Latest ABLES, IANNONE, MOORE & ASSOCIATES, INC. Stock Portfolio
ABLES, IANNONE, MOORE & ASSOCIATES, INC. Performance:
2025 Q3: 8.78%YTD: 6.63%2024: 29.47%
Performance for 2025 Q3 is 8.78%, and YTD is 6.63%, and 2024 is 29.47%.
About ABLES, IANNONE, MOORE & ASSOCIATES, INC. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, ABLES, IANNONE, MOORE & ASSOCIATES, INC. reported an equity portfolio of $173.9 Millions as of 30 Sep, 2025.
The top stock holdings of ABLES, IANNONE, MOORE & ASSOCIATES, INC. are AAPL, NVDA, AMZN. The fund has invested 14.2% of it's portfolio in APPLE INC and 13.1% of portfolio in NVIDIA CORPORATION .
The fund managers got completely rid off CATERPILLAR INC (CAT) stocks. They significantly reduced their stock positions in WALMART INC (WMT), ALIGHT INC (ALIT) and LABCORP HOLDINGS INC. ABLES, IANNONE, MOORE & ASSOCIATES, INC. opened new stock positions in CHUBB LIMITED (CB) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to MID-AMER APT CMNTYS INC (MAA), UNITEDHEALTH GROUP INC (UNH) and UNITED PARCEL SERVICE INC (UPS).
The top stock holdings of ABLES, IANNONE, MOORE & ASSOCIATES, INC. are AAPL, NVDA, AMZN. The fund has invested 14.2% of it's portfolio in APPLE INC and 13.1% of portfolio in NVIDIA CORPORATION .
The fund managers got completely rid off CATERPILLAR INC (CAT) stocks. They significantly reduced their stock positions in WALMART INC (WMT), ALIGHT INC (ALIT) and LABCORP HOLDINGS INC. ABLES, IANNONE, MOORE & ASSOCIATES, INC. opened new stock positions in CHUBB LIMITED (CB) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to MID-AMER APT CMNTYS INC (MAA), UNITEDHEALTH GROUP INC (UNH) and UNITED PARCEL SERVICE INC (UPS).
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 8.78% in the last quarter. In trailing 12 months, it's portfolio return was 12.36%.
New Buys
| Ticker | $ Bought |
|---|---|
| chubb limited | 447,649 |
| ishares tr | 218,732 |
New stocks bought by ABLES, IANNONE, MOORE & ASSOCIATES, INC.
Additions
| Ticker | % Inc. |
|---|---|
| mid-amer apt cmntys inc | 59.6 |
| unitedhealth group inc | 43.05 |
| united parcel service inc | 28.81 |
| constellation brands inc | 3.18 |
| the trade desk inc | 1.05 |
Additions to existing portfolio by ABLES, IANNONE, MOORE & ASSOCIATES, INC.
Reductions
| Ticker | % Reduced |
|---|---|
| walmart inc | -27.15 |
| alight inc | -23.57 |
| labcorp holdings inc | -16.95 |
| johnson & johnson | -11.01 |
| deere & co | -8.35 |
| procter and gamble co | -6.89 |
| southern co | -5.19 |
| salesforce inc | -5.00 |
ABLES, IANNONE, MOORE & ASSOCIATES, INC. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| caterpillar inc | -268,578 |
ABLES, IANNONE, MOORE & ASSOCIATES, INC. got rid off the above stocks
Sector Distribution
ABLES, IANNONE, MOORE & ASSOCIATES, INC. has about 35.2% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 35.2 |
| Consumer Cyclical | 15.8 |
| Financial Services | 13.2 |
| Communication Services | 10.7 |
| Others | 4.7 |
| Industrials | 4.5 |
| Healthcare | 4.3 |
| Consumer Defensive | 3.3 |
| Real Estate | 2.4 |
| Basic Materials | 2.3 |
| Utilities | 1.9 |
| Energy | 1.9 |
Market Cap. Distribution
ABLES, IANNONE, MOORE & ASSOCIATES, INC. has about 94.2% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 76.5 |
| LARGE-CAP | 17.7 |
| UNALLOCATED | 4.7 |
Stocks belong to which Index?
About 92.7% of the stocks held by ABLES, IANNONE, MOORE & ASSOCIATES, INC. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 91.5 |
| Others | 7.3 |
| RUSSELL 2000 | 1.2 |
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 57 stocks in it's portfolio. About 67.6% of the portfolio is in top 10 stocks. TTD proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for ABLES, IANNONE, MOORE & ASSOCIATES, INC. last quarter.
Last Reported on: 06 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 14.18 | 96,817 | 24,652,600 | reduced | -3.9 | ||
| ABNB | airbnb inc | 0.57 | 8,224 | 998,558 | reduced | -1.62 | ||
| AGGH | simplify exchange traded fun | 0.12 | 4,230 | 212,981 | reduced | -1.65 | ||
| ALIT | alight inc | 0.26 | 137,800 | 449,228 | reduced | -23.57 | ||
| AMGN | amgen inc | 0.52 | 3,234 | 912,626 | reduced | -3.29 | ||
| AMT | american tower corp new | 1.87 | 16,873 | 3,244,980 | reduced | -0.29 | ||
| AMZN | amazon com inc | 9.16 | 72,556 | 15,931,100 | reduced | -1.06 | ||
| AVGO | broadcom inc | 0.15 | 812 | 267,887 | unchanged | 0.00 | ||
| BAC | bank america corp | 3.12 | 105,182 | 5,426,340 | reduced | -0.95 | ||
| CAT | caterpillar inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| CB | chubb limited | 0.26 | 1,586 | 447,649 | new | |||
| COST | costco whsl corp new | 1.07 | 2,014 | 1,864,220 | reduced | -0.05 | ||
| CRM | salesforce inc | 0.32 | 2,317 | 549,129 | reduced | -5.00 | ||
| CSX | csx corp | 0.90 | 44,075 | 1,565,120 | reduced | -2.81 | ||
| CVX | chevron corp new | 0.72 | 8,057 | 1,251,170 | reduced | -0.37 | ||
| D | dominion energy inc | 0.47 | 13,359 | 817,170 | reduced | -0.53 | ||
| DE | deere & co | 1.04 | 3,961 | 1,811,310 | reduced | -8.35 | ||
| DUK | duke energy corp new | 0.45 | 6,275 | 776,531 | reduced | -3.76 | ||
| GOOG | alphabet inc cap stk | 8.70 | 62,272 | 15,138,300 | reduced | -1.31 | ||
| GOOG | alphabet inc | 1.99 | 14,175 | 3,452,320 | reduced | -4.94 | ||