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CIK 0002013713 • 6 13F filings • Apr 8, 2025 – Jul 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AIRBNB INC | COM CL A | $1.1M | 0.7%Prev: 0.5% | 8,359 SH | Increased+2,075 SH |
| ALIGHT INC | COM CL A | $1.0M | 0.6%Prev: 0.0% | 180,300 SH | Increased+150,250 SH |
| ALPHABET INC | CAP STK CL C | $2.6M | 1.6%Prev: 2.3% | 14,912 SH | Decreased+1,521 SH |
| ALPHABET INC CAP STK | CL A | $11.1M | 6.9%Prev: 10.3% | 63,096 SH | Decreased+3,129 SH |
| AMAZON COM INC | COM | $16.1M | 10.0%Prev: 8.7% | 73,333 SH | Increased+2,780 SH |
| AMERICAN TOWER CORP NEW | COM | $3.7M | 2.3%Prev: 2.2% | 16,922 SH | Decreased-4,983 SH |
| AMGEN INC | COM | $934K | 0.6%Prev: 0.6% | 3,344 SH | Decreased+486 SH |
| APPLE INC | COM | $20.7M | 12.9%Prev: 14.1% | 100,750 SH | Decreased+7,617 SH |
| BANK AMERICA CORP | COM | $5.0M | 3.1%Prev: 2.9% | 106,193 SH | Increased+5,592 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $3.4M | 2.1%Prev: 2.1% | 6,905 SH | Decreased-326 SH |
| BROADCOM INC | COM | $224K | 0.1% | 812 SH | New |
| CATERPILLAR INC | COM | $269K | 0.2% | 692 SH | New |
| CHEVRON CORP NEW | COM | $1.2M | 0.7%Prev: 0.9% | 8,087 SH | Decreased+442 SH |
| CONSTELLATION BRANDS INC | CL A | $2.0M | 1.2%Prev: 0.7% | 12,219 SH | Increased+3,866 SH |
| COSTCO WHSL CORP NEW | COM | $2.0M | 1.2%Prev: 1.2% | 2,015 SH | Decreased-24 SH |
| CSX CORP | COM | $1.5M | 0.9%Prev: 1.0% | 45,350 SH | Decreased+6,440 SH |
| DEERE & CO | COM | $2.2M | 1.4%Prev: 1.3% | 4,322 SH | Increased+523 SH |
| DOMINION ENERGY INC | COM | $759K | 0.5%Prev: 0.4% | 13,430 SH | Increased+1,245 SH |
| DUKE ENERGY CORP NEW | COM NEW | $769K | 0.5%Prev: 0.5% | 6,520 SH | Decreased-23 SH |
| ELI LILLY & CO | COM | $1.1M | 0.7%Prev: 0.7% | 1,417 SH | Decreased+47 SH |
| EXXON MOBIL CORP | COM | $830K | 0.5%Prev: 0.8% | 7,697 SH | Decreased+257 SH |
| GOLDMAN SACHS GROUP INC | COM | $388K | 0.2%Prev: 0.3% | 548 SH | Decreased |
| HOME DEPOT INC | COM | $5.4M | 3.4%Prev: 3.3% | 14,804 SH | Decreased-1,811 SH |
| INVESCO QQQ TR | UNIT SER 1 | $1.1M | 0.7%Prev: 0.7% | 1,952 SH | Decreased-101 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $1.2M | 0.7%Prev: 0.5% | 19,239 SH | Increased-972 SH |
| ISHARES TR | CORE S&P 500 ETF | $656K | 0.4% | 1,057 SH | New |
| JOHNSON & JOHNSON | COM | $2.1M | 1.3%Prev: 1.7% | 14,057 SH | Decreased+2,602 SH |
| JPMORGAN CHASE & CO. | COM | $7.2M | 4.5%Prev: 4.3% | 24,902 SH | Decreased+99 SH |
| LABCORP HOLDINGS INC | COM SHS | $387K | 0.2%Prev: 0.2% | 1,475 SH | Increased+500 SH |
| LINDE PLC | SHS | $611K | 0.4%Prev: 0.4% | 1,303 SH | Increased+109 SH |
| MARRIOTT INTL INC NEW | CL A | $376K | 0.2%Prev: 0.4% | 1,377 SH | Decreased-600 SH |
| MASTERCARD INCORPORATED | CL A | $232K | 0.1%Prev: 0.1% | 412 SH | Increased-34 SH |
| MCDONALDS CORP | COM | $2.5M | 1.5%Prev: 1.4% | 8,413 SH | Increased+617 SH |
| MICROSOFT CORP | COM | $7.7M | 4.8%Prev: 4.0% | 15,489 SH | Increased-2,793 SH |
| MID-AMER APT CMNTYS INC | COM | $397K | 0.2%Prev: 0.4% | 2,683 SH | Decreased-3,344 SH |
| NEXTERA ENERGY INC | COM | $661K | 0.4%Prev: 0.5% | 9,522 SH | Decreased+516 SH |
| NVIDIA CORPORATION | COM | $19.6M | 12.2%Prev: 11.6% | 124,098 SH | Increased+11,989 SH |
| OLD NATL BANCORP IND | COM | $523K | 0.3%Prev: 0.3% | 24,490 SH | Decreased |
| PEPSICO INC | COM | $1.3M | 0.8%Prev: 0.8% | 10,070 SH | Decreased+1,389 SH |
| PROCTER AND GAMBLE CO | COM | $488K | 0.3% | 3,063 SH | New |
| PROLOGIS INC. | COM | $228K | 0.1%Prev: 0.2% | 2,165 SH | Decreased+85 SH |
| SALESFORCE INC | COM | $665K | 0.4% | 2,439 SH | New |
| SIMPLIFY EXCHANGE TRADED FUN | MBS ETF | $215K | 0.1%Prev: 0.2% | 4,301 SH | Decreased-2,719 SH |
| SOUTHERN CO | COM | $985K | 0.6%Prev: 0.5% | 10,724 SH | Increased+2,325 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $618K | 0.4%Prev: 0.9% | 2,730 SH | Decreased-1,560 SH |
| TESLA INC | COM | $1.2M | 0.8%Prev: 0.8% | 3,797 SH | Decreased+91 SH |
| THE TRADE DESK INC | COM CL A | $5.9M | 3.7%Prev: 0.7% | 81,825 SH | Increased+31,073 SH |
| UBER TECHNOLOGIES INC | COM | $547K | 0.3%Prev: 0.4% | 5,858 SH | Decreased-2,750 SH |
| UNITED PARCEL SERVICE INC | CL B NEW | $2.1M | 1.3% | 20,603 SH | New |
| UNITEDHEALTH GROUP INC | COM | $2.0M | 1.2%Prev: 1.4% | 6,305 SH | Decreased-2,260 SH |
| VALERO ENERGY CORP | COM | $948K | 0.6%Prev: 1.0% | 7,054 SH | Decreased+170 SH |
| VISA INC | COM CL A | $8.5M | 5.3%Prev: 4.1% | 23,996 SH | Increased+1,075 SH |
| VULCAN MATLS CO | COM | $3.0M | 1.9%Prev: 1.8% | 11,429 SH | Decreased+279 SH |
| WALMART INC | COM | $362K | 0.2%Prev: 0.2% | 3,702 SH | Increased+966 SH |
| WASTE MGMT INC DEL | COM | $1.2M | 0.8%Prev: 0.8% | 5,301 SH | Decreased-437 SH |
| WATTS WATER TECHNOLOGIES INC | CL A | $995K | 0.6%Prev: 0.7% | 4,045 SH | Decreased+181 SH |
| Q3 2025 |
| 13F-HR |
| 0002013713-25-000006 |
| $173.9M |
| View |
| Jul 13, 2026 | Q2 2026 | 13F-HR | 0002013713-26-000003 | $187.7M | View |
| Jul 7, 2025 | Q2 2025 | 13F-HR | 0002013713-25-000003 | $160.8M | View |
| Apr 7, 2026 | Q1 2026 | 13F-HR | 0002013713-26-000002 | $168.1M | View |
| Apr 8, 2025 | Q1 2025 | 13F-HR | 0002013713-25-000002 | $146.8M | View |