ABLES, IANNONE, MOORE & ASSOCIATES, INC. — 13F Holdings & Portfolio
CIK 2013713 · latest 13F-HR filed 2026-07-13
ABLES, IANNONE, MOORE & ASSOCIATES, INC. manages $187.7M in 13F-reported U.S. long-equity assets across 62 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (14.62%), NVDA (11.46%), GOOGL (11.19%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 4 new positions, exited 1, added to 31, and trimmed 10.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SAVANNAH, GA 31401
$187.7M
Long-equity book
62
Distinct positions
2026-06-30
Filed 2026-07-13
+4 / −1 / ↑31 / ↓10
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- APPLE INC$3.8M +16.0%
- ALPHABET INC$3.8M +21.8%
- NVIDIA CORPORATION$1.9M +10.0%
- AMAZON COM INC$1.7M +11.4%
- UNITEDHEALTH GROUP INC$998.3K +43.1%
Top Trims
- THE TRADE DESK INC-$638.1K -55.4%
- CHEVRON CORP-$341.9K -21.6%
- MCDONALDS CORP-$306.1K -12.6%
- EXXON MOBIL CORP-$241.4K -19.1%
- PEPSICO INC-$210.5K -15.6%
New Positions
- CATERPILLAR INC$737.9K
- MICRON TECHNOLOGY INC$259.7K
- BLACKROCK ETF TRUST$238.2K
- 3M CO$204.7K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 037833100 | $27.4M | 14.62% | 94,788 | SH |
| 2 | NVIDIA CORPORATION | NVDA | 67066G104 | $21.5M | 11.46% | 107,456 | SH |
| 3 | ALPHABET INC | GOOGL | 02079K305 | $21.0M | 11.19% | 58,753 | SH |
| 4 | AMAZON COM INC | AMZN | 023135106 | $16.4M | 8.72% | 68,695 | SH |
| 5 | JPMORGAN CHASE & CO. | JPM | 46625H100 | $8.0M | 4.27% | 24,495 | SH |
| 6 | VISA INC | V | 92826C839 | $7.6M | 4.07% | 22,264 | SH |
| 7 | MICROSOFT CORP | MSFT | 594918104 | $6.7M | 3.58% | 17,986 | SH |
| 8 | HOME DEPOT INC | HD | 437076102 | $6.3M | 3.36% | 17,854 | SH |
| 9 | BANK AMERICA CORP | BAC | 060505104 | $5.4M | 2.90% | 95,494 | SH |
| 10 | ALPHABET INC | GOOG | 02079K107 | $4.8M | 2.55% | 13,537 | SH |
| 11 | AMERICAN TOWER CORP | AMT | 03027X100 | $3.7M | 1.98% | 22,685 | SH |
| 12 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $3.7M | 1.95% | 7,314 | SH |
| 13 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $3.3M | 1.77% | 7,978 | SH |
| 14 | VULCAN MATLS CO | VMC | 929160109 | $3.2M | 1.73% | 11,000 | SH |
| 15 | JOHNSON & JOHNSON | JNJ | 478160104 | $3.0M | 1.61% | 11,913 | SH |
| 16 | UNITED PARCEL SERVICE INC | UPS | 911312106 | $2.8M | 1.50% | 26,140 | SH |
| 17 | DEERE & CO | DE | 244199105 | $2.5M | 1.36% | 4,016 | SH |
| 18 | MCDONALDS CORP | MCD | 580135101 | $2.1M | 1.13% | 7,831 | SH |
| 19 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $2.0M | 1.08% | 4,226 | SH |
| 20 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $1.9M | 1.02% | 2,039 | SH |
| 21 | CSX CORP | CSX | 126408103 | $1.8M | 0.96% | 37,981 | SH |
| 22 | VALERO ENERGY CORP | VLO | 91913Y100 | $1.8M | 0.94% | 6,763 | SH |
| 23 | SIMPLIFY EXCHANGE TRADED FUN | SBIL | 82889N269 | $1.7M | 0.90% | 16,878 | SH |
| 24 | ELI LILLY & CO | LLY | 532457108 | $1.6M | 0.86% | 1,343 | SH |
| 25 | TESLA INC | TSLA | 88160R101 | $1.5M | 0.82% | 3,641 | SH |
| 26 | INVESCO QQQ TR | QQQ | 46090E103 | $1.5M | 0.80% | 2,034 | SH |
| 27 | WATTS WATER TECHNOLOGIES INC | WTS | 942749102 | $1.5M | 0.78% | 3,748 | SH |
| 28 | ALPS ETF TR | AMLP | 00162Q452 | $1.3M | 0.68% | 24,748 | SH |
| 29 | WASTE MGMT INC DEL | WM | 94106L109 | $1.3M | 0.67% | 5,655 | SH |
| 30 | CHEVRON CORP | CVX | 166764100 | $1.2M | 0.66% | 7,480 | SH |
| 31 | CONSTELLATION BRANDS INC | STZ | 21036P108 | $1.1M | 0.61% | 8,237 | SH |
| 32 | PEPSICO INC | PEP | 713448108 | $1.1M | 0.61% | 8,401 | SH |
| 33 | AMGEN INC | AMGN | 031162100 | $1.0M | 0.55% | 2,858 | SH |
| 34 | EXXON MOBIL CORP | XOM | 30231G102 | $1.0M | 0.54% | 7,467 | SH |
| 35 | ISHARES TR | IVV | 464287200 | $907.7K | 0.48% | 1,212 | SH |
| 36 | MID-AMER APT CMNTYS INC | MAA | 59522J103 | $888.1K | 0.47% | 6,392 | SH |
| 37 | SOUTHERN CO | SO | 842587107 | $844.1K | 0.45% | 8,818 | SH |
| 38 | DUKE ENERGY CORP NEW | DUK | 26441C204 | $838.4K | 0.45% | 6,623 | SH |
| 39 | DOMINION ENERGY INC | D | 25746U109 | $833.1K | 0.44% | 12,200 | SH |
| 40 | AIRBNB INC | ABNB | 009066101 | $817.8K | 0.44% | 5,715 | SH |
| 41 | NEXTERA ENERGY INC | NEE | 65339F101 | $796.2K | 0.42% | 9,072 | SH |
| 42 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $741.7K | 0.40% | 10,279 | SH |
| 43 | CATERPILLAR INC | CAT | 149123101 | $737.9K | 0.39% | 692 | SH |
| 44 | MARRIOTT INTL INC NEW | MAR | 571903202 | $693.0K | 0.37% | 1,870 | SH |
| 45 | OLD NATL BANCORP IND | ONB | 680033107 | $634.3K | 0.34% | 24,490 | SH |
| 46 | ISHARES BITCOIN TRUST ETF | IBIT | 46438F101 | $631.6K | 0.34% | 18,973 | SH |
| 47 | LINDE PLC | LIN | G54950103 | $619.6K | 0.33% | 1,194 | SH |
| 48 | CHUBB LIMITED | CB | H1467J104 | $521.7K | 0.28% | 1,531 | SH |
| 49 | THE TRADE DESK INC | TTD | 88339J105 | $513.5K | 0.27% | 28,402 | SH |
| 50 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $503.7K | 0.27% | 498 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-13 | $187.7M | 62 | 0002013713-26-000003 |
| 2026-03-31 | 2026-04-07 | $168.1M | 59 | 0002013713-26-000002 |
| 2025-12-31 | 2026-01-05 | $182.6M | 59 | 0002013713-26-000001 |