocations include substantial positions in VIG ($13.4M), AAPL ($8.4M), and XLV ($8.2M). This concentration suggests a tactical approach balancing growth potential with established defensive pillars.
Total AUM
$276.5M
QoQ Performance
-3.7%
Positions
131
Top 10 Concentration
39.9%
Latest Filing
Q4 2025
Top Holdings Allocation
SHV
MSFT
SHV9.6%
MSFT7.3%
VIG4.8%
AAPL3.0%
XLV3.0%
NVDA2.7%
GOOGL2.5%
NOBL2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other53.0%
Technology21.1%
Consumer6.2%
Healthcare5.2%
Financial4.9%
Industrial3.8%
Consumer Staples1.6%
ETF1.5%
🚪 Exited Positionssold since Q3 2025
+15 more exited positions
Changes from Q3 2025
NEW7 new positions
↑62 increased
↓70 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023