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| Happy Holidays!! thanks for using AUM13F!! |
| Allred Capital Management LLC
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| CRD # | 297533 |
| SEC # | 801-113900 |
| CIK # | 0001765885 |
| AUM | $452.4 M (2025-05-01) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 844-965-7695 |
| Address | 8333 Douglas Avenue Dallas, TX 75225 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001765885 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 21.3 | ||
| Stryker Corp | 7.1 | ||
| Nvidia Corp | 6.8 | ||
| Apple Inc | 6.5 | ||
| Johnson & Johnson | 4.5 | ||
| Wal Mart Stores Inc | 4.4 | ||
| Alphabet Inc | 3.6 | ||
| J P Morgan Chase & Co | 3.5 | ||
| Costco Wholesale Corp /NEW | 3.4 | ||
| Amazon Com Inc | 3.2 | ||
| Exxon Mobil Corp | 3.0 | ||
| Facebook Inc | 2.9 | ||
| Oracle Corp | 2.9 | ||
| Coca Cola Co | 2.6 | ||
| Home Depot Inc | 2.3 | ||
| Tyler Technologies Inc | 2.3 | ||
| Emerson Electric Co | 2.2 | ||
| Allstate Corp | 2.2 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 217 | 60.1 |
| (b) Individuals (high net worth individuals) | 53 | 289.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 15.8 |
| (h) Charitable organizations | 4 | 20.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 24 | 67.2 |
| (n) Other | 0 | 0.0 |
| Total | 957 | 452.4 |
| By Discretionary | ||
| Discretionary | 927 | 440.4 |
| Non-Discretionary | 30 | 12.1 |
| Total | 957 | 452.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 452.4 | |
| Total | 957 | 452.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001765885] |
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|---|---|---|
|
Barrett & Company Inc
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RI | 0.5 |
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Elyxium Wealth LLC
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CA | 0.5 |
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Osterweis Capital Management Inc
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CA | 0.5 |
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Hutchens & Kramer Investment Management Group LLC
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IN | 0.5 |
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Chase Investment Counsel Corporation
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VA | 0.5 |
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Virtera Partners LLC
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OH | 0.5 |
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Mindful Asset Planning LLC
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MN | 0.5 |
|
Collective Family Office LLC
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PA | 0.5 |
|
Inlight Wealth Management LLC
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GA | 0.5 |
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Ulland Investment Advisors LLC
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MN | 0.5 |