account_balance
Investment manager · 13F filer · SEC CIK 1765885
Allred Capital Management, LLC
Reported value$315Mas of Sep 30, 2026
Positions163 4 new, 3 sold out
Top 10 weight39.1%SHV alone is 9%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SHViShares Tr
9.4%Added +3%
MSFTMicrosoft Corp
6.2%Trimmed −4%
VIGVanguard Specialized Funds
4.7%
XLVSelect Sector SPDR Tr
3.2%
AAPLApple Inc.
3.2%
NVDANVIDIA Corp
3.0%Trimmed −2%
NOBLProshares Tr
2.7%Added +3%
JNJJohnson & Johnson
2.4%
USMViShares Tr
2.1%
DIVOAmplify ETF Tr
2.1%Added +13%
GOOGLAlphabet Inc.
2.0%
JEPIJ P Morgan Exchange Traded F
1.9%Added +5%
SHViShares Tr
9.4%Added +3%
MSFTMicrosoft Corp
6.2%−4%
VIGVanguard Specialized Funds
4.7%
XLVSelect Sector SPDR Tr
3.2%
AAPLApple Inc.
3.2%
NVDANVIDIA Corp
3.0%
NOBLProshares Tr
2.7%
JNJJohnson & Johnson
2.4%
USMViShares Tr
2.1%
DIVO2.1%
GOOGL2.0%JEPI1.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SHV iShares Tr 9.4% Added +3%
MSFT Microsoft Corp 6.2% Trimmed −4%VIG Vanguard Specialized Funds 4.7% Held
XLV Select Sector SPDR Tr 3.2% Held
AAPL Apple Inc. 3.2% HeldNVDA NVIDIA Corp 3.0% Trimmed −2%NOBL Proshares Tr 2.7% Added +3%
JNJ Johnson & Johnson 2.4% HeldUSMV iShares Tr 2.1% Held
DIVO Amplify ETF Tr 2.1% Added +13%
GOOGL Alphabet Inc. 2.0% HeldJEPI J P Morgan Exchange Traded F 1.9% Added +5%
What changed
Biggest moves since Jun 30, 2026
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