Allred Capital Management, LLC — 13F holdings

Allred Capital Management, LLC reported 162 holdings worth $305M in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

  1. SHV ISHARES TR — $28.8M (9.5%)
  2. VIG VANGUARD SPECIALIZED FUNDS — $14.9M (4.9%)
  3. MSFT MICROSOFT CORP — $14.9M (4.9%)
  4. XLV SELECT SECTOR SPDR TR — $9.43M (3.1%)
  5. AAPL APPLE INC — $8.92M (2.9%)
  6. NOBL PROSHARES TR — $8.63M (2.8%)
  7. NVDA NVIDIA CORPORATION — $8.55M (2.8%)
  8. JNJ Johnson & Johnson — $7.39M (2.4%)
  9. USMV ISHARES TR — $6.58M (2.2%)
  10. GOOGL ALPHABET INC — $6.54M (2.1%)