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Latest ABLES, IANNONE, MOORE & ASSOCIATES, INC. Stock Portfolio

$187Million | No. of Holdings #62

ABLES, IANNONE, MOORE & ASSOCIATES, INC. Performance

2026 Q2+11.45%
YTD+5.22%
2025+10.69%

About ABLES, IANNONE, MOORE & ASSOCIATES, INC. and 13F Hedge Fund Stock Holdings

On 2026-07-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, ABLES, IANNONE, MOORE & ASSOCIATES, INC. reported an equity portfolio of $187.7 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of ABLES, IANNONE, MOORE & ASSOCIATES, INC. are AAPL, NVDA, GOOG. The fund has invested 14.6% of it's portfolio in APPLE INC and 11.5% of portfolio in NVIDIA CORPORATION . <br><br> The fund managers got completely rid off BLACKROCK ETF TRUST II (HYMU) stocks. They significantly reduced their stock positions in THE TRADE DESK INC (TTD), COCA COLA CO (KO) and ISHARES TR (IJR). ABLES, IANNONE, MOORE & ASSOCIATES, INC. opened new stock positions in CATERPILLAR INC (CAT), MICRON TECHNOLOGY INC (MU) and BLACKROCK ETF TRUST (BECO). The fund showed a lot of confidence in some stocks as they added substantially to SIMPLIFY EXCHANGE TRADED FUN (AGGH), WALMART INC (WMT) and UBER TECHNOLOGIES INC (UBER).
ABLES, IANNONE, MOORE & ASSOCIATES, INC. Equity Portfolio Value
Last Reported on: 13 Jul, 2026
$187Million
  as of Jul 13, 2026

ABLES, IANNONE, MOORE & ASSOCIATES, INC. Annual Return Estimates Vs S&P 500

Our best estimate is that ABLES, IANNONE, MOORE & ASSOCIATES, INC. made a return of 11.45% in the last quarter. In trailing 12 months, it's portfolio return was 18.72%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
caterpillar inc737,883
micron technology inc259,715
blackrock etf trust238,201
3m co204,654
New stocks bought by ABLES, IANNONE, MOORE & ASSOCIATES, INC.

Additions

Ticker% Inc.
simplify exchange traded fun89.98
walmart inc 37.76
uber technologies inc 19.41
home depot inc 7.46
mid-amer apt cmntys inc 6.06
deere & co 5.71
southern co 4.99
johnson & johnson 4.00
Additions to existing portfolio by ABLES, IANNONE, MOORE & ASSOCIATES, INC.

Reductions

Ticker% Reduced
the trade desk inc-44.04
coca cola co-17.73
ishares tr-12.95
simplify exchange traded fun-11.47
goldman sachs group inc -9.12
airbnb inc -9.05
unitedhealth group inc -6.85
ishares bitcoin trust etf-6.13
ABLES, IANNONE, MOORE & ASSOCIATES, INC. reduced stake in above stock

Sold off

Ticker$ Sold
blackrock etf trust ii-206,993
ABLES, IANNONE, MOORE & ASSOCIATES, INC. got rid off the above stocks

Sector Distribution

ABLES, IANNONE, MOORE & ASSOCIATES, INC. has about 30.5% of it's holdings in Technology sector.

  • Technology
  • Consumer Cyclical
  • Communication Services
  • Financial Services
  • Others
  • Industrials
  • Healthcare
  • Consumer Defensive
  • Real Estate
  • Basic Materials
  • Energy
  • Utilities
Sector%
Technology30.5
Consumer Cyclical14.8
Communication Services13.7
Financial Services12.2
Others6.8
Industrials5.8
Healthcare4.8
Consumer Defensive2.7
Real Estate2.6
Basic Materials2.2
Energy2.1
Utilities1.8

Market Cap. Distribution

ABLES, IANNONE, MOORE & ASSOCIATES, INC. has about 92.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
Category%
MEGA-CAP77.4
LARGE-CAP15.4
UNALLOCATED6.8

Stocks belong to which Index?

About 92.5% of the stocks held by ABLES, IANNONE, MOORE & ASSOCIATES, INC. either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50091.4
Others7.5
RUSSELL 20001.1
Top 5 Winners (%)%
UNH
unitedhealth group inc
51.8 %
TSM
taiwan semiconductor manufac
41.0 %
WTS
watts water technologies inc
34.3 %
LLY
eli lilly & co
30.1 %
QQQ
invesco qqq tr
27.5 %
Top 5 Winners ($)$
GOOG
alphabet inc
4.1 M
AAPL
apple inc
3.3 M
NVDA
nvidia corporation
2.8 M
AMZN
amazon com inc
2.1 M
UNH
unitedhealth group inc
1.2 M
Top 5 Losers (%)%
CVX
chevron corp
-19.7 %
XOM
exxon mobil corp
-19.4 %
TTD
the trade desk inc
-15.8 %
MCD
mcdonalds corp
-13.0 %
ishares bitcoin trust etf
-12.9 %
Top 5 Losers ($)$
MCD
mcdonalds corp
-0.3 M
CVX
chevron corp
-0.3 M
XOM
exxon mobil corp
-0.2 M
AMT
american tower corp
-0.2 M
TTD
the trade desk inc
-0.2 M

ABLES, IANNONE, MOORE & ASSOCIATES, INC. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of ABLES, IANNONE, MOORE & ASSOCIATES, INC.

ABLES, IANNONE, MOORE & ASSOCIATES, INC. has 62 stocks in it's portfolio. About 66.7% of the portfolio is in top 10 stocks. MCD proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for ABLES, IANNONE, MOORE & ASSOCIATES, INC. last quarter.

$187.67MTotal Value
63.00Positions
13 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of ABLES, IANNONE, MOORE & ASSOCIATES, INC., last reported on 13 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ACES
Alps Etf Tr

Alps Etf Tr

ACES
ABLES, IANNONE, MOORE & ASSOCIATES, INC.'s holding in Alps Etf Tr over time
0.68%24,748
$1.28M
0.68%
decreased 1.16 percentreduced
AGGH
Simplify Exchange Traded Fun

Simplify Exchange Traded Fun

AGGH
ABLES, IANNONE, MOORE & ASSOCIATES, INC.'s holding in Simplify Exchange Traded Fun over time
0.9%16,878
$1.69M
0.9%
increased 89.98 percentadded
AGGH
Simplify Exchange Traded Fun

Simplify Exchange Traded Fun

AGGH
ABLES, IANNONE, MOORE & ASSOCIATES, INC.'s holding in Simplify Exchange Traded Fun over time
0.16%6,215
$305.0K
0.16%
decreased 11.47 percentreduced
BECO
Blackrock Etf Trust

Blackrock Etf Trust

BECO
ABLES, IANNONE, MOORE & ASSOCIATES, INC.'s holding in Blackrock Etf Trust over time
0.13%8,492
$238.2K
0.13%
new position