Holders — by stockHoldings — by fund
Allred Capital Management, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001765885
$304.5M
disclosed book value
162
positions
9.5%
largest position share
Positions, as of 2026-06-30
top 100 of 162 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SHVISHARES TR | 261,023 | $28.8M | 9.5% |
| 2 | VIGVANGUARD SPECIALIZED FUNDS | 62,938 | $14.9M | 4.9% |
| 3 | MSFTMICROSOFT CORP | 39,864 | $14.9M | 4.9% |
| 4 | XLVSELECT SECTOR SPDR TR | 59,394 | $9.4M | 3.1% |
| 5 | AAPLAPPLE INC | 30,843 | $8.9M | 2.9% |
| 6 | NOBLPROSHARES TR | 153,719 | $8.6M | 2.8% |
| 7 | NVDANVIDIA CORPORATION | 42,733 | $8.6M | 2.8% |
| 8 | JNJJOHNSON & JOHNSON | 29,103 | $7.4M | 2.4% |
| 9 | USMVISHARES TR | 68,202 | $6.6M | 2.2% |
| 10 | GOOGLALPHABET INC | 18,293 | $6.5M | 2.1% |
| 11 | JEPIJ P MORGAN EXCHANGE TRADED F | 102,788 | $5.8M | 1.9% |
| 12 | DIVOAMPLIFY ETF TR | 123,683 | $5.7M | 1.9% |
| 13 | SYKSTRYKER CORPORATION | 17,468 | $5.5M | 1.8% |
| 14 | XLISELECT SECTOR SPDR TR | 29,256 | $5.4M | 1.8% |
| 15 | BRK/BBERKSHIRE HATHAWAY INC DEL | 10,509 | $5.3M | 1.7% |
| 16 | WMTWALMART INC | 44,332 | $5.0M | 1.6% |
| 17 | AMDADVANCED MICRO DEVICES INC | 8,197 | $4.8M | 1.6% |
| 18 | GEVGE VERNOVA INC | 3,536 | $4.2M | 1.4% |
| 19 | JPMJPMORGAN CHASE & CO | 12,668 | $4.1M | 1.4% |
| 20 | AMZNAMAZON COM INC | 15,296 | $3.6M | 1.2% |
| 21 | XOMEXXON MOBIL CORP | 26,600 | $3.6M | 1.2% |
| 22 | XLESELECT SECTOR SPDR TR | 67,255 | $3.6M | 1.2% |
| 23 | XLPSELECT SECTOR SPDR TR | 41,069 | $3.4M | 1.1% |
| 24 | MUMICRON TECHNOLOGY INC | 2,825 | $3.3M | 1.1% |
| 25 | COSTCOSTCO WHOLESALE CORPORATION | 3,401 | $3.2M | 1% |
| 26 | INTCINTEL CORP | 22,350 | $3.1M | 1% |
| 27 | SPYSTATE STR SPDR S&P 500 ETF T | 4,166 | $3.1M | 1% |
| 28 | KOCOCA COLA CO | 37,279 | $3.0M | 1% |
| 29 | AVGOBROADCOM INC | 7,591 | $2.9M | 0.9% |
| 30 | ALLALLSTATE CORP | 11,143 | $2.7M | 0.9% |
| 31 | MRKMERCK & CO INC | 20,408 | $2.6M | 0.9% |
| 32 | QUSSPDR SERIES TRUST | 14,014 | $2.6M | 0.9% |
| 33 | METAMETA PLATFORMS INC | 4,567 | $2.6M | 0.8% |
| 34 | EMREMERSON ELEC CO | 16,664 | $2.4M | 0.8% |
| 35 | RTXRTX CORPORATION | 12,191 | $2.3M | 0.8% |
| 36 | UNPUNION PAC CORP | 8,096 | $2.2M | 0.7% |
| 37 | HDHOME DEPOT INC | 6,107 | $2.2M | 0.7% |
| 38 | CVXCHEVRON CORPORATION | 12,775 | $2.1M | 0.7% |
| 39 | MMM3M CO | 12,835 | $2.1M | 0.7% |
| 40 | VVISA INC | 5,937 | $2.0M | 0.7% |
| 41 | ORCLORACLE CORP | 13,085 | $1.9M | 0.6% |
| 42 | ABBVABBVIE INC | 7,426 | $1.9M | 0.6% |
| 43 | GEGE AEROSPACE | 4,941 | $1.8M | 0.6% |
| 44 | PGPROCTER & GAMBLE CO | 12,511 | $1.8M | 0.6% |
| 45 | LRCXLAM RESEARCH CORP | 4,208 | $1.8M | 0.6% |
| 46 | TJXTJX COS INC NEW | 11,412 | $1.7M | 0.6% |
| 47 | CSCOCISCO SYS INC | 14,218 | $1.7M | 0.5% |
| 48 | TSLATESLA INC | 3,825 | $1.6M | 0.5% |
| 49 | LLYELI LILLY & CO | 1,327 | $1.6M | 0.5% |
| 50 | MDYSTATE STR SPDR S&P MIDCAP 40 | 2,263 | $1.6M | 0.5% |
| 51 | TTMITTM TECHNOLOGIES INC | 8,406 | $1.6M | 0.5% |
| 52 | GOOGALPHABET INC | 3,900 | $1.4M | 0.5% |
| 53 | VOOVANGUARD INDEX FDS | 1,984 | $1.4M | 0.4% |
| 54 | PEPPEPSICO INC | 9,956 | $1.3M | 0.4% |
| 55 | CLFCLEVELAND-CLIFFS INC NEW | 140,000 | $1.3M | 0.4% |
| 56 | LOWLOWES COS INC | 5,692 | $1.3M | 0.4% |
| 57 | AMATAPPLIED MATLS INC | 1,683 | $1.2M | 0.4% |
| 58 | FANGDIAMONDBACK ENERGY INC | 6,784 | $1.2M | 0.4% |
| 59 | SPDNDIREXION SHARES ETF TRUST | 135,607 | $1.2M | 0.4% |
| 60 | ADPAUTOMATIC DATA PROCESSING IN | 5,136 | $1.2M | 0.4% |
| 61 | TYLTYLER TECHNOLOGIES INC | 3,825 | $1.1M | 0.4% |
| 62 | DUKDUKE ENERGY CORP NEW | 8,820 | $1.1M | 0.4% |
| 63 | AMGNAMGEN INC | 2,932 | $1.1M | 0.3% |
| 64 | PMPHILIP MORRIS INTL INC | 5,846 | $1.1M | 0.3% |
| 65 | TDGTRANSDIGM GROUP INC | 794 | $1.1M | 0.3% |
| 66 | VTVVANGUARD INDEX FDS | 4,844 | $1.1M | 0.3% |
| 67 | DSIISHARES TR | 7,372 | $1.0M | 0.3% |
| 68 | DISDISNEY WALT CO | 10,855 | $1.0M | 0.3% |
| 69 | VZVERIZON COMMUNICATIONS INC | 24,481 | $1.0M | 0.3% |
| 70 | XLUSELECT SECTOR SPDR TR | 22,771 | $1.0M | 0.3% |
| 71 | CMECME GROUP INC | 4,541 | $1.0M | 0.3% |
| 72 | CLCOLGATE PALMOLIVE CO | 10,848 | $994,538 | 0.3% |
| 73 | IWFISHARES TR | 7,728 | $959,586 | 0.3% |
| 74 | IBMINTERNATIONAL BUSINESS MACHS | 3,147 | $884,898 | 0.3% |
| 75 | SPGIS&P GLOBAL INC | 2,172 | $884,569 | 0.3% |
| 76 | APHAMPHENOL CORP | 4,871 | $858,926 | 0.3% |
| 77 | CARRCARRIER GLOBAL CORPORATION | 11,507 | $844,005 | 0.3% |
| 78 | SHYISHARES TR | 10,276 | $843,852 | 0.3% |
| 79 | DELLDELL TECHNOLOGIES INC | 1,953 | $842,438 | 0.3% |
| 80 | GDXVANECK ETF TRUST | 11,051 | $833,798 | 0.3% |
| 81 | PLTRPALANTIR TECHNOLOGIES INC | 7,083 | $826,374 | 0.3% |
| 82 | EWEDWARDS LIFESCIENCES CORP | 8,821 | $797,948 | 0.3% |
| 83 | SPLVINVESCO EXCH TRADED FD TR II | 10,283 | $771,066 | 0.3% |
| 84 | AMLPALPS ETF TR | 14,658 | $759,999 | 0.2% |
| 85 | GPCGENUINE PARTS CO | 6,401 | $755,245 | 0.2% |
| 86 | SOSOUTHERN CO | 7,879 | $754,083 | 0.2% |
| 87 | DGROISHARES TR | 9,242 | $700,414 | 0.2% |
| 88 | CRMSALESFORCE INC | 4,453 | $697,607 | 0.2% |
| 89 | KLACKLA CORP | 2,287 | $690,066 | 0.2% |
| 90 | MPCMARATHON PETE CORP | 2,579 | $659,373 | 0.2% |
| 91 | BABOEING CO | 3,014 | $652,334 | 0.2% |
| 92 | MRSHMARSH & MCLENNAN COS INC | 3,908 | $651,330 | 0.2% |
| 93 | CDNSCADENCE DESIGN SYSTEM INC | 1,731 | $649,679 | 0.2% |
| 94 | CORCENCORA INC | 2,259 | $639,347 | 0.2% |
| 95 | NUENUCOR CORP | 2,777 | $618,486 | 0.2% |
| 96 | RPMRPM INTL INC | 5,497 | $611,025 | 0.2% |
| 97 | DXCMDEXCOM INC | 8,976 | $604,534 | 0.2% |
| 98 | CRWDCROWDSTRIKE HLDGS INC | 785 | $599,065 | 0.2% |
| 99 | INCYINCYTE CORP | 5,273 | $597,747 | 0.2% |
| 100 | IQVIQVIA HLDGS INC | 3,051 | $589,514 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.