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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 | $999K | 0.6%Prev: 0.4% | 8,224 SH | Increased+2,509 SH |
| ALIGHT INC | COM CL A | $449K | 0.3%Prev: 0.0% | 137,800 SH | Increased+107,750 SH |
| ALPHABET INC | CAP STK CL C | $3.5M | 2.0%Prev: 2.5% | 14,175 SH | Decreased+638 SH |
| ALPHABET INC CAP STK | CL A | $15.1M | 8.7% | 62,272 SH | New |
| AMAZON COM INC | COM | $15.9M | 9.2%Prev: 8.7% | 72,556 SH | Decreased+3,861 SH |
| AMERICAN TOWER CORP NEW | COM | $3.2M | 1.9% | 16,873 SH | New |
| AMGEN INC | COM | $913K | 0.5%Prev: 0.6% | 3,234 SH | Decreased+376 SH |
| APPLE INC | COM | $24.7M | 14.2%Prev: 14.6% | 96,817 SH | Decreased+2,029 SH |
| BANK AMERICA CORP | COM | $5.4M | 3.1%Prev: 2.9% | 105,182 SH | Decreased+9,688 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $3.5M | 2.0%Prev: 2.0% | 6,873 SH | Decreased-441 SH |
| BROADCOM INC | COM | $268K | 0.2% | 812 SH | New |
| CHEVRON CORP NEW | COM | $1.3M | 0.7% | 8,057 SH | New |
| CHUBB LIMITED | COM | $448K | 0.3%Prev: 0.3% | 1,586 SH | Decreased+55 SH |
| CONSTELLATION BRANDS INC | CL A | $1.7M | 1.0%Prev: 0.6% | 12,608 SH | Increased+4,371 SH |
| COSTCO WHSL CORP NEW | COM | $1.9M | 1.1% | 2,014 SH | New |
| CSX CORP | COM | $1.6M | 0.9%Prev: 1.0% | 44,075 SH | Decreased+6,094 SH |
| DEERE & CO | COM | $1.8M | 1.0%Prev: 1.4% | 3,961 SH | Decreased-55 SH |
| DOMINION ENERGY INC | COM | $817K | 0.5%Prev: 0.4% | 13,359 SH | Decreased+1,159 SH |
| DUKE ENERGY CORP NEW | COM NEW | $777K | 0.4%Prev: 0.4% | 6,275 SH | Decreased-348 SH |
| ELI LILLY & CO | COM | $1.1M | 0.6%Prev: 0.9% | 1,402 SH | Decreased+59 SH |
| EXXON MOBIL CORP | COM | $846K | 0.5%Prev: 0.5% | 7,505 SH | Decreased+38 SH |
| GOLDMAN SACHS GROUP INC | COM | $436K | 0.3%Prev: 0.3% | 548 SH | Decreased+50 SH |
| HOME DEPOT INC | COM | $6.0M | 3.4%Prev: 3.4% | 14,793 SH | Decreased-3,061 SH |
| INVESCO QQQ TR | UNIT SER 1 | $1.2M | 0.7%Prev: 0.8% | 1,936 SH | Decreased-98 SH |
| ISHARES BITCOIN TRUST ETF | SHS | $1.2M | 0.7% | 18,959 SH | New |
| ISHARES TR | CORE S&P 500 ETF | $707K | 0.4% | 1,057 SH | New |
| ISHARES TR | RUSSELL 2000 ETF | $219K | 0.1%Prev: 0.2% | 904 SH | Decreased-84 SH |
| JOHNSON & JOHNSON | COM | $2.3M | 1.3%Prev: 1.6% | 12,509 SH | Decreased+596 SH |
| JPMORGAN CHASE & CO. | COM | $7.7M | 4.4%Prev: 4.3% | 24,365 SH | Decreased-130 SH |
| LABCORP HOLDINGS INC | COM SHS | $352K | 0.2%Prev: 0.1% | 1,225 SH | Increased+250 SH |
| LINDE PLC | SHS | $618K | 0.4%Prev: 0.3% | 1,301 SH | Decreased+107 SH |
| MARRIOTT INTL INC NEW | CL A | $359K | 0.2%Prev: 0.4% | 1,377 SH | Decreased-493 SH |
| MASTERCARD INCORPORATED | CL A | $234K | 0.1%Prev: 0.1% | 412 SH | Increased-34 SH |
| MCDONALDS CORP | COM | $2.5M | 1.5%Prev: 1.1% | 8,351 SH | Increased+520 SH |
| MICROSOFT CORP | COM | $7.9M | 4.5%Prev: 3.6% | 15,211 SH | Increased-2,775 SH |
| MID-AMER APT CMNTYS INC | COM | $598K | 0.3%Prev: 0.5% | 4,282 SH | Decreased-2,110 SH |
| NEXTERA ENERGY INC | COM | $706K | 0.4%Prev: 0.4% | 9,356 SH | Decreased+284 SH |
| NVIDIA CORPORATION | COM | $22.7M | 13.1%Prev: 11.5% | 121,773 SH | Increased+14,317 SH |
| OLD NATL BANCORP IND | COM | $538K | 0.3%Prev: 0.3% | 24,490 SH | Decreased |
| PEPSICO INC | COM | $1.4M | 0.8%Prev: 0.6% | 9,993 SH | Increased+1,592 SH |
| PROCTER AND GAMBLE CO | COM | $438K | 0.3% | 2,852 SH | New |
| PROLOGIS INC. | COM | $247K | 0.1%Prev: 0.2% | 2,155 SH | Decreased+75 SH |
| SALESFORCE INC | COM | $549K | 0.3% | 2,317 SH | New |
| SIMPLIFY EXCHANGE TRADED FUN | MBS ETF | $213K | 0.1%Prev: 0.2% | 4,230 SH | Decreased-1,985 SH |
| SOUTHERN CO | COM | $964K | 0.6%Prev: 0.4% | 10,167 SH | Increased+1,349 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $755K | 0.4% | 2,705 SH | New |
| TESLA INC | COM | $1.7M | 1.0%Prev: 0.8% | 3,792 SH | Increased+151 SH |
| THE TRADE DESK INC | COM CL A | $4.1M | 2.3%Prev: 0.3% | 82,686 SH | Increased+54,284 SH |
| UBER TECHNOLOGIES INC | COM | $569K | 0.3%Prev: 0.4% | 5,803 SH | Decreased-4,476 SH |
| UNITED PARCEL SERVICE INC | CL B | $2.2M | 1.3%Prev: 1.5% | 26,539 SH | Decreased+399 SH |
| UNITEDHEALTH GROUP INC | COM | $3.1M | 1.8%Prev: 1.8% | 9,019 SH | Decreased+1,041 SH |
| VALERO ENERGY CORP | COM | $1.2M | 0.7%Prev: 0.9% | 6,979 SH | Decreased+216 SH |
| VISA INC | COM CL A | $8.2M | 4.7%Prev: 4.1% | 23,888 SH | Increased+1,624 SH |
| VULCAN MATLS CO | COM | $3.4M | 2.0%Prev: 1.7% | 11,195 SH | Increased+195 SH |
| WALMART INC | COM | $278K | 0.2%Prev: 0.2% | 2,697 SH | Decreased-1,072 SH |
| WASTE MGMT INC DEL | COM | $1.2M | 0.7%Prev: 0.7% | 5,262 SH | Decreased-393 SH |
| WATTS WATER TECHNOLOGIES INC | CL A | $1.1M | 0.6%Prev: 0.8% | 3,895 SH | Decreased+147 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 |