ALLRED CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DOV | 3K | $425.71K |
 | CHKP | 2K | $499.69K |
 | SPGI | 2K | $1.04M |
 | DELL | 2K | $290.58K |
 | ETN | 2K | $755.27K |
 | RJF | 2K | $346.15K |
 | STZ | 2K | $263.81K |
 | NVS | 2K | $247.40K |
 | MCD | 2K | $552.47K |
 | WDFC | 2K | $346.41K |
 | PGR | 2K | $409.35K |
 | CDNS | 2K | $577.82K |
 | ICE | 2K | $273.92K |
 | AXP | 2K | $529.26K |
 | SNPS | 1K | $631.05K |
 | SNOW | 1K | $254.42K |
 | ASML | 1K | $1.06M |
 | APD | 1K | $297.92K |
 | BR | 1K | $241.25K |
 | LLY | 994 | $758.54K |
Dover Corporation
DOV
Shares Held
3K
Value
$425.71K
Check Point Software Technologies Ltd.
CHKP
Shares Held
2K
Value
$499.69K
S&P Global Inc.
SPGI
Shares Held
2K
Value
$1.04M
Dell Technologies Inc.
DELL
Shares Held
2K
Value
$290.58K
Eaton Corporation plc
ETN
Shares Held
2K
Value
$755.27K
Raymond James Financial, Inc.
RJF
Shares Held
2K
Value
$346.15K
Constellation Brands, Inc.
STZ
Shares Held
2K
Value
$263.81K
Novartis AG
NVS
Shares Held
2K
Value
$247.40K
McDonald's Corporation
MCD
Shares Held
2K
Value
$552.47K
WD-40 Company
WDFC
Shares Held
2K
Value
$346.41K
The Progressive Corporation
PGR
Shares Held
2K
Value
$409.35K
Cadence Design Systems, Inc.
CDNS
Shares Held
2K
Value
$577.82K
Intercontinental Exchange, Inc.
ICE
Shares Held
2K
Value
$273.92K
American Express Company
AXP
Shares Held
2K
Value
$529.26K
Synopsys, Inc.
SNPS
Shares Held
1K
Value
$631.05K
Snowflake Inc.
SNOW
Shares Held
1K
Value
$254.42K
ASML Holding N.V.
ASML
Shares Held
1K
Value
$1.06M
Air Products and Chemicals, Inc.
APD
Shares Held
1K
Value
$297.92K
Broadridge Financial Solutions, Inc.
BR
Shares Held
1K
Value
$241.25K
Eli Lilly and Company
LLY
Shares Held
994
Value
$758.54K