<strong>Ables & Co Investor Activity in Q2 2026</strong>
Ables, Iannone, Moore & Associates Inc. saw its portfolio value increase to $185.74 million as of June 30th, 2026. The firm maintained a significant Technology focus.
As of Ables, Iannone, Moore & Associates Inc.'s latest filing dated June 30th, 2026, the investment firm's portfolio value stands at $185.74 million. This represents a quarter-over-quarter increase from previous periods.
The investor maintained substantial exposure to Technology stocks, which constitute approximately one-third of their holdings by market value as of this date. Key Technology names like Apple (AAPL), NVIDIA (NVDA), and Alphabet (GOOGL) continue to form the core of their allocation.
In Technology, Ables & Co demonstrated a preference for established leaders while also investing in newer companies. The firm increased its stake in Apple (AAPL) by 1.78%, adding just over 900 shares to a position now worth $27.43 million, representing about 14.6% of the portfolio.
Meanwhile, NVIDIA (NVDA)'s position value decreased by $2.09 million or -0.87%, due to a reduction of over 4,600 shares (-4.15%). Similarly, Alphabet (GOOGL) saw its value drop by $2.39 million or -0.9%, with a slight reduction in shares (-2.02%).
The investor also bolstered their Technology portfolio by adding The Trade Desk ( TTD ), investing $513,508 or 0.27% of the total value this quarter.
Outside Technology, Ables & Co also purchased shares in 3M (MMM), adding a significant position that now accounts for 0.11% of the portfolio value.
In other sectors, they sold positions like Caterpillar (CAT) and exited holdings in companies such as Murphy Oil (MU). However, the data provided does not specify any sales or exits beyond these indicators.