Investor
Allred Capital Management, LLC
CIK 0001765885 · filed 2026-05-14 · SEC filing
13F book
$274.6M
Positions
155
7 new · 7 sold
Largest name
9.3%
Ishares Tr
Est. mark
−$4.49M
Price effect on 148 names still held. Flow $2.53M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Tr | — | 231.6K | $25.6M | 9.3% | $55.7K | Cut−$1.05M |
| Microsoft Corp | MSFT | 41.3K | $15.3M | 5.6% | −$4.68M | Cut−$4.83M |
| Vanguard Specialized Funds | — | 61.7K | $13.3M | 4.8% | −$291.8K | Added−$139.6K |
| Select Sector Spdr Tr | — | 55.4K | $8.12M | 3.0% | −$438.3K | Added−$89.6K |
| Apple Inc. | AAPL | 31.1K | $7.89M | 2.9% | −$554.9K | Added−$460K |
| Nvidia Corp | NVDA | 42.6K | $7.42M | 2.7% | −$479.9K | Added$23.6K |
| Proshares Tr | — | 67.3K | $7.14M | 2.6% | $124.8K | Added$359.6K |
| Johnson & Johnson | JNJ | 29.1K | $7.11M | 2.6% | $1.09M | Cut$1.09M |
| Ishares Tr | — | 68.2K | $6.32M | 2.3% | −$96.8K | Added−$96.2K |
| Alphabet Inc | — | 19.9K | $5.73M | 2.1% | −$506.8K | Cut−$1.12M |
| Stryker Corp | SYK | 17.4K | $5.73M | 2.1% | −$398.6K | Cut−$446.4K |
| J P Morgan Exchange Traded F | — | 97.6K | $5.53M | 2.0% | −$53K | Added$117.3K |
| Walmart Inc. | WMT | 44.4K | $5.52M | 2.0% | $571.6K | Cut$526.8K |
| Berkshire Hathaway Inc Del | — | 10.5K | $5.05M | 1.8% | −$247.4K | Cut−$256.4K |
| Exxon Mobil Corp | — | 27.6K | $4.68M | 1.7% | $1.36M | Cut$1.34M |
| Select Sector Spdr Tr | — | 28.5K | $4.6M | 1.7% | $184.4K | Added$240.2K |
| Select Sector Spdr Tr | — | 74.2K | $4.55M | 1.7% | $1.23M | Cut$964.5K |
| Amplify Etf Tr | — | 101.1K | $4.53M | 1.7% | $30.2K | Added$697.8K |
| Jpmorgan Chase & Co. | — | 12.8K | $3.76M | 1.4% | −$352.1K | Added−$281.2K |
| Costco Whsl Corp New | — | 3.4K | $3.39M | 1.2% | $456.8K | Cut$450.8K |
| Select Sector Spdr Tr | — | 40K | $3.28M | 1.2% | $171.9K | Cut$152.4K |
| Amazon Com Inc | AMZN | 15.3K | $3.19M | 1.2% | −$338.6K | Added−$274.7K |
| GE Vernova Inc. | GEV | 3.53K | $3.08M | 1.1% | $761.8K | Added$813.4K |
| Coca Cola Co | KO | 37.3K | $2.84M | 1.0% | $227.7K | Added$244.6K |
| Spdr S&P 500 Etf Tr | — | 4.17K | $2.72M | 1.0% | −$131.5K | Added−$125K |
| Chevron Corp New | CVX | 12.9K | $2.67M | 1.0% | $691.3K | Added$732.5K |
| Meta Platforms, Inc. | META | 4.59K | $2.63M | 1.0% | −$385.7K | Added−$268.4K |
| Merck & Co., Inc. | MRK | 21.6K | $2.6M | 0.9% | $321.1K | Added$349.9K |
| Broadcom Inc. | AVGO | 7.66K | $2.37M | 0.9% | −$236.4K | Added$131.7K |
| RTX Corp | RTX | 12.3K | $2.37M | 0.9% | $116.5K | Cut−$162.3K |
| Allstate Corp | — | 11.1K | $2.31M | 0.8% | −$8.8K | Added$11.1K |
| Home Depot, Inc. | HD | 6.7K | $2.2M | 0.8% | −$99.9K | Added−$63.1K |
| Emerson Elec Co | — | 16.7K | $2.18M | 0.8% | −$28.1K | Added−$25.1K |
| Union Pac Corp | — | 8.09K | $1.96M | 0.7% | $90.7K | Added$106K |
| 3M CO | MMM | 13.4K | $1.95M | 0.7% | −$199.5K | Cut−$203.1K |
| Oracle Corp | — | 13.1K | $1.93M | 0.7% | −$626K | Cut−$627.2K |
| Spdr Series Trust | — | 11K | $1.89M | 0.7% | −$27.4K | Added$11K |
| Direxion Shs Etf Tr | — | 186.1K | $1.85M | 0.7% | $64.9K | Added$675.6K |
| Advanced Micro Devices Inc | AMD | 8.98K | $1.83M | 0.7% | −$92.1K | Added−$10.7K |
| Tjx Cos Inc New | — | 11.3K | $1.81M | 0.7% | $67.8K | Added$102K |
| Procter And Gamble Co | PG | 12.5K | $1.8M | 0.7% | $14.1K | Added$28.3K |
| Visa Inc. | V | 5.91K | $1.79M | 0.7% | −$278.3K | Added−$228.4K |
| Pepsico Inc | PEP | 10.8K | $1.68M | 0.6% | $127.1K | Cut$27.5K |
| AbbVie Inc. | ABBV | 7.38K | $1.6M | 0.6% | −$80.1K | Added−$65.1K |
| Ge Aerospace | — | 5.39K | $1.53M | 0.6% | −$130.6K | Cut−$145.7K |
| Tesla, Inc. | TSLA | 3.76K | $1.4M | 0.5% | −$249.3K | Added−$40.8K |
| Spdr S&P Midcap 400 Etf Tr | — | 2.26K | $1.4M | 0.5% | $30.5K | Held |
| Cme Group Inc. | CME | 4.55K | $1.35M | 0.5% | $100K | Added$118.6K |
| Lowes Cos Inc | — | 5.69K | $1.34M | 0.5% | −$27.5K | Cut−$27.8K |
| Diamondback Energy, Inc. | FANG | 6.73K | $1.33M | 0.5% | $313.2K | Added$339.1K |
| Tyler Technologies Inc | TYL | 3.75K | $1.29M | 0.5% | −$416.4K | Added−$408.5K |
| Verizon Communications Inc | VZ | 24.3K | $1.22M | 0.4% | $230.4K | Cut$192.2K |
| Eli Lilly & Co | LLY | 1.3K | $1.2M | 0.4% | −$130.9K | Added$292.4K |
| Vanguard Index Fds | — | 1.96K | $1.17M | 0.4% | −$57.1K | Added−$41K |
| Duke Energy Corp New | — | 8.86K | $1.16M | 0.4% | $121.5K | Added$123.3K |
| Alphabet Inc | — | 3.94K | $1.13M | 0.4% | −$105.9K | Added−$103.6K |
| Cisco Sys Inc | — | 14.2K | $1.1M | 0.4% | $8K | Added$10.3K |
| Intel Corp | INTC | 24.2K | $1.07M | 0.4% | $174.9K | Cut$157.6K |
| Disney Walt Co | — | 10.9K | $1.05M | 0.4% | −$189.1K | Cut−$191.3K |
| Select Sector Spdr Tr | — | 22.8K | $1.05M | 0.4% | $72.6K | Added$77.7K |
| Cleveland-Cliffs Inc New | — | 123K | $1.04M | 0.4% | −$468.5K | Added−$248.8K |
| Amgen Inc | AMGN | 2.94K | $1.03M | 0.4% | $72.4K | Held |
| Automatic Data Processing In | — | 5.05K | $1.03M | 0.4% | −$272.2K | Added−$269.3K |
| Palantir Technologies Inc. | PLTR | 6.99K | $1.02M | 0.4% | −$122.8K | Added$329.3K |
| Vaneck Etf Trust | — | 11.1K | $1.01M | 0.4% | $66.3K | Cut−$537.5K |
| Philip Morris Intl Inc | — | 6.05K | $1M | 0.4% | $29.6K | Added$38.2K |
| Micron Technology Inc | MU | 2.86K | $965.5K | 0.4% | $143.8K | Added$183K |
| Vanguard Index Fds | — | 4.84K | $949K | 0.3% | $23.1K | Held |
| Lam Research Corp | LRCX | 4.44K | $948.9K | 0.3% | $188.6K | Cut$179.2K |
| Honeywell Intl Inc | — | 4.18K | $945.5K | 0.3% | $128.4K | Added$136.3K |
| Colgate Palmolive Co | CL | 10.9K | $931.1K | 0.3% | $67.3K | Added$74.1K |
| S&P Global Inc. | SPGI | 2.16K | $920K | 0.3% | −$207.8K | Added−$196.8K |
| Transdigm Group Inc | TDG | 773 | $895.9K | 0.3% | −$132.1K | Cut−$138.7K |
| Ishares Tr | — | 7.37K | $893.4K | 0.3% | — | New |
| Salesforce, Inc. | CRM | 4.54K | $846.7K | 0.3% | −$333.9K | Added−$283.9K |
| Iqvia Hldgs Inc | — | 4.93K | $841.3K | 0.3% | −$265.5K | Added−$249.5K |
| Ishares Tr | — | 1.93K | $823.8K | 0.3% | −$90.6K | Held |
| Ttm Technologies Inc | TTMI | 8.37K | $814.9K | 0.3% | $225K | Added$268.6K |
| International Business Machs | — | 3.15K | $763.9K | 0.3% | −$167.6K | Added−$159.6K |
| Southern Co | — | 7.87K | $759.7K | 0.3% | $73.2K | Added$75.7K |
| Invesco Exch Traded Fd Tr Ii | — | 10.3K | $751.6K | 0.3% | $16.6K | Cut$16.5K |
| Ishares Tr | — | 9.1K | $751K | 0.3% | −$2.41K | Cut−$14.2K |
| Cencora, Inc. | COR | 2.26K | $711K | 0.3% | −$53.1K | Added−$50.9K |
| Edwards Lifesciences Corp | EW | 8.8K | $705.1K | 0.3% | −$30.8K | Added$197.1K |
| Genuine Parts Co | GPC | 6.38K | $675.2K | 0.2% | −$109.6K | Added−$108.4K |
| CARRIER GLOBAL Corp | CARR | 11.5K | $647.9K | 0.2% | $40K | Added$40.2K |
| Marsh & Mclennan Cos Inc | — | 3.72K | $645.2K | 0.2% | −$44.1K | Added−$34.6K |
| Marathon Pete Corp | — | 2.63K | $641.5K | 0.2% | $213.9K | Added$214.9K |
| Alps Etf Tr | — | 12.1K | $636.5K | 0.2% | $62.9K | Added$111K |
| Atmos Energy Corp | ATO | 3.34K | $616.6K | 0.2% | $56.9K | Added$58.4K |
| Amphenol Corp New | — | 4.87K | $615.1K | 0.2% | −$40.7K | Added−$11.3K |
| Abbott Labs | ABT | 5.85K | $600.7K | 0.2% | −$132K | Added−$131.3K |
| Boeing Co | — | 3.01K | $599.8K | 0.2% | −$54.3K | Added−$53.9K |
| Mcdonalds Corp | MCD | 1.83K | $568.4K | 0.2% | $9.31K | Added$17.1K |
| Applied Matls Inc | — | 1.61K | $551.3K | 0.2% | — | New |
| Rpm Intl Inc | — | 5.5K | $546.4K | 0.2% | −$25.1K | Added−$21.7K |
| Aflac Inc | AFL | 4.91K | $539.2K | 0.2% | −$2.64K | Cut−$2.75K |
| Dover Corp | DOV | 2.56K | $533.3K | 0.2% | $33.8K | Added$34.5K |
| Dexcom Inc | DXCM | 8.14K | $511.5K | 0.2% | −$27.1K | Added$7.09K |
| American Express Co | AXP | 1.67K | $504.1K | 0.2% | −$107.4K | Added−$86K |
| Pfizer Inc | PFE | 17.9K | $502.5K | 0.2% | $56.4K | Added$61.1K |
| Incyte Corp | INCY | 5.25K | $494.5K | 0.2% | −$24.2K | Added−$20.3K |
| Cadence Design System Inc | — | 1.73K | $479.6K | 0.2% | −$57.3K | Added−$36.5K |
| Nucor Corp | NUE | 2.78K | $469.5K | 0.2% | $16.5K | Added$20.9K |
| Corteva, Inc. | CTVA | 5.54K | $463.4K | 0.2% | $91.2K | Added$96.9K |
| Otis Worldwide Corp | OTIS | 5.96K | $459.7K | 0.2% | −$60.7K | Added−$56.6K |
| Kratos Defense & Sec Solutio | — | 6.5K | $458.3K | 0.2% | −$35.1K | Cut−$73.1K |
| Vanguard Growth Etf | — | 1.06K | $458.2K | 0.2% | −$56.8K | Added−$50.3K |
| Vanguard Index Fds | — | 1.57K | $450.6K | 0.2% | −$4.77K | Cut−$7.09K |
| Bristol-Myers Squibb Co | — | 7.33K | $444.6K | 0.2% | $49K | Added$50.5K |
| Spdr Gold Tr | — | 1.03K | $443.6K | 0.2% | $35K | Cut$33.8K |
| Gallagher Arthur J & Co | — | 2.05K | $443.3K | 0.2% | −$85.7K | Added−$83.3K |
| Hilltop Holdings Inc. | HTH | 12.2K | $437.3K | 0.2% | $22.9K | Added$23.5K |
| Ishares Tr | — | 6.11K | $428.7K | 0.2% | $3.83K | Added$78.4K |
| Bank America Corp | — | 8.65K | $421.8K | 0.2% | −$54K | Cut−$102.1K |
| Nasdaq, Inc. | NDAQ | 4.8K | $407.6K | 0.1% | −$58.8K | Cut−$103.7K |
| Motorola Solutions, Inc. | MSI | 921 | $399.7K | 0.1% | $46.6K | Held |
| United Parcel Service Inc | UPS | 3.99K | $392.3K | 0.1% | −$3.23K | Cut−$4.22K |
| Consolidated Edison Inc | ED | 3.31K | $375K | 0.1% | $46K | Cut$45.9K |
| Wd 40 Co | WDFC | 1.75K | $357.5K | 0.1% | $12.3K | Held |
| Deere & Co | DE | 620 | $349.4K | 0.1% | $60.4K | Added$63.2K |
| Kla Corp | KLAC | 231 | $340.6K | 0.1% | $59.2K | Added$62.1K |
| Ishares Tr | — | 1.31K | $325.9K | 0.1% | $2.42K | Held |
| Vanguard Index Fds | — | 1.08K | $323.9K | 0.1% | −$17K | Cut−$23.9K |
| Progressive Corp | — | 1.63K | $323.6K | 0.1% | −$46.5K | Added−$36.2K |
| Invesco Qqq Tr | — | 558 | $322.1K | 0.1% | −$20.7K | Cut−$29.9K |
| Air Prods & Chems Inc | — | 1.11K | $321.7K | 0.1% | $48.1K | Cut$42.2K |
| Dell Technologies Inc. | DELL | 1.95K | $320.2K | 0.1% | $74.6K | Added$74.9K |
| Crowdstrike Hldgs Inc | — | 784 | $306.1K | 0.1% | −$59.8K | Added−$51.6K |
| Lindsay Corp | LNN | 2.54K | $302.5K | 0.1% | $3.16K | Cut−$47.5K |
| ServiceNow, Inc. | NOW | 2.88K | $301.1K | 0.1% | −$137.2K | Added−$130.9K |
| Ishares Tr | — | 835 | $297.7K | 0.1% | −$14.1K | Held |
| Raymond James Finl Inc | — | 2.03K | $293.8K | 0.1% | −$31.7K | Added−$30.3K |
| Analog Devices Inc | ADI | 921 | $293.3K | 0.1% | $43.5K | Cut$41.6K |
| General Dynamics Corp | GD | 837 | $287.4K | 0.1% | $5.57K | Held |
| Spdr Series Trust | — | 3.03K | $286.6K | 0.1% | $10.9K | Held |
| Mondelez Intl Inc | — | 4.96K | $285.7K | 0.1% | $18.5K | Added$25K |
| Caterpillar Inc | CAT | 386 | $273.5K | 0.1% | $50K | Added$62.1K |
| Simmons 1st Natl Corp | — | 13.8K | $267.8K | 0.1% | $8.26K | Held |
| Csx Corp | CSX | 6.32K | $259.5K | 0.1% | $30.2K | Added$31.7K |
| Intercontinental Exchange In | — | 1.64K | $257.8K | 0.1% | −$7.34K | Added$1.16K |
| Lockheed Martin Corp | LMT | 426 | $257.5K | 0.1% | — | New |
| J P Morgan Exchange Traded F | — | 3.96K | $252.8K | 0.1% | −$8.49K | Added$28.3K |
| Ishares Tr | — | 1.75K | $249.7K | 0.1% | −$11K | Held |
| Ishares Tr | — | 1.63K | $246.4K | 0.1% | $15.2K | Held |
| Select Sector Spdr Tr | — | 1.84K | $245.2K | 0.1% | −$21.2K | Held |
| Ishares Tr | — | 2.13K | $240.5K | 0.1% | −$21.6K | Cut−$30.8K |
| Invesco Exchange Traded Fd T | — | 5.08K | $229.7K | 0.1% | — | New |
| Vanguard Index Fds | — | 876 | $225.5K | 0.1% | −$19.8K | Held |
| Nextera Energy Inc | — | 2.31K | $214.5K | 0.1% | — | New |
| Qnity Electronics, Inc. | Q | 1.82K | $209.9K | 0.1% | — | New |
| Vanguard Index Fds | — | 1.13K | $206.4K | 0.1% | $5.87K | Held |
| Solventum Corp | SOLV | 3.15K | $206.1K | 0.1% | −$43.9K | Cut−$83.6K |
| Altria Group, Inc. | MO | 3.09K | $203.7K | 0.1% | — | New |
| Thermo Fisher Scientific Inc. | TMO | 409 | $201.1K | 0.1% | −$35.3K | Added−$31.3K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.