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Ables, Iannone, Moore & Associates, Inc. Portfolio
$192.9M across 63 positions as of 2026-09-30, with 68% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+13.5%
-1.0% a year vs the S&P 500
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
6 of 11
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +3.7% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +12.2% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -6.1% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +3.9% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +9.6% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +9.4% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -9.9% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | +6.1% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| AAPLApple Inc | $30.6M | 15.9% | 92,027 |
| NVDANVIDIA Corp | $24.2M | 12.5% | 105,927 |
| GOOGLAlphabet Inc | $19.9M | 10.3% | 57,766 |
| AMZNAmazon.com Inc | $16.7M | 8.7% | 67,058 |
| MSFTMicrosoft Corp | $9.1M | 4.7% | 17,822 |
| JPMJPMorgan Chase & Co | $7.9M | 4.1% | 23,821 |
| VVisa Inc | $7.6M | 4.0% | 21,272 |
| HDHome Depot Inc | $5.5M | 2.8% | 19,167 |
| BACBank of America Corp | $5.1M | 2.6% | 92,924 |
| GOOGAlphabet Inc | $4.2M | 2.2% | 12,391 |
| AMTAmerican Tower Corp | $3.8M | 2.0% | 23,235 |
| BRK.BBerkshire Hathaway Inc | $3.5M | 1.8% | 7,018 |
| VMCVulcan Materials Co | $3.3M | 1.7% | 13,453 |
| JNJJohnson & Johnson | $3M | 1.6% | 11,467 |
| UNHUnitedHealth Group Inc | $2.9M | 1.5% | 7,996 |
| DEDeere & Co | $2.7M | 1.4% | 3,959 |
| VLOValero Energy Corp | $2.6M | 1.3% | 6,604 |
| UPSUnited Parcel Service Inc | $2.2M | 1.1% | 23,704 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $2.2M | 1.1% | 4,762 |
| STZConstellation Brands Inc | $1.9M | 1.0% | 16,904 |
| COSTCostco Wholesale Corp | $1.9M | 1.0% | 2,043 |
| MCDMcDonald's Corp | $1.8M | 0.9% | 7,642 |
| CSXCSX Corp | $1.7M | 0.9% | 35,721 |
| SIMPLIFY EXCHANGE TRADED FUN | $1.6M | 0.8% | 16,006 |
| LLYEli Lilly and Co | $1.6M | 0.8% | 1,342 |
| QQQInvesco QQQ Trust, Series 1 | $1.5M | 0.8% | 2,076 |
| CVXChevron Corp | $1.5M | 0.8% | 7,483 |
| WTSWatts Water Technologies Inc | $1.3M | 0.7% | 3,704 |
| TSLATesla Inc | $1.3M | 0.7% | 3,661 |
| AMLPAlerian MLP ETF | $1.3M | 0.7% | 24,681 |
| XOMExxonmobil Holdings Corp | $1.2M | 0.6% | 7,459 |
| WMWaste Management Inc | $1.2M | 0.6% | 5,646 |
| AMGNAmgen Inc | $1.1M | 0.6% | 2,558 |
| PEPPepsiCo Inc | $1M | 0.5% | 8,079 |
| MAAMid-America Apartment Communities Inc | $959.9K | 0.5% | 8,153 |
| IVViShares Core S&P 500 ETF | $947.4K | 0.5% | 1,237 |
| IBITiShares Bitcoin Trust ETF | $852.4K | 0.4% | 18,006 |
| DDominion Energy Inc | $741.2K | 0.4% | 12,248 |
| DUKDuke Energy Corp | $739.1K | 0.4% | 6,482 |
| UBERUber Technologies Inc | $700.1K | 0.4% | 10,219 |
| SOSouthern Co | $693.2K | 0.4% | 8,362 |
| MARMarriott International Inc | $665.1K | 0.3% | 1,870 |
| NEENextera Energy Inc | $656.4K | 0.3% | 8,666 |
| OLD NATL BANCORP IND | $603.4K | 0.3% | 24,490 |
| VRTVertiv Holdings Co | $593.9K | 0.3% | 2,461 |
| CATCaterpillar Inc | $562.7K | 0.3% | 694 |
| LINDE PLC | $543K | 0.3% | 1,144 |
| CHUBB LIMITED | $498K | 0.3% | 1,531 |
| GSGoldman Sachs Group Inc | $448.4K | 0.2% | 498 |
| WMTWalmart Inc | $403.1K | 0.2% | 3,879 |
| KOCoca-Cola Co | $363.8K | 0.2% | 4,226 |
| LHLabcorp Holdings Inc | $300.4K | 0.2% | 975 |
| GEVGE Vernova Inc | $294.7K | 0.2% | 310 |
| SIMPLIFY EXCHANGE TRADED FUN | $289K | 0.1% | 6,181 |
| BLACKROCK ETF TRUST | $277.5K | 0.1% | 9,292 |
| PLDPrologis Inc | $270.1K | 0.1% | 2,080 |
| MUMicron Technology Inc | $252.4K | 0.1% | 237 |
| IWMiShares Russell 2000 Index Fund | $250.4K | 0.1% | 901 |
| METAMeta Platforms Inc | $250.2K | 0.1% | 345 |
| MAMastercard Inc | $249.3K | 0.1% | 452 |
| SHViShares 0-1 Year Treasury Bond ETF | $246.2K | 0.1% | 2,232 |
| TTDTrade Desk Inc | $228.7K | 0.1% | 18,796 |
| MMM3M Co | $215.7K | 0.1% | 1,314 |
Quarter ending 2026-09-30.
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