Allred Capital Management, LLC
163 holdingsFiling period: 2026-06-30Current AUM: $323.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SHV | iShares TR | 261.0K | $28.8M | $28.8M | 8.89% | +29.4K | 2026-06-30 |
| 2 | VIG | Vanguard Specialized Funds | 62.9K | $14.9M | $15.4M | 4.75% | +1.3K | 2026-06-30 |
| 3 | MSFT | Microsoft Corp | 39.9K | $14.9M | $21.2M | 6.56% | -1,393 | 2026-06-30 |
| 4 | XLV | Select Sector Spdr TR | 59.4K | $9.4M | $10.7M | 3.29% | +4.0K | 2026-06-30 |
| 5 | AAPL | Apple Inc | 30.8K | $8.9M | $10.6M | 3.28% | -246 | 2026-06-30 |
| 6 | NOBL | ProShares TR | 153.7K | $8.6M | $9.0M | 2.77% | +86.4K | 2026-06-30 |
| 7 | NVDA | NVIDIA Corporation | 42.7K | $8.6M | $9.2M | 2.85% | +182 | 2026-06-30 |
| 8 | JNJ | Johnson & Johnson | 29.1K | $7.4M | $7.7M | 2.39% | +13 | 2026-06-30 |
| 9 | USMV | iShares TR | 68.2K | $6.6M | $7.1M | 2.18% | +5 | 2026-06-30 |
| 10 | GOOGL | Alphabet Inc | 18.3K | $6.5M | $5.8M | 1.79% | -1,639 | 2026-06-30 |
| 11 | JEPI | J P Morgan Exchange Traded F | 102.8K | $5.8M | $5.9M | 1.81% | +5.2K | 2026-06-30 |
| 12 | DIVO | Amplify ETF TR | 123.7K | $5.7M | $5.9M | 1.82% | +22.6K | 2026-06-30 |
| 13 | SYK | Stryker Corporation | 17.5K | $5.5M | $5.3M | 1.65% | +30 | 2026-06-30 |
| 14 | XLI | Select Sector Spdr TR | 29.3K | $5.4M | $4.9M | 1.51% | +779 | 2026-06-30 |
| 15 | BRK-B | Berkshire Hathaway Inc Del | 10.5K | $5.3M | $5.3M | 1.62% | -39 | 2026-06-30 |
| 16 | WMT | Walmart Inc | 44.3K | $5.0M | $5.3M | 1.65% | -76 | 2026-06-30 |
| 17 | AMD | Advanced Micro Devices Inc | 8.2K | $4.8M | $4.4M | 1.34% | -787 | 2026-06-30 |
| 18 | GEV | GE Vernova Inc | 3.5K | $4.2M | $3.0M | 0.93% | +8 | 2026-06-30 |
| 19 | JPM | JPMorgan Chase & Co | 12.7K | $4.1M | $4.2M | 1.31% | -121 | 2026-06-30 |
| 20 | AMZN | Amazon.com Inc | 15.3K | $3.6M | $3.8M | 1.18% | -28 | 2026-06-30 |
| 21 | XOM | Exxon Mobil Corp | 26.6K | $3.6M | $4.9M | 1.52% | -992 | 2026-06-30 |
| 22 | XOM | Exxon Mobil Corp | 26.6K | $3.6M | $4.9M | 1.52% | -992 | 2026-06-30 |
| 23 | XLE | Select Sector Spdr TR | 67.3K | $3.6M | $4.7M | 1.45% | -6,986 | 2026-06-30 |
| 24 | XLP | Select Sector Spdr TR | 41.1K | $3.4M | $3.6M | 1.12% | +1.1K | 2026-06-30 |
| 25 | MU | Micron Technology Inc | 2.8K | $3.3M | $2.6M | 0.79% | -33 | 2026-06-30 |
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