AI Portfolio Summary
In 2025 Q4, ABLES, IANNONE, MOORE & ASSOCIATES, INC. maintained a portfolio of 60 distinct positions. They heavily accumulated shares in MICROSOFT CORP, increasing their position by 2.5%. Conversely, ABLES, IANNONE, MOORE & ASSOCIATES, INC. completely exited their position in BROADCOM INC.
Total Positions
60
Quarter
2025 Q4
Top Holding
AAPL (14.3%)
Top 10 Concentration
67.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 60
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AAPL
APPLE INC
|
Technology | 14.28% | 14.18% |
#1
Prev: #1
|
6.5 | -876 | -0.9% |
P
S
|
95,941 | $26,082,595 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 12.11% | 13.07% |
#2
Prev: #2
|
6.0 | -3,247 | -2.7% |
P
S
|
118,526 | $22,105,099 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOGL
ALPHABET INC CA...
|
Communication Services | 10.56% | 8.71% |
#3
1
Prev: #4
|
5.5 | -691 | -1.1% |
P
S
|
61,581 | $19,274,853 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 9.16% | 9.16% |
#4
1
Prev: #3
|
4.7 | -102 | -0.1% |
P
S
|
72,454 | $16,723,832 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
V
VISA INC
|
Financial Services | 4.56% | 4.69% |
#5
Prev: #5
|
2.8 | -160 | -0.7% |
P
S
|
23,728 | $8,321,678 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 4.25% | 4.42% |
#6
1
Prev: #7
|
2.2 | -281 | -1.2% |
P
S
|
24,084 | $7,760,346 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 4.13% | 4.53% |
#7
1
Prev: #6
|
2.2 | 378 | 2.5% |
P
S
|
15,589 | $7,539,152 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 3.20% | 3.45% |
#8
Prev: #8
|
3.3 | 2,214 | 15.0% |
P
S
|
17,007 | $5,852,109 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BAC
BANK AMERICA CO...
|
Financial Services | 3.07% | 3.12% |
#9
Prev: #9
|
1.7 | -3,287 | -3.1% |
P
S
|
101,895 | $5,604,278 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOG
ALPHABET INC
|
Communication Services | 2.37% | 1.99% |
#10
2
Prev: #12
|
1.4 | -379 | -2.7% |
P
S
|
13,796 | $4,329,185 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMT
AMERICAN TOWER ...
|
Real Estate | 2.09% | 1.87% |
#11
3
Prev: #14
|
3.3 | 4,858 | 28.8% |
P
S
|
21,731 | $3,815,450 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.89% | 1.99% |
#12
1
Prev: #11
|
1.3 | 4 | 0.1% |
P
S
|
6,877 | $3,456,724 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VMC
VULCAN MATLS CO
|
Basic Materials | 1.74% | 1.98% |
#13
Prev: #13
|
1.2 | -41 | -0.4% |
P
S
|
11,154 | $3,181,344 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 1.60% | 1.79% |
#14
1
Prev: #15
|
1.1 | -162 | -1.8% |
P
S
|
8,857 | $2,923,808 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TTD
THE TRADE DESK ...
|
Communication Services | 1.52% | 2.33% |
#15
5
Prev: #10
|
1.1 | -9,490 | -11.5% |
P
S
|
73,196 | $2,778,520 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
UPS
UNITED PARCEL S...
|
Industrials | 1.50% | 1.27% |
#16
2
Prev: #18
|
1.1 | 1,113 | 4.2% |
P
S
|
27,652 | $2,742,889 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.38% | 1.33% |
#17
Prev: #17
|
1.1 | -375 | -3.0% |
P
S
|
12,134 | $2,511,131 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MCD
MCDONALDS CORP
|
Consumer Cyclical | 1.37% | 1.46% |
#18
2
Prev: #16
|
1.0 | -165 | -2.0% |
P
S
|
8,186 | $2,501,887 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DE
DEERE & CO
|
Industrials | 0.99% | 1.04% |
#19
1
Prev: #20
|
0.9 | -61 | -1.5% |
P
S
|
3,900 | $1,815,829 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
COST
COSTCO WHSL COR...
|
Consumer Defensive | 0.95% | 1.07% |
#20
1
Prev: #19
|
0.9 | 6 | 0.3% |
P
S
|
2,020 | $1,741,927 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.92% | 0.97% |
#21
1
Prev: #22
|
0.9 | -38 | -1.0% |
P
S
|
3,754 | $1,688,249 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
STZ
CONSTELLATION B...
|
Consumer Defensive | 0.91% | 0.98% |
#22
1
Prev: #21
|
0.9 | -550 | -4.4% |
P
S
|
12,058 | $1,663,568 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CSX
CSX CORP
|
Industrials | 0.84% | 0.90% |
#23
Prev: #23
|
0.8 | -1,820 | -4.1% |
P
S
|
42,255 | $1,531,756 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.80% | 0.62% |
#24
7
Prev: #31
|
0.8 | -39 | -2.8% |
P
S
|
1,363 | $1,464,789 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.73% | 0.43% |
#25
13
Prev: #38
|
3.3 | 1,670 | 61.7% |
P
S
|
4,375 | $1,329,519 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVGO
BROADCOM INC
|
Technology | 0.00% | 0.15% |
Sold All 😨
(Was: #53) |
0.0 | -812 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 60 holdings