Q3 2026 13F · SEC CIK 2013713

Ables, Iannone, Moore & Associates, Inc.

Wealth managerFiled 2026-10-06 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $192.9M
Reported positions: 63
Top holdings a year, 3 yrs: +18.3%
Assets under management: $258.7M

Ables, Iannone, Moore & Associates, Inc. is a wealth manager that reported 63 positions worth $192.9M in its Q3 2026 13F, filed 2026-10-06. Its largest holdings were Apple Inc (AAPL, 15.9%), Nvidia Corporation (NVDA, 12.5%), Alphabet Inc (GOOGL, 10.3%). A portfolio copying its top holdings returned 18.3% a year over the last 3 years, against 18.4% for the S&P 500.

Ables, Iannone, Moore & Associates, Inc. holdings largest 50 of 63 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Ables, Iannone, Moore & Associates, Inc. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
AAPLApple Inc	15.9%	14.6%	92,027	-2.9%	$30.6M
NVDANvidia Corporation	12.5%	11.5%	105,927	-1.4%	$24.2M
GOOGLAlphabet Inc	10.3%	11.2%	57,766	-1.7%	$19.9M
AMZNAmazon Com Inc	8.7%	8.7%	67,058	-2.4%	$16.7M
MSFTMicrosoft Corp	4.7%	3.6%	17,822	-0.9%	$9.1M
JPMJpmorgan Chase & Co	4.1%	4.3%	23,821	-2.8%	$7.9M
VVisa Inc	4.0%	4.1%	21,272	-4.5%	$7.6M
HDHome Depot Inc	2.8%	3.4%	19,167	+7.4%	$5.5M
BACBank of Amer Corp	2.6%	2.9%	92,924	-2.7%	$5.1M
GOOGAlphabet Inc	2.2%	2.5%	12,391	-8.5%	$4.2M
AMTAmerican Tower Corp	2.0%	2.0%	23,235	+2.4%	$3.8M
BRK-BBerkshire Hathaway Inc Del	1.8%	1.9%	7,018	-4.0%	$3.5M
VMCVulcan Matls Co	1.7%	1.7%	13,453	+22.3%	$3.3M
JNJJohnson & Johnson	1.6%	1.6%	11,467	-3.7%	$3.0M
UNHUnitedhealth Group Inc	1.5%	1.8%	7,996	+0.2%	$2.9M
DEDeere & Co	1.4%	1.4%	3,959	-1.4%	$2.7M
VLOValero Energy Corp	1.3%	0.9%	6,604	-2.4%	$2.6M
UPSUnited Parcel Svcs Inc	1.1%	1.5%	23,704	-9.3%	$2.2M
TSMTaiwan Semiconductor Manufac	1.1%	1.1%	4,762	+12.7%	$2.2M
STZConstellation Brands Inc	1.0%	0.6%	16,904	+105.2%	$1.9M
COSTCostco Wholesale Corporation	1.0%	1.0%	2,043	+0.2%	$1.9M
MCDMcdonalds Corp	0.9%	1.1%	7,642	-2.4%	$1.8M
CSXCsx Corp	0.9%	1.0%	35,721	-6.0%	$1.7M
SBILSimplify Exchange Traded Fun	0.8%	0.9%	16,006	-5.2%	$1.6M
LLYEli Lilly & Co	0.8%	0.9%	1,342	-0.1%	$1.6M
QQQInvesco Qqq Tr	0.8%	0.8%	2,076	+2.1%	$1.5M
CVXChevron Corporation	0.8%	0.7%	7,483	+0.0%	$1.5M
WTSWatts Water Technologies Inc	0.7%	0.8%	3,704	-1.2%	$1.3M
TSLATesla Inc	0.7%	0.8%	3,661	+0.5%	$1.3M
AMLPAlps ETF Tr	0.7%	0.7%	24,681	-0.3%	$1.3M
XOMExxonmobil Holdings Corp	0.6%	—	7,459	—	$1.2M
WMWaste Mgmt Inc Del	0.6%	0.7%	5,646	-0.2%	$1.2M
AMGNAmgen Inc	0.6%	0.6%	2,558	-10.5%	$1.1M
PEPPepsico Inc	0.5%	0.6%	8,079	-3.8%	$1.0M
MAAMid-Amer Apt Cmntys Inc	0.5%	0.5%	8,153	+27.6%	$960K
IVVIshares Tr	0.5%	0.5%	1,237	+2.1%	$947K
IBITIshares Bitcoin Trust ETF	0.4%	0.3%	18,006	-5.1%	$852K
DDominion Energy Inc	0.4%	0.4%	12,248	+0.4%	$741K
DUKDuke Energy Corp New	0.4%	0.4%	6,482	-2.1%	$739K
UBERUber Technologies Inc	0.4%	0.4%	10,219	-0.6%	$700K
SOSouthern Co	0.4%	0.5%	8,362	-5.2%	$693K
MARMarriott Intl Inc New	0.3%	0.4%	1,870	+0.0%	$665K
NEENextera Energy Inc	0.3%	0.4%	8,666	-4.5%	$656K
ONBOld Natl Bancorp Ind	0.3%	0.3%	24,490	+0.0%	$603K
VRTVertiv Holdings Co	0.3%	—	2,461	—	$594K
CATCaterpillar Inc	0.3%	0.4%	694	+0.3%	$563K
LINLinde PLC	0.3%	0.3%	1,144	-4.2%	$543K
CBChubb Limited	0.3%	0.3%	1,531	+0.0%	$498K
GSGoldman Sachs Group Inc	0.2%	0.3%	498	+0.0%	$448K
WMTWalmart Inc	0.2%	—	3,879	—	$403K

What Ables, Iannone, Moore & Associates, Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

STZ Constellation Brands Inc+105.2% shares
MAA Mid-Amer Apt Cmntys Inc+27.6% shares
VMC Vulcan Matls Co+22.3% shares
TSM Taiwan Semiconductor Manufac+12.7% shares
HD Home Depot Inc+7.4% shares

Reduced

AMGN Amgen Inc-10.5% shares
UPS United Parcel Svcs Inc-9.3% shares
GOOG Alphabet Inc-8.5% shares
CSX Csx Corp-6.0% shares
SO Southern Co-5.2% shares
SBIL Simplify Exchange Traded Fun-5.2% shares
IBIT Ishares Bitcoin Trust ETF-5.1% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +19.7% /yr; S&P 500 +20.1%
3 years: +18.3% /yr; S&P 500 +18.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$192.9M	63
Q2 2026	$187.7M	62
Q1 2026	$168.1M	59
Q4 2025	$182.6M	59
Q3 2025	$173.9M	57
Q2 2025	$160.8M	56
Q1 2025	$146.8M	57
Q4 2024	$162.1M	55
Q3 2024	$154.8M	58
Q2 2024	$151.2M	54
Q1 2024	$140.0M	73
Q4 2023	$131.1M	306

Questions about Ables, Iannone, Moore & Associates, Inc.'s portfolio

What stocks does Ables, Iannone, Moore & Associates, Inc. own?

Ables, Iannone, Moore & Associates, Inc.'s latest 13F, for Q3 2026 and filed Oct 6, 2026, lists 63 positions worth $192.9M. The largest are Apple Inc (AAPL) at 15.9%, Nvidia Corporation (NVDA) at 12.5%, Alphabet Inc (GOOGL) at 10.3%, Amazon Com Inc (AMZN) at 8.7% and Microsoft Corp (MSFT) at 4.7%.

What did Ables, Iannone, Moore & Associates, Inc. buy last quarter?

In Q3 2026, Ables, Iannone, Moore & Associates, Inc. added Constellation Brands Inc (STZ) (+105.2% shares), Mid-Amer Apt Cmntys Inc (MAA) (+27.6% shares) and Vulcan Matls Co (VMC) (+22.3% shares), compared with its Q2 2026 filing.

What did Ables, Iannone, Moore & Associates, Inc. sell last quarter?

In Q3 2026, Ables, Iannone, Moore & Associates, Inc. cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Airbnb Inc (ABNB), cut from its top 50 The Trade Desk Inc (TTD), Amgen Inc (AMGN) (-10.5% shares), United Parcel Svcs Inc (UPS) (-9.3% shares) and Alphabet Inc (GOOG) (-8.5% shares), compared with its Q2 2026 filing.

How has Ables, Iannone, Moore & Associates, Inc.'s portfolio performed?

A portfolio copying Ables, Iannone, Moore & Associates, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.3% a year over the last 3 years, against +18.4% for the S&P 500. Over 1 year: +19.7% against +20.1%.

When is Ables, Iannone, Moore & Associates, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Ables, Iannone, Moore & Associates, Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Ables, Iannone, Moore & Associates, Inc. manage?

Ables, Iannone, Moore & Associates, Inc. reported $258.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $192.9M.