ALLRED CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ADI | 929 | $228.47K |
 | MSI | 921 | $421.16K |
 | GD | 836 | $285.37K |
 | TDG | 780 | $1.03M |
 | LMT | 777 | $388.21K |
 | LH | 750 | $215.46K |
 | CRWD | 738 | $361.90K |
 | DE | 613 | $280.72K |
 | NOW | 577 | $531.00K |
 | KLAC | 229 | $248.07K |
Analog Devices, Inc.
ADI
Shares Held
929
Value
$228.47K
Motorola Solutions, Inc.
MSI
Shares Held
921
Value
$421.16K
General Dynamics Corporation
GD
Shares Held
836
Value
$285.37K
TransDigm Group Incorporated
TDG
Shares Held
780
Value
$1.03M
Lockheed Martin Corporation
LMT
Shares Held
777
Value
$388.21K
Labcorp Holdings Inc.
LH
Shares Held
750
Value
$215.46K
CrowdStrike Holdings, Inc.
CRWD
Shares Held
738
Value
$361.90K
Deere & Company
DE
Shares Held
613
Value
$280.72K
ServiceNow, Inc.
NOW
Shares Held
577
Value
$531.00K
KLA Corporation
KLAC
Shares Held
229
Value
$248.07K