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Allred Capital Management, LLC 13F holdings

Filed 2026-08-12 · Allred Capital Management, LLC · 162 positions · $304.5M

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TickerCompanySharesValue% of portfolio
SHVISHARES TR261.0K$28.8M9.5%
VIGVANGUARD SPECIALIZED FUNDS62.9K$14.9M4.9%
MSFTMICROSOFT CORP39.9K$14.9M4.9%
XLVSELECT SECTOR SPDR TR59.4K$9.4M3.1%
AAPLAPPLE INC30.8K$8.9M2.9%
NOBLPROSHARES TR153.7K$8.6M2.8%
NVDANVIDIA CORPORATION42.7K$8.6M2.8%
JNJJOHNSON & JOHNSON29.1K$7.4M2.4%
USMVISHARES TR68.2K$6.6M2.2%
GOOGLALPHABET INC18.3K$6.5M2.1%
JEPIJ P MORGAN EXCHANGE TRADED F102.8K$5.8M1.9%
DIVOAMPLIFY ETF TR123.7K$5.7M1.9%
SYKSTRYKER CORPORATION17.5K$5.5M1.8%
XLISELECT SECTOR SPDR TR29.3K$5.4M1.8%
BRK-BBERKSHIRE HATHAWAY INC DEL10.5K$5.3M1.7%
WMTWALMART INC44.3K$5.0M1.6%
AMDADVANCED MICRO DEVICES INC8.2K$4.8M1.6%
GEVGE VERNOVA INC3.5K$4.2M1.4%
JPMJPMORGAN CHASE & CO12.7K$4.1M1.4%
AMZNAMAZON COM INC15.3K$3.6M1.2%
EXMOCEXXON MOBIL CORP26.6K$3.6M1.2%
XLESELECT SECTOR SPDR TR67.3K$3.6M1.2%
XLPSELECT SECTOR SPDR TR41.1K$3.4M1.1%
MUMICRON TECHNOLOGY INC2.8K$3.3M1.1%
COSTCOSTCO WHOLESALE CORPORATION3.4K$3.2M1.0%
INTCINTEL CORP22.4K$3.1M1.0%
SPYSTATE STR SPDR S&P 500 ETF T4.2K$3.1M1.0%
KOCOCA COLA CO37.3K$3.0M1.0%
AVGOBROADCOM INC7.6K$2.9M0.9%
ALLALLSTATE CORP11.1K$2.7M0.9%
MRKMERCK & CO INC20.4K$2.6M0.9%
QUSSPDR SERIES TRUST14.0K$2.6M0.9%
METAMETA PLATFORMS INC4.6K$2.6M0.8%
EMREMERSON ELEC CO16.7K$2.4M0.8%
RTXRTX CORPORATION12.2K$2.3M0.8%
UNPUNION PAC CORP8.1K$2.2M0.7%
HDHOME DEPOT INC6.1K$2.2M0.7%
CVXCHEVRON CORPORATION12.8K$2.1M0.7%
MMM3M CO12.8K$2.1M0.7%
VVISA INC5.9K$2.0M0.7%
ORCLORACLE CORP13.1K$1.9M0.6%
ABBVABBVIE INC7.4K$1.9M0.6%
GEGE AEROSPACE4.9K$1.8M0.6%
PGPROCTER & GAMBLE CO12.5K$1.8M0.6%
LRCXLAM RESEARCH CORP4.2K$1.8M0.6%
TJXTJX COS INC NEW11.4K$1.7M0.6%
CSCOCISCO SYS INC14.2K$1.7M0.5%
TSLATESLA INC3.8K$1.6M0.5%
LLYELI LILLY & CO1.3K$1.6M0.5%
MDYSTATE STR SPDR S&P MIDCAP 402.3K$1.6M0.5%
TTMITTM TECHNOLOGIES INC8.4K$1.6M0.5%
GOOGALPHABET INC3.9K$1.4M0.5%
VOOVANGUARD INDEX FDS2.0K$1.4M0.4%
PEPPEPSICO INC10.0K$1.3M0.4%
CLFCLEVELAND-CLIFFS INC NEW140.0K$1.3M0.4%
LOWLOWES COS INC5.7K$1.3M0.4%
AMATAPPLIED MATLS INC1.7K$1.2M0.4%
FANGDIAMONDBACK ENERGY INC6.8K$1.2M0.4%
SPDNDIREXION SHARES ETF TRUST135.6K$1.2M0.4%
ADPAUTOMATIC DATA PROCESSING IN5.1K$1.2M0.4%
Top Fund Holdings
13F
Top Fund Holdings

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