ABLES, IANNONE, MOORE & ASSOCIATES, INC. — 13F Holdings & Portfolio
CIK 2013713 · latest 13F-HR filed 2026-04-07
ABLES, IANNONE, MOORE & ASSOCIATES, INC. manages $168.1M in 13F-reported U.S. long-equity assets across 59 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AAPL (14.06%), NVDA (11.63%), GOOGL (10.26%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 2 new positions, exited 2, added to 16, and trimmed 22.
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.
$168.1M
Long-equity book
59
Distinct positions
2026-03-31
Filed 2026-04-07
+2 / −2 / ↑16 / ↓22
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VALERO ENERGY CORP$567.2K +50.0%
- EXXON MOBIL CORP$366.3K +40.9%
- CHEVRON CORP NEW$360.2K +29.5%
- DEERE & CO$324.3K +17.9%
- COSTCO WHSL CORP NEW$289.8K +16.6%
Top Trims
- NVIDIA CORPORATION-$2.6M -11.6%
- APPLE INC-$2.4M -9.4%
- ALPHABET INC CAP STK-$2.0M -10.5%
- AMAZON COM INC-$2.0M -12.1%
- THE TRADE DESK INC-$1.6M -58.6%
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 | $23.6M | 14.06% | 93,133 | SH |
| 2 | NVIDIA CORPORATION | NVDA | 67066G104 | $19.6M | 11.63% | 112,109 | SH |
| 3 | ALPHABET INC CAP STK | GOOGL | 02079K305 | $17.2M | 10.26% | 59,967 | SH |
| 4 | AMAZON COM INC | AMZN | 023135106 | $14.7M | 8.74% | 70,553 | SH |
| 5 | JPMORGAN CHASE & CO. | JPM | 46625H100 | $7.3M | 4.34% | 24,803 | SH |
| 6 | VISA INC | V | 92826C839 | $6.9M | 4.12% | 22,921 | SH |
| 7 | MICROSOFT CORP | MSFT | 594918104 | $6.8M | 4.03% | 18,282 | SH |
| 8 | HOME DEPOT INC | HD | 437076102 | $5.5M | 3.25% | 16,615 | SH |
| 9 | BANK AMERICA CORP | BAC | 060505104 | $4.9M | 2.92% | 100,601 | SH |
| 10 | ALPHABET INC | GOOG | 02079K107 | $3.8M | 2.28% | 13,391 | SH |
| 11 | AMERICAN TOWER CORP NEW | AMT | 03027X100 | $3.8M | 2.25% | 21,905 | SH |
| 12 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $3.5M | 2.06% | 7,231 | SH |
| 13 | VULCAN MATLS CO | VMC | 929160109 | $3.0M | 1.81% | 11,150 | SH |
| 14 | JOHNSON & JOHNSON | JNJ | 478160104 | $2.8M | 1.67% | 11,455 | SH |
| 15 | UNITED PARCEL SERVICE INC | UPS | 911312106 | $2.7M | 1.59% | 27,086 | SH |
| 16 | MCDONALDS CORP | MCD | 580135101 | $2.4M | 1.44% | 7,796 | SH |
| 17 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $2.3M | 1.38% | 8,565 | SH |
| 18 | DEERE & CO | DE | 244199105 | $2.1M | 1.27% | 3,799 | SH |
| 19 | COSTCO WHSL CORP NEW | COST | 22160K105 | $2.0M | 1.21% | 2,039 | SH |
| 20 | VALERO ENERGY CORP | VLO | 91913Y100 | $1.7M | 1.01% | 6,884 | SH |
| 21 | CSX CORP | CSX | 126408103 | $1.6M | 0.95% | 38,910 | SH |
| 22 | CHEVRON CORP NEW | CVX | 166764100 | $1.6M | 0.94% | 7,645 | SH |
| 23 | TAIWAN SEMICONDUCTOR MFG LTD | TSM | 874039100 | $1.4M | 0.86% | 4,290 | SH |
| 24 | TESLA INC | TSLA | 88160R101 | $1.4M | 0.82% | 3,706 | SH |
| 25 | PEPSICO INC | PEP | 713448108 | $1.3M | 0.80% | 8,681 | SH |
| 26 | WASTE MGMT INC DEL | WM | 94106L109 | $1.3M | 0.78% | 5,738 | SH |
| 27 | ALERIAN MLP | AMLP | 00162Q452 | $1.3M | 0.78% | 25,038 | SH |
| 28 | EXXON MOBIL CORP | XOM | 30231G102 | $1.3M | 0.75% | 7,440 | SH |
| 29 | ELI LILLY & CO | LLY | 532457108 | $1.3M | 0.75% | 1,370 | SH |
| 30 | CONSTELLATION BRANDS INC | STZ | 21036P108 | $1.3M | 0.75% | 8,353 | SH |
| 31 | INVESCO QQQ TR | QQQ | 46090E103 | $1.2M | 0.70% | 2,053 | SH |
| 32 | THE TRADE DESK INC | TTD | 88339J105 | $1.2M | 0.68% | 50,752 | SH |
| 33 | WATTS WATER TECHNOLOGIES INC | WTS | 942749102 | $1.1M | 0.67% | 3,864 | SH |
| 34 | AMGEN INC | AMGN | 031162100 | $1.0M | 0.60% | 2,858 | SH |
| 35 | SIMPLIFY EXCHANGE TRADED FUN | SBIL | 82889N269 | $888.9K | 0.53% | 8,884 | SH |
| 36 | DUKE ENERGY CORP NEW | DUK | 26441C204 | $856.7K | 0.51% | 6,543 | SH |
| 37 | NEXTERA ENERGY INC | NEE | 65339F101 | $836.5K | 0.50% | 9,006 | SH |
| 38 | SOUTHERN CO | SO | 842587107 | $810.7K | 0.48% | 8,399 | SH |
| 39 | ISHARES TR | IVV | 464287200 | $794.3K | 0.47% | 1,216 | SH |
| 40 | AIRBNB INC | ABNB | 009066101 | $793.5K | 0.47% | 6,284 | SH |
| 41 | ISHARES BITCOIN TRUST ETF | IBIT | 46438F101 | $776.5K | 0.46% | 20,211 | SH |
| 42 | DOMINION ENERGY INC | D | 25746U109 | $753.3K | 0.45% | 12,185 | SH |
| 43 | MID-AMER APT CMNTYS INC | MAA | 59522J103 | $736.0K | 0.44% | 6,027 | SH |
| 44 | MARRIOTT INTL INC NEW | MAR | 571903202 | $646.8K | 0.38% | 1,977 | SH |
| 45 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $619.2K | 0.37% | 8,608 | SH |
| 46 | LINDE PLC | LIN | G54950103 | $591.9K | 0.35% | 1,194 | SH |
| 47 | OLD NATL BANCORP IND | ONB | 680033107 | $541.2K | 0.32% | 24,490 | SH |
| 48 | CHUBB LIMITED | CB | H1467J104 | $499.0K | 0.30% | 1,531 | SH |
| 49 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $463.6K | 0.28% | 548 | SH |
| 50 | COCA COLA CO | KO | 191216100 | $420.3K | 0.25% | 5,526 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-07 | $168.1M | 59 | 0002013713-26-000002 |
| 2025-12-31 | 2026-01-05 | $182.6M | 59 | 0002013713-26-000001 |