ABLES, IANNONE, MOORE & ASSOCIATES, INC.
Long book
$168.1M
Q1 2026
Positions
59
Top-10 weight
66%
concentration
Last quarter
+14.3%
SPY +14.8%
Turnover
7%
of book per quarter
Strategy in plain words
auto-generated from filingsABLES, IANNONE, MOORE & ASSOCIATES, INC. is a concentrated fundamental stock-picker, running a $168.1M US long book across 59 positions.
The portfolio is concentrated: the top 10 names carry 66% of the portfolio. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: APPLE INC, NVIDIA CORP, ALPHABET INC-CL A, AMAZON.COM INC, JPMORGAN CHASE & CO.
Over the last 9 quarters its long book ran on average 0.2pp per quarter ahead of the S&P 500, beating the index in 4 of 9 quarters. We rate its filings highest-signal: new buys here are worth attention.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+8.7%
Q2 2024
+4.2%
Q3 2024
+6.2%
Q4 2024
-9.4%
Q1 2025
+9.5%
Q2 2025
+9.8%
Q3 2025
+4.1%
Q4 2025
-5.5%
Q1 2026
+14.3%
Sector allocation
Technology 46%
Consumer discretionary 16%
Financials 12%
Services media 6%
Industrials 6%
Healthcare 3%
Utilities 3%
Energy 3%
Long book by quarter
What does ABLES, IANNONE, own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 93.1K | $23.6M | 14.1% | -2.9% |
| NVDA NVIDIA CORP | Technology | 112.1K | $19.6M | 11.6% | -5.4% |
| GOOGL ALPHABET INC-CL A | Technology | 60.0K | $17.2M | 10.3% | -2.6% |
| AMZN AMAZON.COM INC | Consumer discretionary | 70.6K | $14.7M | 8.7% | -2.6% |
| JPM JPMORGAN CHASE & CO | Financials | 24.8K | $7.3M | 4.3% | +3.0% |
| V VISA INC-CLASS A SHARES | Services media | 22.9K | $6.9M | 4.1% | -3.4% |
| MSFT MICROSOFT CORP | Technology | 18.3K | $6.8M | 4.0% | +17.3% |
| HD HOME DEPOT INC | Consumer discretionary | 16.6K | $5.5M | 3.3% | -2.3% |
| BAC BANK OF AMERICA CORP | Financials | 100.6K | $4.9M | 2.9% | -1.3% |
| GOOG ALPHABET INC-CL C | Technology | 13.4K | $3.8M | 2.3% | -2.9% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 7.2K | $3.5M | 2.1% | +5.1% |
| VMC VULCAN MATERIALS CO | Materials | 11.2K | $3.0M | 1.8% | 0.0% |
| JNJ JOHNSON & JOHNSON | Healthcare | 11.5K | $2.8M | 1.7% | -5.6% |
| UPS UNITED PARCEL SERVICE-CL B | Industrials | 27.1K | $2.7M | 1.6% | -2.0% |
| MCD MCDONALD'S CORP | Consumer discretionary | 7.8K | $2.4M | 1.4% | -4.8% |
| UNH UNITEDHEALTH GROUP INC | Financials | 8.6K | $2.3M | 1.4% | -3.3% |
| DE DEERE & CO | Industrials | 3.8K | $2.1M | 1.3% | -2.6% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 2.0K | $2.0M | 1.2% | +0.9% |
| VLO VALERO ENERGY CORP | Energy | 6.9K | $1.7M | 1.0% | -1.1% |
| CSX CSX CORP | Industrials | 38.9K | $1.6M | 1.0% | -7.9% |
| CVX CHEVRON CORP | Energy | 7.6K | $1.6M | 0.9% | -4.6% |
| TSLA TESLA INC | Industrials | 3.7K | $1.4M | 0.8% | -1.3% |
| PEP PEPSICO INC | Consumer staples | 8.7K | $1.3M | 0.8% | -4.2% |
| WM WASTE MANAGEMENT INC | Utilities | 5.7K | $1.3M | 0.8% | -1.7% |
| XOM EXXON MOBIL CORP | Energy | 7.4K | $1.3M | 0.8% | -0.1% |
| LLY ELI LILLY & CO | Healthcare | 1.4K | $1.3M | 0.7% | +0.5% |
| STZ CONSTELLATION BRANDS INC-A | Consumer staples | 8.4K | $1.3M | 0.7% | -30.7% |
| TTD TRADE DESK INC/THE -CLASS A | Technology | 50.8K | $1.2M | 0.7% | -30.7% |
| WTS WATTS WATER TECHNOLOGIES-A | Industrials | 3.9K | $1.1M | 0.7% | -0.4% |
| AMGN AMGEN INC | Healthcare | 2.9K | $1.0M | 0.6% | -8.8% |
| DUK DUKE ENERGY CORP | Utilities | 6.5K | $857K | 0.5% | +4.5% |
| NEE NEXTERA ENERGY INC | Utilities | 9.0K | $836K | 0.5% | -3.7% |
| SO SOUTHERN CO/THE | Utilities | 8.4K | $811K | 0.5% | -13.7% |
| ABNB AIRBNB INC-CLASS A | Services media | 6.3K | $794K | 0.5% | -22.6% |
| D DOMINION ENERGY INC | Utilities | 12.2K | $753K | 0.4% | -7.4% |
| MAR MARRIOTT INTERNATIONAL -CL A | Services media | 2.0K | $647K | 0.4% | +54.8% |
| UBER UBER TECHNOLOGIES INC | Services media | 8.6K | $619K | 0.4% | +57.9% |
| LIN LINDE PLC | Materials | 1.2K | $592K | 0.4% | Held |
| ONB OLD NATIONAL BANCORP | Financials | 24.5K | $541K | 0.3% | Held |
| CB CHUBB LTD | Financials | 1.5K | $499K | 0.3% | -0.6% |
| GS GOLDMAN SACHS GROUP INC | Financials | 548 | $464K | 0.3% | Held |
| KO COCA-COLA CO/THE | Consumer staples | 5.5K | $420K | 0.2% | -5.1% |
| WMT WALMART INC | Consumer discretionary | 2.7K | $340K | 0.2% | +1.4% |
| LH LABCORP HOLDINGS INC | Healthcare | 975 | $260K | 0.2% | -19.8% |
| MA MASTERCARD INC - A | Services media | 446 | $223K | 0.1% | +8.3% |
| APD AIR PRODUCTS & CHEMICALS INC | Materials | 766 | $223K | 0.1% | New |
| ALITEUR ALIGHT INC - CLASS A | — | 30.1K | $18K | 0.0% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 7, 2026 | 59 | $168.1M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 5, 2026 | 59 | $182.6M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 6, 2025 | 57 | $173.9M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 7, 2025 | 56 | $160.8M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 8, 2025 | 57 | $146.8M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 6, 2025 | 55 | $162.1M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 2, 2024 | 58 | $154.8M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 11, 2024 | 54 | $151.2M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 30, 2024 | 73 | $140.0M | canonical | SEC ↗ |
Similar funds
Sanders Capital, LLCGATES FOUNDATION TRUSTEAGLE CAPITAL MANAGEMENT LLCWoodbridge Co LtdAlecta Tjanstepension OmsesidigtMubadala Investment Co PJSCH&H International Investment, LLCNewlands Management Operations LLCINVESTOR ABIndependent Franchise Partners LLPPineStone Asset Management Inc.Pentwater Capital Management LP