Q2 2026 13F · SEC CIK 2013713

Ables, Iannone, Moore & Associates, Inc.

Wealth managerFiled 2026-07-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $187.7M
Reported positions: 62
Top holdings a year, 3 yrs: +18.3%
Assets under management: $258.7M

Ables, Iannone, Moore & Associates, Inc. is a wealth manager that reported 62 positions worth $187.7M in its Q2 2026 13F, filed 2026-07-13. Its largest holdings were Apple Inc (AAPL, 14.6%), Nvidia Corporation Com (NVDA, 11.5%), Alphabet Inc (GOOGL, 11.2%). A portfolio copying its top holdings returned 18.3% a year over the last 3 years, against 18.4% for the S&P 500.

Ables, Iannone, Moore & Associates, Inc. holdings largest 50 of 62 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Ables, Iannone, Moore & Associates, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	14.6%	14.1%	94,788	+1.8%	$27.4M
NVDANvidia Corporation Com	11.5%	11.6%	107,456	-4.2%	$21.5M
GOOGLAlphabet Inc	11.2%	10.3%	58,753	-2.0%	$21.0M
AMZNAmazon Com Inc Com	8.7%	8.7%	68,695	-2.6%	$16.4M
JPMJpmorgan Chase & Co	4.3%	4.3%	24,495	-1.2%	$8.0M
VVisa Inc Com Cl A	4.1%	4.1%	22,264	-2.9%	$7.6M
MSFTMicrosoft Corp	3.6%	4.0%	17,986	-1.6%	$6.7M
HDHome Depot Inc Com	3.4%	3.3%	17,854	+7.5%	$6.3M
BACBank of Amer Corp	2.9%	2.9%	95,494	-5.1%	$5.4M
GOOGAlphabet Inc	2.5%	2.3%	13,537	+1.1%	$4.8M
AMTAmerican Tower Corp	2.0%	2.2%	22,685	+3.6%	$3.7M
BRK-BBerkshire Hathaway Inc Del	1.9%	2.1%	7,314	+1.1%	$3.7M
UNHUnitedhealth Group Inc Com	1.8%	1.4%	7,978	-6.9%	$3.3M
VMCVulcan Matls Co Com	1.7%	1.8%	11,000	-1.3%	$3.2M
JNJJohnson & Johnson	1.6%	1.7%	11,913	+4.0%	$3.0M
UPSUnited Parcel Svcs Inc Cl B	1.5%	1.6%	26,140	-3.5%	$2.8M
DEDeere & Co Com	1.4%	1.3%	4,016	+5.7%	$2.5M
MCDMcdonalds Corp Com	1.1%	1.4%	7,831	+0.4%	$2.1M
TSMTaiwan Semiconductor Manufac	1.1%	0.9%	4,226	-1.5%	$2.0M
COSTCostco Whsl Corp New	1.0%	1.2%	2,039	+0.0%	$1.9M
CSXCsx Corp Com	1.0%	0.9%	37,981	-2.4%	$1.8M
VLOValero Energy Corp	0.9%	1.0%	6,763	-1.8%	$1.8M
SBILSimplify Exchange Traded Fun	0.9%	0.5%	16,878	+90.0%	$1.7M
LLYLilly Eli & Co	0.9%	0.8%	1,343	-2.0%	$1.6M
TSLATesla Inc Com	0.8%	0.8%	3,641	-1.8%	$1.5M
QQQInvesco Qqq Tr	0.8%	0.7%	2,034	-0.9%	$1.5M
WTSWatts Water Technologies Inc	0.8%	0.7%	3,748	-3.0%	$1.5M
AMLPAlps ETF Tr	0.7%	0.8%	24,748	-1.2%	$1.3M
WMWaste Mgmt Inc Del	0.7%	0.8%	5,655	-1.4%	$1.3M
CVXChevron Corp New	0.7%	0.9%	7,480	-2.2%	$1.2M
STZConstellation Brands Inc	0.6%	0.7%	8,237	-1.4%	$1.1M
PEPPepsico Inc	0.6%	0.8%	8,401	-3.2%	$1.1M
AMGNAmgen Inc Com	0.6%	0.6%	2,858	+0.0%	$1.0M
XOMExxon Mobil Corp	0.5%	0.8%	7,467	+0.4%	$1.0M
IVVIshares Core S&p 500 ETF	0.5%	0.5%	1,212	-0.3%	$908K
MAAMid-America Apartment Communities Inc	0.5%	0.4%	6,392	+6.1%	$888K
SOSouthern Co.	0.5%	0.5%	8,818	+5.0%	$844K
DUKDuke Energy	0.4%	0.5%	6,623	+1.2%	$838K
DDominion Energy Inc	0.4%	0.4%	12,200	+0.1%	$833K
ABNBAirbnb Inc	0.4%	0.5%	5,715	-9.1%	$818K
NEENextera Energy Inc Com	0.4%	0.5%	9,072	+0.7%	$796K
UBERUber Technologies Inc	0.4%	0.4%	10,279	+19.4%	$742K
CATCaterpillar Inc Com	0.4%	—	692	—	$738K
MARMarriott Intl Inc New Cl A	0.4%	0.4%	1,870	-5.4%	$693K
ONBOld Natl Bancorp Ind	0.3%	0.3%	24,490	+0.0%	$634K
IBITIshares Bitcoin Trust ETF	0.3%	0.5%	18,973	-6.1%	$632K
LINLinde PLC	0.3%	0.4%	1,194	+0.0%	$620K
CBChubb Limited Com	0.3%	0.3%	1,531	+0.0%	$522K
TTDThe Trade Desk Inc	0.3%	0.7%	28,402	-44.0%	$514K
GSGoldman Sachs Group Inc	0.3%	0.3%	498	-9.1%	$504K

What Ables, Iannone, Moore & Associates, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +19.7% /yr; S&P 500 +20.1%
3 years: +18.3% /yr; S&P 500 +18.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$187.7M	62
Q1 2026	$168.1M	59
Q4 2025	$182.6M	59
Q3 2025	$173.9M	57
Q2 2025	$160.8M	56
Q1 2025	$146.8M	57
Q4 2024	$162.1M	55
Q3 2024	$154.8M	58
Q2 2024	$151.2M	54
Q1 2024	$140.0M	73
Q4 2023	$131.1M	306

Questions about Ables, Iannone, Moore & Associates, Inc.'s portfolio

What stocks does Ables, Iannone, Moore & Associates, Inc. own?

Ables, Iannone, Moore & Associates, Inc.'s latest 13F, for Q2 2026 and filed Jul 13, 2026, lists 62 positions worth $187.7M. The largest are Apple Inc (AAPL) at 14.6%, Nvidia Corporation Com (NVDA) at 11.5%, Alphabet Inc (GOOGL) at 11.2%, Amazon Com Inc Com (AMZN) at 8.7% and Jpmorgan Chase & Co (JPM) at 4.3%.

What did Ables, Iannone, Moore & Associates, Inc. buy last quarter?

In Q2 2026, Ables, Iannone, Moore & Associates, Inc. added Simplify Exchange Traded Fun (SBIL) (+90.0% shares), Uber Technologies Inc (UBER) (+19.4% shares) and Home Depot Inc Com (HD) (+7.5% shares), compared with its Q1 2026 filing.

What did Ables, Iannone, Moore & Associates, Inc. sell last quarter?

In Q2 2026, Ables, Iannone, Moore & Associates, Inc. cut from its top 50 Coca Cola Co (KO), The Trade Desk Inc (TTD) (-44.0% shares), Goldman Sachs Group Inc (GS) (-9.1% shares) and Airbnb Inc (ABNB) (-9.1% shares), compared with its Q1 2026 filing.

How has Ables, Iannone, Moore & Associates, Inc.'s portfolio performed?

A portfolio copying Ables, Iannone, Moore & Associates, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.3% a year over the last 3 years, against +18.4% for the S&P 500. Over 1 year: +19.7% against +20.1%.

When is Ables, Iannone, Moore & Associates, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Ables, Iannone, Moore & Associates, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Ables, Iannone, Moore & Associates, Inc. manage?

Ables, Iannone, Moore & Associates, Inc. reported $258.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $187.7M.