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

ABLES, IANNONE, MOORE & ASSOCIATES, INC. Performance:

2025 Q2: 8.72%YTD: -2.05%2024: 28.81%

Performance for 2025 Q2 is 8.72%, and YTD is -2.05%, and 2024 is 28.81%.

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 $160.8 Millions as of 30 Jun, 2025.

The top stock holdings of ABLES, IANNONE, MOORE & ASSOCIATES, INC. are AAPL, NVDA, AMZN. The fund has invested 12.9% of it's portfolio in APPLE INC and 12.2% of portfolio in NVIDIA CORPORATION .

The fund managers got completely rid off DISNEY WALT CO (DIS) and FASTLY INC (FSLY) stocks. They significantly reduced their stock positions in ALIGHT INC (ALIT), JOHNSON & JOHNSON (JNJ) and TESLA INC (TSLA). ABLES, IANNONE, MOORE & ASSOCIATES, INC. opened new stock positions in BROADCOM INC (AVGO). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), 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 8.72% in the last quarter. In trailing 12 months, it's portfolio return was 6.74%.

New Buys

Ticker	$ Bought
broadcom inc	223,828

New stocks bought by ABLES, IANNONE, MOORE & ASSOCIATES, INC.

Additions

Ticker	% Inc.
ishares tr	193
unitedhealth group inc	63.85
united parcel service inc	44.06
taiwan semiconductor mfg ltd	38.65
invesco qqq tr	23.78
constellation brands inc	21.61
pepsico inc	20.61
eli lilly & co	10.19

Additions to existing portfolio by ABLES, IANNONE, MOORE & ASSOCIATES, INC.

Reductions

Ticker	% Reduced
alight inc	-13.61
johnson & johnson	-9.2
tesla inc	-7.25
airbnb inc	-7.12
marriott intl inc new	-6.77
labcorp holdings inc	-4.84
berkshire hathaway inc del	-4.5
southern co	-4.42

ABLES, IANNONE, MOORE & ASSOCIATES, INC. reduced stake in above stock

Sold off

Ticker	$ Sold
fastly inc	-64,566
disney walt co	-211,119

ABLES, IANNONE, MOORE & ASSOCIATES, INC. got rid off the above stocks

Sector Distribution

ABLES, IANNONE, MOORE & ASSOCIATES, INC. has about 35% of it's holdings in Technology sector.

Sector	%
Technology	35
Consumer Cyclical	16.6
Financial Services	13.6
Communication Services	8.6
Industrials	5.1
Others	4.7
Healthcare	3.8
Consumer Defensive	3.8
Real Estate	2.7
Basic Materials	2.2
Utilities	2
Energy	1.8

Market Cap. Distribution

ABLES, IANNONE, MOORE & ASSOCIATES, INC. has about 93.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	73.6
LARGE-CAP	20.2
UNALLOCATED	4.7

Stocks belong to which Index?

About 91.4% of the stocks held by ABLES, IANNONE, MOORE & ASSOCIATES, INC. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	89.8
Others	8.7
RUSSELL 2000	1.6

Top 5 Winners (%)		%
NVDA	nvidia corporation	45.1 %
MSFT	microsoft corp	32.5 %
TTD	the trade desk inc	31.3 %
GS	goldman sachs group inc	29.6 %
UBER	uber technologies inc	28.0 %

Top 5 Winners ($)		$
NVDA	nvidia corporation	6.2 M
AMZN	amazon com inc	2.1 M
MSFT	microsoft corp	1.9 M
TTD	the trade desk inc	1.4 M
GOOG	alphabet inc cap stk	1.4 M

Top 5 Losers (%)		%
UNH	unitedhealth group inc	-29.4 %
CVX	chevron corp new	-14.3 %
MAA	mid-amer apt cmntys inc	-11.5 %
STZ	constellation brands inc	-11.4 %
AMGN	amgen inc	-10.4 %

Top 5 Losers ($)		$
AAPL	apple inc	-1.7 M
UNH	unitedhealth group inc	-0.8 M
STZ	constellation brands inc	-0.3 M
JNJ	johnson & johnson	-0.2 M
CVX	chevron corp new	-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 56 stocks in it's portfolio. About 66.7% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for ABLES, IANNONE, MOORE & ASSOCIATES, INC. last quarter.

Last Reported on: 07 Jul, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	AAPL	apple inc	12.86	100,750	20,670,900	reduced	-0.22
Historical Trend of APPLE INC Position Held By ABLES, IANNONE, MOORE & ASSOCIATES, INC. What % of Portfolio is AAPL?: Number of AAPL shares held: Change in No. of Shares Held:
	NVDA	nvidia corporation	12.20	124,098	19,606,200	reduced	-2.85

	AMZN	amazon com inc	10.01	73,333	16,088,500	reduced	-0.19

	GOOG	alphabet inc cap stk	6.92	63,096	11,119,400	added	0.48

	V	visa inc	5.30	23,996	8,519,810	reduced	-1.26

	MSFT	microsoft corp	4.79	15,489	7,704,470	reduced	-0.15

	JPM	jpmorgan chase & co.	4.49	24,902	7,219,240	reduced	-2.41

	TTD	the trade desk inc	3.66	81,825	5,890,580	reduced	-3.21

	HD	home depot inc	3.38	14,804	5,427,740	added	2.35

	BAC	bank america corp	3.13	106,193	5,025,050	reduced	-1.78

	AMT	american tower corp new	2.33	16,922	3,740,050	reduced	-1.81

		berkshire hathaway inc del	2.09	6,905	3,354,240	reduced	-4.5

	VMC	vulcan matls co	1.85	11,429	2,980,910	reduced	-1.49

	GOOG	alphabet inc	1.65	14,912	2,645,230	reduced	-0.71

	MCD	mcdonalds corp	1.53	8,413	2,458,030	reduced	-0.59

	DE	deere & co	1.37	4,322	2,197,820	reduced	-3.22

	JNJ	johnson & johnson	1.34	14,057	2,147,270	reduced	-9.2

	UPS	united parcel service inc	1.29	20,603	2,079,700	added	44.06

	COST	costco whsl corp new	1.24	2,015	1,994,730	unchanged	0.00

	STZ	constellation brands inc	1.24	12,219	1,987,790	added	21.61