Allen Mooney & Barnes Investment Advisors Llc Activity in Q2 2026

Allen Mooney & Barnes Investment Advisors Llc has released its latest filing for the period ending June 30, 2026 ($632.99 million total portfolio value). The firm's investment activities this quarter are visible through changes in their holdings compared to previous periods.

Technology: This sector saw both additions and reductions within Allen Mooney & Barnes' portfolio. Notably, the firm significantly increased exposure to semiconductors by adding shares of SOXX (iShares Semiconductor ETF), boosting its allocation from 2.67% in Q1 to a new position at 2.67%. They also added substantial positions in healthcare companies, including BDX (Becton Dickinson & Co) and ACN (Accenture PLC), both increasing their portfolio weight by 100%. However, the firm significantly reduced its holdings in several technology stocks. Shares of IBM were cut drastically (-86.3%), and while not explicitly listed as a 'significant sell', large reductions occurred across other Technology names like AMAT, CSCO (which saw an 80% reduction in holdings), and DE.

Healthcare: Beyond the new additions mentioned above (BDX, ACN), Allen Mooney & Barnes also increased its stake in consumer-focused healthcare through FLO (Flowers Foods Inc). Conversely, the firm exited a position in DECK (DexCom Inc) and significantly reduced shares of T (AT&T) (-17.3%) despite it being primarily a Communication Services stock.

Energy: The Energy sector experienced notable activity, including the addition of shares in EOG (EOG Resources Inc), which increased its portfolio allocation from 1.31%. This was alongside a significant reduction (-80%) in holdings for EPD, another Energy ETF.

Financial Services: In the Financial Services sector, Allen Mooney & Barnes maintained positions but saw reductions elsewhere. They held onto JPM (JPMorgan Chase & Co), which remained unchanged from Q1's perspective (-4.37% reduction). However, they exited a position in CG (Carlyle Group Inc) and reduced shares of MO (Altria Group Inc) by 12.58%, though the latter was primarily categorized as Consumer Defensive.

Other Sectors: The firm also adjusted holdings in other sectors like Real Estate (WY (Weyerhaeuser Co)) and Communication Services (GOOGL). While they added shares to WY (new position), they also sold a portion of their holdings in GOOGL (-36.92%). No activity was disclosed for sectors like Consumer Cyclical, except through the ETF VO which saw a substantial increase (+287.55%) but is categorized as 'Unknown'.