Fund HoldingsAllred Capital Management, LLC

Total Portfolio Value
$274.59M
Total Bought
$16.96M
Total Sold
$19.22M
Net Transaction
-$2.25M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
DIREXION SHARES ETF TRUST0186,144+186,14401,8520.67%+1,852
EXXON MOBIL CORP27,74427,592-1523,3394,6811.70%+1,343
JOHNSON & JOHNSON(JNJ)29,09729,090-76,0227,1112.59%+1,089
SELECT SECTOR SPDR TR
ST STR ENERG ETF
80,15574,241-5,9143,5844,5481.66%+965
ISHARES TR07,372+7,37208930.33%+893
GE VERNOVA INC(GEV)3,4693,528+592,2673,0801.12%+813
CHEVRON CORPORATION(CVX)012,886+12,88602,6660.97%+2,666
AMPLIFY ETF TR86,175101,062+14,8873,8354,5331.65%+698
APPLIED MATLS INC01,613+1,61305510.20%+551
WALMART INC(WMT)44,81044,408-4024,9925,5192.01%+527
COSTCO WHOLESALE CORPORATION(COST)03,403+3,40303,3911.24%+3,391
PROSHARES TR
S&P 500 DV ARIST
067,320+67,32007,1352.60%+7,135
MERCK & CO INC(MRK)21,36121,600+2392,2482,5980.95%+350
DIAMONDBACK ENERGY INC(FANG)6,5996,730+1319921,3310.48%+339
PALANTIR TECHNOLOGIES INC(PLTR)06,994+6,99401,0230.37%+1,023
ELI LILLY & CO(LLY)8451,305+4609091,2010.44%+292
TTM TECHNOLOGIES INC(TTMI)7,9188,365+4475468150.30%+269
LOCKHEED MARTIN CORP(LMT)0426+42602570.09%+257
COCA COLA CO(KO)37,09237,314+2222,5932,8381.03%+245
SELECT SECTOR SPDR TR
ST STR INDL ETF
28,13228,477+3454,3644,6041.68%+240
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
05,076+5,07602300.08%+230
MARATHON PETE CORP(MPC)02,627+2,62706410.23%+641
NEXTERA ENERGY INC(NEE)02,309+2,30902150.08%+215
QNITY ELECTRONICS INC(Q)01,819+1,81902100.08%+210
ALTRIA GROUP INC(MO)03,087+3,08702040.07%+204
EDWARDS LIFESCIENCES CORP5,9598,805+2,8465087050.26%+197
VERIZON COMMUNICATIONS INC(VZ)024,327+24,32701,2210.44%+1,221
MICRON TECHNOLOGY INC(MU)2,7422,858+1167839660.35%+183
LAM RESEARCH CORP(LRCX)4,4964,441-557709490.35%+179
INTEL CORP(INTC)24,66124,191-4709101,0680.39%+158
SELECT SECTOR SPDR TR
ST STR STAPL ETF
40,26340,012-2513,1283,2801.19%+152
HONEYWELL INTL INC(HON)04,183+4,18309460.34%+946
BROADCOM INC(AVGO)07,658+7,65802,3700.86%+2,370
DUKE ENERGY CORP NEW(DUK)08,857+8,85701,1600.42%+1,160
CME GROUP INC(CME)4,4924,555+631,2271,3450.49%+119
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
94,55397,557+3,0045,4125,5302.01%+117
ALPS ETF TR
ALERIAN MLP
11,17712,091+9145266370.23%+111
UNION PAC CORP(UNP)08,088+8,08801,9620.71%+1,962
TJX COS INC NEW(TJX)11,13111,345+2141,7101,8120.66%+102
CORTEVA INC(CTVA)5,4675,535+683664630.17%+97
ISHARES TR
CORE DIV GRWTH
5,0466,108+1,0623504290.16%+78
SELECT SECTOR SPDR TR
ST STR UTIL ETF
22,68922,801+1129691,0460.38%+78
SOUTHERN CO(SO)07,870+7,87007600.28%+760
DELL TECHNOLOGIES INC(DELL)01,951+1,95103200.12%+320
COLGATE PALMOLIVE CO(CL)10,84610,925+798579310.34%+74
AMGEN INC(AMGN)2,9362,93609611,0330.38%+72
DEERE & CO(DE)615620+52863490.13%+63
KLA CORP(KLAC)229231+22783410.12%+62
CATERPILLAR INC(CAT)369386+172112730.10%+62
PFIZER INC(PFE)17,72817,894+1664415020.18%+61
ATMOS ENERGY CORP(ATO)3,3303,338+85586170.22%+58
BRISTOL-MYERS SQUIBB CO(BMY)7,3067,331+253944450.16%+51
MOTOROLA SOLUTIONS INC(MSI)0921+92104000.15%+400
CONSOLIDATED EDISON INC(ED)3,3143,313-13293750.14%+46
AIR PRODUCTS AND CHEMICALS I01,107+1,10703220.12%+322
ANALOG DEVICES INC(ADI)928921-72522930.11%+42
CARRIER GLOBAL CORPORATION(CARR)011,506+11,50606480.24%+648
PHILIP MORRIS INTL INC(PM)5,9976,049+529621,0000.36%+38
DOVER CORP(DOV)2,5552,558+34995330.19%+34
SPDR GOLD TR(GLD)01,031+1,03104440.16%+444
CSX CORP(CSX)6,2836,320+372282590.09%+32
STATE STR SPDR S&P MIDCAP 40(MDY)2,2632,26301,3651,3960.51%+31
J P MORGAN EXCHANGE TRADED F
HEDG EQU LAD ETF
3,3803,955+5752252530.09%+28
PROCTER & GAMBLE CO(PG)012,490+12,49001,8040.66%+1,804
PEPSICO INC(PEP)11,49310,799-6941,6501,6770.61%+27
MONDELEZ INTL INC(MDLZ)04,955+4,95502860.10%+286
NVIDIA CORPORATION(NVDA)042,551+42,55107,4212.70%+7,421
HILLTOP HLDGS INC(HTH)12,19112,206+154144370.16%+23
VANGUARD INDEX FDS4,8444,84409269490.35%+23
NUCOR CORP(NUE)2,7502,776+264494690.17%+21
MCDONALDS CORP(MCD)1,8041,829+255515680.21%+17
INVESCO EXCH TRADED FD TR II010,282+10,28207520.27%+752
ISHARES TR1,6331,63302312460.09%+15
WD 40 CO(WDFC)1,7531,75303453580.13%+12
ALLSTATE CORP(ALL)011,129+11,12902,3080.84%+2,308
SPDR SERIES TRUST
ST STR MSCI USAQ
10,77711,001+2241,8771,8880.69%+11
SPDR SERIES TRUST
ST STR SP600SM C
3,0303,03002762870.10%+11
CISCO SYS INC(CSCO)14,14914,179+301,0901,1000.40%+10
SIMMONS FIRST NATL CORP(SFNC)13,77013,77002602680.10%+8
DEXCOM INC(DXCM)08,145+8,14505120.19%+512
VANGUARD INDEX FDS1,1271,12702012060.08%+6
GENERAL DYNAMICS CORP(GD)83783702822870.10%+6
ISHARES TR1,3141,31403233260.12%+2
INTERCONTINENTAL EXCHANGE IN(ICE)01,638+1,63802580.09%+258
ASPIRE BIOPHARMA HLDGS INC11,1850-11,18510-1
AFLAC INC(AFL)4,9154,914-15425390.20%-3
UNITED PARCEL SVCS INC(UPS)3,9973,987-103963920.14%-4
VANGUARD INDEX FDS1,5771,569-84584510.16%-7
ADVANCED MICRO DEVICES INC(AMD)8,5848,984+4001,8381,8280.67%-11
ISHARES TR1,7531,75302612500.09%-11
AMPHENOL CORP4,6354,868+2336266150.22%-11
ISHARES TR83583503122980.11%-14
ISHARES TR09,096+9,09607510.27%+751
VANGUARD INDEX FDS0876+87602250.08%+225
INCYTE CORP(INCY)5,2125,254+425154950.18%-20
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,8451,84502662450.09%-21
RPM INTL INC(RPM)05,496+5,49605460.20%+546
VANGUARD INDEX FDS01,083+1,08303240.12%+324
EMERSON ELEC CO(EMR)16,63616,659+232,2082,1830.79%-25
LOWES COS INC(LOW)05,691+5,69101,3450.49%+1,345
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