Ables, Iannone, Moore & Associates, Inc.

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$168.1M
Q ending 2026-03-31
Prior quarter
$182.6M
Q ending 2025-12-31
Change
-7.9% QoQ · +14.5% YoY
Positions
59
reported holdings

Largest positions

All 59 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Apple IncAAPLShares$23.6M93K
Nvidia CorporationNVDAShares$19.6M112K
Alphabet Inc Cap StkGOOGLShares$17.2M60K
Amazon Com IncAMZNShares$14.7M71K
Jpmorgan Chase & Co.JPMShares$7.3M25K
Visa IncVShares$6.9M23K
Microsoft CorpMSFTShares$6.8M18K
Home Depot IncHDShares$5.5M17K
Bank America CorpBACShares$4.9M101K
Alphabet IncGOOGShares$3.8M13K
American Tower Corp NewAMTShares$3.8M22K
Berkshire Hathaway Inc DelBRK/BShares$3.5M7K
Vulcan Matls CoVMCShares$3.0M11K
Johnson & JohnsonJNJShares$2.8M11K
United Parcel Service IncUPSShares$2.7M27K
Mcdonalds CorpMCDShares$2.4M8K
Unitedhealth Group IncUNHShares$2.3M9K
Deere & CoDEShares$2.1M4K
Costco Whsl Corp NewCOSTShares$2.0M2K
Valero Energy CorpVLOShares$1.7M7K
Csx CorpCSXShares$1.6M39K
Chevron Corp NewCVXShares$1.6M8K
Taiwan Semiconductor Mfg LtdTSMShares$1.4M4K
Tesla IncTSLAShares$1.4M4K
Pepsico IncPEPShares$1.3M9K
Waste Mgmt Inc DelWMShares$1.3M6K
Alerian MlpAMLPShares$1.3M25K
Exxon Mobil CorpXOMShares$1.3M7K
Eli Lilly & CoLLYShares$1.3M1K
Constellation Brands IncSTZShares$1.3M8K
Invesco Qqq TrQQQShares$1.2M2K
The Trade Desk IncTTDShares$1.2M51K
Watts Water Technologies IncWTSShares$1.1M4K
Amgen IncAMGNShares$1.0M3K
Simplify Exchange Traded FunSBILShares$889K9K
Duke Energy Corp NewDUKShares$857K7K
Nextera Energy IncNEEShares$836K9K
Southern CoSOShares$811K8K
Ishares TrIVVShares$794K1K
Airbnb IncABNBShares$794K6K
Ishares Bitcoin Trust EtfIBITShares$777K20K
Dominion Energy IncDShares$753K12K
Mid-Amer Apt Cmntys IncMAAShares$736K6K
Marriott Intl Inc NewMARShares$647K2K
Uber Technologies IncUBERShares$619K9K
Linde PlcShares$592K1K
Old Natl Bancorp IndONBShares$541K24K
Chubb LimitedShares$499K2K
Goldman Sachs Group IncGSShares$464K548
Coca Cola CoKOShares$420K6K
Simplify Exchange Traded FunMTBAShares$347K7K
Walmart IncWMTShares$340K3K
Ishares Russell 2000IWMShares$281K1K
Prologis Inc.PLDShares$275K2K
Labcorp Holdings IncLHShares$260K975
Mastercard IncorporatedMAShares$223K446
Air Products And Chemicals IncAPDShares$223K766
Blackrock Etf Trust IiBINCShares$207K4K
Alight IncALITEURShares$18K30K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.