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Home > Institutional Investor > Allred Capital Management, Llc > Profile

Instuitional Investor - Allred Capital Management, Llc

Fund Profile
Filing Period:
Fund Name: Allred Capital Management, Llc
Portfolio Value $258,387,998
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 223,937 $24,657,720 9.54%
2.
Microsoft Corp
 MSFT 45,612 $19,225,359 7.44%
3.
Vanguard Specialized Funds - DIV APP ETF
 59,089 $11,571,359 4.47%
4.
Apple Inc.
 AAPL 34,039 $8,524,050 3.29%
5.
Proshares Tr - S&P 500 DV ARIST
 68,455 $6,814,682 2.63%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)