Allred Capital Management, LLC
163 holdingsFiling period: 2026-06-30Current AUM: $316.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SHV | ISHARES TR | 261.0K | $28.8M | $28.8M | 9.09% | +29.4K | 2026-06-30 |
| 2 | VIG | VANGUARD SPECIALIZED FUNDS | 62.9K | $14.9M | $14.9M | 4.73% | +1.3K | 2026-06-30 |
| 3 | MSFT | MICROSOFT CORP | 39.9K | $14.9M | $19.8M | 6.27% | -1,393 | 2026-06-30 |
| 4 | XLV | SELECT SECTOR SPDR TR | 59.4K | $9.4M | $10.0M | 3.15% | +4.0K | 2026-06-30 |
| 5 | AAPL | APPLE INC | 30.8K | $8.9M | $10.2M | 3.23% | -246 | 2026-06-30 |
| 6 | NOBL | PROSHARES TR | 153.7K | $8.6M | $8.7M | 2.74% | +86.4K | 2026-06-30 |
| 7 | NVDA | NVIDIA CORPORATION | 42.7K | $8.6M | $9.1M | 2.87% | +182 | 2026-06-30 |
| 8 | JNJ | JOHNSON & JOHNSON | 29.1K | $7.4M | $7.8M | 2.46% | +13 | 2026-06-30 |
| 9 | USMV | ISHARES TR | 68.2K | $6.6M | $6.8M | 2.14% | +5 | 2026-06-30 |
| 10 | GOOGL | ALPHABET INC | 18.3K | $6.5M | $6.3M | 2.00% | -1,639 | 2026-06-30 |
| 11 | JEPI | J P MORGAN EXCHANGE TRADED F | 102.8K | $5.8M | $5.8M | 1.83% | +5.2K | 2026-06-30 |
| 12 | DIVO | AMPLIFY ETF TR | 123.7K | $5.7M | $5.9M | 1.86% | +22.6K | 2026-06-30 |
| 13 | SYK | STRYKER CORPORATION | 17.5K | $5.5M | $4.9M | 1.55% | +30 | 2026-06-30 |
| 14 | XLI | SELECT SECTOR SPDR TR | 29.3K | $5.4M | $4.9M | 1.56% | +779 | 2026-06-30 |
| 15 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 10.5K | $5.3M | $5.3M | 1.66% | -39 | 2026-06-30 |
| 16 | WMT | WALMART INC | 44.3K | $5.0M | $4.8M | 1.52% | -76 | 2026-06-30 |
| 17 | AMD | ADVANCED MICRO DEVICES INC | 8.2K | $4.8M | $4.1M | 1.31% | -787 | 2026-06-30 |
| 18 | GEV | GE VERNOVA INC | 3.5K | $4.2M | $3.1M | 0.99% | +8 | 2026-06-30 |
| 19 | JPM | JPMORGAN CHASE & CO | 12.7K | $4.1M | $4.5M | 1.41% | -121 | 2026-06-30 |
| 20 | AMZN | AMAZON COM INC | 15.3K | $3.6M | $3.8M | 1.20% | -28 | 2026-06-30 |
| 21 | XOM | EXXON MOBIL CORP | 26.6K | $3.6M | $4.5M | 1.42% | -992 | 2026-06-30 |
| 22 | XOM | EXXON MOBIL CORP | 26.6K | $3.6M | $4.5M | 1.42% | -992 | 2026-06-30 |
| 23 | XLE | SELECT SECTOR SPDR TR | 67.3K | $3.6M | $4.4M | 1.40% | -6,986 | 2026-06-30 |
| 24 | XLP | SELECT SECTOR SPDR TR | 41.1K | $3.4M | $3.4M | 1.09% | +1.1K | 2026-06-30 |
| 25 | MU | MICRON TECHNOLOGY INC | 2.8K | $3.3M | $2.6M | 0.83% | -33 | 2026-06-30 |
← Scroll →
Page 1 of 7