Allred Capital Management, LLC
Allred Capital Management, LLC is a registered investment adviser headquartered in Dallas, Texas. Founded in 2019, the firm manages approximately $452.4 million in assets for a diverse base of clients, including high-net-worth individuals, other individuals, pension and profit sharing plans, charitable organizations, and corporations. The firm has 6 employees, of which about two-thirds are investors. Allred Capital Management specializes in customized investment solutions and portfolio management, tailoring asset allocations to meet each client’s objectives.
Investment Strategy
Allred Capital Management, LLC adopts a comprehensive portfolio management approach, investing primarily in U.S. equities, including large-cap technology and blue-chip companies such as Microsoft, Apple, Nvidia, and Alphabet. The firm focuses on discretionary accounts, constructing diversified portfolios designed to align with client risk profiles and long-term goals. The client base is largely composed of individuals, especially high-net-worth clients, but also includes pension plans, charities, and corporations. Their philosophy centers on disciplined asset allocation and research-driven security selection.
Top Holdings
Equity Positions (154)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SHV | ISHARES TR | 11.70% | $31.3M | 283,342 | $110.19 | $110.42 | +$7.3M |
M MSFT | MICROSOFT CORP | 7.95% | $21.3M | 42,737 | $103.77 | $497.41 | +$4.4M |
V VIG | VANGUARD SPECIALIZED FUNDS | 4.66% | $12.5M | 60,930 | $112.19 | $204.67 | +$934.6K |
N NOBL | PROSHARES TR | 2.79% | $7.5M | 74,107 | $96.40 | $100.70 | +$278.0K |
S SYK | STRYKER CORPORATION | 2.66% | $7.1M | 17,957 | $157.10 | $395.63 | +$294.8K |