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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 | 0.6% | 8,124 SH | New |
| ALERIAN MLP | ETF | $1.2M | 0.7%Prev: 0.7% | 25,774 SH | Decreased+1,093 SH |
| ALIGHT INC | COM CL A | $59K | 0.0% | 30,050 SH | New |
| ALPHABET INC | CAP STK CL C | $4.3M | 2.4%Prev: 2.2% | 13,796 SH | Increased+1,405 SH |
| ALPHABET INC CAP STK | CL A | $19.3M | 10.6%Prev: 10.3% | 61,581 SH | Decreased+3,815 SH |
| AMAZON COM INC | COM | $16.7M | 9.2%Prev: 8.7% | 72,454 SH | Increased+5,396 SH |
| AMERICAN TOWER CORP NEW | COM | $3.8M | 2.1% | 21,731 SH | New |
| AMGEN INC | COM | $1.0M | 0.6%Prev: 0.6% | 3,133 SH | Decreased+575 SH |
| APPLE INC | COM | $26.1M | 14.3%Prev: 15.9% | 95,941 SH | Decreased+3,914 SH |
| BANK AMERICA CORP | COM | $5.6M | 3.1%Prev: 2.6% | 101,895 SH | Increased+8,971 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $3.5M | 1.9%Prev: 1.8% | 6,877 SH | Decreased-141 SH |
| CHEVRON CORP NEW | COM | $1.2M | 0.7% | 8,015 SH | New |
| CHUBB LIMITED | COM | $481K | 0.3%Prev: 0.3% | 1,541 SH | Decreased+10 SH |
| COCA COLA CO | COM | $407K | 0.2%Prev: 0.2% | 5,826 SH | Increased+1,600 SH |
| CONSTELLATION BRANDS INC | CL A | $1.7M | 0.9%Prev: 1.0% | 12,058 SH | Decreased-4,846 SH |
| COSTCO WHSL CORP NEW | COM | $1.7M | 1.0% | 2,020 SH | New |
| CSX CORP | COM | $1.5M | 0.8%Prev: 0.9% | 42,255 SH | Decreased+6,534 SH |
| DEERE & CO | COM | $1.8M | 1.0%Prev: 1.4% | 3,900 SH | Decreased-59 SH |
| DOMINION ENERGY INC | COM | $771K | 0.4%Prev: 0.4% | 13,155 SH | Increased+907 SH |
| DUKE ENERGY CORP NEW | COM NEW | $734K | 0.4%Prev: 0.4% | 6,264 SH | Decreased-218 SH |
| ELI LILLY & CO | COM | $1.5M | 0.8%Prev: 0.8% | 1,363 SH | Decreased+21 SH |
| EXXON MOBIL CORP | COM | $896K | 0.5%Prev: 0.6% | 7,445 SH | Decreased-14 SH |
| GOLDMAN SACHS GROUP INC | COM | $482K | 0.3%Prev: 0.2% | 548 SH | Increased+50 SH |
| HOME DEPOT INC | COM | $5.9M | 3.2%Prev: 2.8% | 17,007 SH | Increased-2,160 SH |
| INVESCO QQQ TR | UNIT SER 1 | $1.2M | 0.7%Prev: 0.8% | 1,932 SH | Decreased-144 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $966K | 0.5%Prev: 0.4% | 19,454 SH | Increased+1,448 SH |
| ISHARES RUSSELL 2000 | ETF | $252K | 0.1%Prev: 0.1% | 1,022 SH | Increased+121 SH |
| ISHARES TR | CORE S&P500 ETF | $749K | 0.4%Prev: 0.5% | 1,094 SH | Decreased-143 SH |
| JOHNSON & JOHNSON | COM | $2.5M | 1.4%Prev: 1.6% | 12,134 SH | Decreased+667 SH |
| JPMORGAN CHASE & CO. | COM | $7.8M | 4.3%Prev: 4.1% | 24,084 SH | Decreased+263 SH |
| LABCORP HOLDINGS INC | COM SHS | $305K | 0.2%Prev: 0.2% | 1,215 SH | Increased+240 SH |
| LINDE PLC | SHS | $509K | 0.3%Prev: 0.3% | 1,194 SH | Decreased+50 SH |
| MARRIOTT INTL INC NEW | CL A | $396K | 0.2%Prev: 0.3% | 1,277 SH | Decreased-593 SH |
| MASTERCARD INCORPORATED | CL A | $235K | 0.1%Prev: 0.1% | 412 SH | Decreased-40 SH |
| MCDONALDS CORP | COM | $2.5M | 1.4%Prev: 0.9% | 8,186 SH | Increased+544 SH |
| MICROSOFT CORP | COM | $7.5M | 4.1%Prev: 4.7% | 15,589 SH | Decreased-2,233 SH |
| MID-AMER APT CMNTYS INC | COM | $810K | 0.4%Prev: 0.5% | 5,831 SH | Decreased-2,322 SH |
| NEXTERA ENERGY INC | COM | $751K | 0.4%Prev: 0.3% | 9,356 SH | Increased+690 SH |
| NVIDIA CORPORATION | COM | $22.1M | 12.1%Prev: 12.5% | 118,526 SH | Decreased+12,599 SH |
| OLD NATL BANCORP IND | COM | $546K | 0.3%Prev: 0.3% | 24,490 SH | Decreased |
| PEPSICO INC | COM | $1.3M | 0.7%Prev: 0.5% | 9,065 SH | Increased+986 SH |
| PROCTER AND GAMBLE CO | COM | $318K | 0.2% | 2,219 SH | New |
| PROLOGIS INC. | COM | $275K | 0.2%Prev: 0.1% | 2,155 SH | Increased+75 SH |
| SALESFORCE INC | COM | $471K | 0.3% | 1,778 SH | New |
| SIMPLIFY EXCHANGE TRADED FUN | GOVERNMENT MONEY | $901K | 0.5%Prev: 0.8% | 9,005 SH | Decreased-7,001 SH |
| SIMPLIFY EXCHANGE TRADED FUN | MBS ETF | $408K | 0.2%Prev: 0.1% | 8,090 SH | Increased+1,909 SH |
| SOUTHERN CO | COM | $848K | 0.5%Prev: 0.4% | 9,727 SH | Increased+1,365 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $1.3M | 0.7%Prev: 1.1% | 4,375 SH | Decreased-387 SH |
| TESLA INC | COM | $1.7M | 0.9%Prev: 0.7% | 3,754 SH | Increased+93 SH |
| THE TRADE DESK INC | COM CL A | $2.8M | 1.5%Prev: 0.1% | 73,196 SH | Increased+54,400 SH |
| UBER TECHNOLOGIES INC | COM | $446K | 0.2%Prev: 0.4% | 5,453 SH | Decreased-4,766 SH |
| UNITED PARCEL SERVICE INC | CL B NEW | $2.7M | 1.5% | 27,652 SH | New |
| UNITEDHEALTH GROUP INC | COM | $2.9M | 1.6%Prev: 1.5% | 8,857 SH | Decreased+861 SH |
| VALERO ENERGY CORP | COM | $1.1M | 0.6%Prev: 1.3% | 6,964 SH | Decreased+360 SH |
| VISA INC | COM CL A | $8.3M | 4.6%Prev: 4.0% | 23,728 SH | Increased+2,456 SH |
| VULCAN MATLS CO | COM | $3.2M | 1.7%Prev: 1.7% | 11,154 SH | Decreased-2,299 SH |
| WALMART INC | COM | $300K | 0.2%Prev: 0.2% | 2,697 SH | Decreased-1,182 SH |
| WASTE MGMT INC DEL | COM | $1.3M | 0.7%Prev: 0.6% | 5,837 SH | Increased+191 SH |
| WATTS WATER TECHNOLOGIES INC | CL A | $1.1M | 0.6%Prev: 0.7% | 3,880 SH | Decreased+176 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 |