Allred Capital Management, LLC
156 holdingsFiling period: 2026-03-31Current AUM: $306.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SHV | ISHARES TR | 231.6K | $25.6M | $25.6M | 8.33% | -10,062 | 2026-03-31 |
| 2 | MSFT | MICROSOFT CORP | 41.3K | $15.3M | $19.2M | 6.25% | -310 | 2026-03-31 |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | 61.7K | $13.3M | $14.7M | 4.80% | +708 | 2026-03-31 |
| 4 | XLV | SELECT SECTOR SPDR TR | 55.4K | $8.1M | $9.0M | 2.94% | +2.4K | 2026-03-31 |
| 5 | AAPL | APPLE INC | 31.1K | $7.9M | $9.6M | 3.13% | +374 | 2026-03-31 |
| 6 | NVDA | NVIDIA CORPORATION | 42.6K | $7.4M | $8.5M | 2.78% | +2.9K | 2026-03-31 |
| 7 | NOBL | PROSHARES TR | 67.3K | $7.1M | $7.7M | 2.50% | +2.2K | 2026-03-31 |
| 8 | JNJ | JOHNSON & JOHNSON | 29.1K | $7.1M | $7.5M | 2.43% | -7 | 2026-03-31 |
| 9 | USMV | ISHARES TR | 68.2K | $6.3M | $6.7M | 2.18% | +6 | 2026-03-31 |
| 10 | GOOGL | ALPHABET INC | 19.9K | $5.7M | $7.1M | 2.31% | -1,949 | 2026-03-31 |
| 11 | SYK | STRYKER CORPORATION | 17.4K | $5.7M | $5.7M | 1.85% | -136 | 2026-03-31 |
| 12 | JEPI | J P MORGAN EXCHANGE TRADED F | 97.6K | $5.5M | $5.6M | 1.83% | +3.0K | 2026-03-31 |
| 13 | WMT | WALMART INC | 44.4K | $5.5M | $4.9M | 1.61% | -402 | 2026-03-31 |
| 14 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 10.5K | $5.1M | $5.1M | 1.65% | -18 | 2026-03-31 |
| 15 | XOM | EXXON MOBIL CORP | 27.6K | $4.7M | $4.3M | 1.40% | -152 | 2026-03-31 |
| 16 | XOM | EXXON MOBIL CORP | 27.6K | $4.7M | $4.3M | 1.40% | -152 | 2026-03-31 |
| 17 | XLI | SELECT SECTOR SPDR TR | 28.5K | $4.6M | $5.1M | 1.67% | +345 | 2026-03-31 |
| 18 | XLE | SELECT SECTOR SPDR TR | 74.2K | $4.5M | $4.4M | 1.44% | -5,914 | 2026-03-31 |
| 19 | DIVO | AMPLIFY ETF TR | 101.1K | $4.5M | $4.7M | 1.54% | +14.9K | 2026-03-31 |
| 20 | JPM | JPMORGAN CHASE & CO | 12.8K | $3.8M | $4.5M | 1.47% | +241 | 2026-03-31 |
| 21 | COST | COSTCO WHOLESALE CORPORATION | 3.4K | $3.4M | $3.2M | 1.06% | -7 | 2026-03-31 |
| 22 | XLP | SELECT SECTOR SPDR TR | 40.0K | $3.3M | $3.4M | 1.11% | -251 | 2026-03-31 |
| 23 | AMZN | AMAZON COM INC | 15.3K | $3.2M | $4.2M | 1.36% | +307 | 2026-03-31 |
| 24 | GEV | GE VERNOVA INC | 3.5K | $3.1M | $3.5M | 1.14% | +59 | 2026-03-31 |
| 25 | KO | COCA COLA CO | 37.3K | $2.8M | $3.3M | 1.06% | +222 | 2026-03-31 |
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