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Allen Capital Group

Latest statistics and disclosures from Allen Capital Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPYM, JCPB, UITB, IQLT, BRK.B, and represent 24.74% of Allen Capital Group's stock portfolio.
Added to shares of these 10 stocks: KLAC (+$15M), GLDM (+$9.5M), DPZ, UBER, UITB, ACN, ORCL, BKNG, JCPB, ORLY.
Started 43 new stock positions in SPCX, CLX, PGR, PFG, PRU, HWM, BRBR, ACN, BAX, NEXT.
Reduced shares in these 10 stocks: SGOL (-$9.3M), SCHO (-$6.7M), JPM, JNJ, NKE, USFR, TUSI, , JEPI, SPY.
Sold out of its positions in CAG, COP, Honeywell International, KR, MCK, NKE, CRM, SCHO, WDAY.
Allen Capital Group was a net buyer of stock by $46M.
Allen Capital Group has $1.2B in assets under management (AUM), dropping by 9.85%.
Central Index Key (CIK): 0001601384

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Portfolio Holdings for Allen Capital Group

Allen Capital Group holds 316 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust St Str P500etf (SPYM)	6.5	$79M	+2%	903k	87.88	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	5.9	$72M	+4%	1.5M	46.94	View chart
Victory Portfolios Ii Core Bd Etf (UITB)	4.5	$56M	+6%	1.2M	46.84	View chart
Ishares Tr Msci Intl Qualty (IQLT)	4.2	$52M	+3%	1.1M	49.55	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	3.6	$45M		89k	500.39	View chart
Etf Ser Solutions Distillate Us (DSTL)	2.8	$34M	+3%	573k	59.90	View chart
Apple (AAPL)	2.7	$33M		114k	289.36	View chart
Pimco Etf Tr Multisector Bd (PYLD)	2.5	$31M	+6%	1.2M	26.52	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.4	$30M		422k	69.90	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	2.0	$24M	+3%	421k	57.67	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	1.8	$22M	+3%	432k	51.78	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.8	$22M		223k	96.49	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	1.7	$20M	-3%	43k	477.57	View chart
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO)	1.7	$20M	+3%	445k	45.75	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.6	$19M		54k	357.37	View chart
Kla Corp Com New (KLAC)	1.4	$17M	+816%	57k	301.71	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	1.4	$17M		633k	26.50	View chart
NVIDIA Corporation (NVDA)	1.3	$17M	+2%	82k	200.09	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	1.3	$16M	+2%	136k	117.09	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.3	$16M	+5%	530k	29.43	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	1.2	$15M	+7%	324k	44.99	View chart
Amazon (AMZN)	1.0	$13M		53k	238.34	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.0	$12M	-11%	217k	56.48	View chart
Microsoft Corporation (MSFT)	0.9	$12M	-2%	31k	373.02	View chart
JPMorgan Chase & Co. (JPM)	0.9	$11M	-29%	34k	327.33	View chart
Charles Schwab Corporation (SCHW)	0.9	$11M	+2%	115k	92.27	View chart
Home Depot (HD)	0.8	$9.7M		27k	352.68	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.8	$9.6M	+4968%	121k	79.42	View chart
Touchstone Etf Trust Ultra Short Incm (TUSI)	0.8	$9.4M	-22%	373k	25.26	View chart
Kinder Morgan (KMI)	0.8	$9.4M		293k	31.97	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.8	$9.3M	-22%	184k	50.35	View chart
Deere & Company (DE)	0.8	$9.3M		15k	634.34	View chart
Blackstone Group Inc Com Cl A (BX)	0.7	$8.8M	+3%	75k	117.67	View chart
Costco Wholesale Corporation (COST)	0.7	$8.8M	+12%	9.4k	935.47	View chart
Meta Platforms Cl A (META)	0.7	$8.7M	-2%	16k	563.31	View chart
State Str Spdr S&p 500 Etf T Tr Unit Call Option (SPY)	0.7	$8.7M	-9%	12k	746.77	View chart
Chevron Corporation (CVX)	0.7	$8.7M	+2%	52k	165.76	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.7	$8.4M	-52%	219k	38.23	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.6	$8.0M	+16%	288k	27.70	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.6	$7.9M		4.0k	1989.44	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$7.8M		10k	748.92	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.6	$7.7M	+6%	242k	31.71	View chart
Genuine Parts Company (GPC)	0.6	$7.4M	+4%	63k	117.98	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.6	$7.1M		45k	158.03	View chart
Amphenol Corp Cl A (APH)	0.6	$7.1M		40k	176.32	View chart
Spdr Index Shs Fds St S&p Intl Etf (DWX)	0.5	$6.4M		138k	45.96	View chart
Pepsi (PEP)	0.5	$6.3M	+2%	47k	135.40	View chart
Verizon Communications (VZ)	0.5	$6.1M	+2%	145k	42.34	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.5	$6.0M	-2%	57k	103.96	View chart
Snowflake Com Shs (SNOW)	0.5	$5.9M		23k	254.50	View chart
American Electric Power Company (AEP)	0.5	$5.6M	+2%	41k	136.81	View chart
Unilever Spon Adr New (UL)	0.5	$5.6M	+5%	93k	60.12	View chart
Pfizer (PFE)	0.4	$5.3M	+3%	219k	24.08	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.4	$5.2M		7.00	748850.00	View chart
Micron Technology (MU)	0.4	$5.0M	-4%	4.3k	1154.29	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.4	$4.9M		108k	45.49	View chart
O'reilly Automotive Put Option (ORLY)	0.4	$4.8M	+109%	53k	92.09	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.4	$4.7M	+15%	135k	34.81	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	0.4	$4.6M	+11%	90k	50.62	View chart
Stanley Black & Decker (SWK)	0.3	$4.3M	+3%	46k	94.12	View chart
Caterpillar (CAT)	0.3	$4.3M		4.0k	1064.79	View chart
Oneok (OKE)	0.3	$4.2M		49k	86.94	View chart
Domino's Pizza (DPZ)	0.3	$4.2M	NEW	14k	296.04	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$4.1M	+20%	122k	33.84	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.3	$4.1M		63k	64.50	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.3	$4.0M	+96%	72k	56.16	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.3	$4.0M	+2%	77k	51.85	View chart
Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF)	0.3	$3.9M		51k	77.55	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.3	$3.8M	-4%	53k	72.90	View chart
Schwab Strategic Tr Fund Em Equi Etf (FNDE)	0.3	$3.8M		96k	39.68	View chart
Oracle Corporation (ORCL)	0.3	$3.7M	+414%	25k	146.55	View chart
Novo-nordisk A S Adr (NVO)	0.3	$3.7M	+3%	77k	47.94	View chart
Zoetis Cl A (ZTS)	0.3	$3.6M	+25%	50k	71.86	View chart
Tidal Trust I Zega Buy Hed Etf (ZHDG)	0.3	$3.6M	-9%	153k	23.53	View chart
Broadcom (AVGO)	0.3	$3.6M	+4%	9.5k	377.75	View chart
Uber Technologies (UBER)	0.3	$3.5M	NEW	49k	72.16	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$3.5M	+15%	97k	36.13	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.3	$3.4M		7.6k	450.98	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.3	$3.4M	-15%	34k	100.16	View chart
Exxon Mobil Corporation (XOM)	0.3	$3.4M	-3%	25k	136.72	View chart
J P Morgan Exchange Traded F Mortgage Backed (JMTG)	0.3	$3.2M		64k	50.68	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.3	$3.2M	NEW	25k	124.44	View chart
Broadridge Financial Solutions (BR)	0.3	$3.1M	+7%	23k	136.95	View chart
Booking Holdings (BKNG)	0.3	$3.1M	+2403%	18k	178.24	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.3	$3.1M	+17%	86k	36.26	View chart
Coupang Cl A (CPNG)	0.2	$3.1M	+16%	176k	17.37	View chart
Johnson & Johnson (JNJ)	0.2	$3.1M	-56%	12k	253.97	View chart
Tractor Supply Company (TSCO)	0.2	$3.0M	+5%	95k	31.61	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$3.0M	+3%	42k	71.25	View chart
Tesla Motors (TSLA)	0.2	$3.0M	+4%	7.1k	420.60	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$3.0M	+3%	8.4k	353.35	View chart
Veeva Sys Cl A Com (VEEV)	0.2	$2.9M	-7%	16k	177.47	View chart
Apollo Global Mgmt (APO)	0.2	$2.8M		24k	118.31	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.2	$2.6M	+14%	51k	52.34	View chart
Copart (CPRT)	0.2	$2.6M		93k	28.19	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.2	$2.6M	-8%	27k	96.32	View chart
Eli Lilly & Co. (LLY)	0.2	$2.5M	+9%	2.1k	1199.43	View chart
Intuit (INTU)	0.2	$2.4M	+5%	9.1k	261.00	View chart
Wal-Mart Stores (WMT)	0.2	$2.3M		20k	113.26	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$2.2M		2.9k	763.14	View chart
Spdr Series Trust St Str Tips Etf (SPIP)	0.2	$2.2M		85k	25.68	View chart
Clorox Company (CLX)	0.2	$2.1M	NEW	22k	95.44	View chart
Cisco Systems (CSCO)	0.2	$2.1M		18k	117.46	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.2	$2.0M		39k	52.95	View chart
Union Pacific Corporation (UNP)	0.2	$2.0M		7.5k	272.01	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.2	$2.0M	+7%	33k	62.11	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$2.0M	+7%	39k	50.58	View chart
Bank of America Corporation (BAC)	0.2	$1.9M		33k	56.98	View chart
Southern Company (SO)	0.2	$1.9M	-4%	20k	95.71	View chart
Advanced Micro Devices (AMD)	0.1	$1.8M		3.1k	580.91	View chart
Adobe Systems Incorporated (ADBE)	0.1	$1.8M		8.6k	205.02	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$1.7M	+3%	29k	59.69	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$1.7M		7.6k	219.43	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$1.6M		11k	148.31	View chart
Duke Energy Corp Com New (DUK)	0.1	$1.6M		12k	126.58	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$1.5M		4.2k	370.07	View chart
Spdr Index Shs Fds St Str Nat Etf (GNR)	0.1	$1.5M		22k	67.31	View chart
First Horizon National Corporation (FHN)	0.1	$1.5M		57k	25.64	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$1.5M		13k	114.88	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$1.5M	+3%	27k	54.03	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$1.4M		5.9k	242.42	View chart
International Business Machines (IBM)	0.1	$1.4M	-5%	5.0k	281.23	View chart
Applied Materials (AMAT)	0.1	$1.4M	+5%	2.0k	722.99	View chart
American Centy Etf Tr Focused Lrg Cap (FLV)	0.1	$1.4M	-7%	17k	81.30	View chart
Visa Com Cl A (V)	0.1	$1.4M	+12%	4.0k	343.06	View chart
Merck & Co (MRK)	0.1	$1.4M		11k	128.50	View chart
Nextera Energy (NEE)	0.1	$1.3M	+7%	15k	87.77	View chart
Consolidated Edison (ED)	0.1	$1.3M		12k	110.63	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.3M	+40%	6.1k	212.77	View chart
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)	0.1	$1.3M	-8%	53k	23.77	View chart
Realty Income (O)	0.1	$1.2M		20k	61.96	View chart
Procter & Gamble Company (PG)	0.1	$1.2M	+11%	8.1k	146.64	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$1.2M	+520%	14k	86.14	View chart
Spdr Index Shs Fds St Str Europ Etf (SPEU)	0.1	$1.2M		22k	54.88	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$1.2M		15k	77.11	View chart
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)	0.1	$1.2M		17k	67.58	View chart
Lam Research Corp Com New (LRCX)	0.1	$1.2M	-3%	2.7k	433.33	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.2M	+2%	3.1k	368.38	View chart
Palo Alto Networks (PANW)	0.1	$1.1M		3.3k	341.02	View chart
Phillips 66 (PSX)	0.1	$1.1M		6.5k	169.06	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$1.1M	-10%	21k	51.00	View chart
Texas Instruments Incorporated (TXN)	0.1	$1.1M		3.6k	298.07	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.1	$1.0M	-2%	20k	50.39	View chart
Abbvie (ABBV)	0.1	$985k	+2%	3.9k	251.64	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$984k	-9%	9.1k	107.62	View chart
Morgan Stanley Com New (MS)	0.1	$972k	+2%	4.6k	209.04	View chart
Goldman Sachs (GS)	0.1	$969k	+5%	958.00	1011.37	View chart
Philip Morris International (PM)	0.1	$965k	+14%	5.3k	180.91	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$944k	-25%	19k	50.57	View chart
Lockheed Martin Corporation (LMT)	0.1	$938k	-6%	1.8k	509.47	View chart
Enterprise Products Partners (EPD)	0.1	$935k		25k	36.76	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$905k		11k	82.84	View chart
Eaton Corp SHS (ETN)	0.1	$857k	-2%	2.0k	426.12	View chart
McDonald's Corporation (MCD)	0.1	$833k	-13%	3.1k	270.28	View chart
General Dynamics Corporation (GD)	0.1	$822k	-3%	2.3k	354.24	View chart
Cummins (CMI)	0.1	$820k		1.1k	713.21	View chart
Coca-Cola Company (KO)	0.1	$818k	+5%	10k	81.27	View chart
Raytheon Technologies Corp (RTX)	0.1	$810k	-4%	4.3k	189.73	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.1	$792k	+6%	21k	37.94	View chart
Timothy Plan Hig Dv Stk Etf (TPHD)	0.1	$785k	+3%	19k	42.28	View chart
Ge Vernova (GEV)	0.1	$784k		667.00	1174.86	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$775k	+5%	8.1k	95.62	View chart
Xylem (XYL)	0.1	$757k		6.4k	118.21	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$750k		9.9k	75.79	View chart
Citigroup Com New (C)	0.1	$745k	+3%	5.3k	139.96	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$743k		3.4k	217.93	View chart
Mastercard Incorporated Cl A (MA)	0.1	$739k		1.4k	513.60	View chart
Ge Aerospace Com New (GE)	0.1	$732k	+3%	2.0k	373.73	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$710k	+9%	36k	19.61	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$708k	+9%	35k	20.36	View chart
Spdr Series Trust St Sho Treas Etf (SPTS)	0.1	$707k	-11%	24k	29.01	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$707k	+17%	12k	61.46	View chart
Northrop Grumman Corporation (NOC)	0.1	$679k	-3%	1.3k	509.31	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.1	$677k	+10%	36k	18.57	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.1	$676k	+10%	41k	16.39	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.1	$676k	+10%	41k	16.64	View chart
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)	0.1	$676k	+10%	33k	20.51	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$672k		2.2k	303.12	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$666k		11k	63.04	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$664k	+6%	12k	53.61	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$650k		1.9k	342.83	View chart
Valmont Industries (VMI)	0.1	$646k		1.1k	577.60	View chart
Altria (MO)	0.1	$636k	+5%	8.8k	71.95	View chart
3M Company (MMM)	0.0	$612k	+2%	3.8k	161.92	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.0	$604k		3.8k	158.66	View chart
PPG Industries (PPG)	0.0	$601k	+2%	5.0k	121.29	View chart
Intel Corporation (INTC)	0.0	$586k	NEW	4.2k	139.64	View chart
Stryker Corporation (SYK)	0.0	$583k	-7%	1.9k	314.84	View chart
Newmont Mining Corporation (NEM)	0.0	$576k		6.2k	93.40	View chart
CVS Caremark Corporation (CVS)	0.0	$573k		5.5k	103.45	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$573k	-8%	115k	4.99	View chart
Wells Fargo & Company (WFC)	0.0	$572k	+2%	6.9k	82.64	View chart
Starbucks Corporation (SBUX)	0.0	$557k		5.5k	102.19	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$542k	-5%	2.9k	188.09	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$531k	+21%	773.00	686.81	View chart
Danaher Corporation (DHR)	0.0	$526k	-13%	2.8k	190.48	View chart
Amgen (AMGN)	0.0	$517k	-2%	1.4k	362.12	View chart
Sherwin-Williams Company (SHW)	0.0	$515k	-7%	1.5k	344.32	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.0	$514k	-4%	9.7k	53.19	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.0	$507k	-22%	12k	43.61	View chart
Arthur J. Gallagher & Co. (AJG)	0.0	$503k		2.2k	229.57	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.0	$503k		6.9k	73.21	View chart
BP Sponsored Adr (BP)	0.0	$496k	-2%	13k	36.95	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$496k	+16%	4.7k	106.47	View chart
UnitedHealth (UNH)	0.0	$491k	+9%	1.2k	415.63	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$488k		3.5k	137.53	View chart
Marvell Technology (MRVL)	0.0	$487k	NEW	1.6k	297.89	View chart
Dell Technologies CL C (DELL)	0.0	$486k	-31%	1.1k	431.46	View chart
Invesco Exch Trd Slf Idx Bul 2033 Cor Etf (BSCX)	0.0	$486k	+17%	23k	21.05	View chart
Casey's General Stores (CASY)	0.0	$482k		606.00	794.79	View chart
Palantir Technologies Cl A (PLTR)	0.0	$478k	-10%	4.1k	116.67	View chart
Sandisk Corp (SNDK)	0.0	$475k	NEW	209.00	2273.73	View chart
Lowe's Companies (LOW)	0.0	$475k	-28%	2.2k	220.45	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.0	$455k		20k	22.90	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$452k		2.9k	156.97	View chart
Innovator Etfs Trust International Dv (IOCT)	0.0	$440k		12k	36.99	View chart
Markel Corporation (MKL)	0.0	$438k	-4%	224.00	1953.01	View chart
United Rentals (URI)	0.0	$426k		376.00	1132.89	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.0	$423k	+76%	9.7k	43.50	View chart
Invesco Exch Trd Slf Idx Bull 2034 Co Etf (BSCY)	0.0	$419k	+20%	20k	20.66	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$414k	+27%	5.0k	82.65	View chart
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH)	0.0	$409k	+12%	3.7k	110.94	View chart
Wp Carey (WPC)	0.0	$395k	-3%	5.5k	71.50	View chart
On Assignment (EFOR)	0.0	$390k	NEW	22k	17.87	View chart
Boeing Company (BA)	0.0	$383k		1.8k	216.49	View chart
Intuitive Surgical Com New (ISRG)	0.0	$383k	-21%	964.00	397.68	View chart
Abbott Laboratories (ABT)	0.0	$377k	-14%	4.2k	90.75	View chart
Qualcomm (QCOM)	0.0	$376k		2.0k	184.79	View chart
Cigna Corp (CI)	0.0	$366k	+67%	1.3k	275.68	View chart
Waystar Holding Corp (WAY)	0.0	$365k	NEW	18k	20.53	View chart
Arista Networks Com Shs (ANET)	0.0	$361k	+6%	2.1k	169.88	View chart
At&t (T)	0.0	$360k	-6%	17k	20.70	View chart
American Express Company (AXP)	0.0	$335k	+7%	989.00	338.25	View chart
Servicenow (NOW)	0.0	$333k	-12%	3.4k	99.28	View chart
Flex Ord (FLEX)	0.0	$331k	NEW	2.0k	162.07	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$325k		2.0k	164.27	View chart
Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU)	0.0	$319k		3.9k	81.13	View chart
Netflix (NFLX)	0.0	$319k	-34%	4.5k	71.40	View chart
Gilead Sciences (GILD)	0.0	$316k	+4%	2.5k	126.34	View chart
Ssga Active Tr St Str Black Etf (HYBL)	0.0	$315k		11k	27.95	View chart
Welltower Inc Com reit (WELL)	0.0	$313k	+4%	1.4k	226.97	View chart
Applovin Corp Com Cl A (APP)	0.0	$312k		606.00	515.23	View chart
Johnson Controls Internation SHS (JCI)	0.0	$301k	+9%	2.1k	146.11	View chart
Corning Incorporated (GLW)	0.0	$296k	NEW	1.2k	255.45	View chart
CSX Corporation (CSX)	0.0	$294k	+5%	6.2k	47.53	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.0	$293k	+4%	12k	24.66	View chart
Sprott Asset Management Physical Silver (PSLV)	0.0	$290k		15k	18.87	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$289k		3.8k	75.51	View chart
Anglogold Ashanti Com Shs (AU)	0.0	$284k	+24%	3.5k	80.89	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$282k	-3%	12k	23.68	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.0	$280k	NEW	1.6k	170.86	View chart
Kenvue (KVUE)	0.0	$277k	-6%	15k	19.11	View chart
Anaptysbio Inc Common (ANAB)	0.0	$273k	-2%	4.0k	67.50	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	0.0	$270k		4.7k	57.88	View chart
Intapp (INTA)	0.0	$269k	NEW	11k	25.21	View chart
Rli (RLI)	0.0	$268k	NEW	4.5k	59.07	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.0	$261k		8.7k	30.17	View chart
Parker-Hannifin Corporation (PH)	0.0	$258k		264.00	978.12	View chart
Allstate Corporation (ALL)	0.0	$256k		1.1k	237.94	View chart
Travelers Companies (TRV)	0.0	$251k	+2%	760.00	330.12	View chart
TJX Companies (TJX)	0.0	$250k	+4%	1.7k	151.50	View chart
Proshares Tr Ii Ultra Gold (UGL)	0.0	$246k	-8%	5.6k	43.87	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$246k	+4%	5.1k	48.43	View chart
American Tower Reit (AMT)	0.0	$245k	+3%	1.5k	163.57	View chart
Capital One Financial (COF)	0.0	$245k	+2%	1.2k	200.62	View chart
Williams Companies (WMB)	0.0	$243k	+11%	3.3k	74.34	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.0	$242k		2.9k	82.49	View chart
General Motors Company (GM)	0.0	$241k	+6%	3.1k	77.08	View chart
Progressive Corporation (PGR)	0.0	$239k	NEW	1.1k	218.45	View chart
Trane Technologies SHS (TT)	0.0	$236k	NEW	480.00	491.16	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$236k		2.8k	85.49	View chart
Chubb (CB)	0.0	$235k	+9%	689.00	340.74	View chart
Lumentum Hldgs (LITE)	0.0	$234k	NEW	273.00	858.06	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$233k	NEW	697.00	334.82	View chart
Walt Disney Company (DIS)	0.0	$232k	+15%	2.4k	96.25	View chart
Option Care Health Com New (OPCH)	0.0	$232k	NEW	11k	20.97	View chart
Howmet Aerospace (HWM)	0.0	$231k	NEW	860.00	268.86	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$231k	NEW	2.0k	114.18	View chart
Marex Group Ord (MRX)	0.0	$229k	NEW	3.8k	60.95	View chart
Moody's Corporation (MCO)	0.0	$227k	+6%	500.00	452.92	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.0	$226k		3.8k	59.95	View chart
Public Storage (PSA)	0.0	$224k	-16%	705.00	318.31	View chart
Draftkings Com Cl A (DKNG)	0.0	$224k	NEW	8.9k	25.26	View chart
Ametek (AME)	0.0	$224k	NEW	927.00	241.94	View chart
Badger Meter (BMI)	0.0	$224k	NEW	1.5k	148.38	View chart
Valero Energy Corporation (VLO)	0.0	$222k		853.00	260.43	View chart
Planet Fitness Master Issuer Cl A (PLNT)	0.0	$221k	NEW	4.2k	52.17	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	0.0	$220k		3.9k	56.20	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$220k	NEW	930.00	236.62	View chart
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)	0.0	$219k	+7%	5.7k	38.13	View chart
Prudential Financial (PRU)	0.0	$219k	NEW	2.0k	107.92	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$218k	+6%	3.8k	57.84	View chart
Bellring Brands Common Stock (BRBR)	0.0	$218k	NEW	17k	12.94	View chart
Nucor Corporation (NUE)	0.0	$217k	NEW	974.00	222.75	View chart
Cadence Design Systems (CDNS)	0.0	$215k	NEW	574.00	375.32	View chart
Principal Financial (PFG)	0.0	$215k	NEW	2.0k	107.79	View chart
Spdr Series Trust St Str P500val (SPYV)	0.0	$213k	NEW	3.5k	60.79	View chart
Chunghwa Telecom Spon Adr New11 (CHT)	0.0	$211k	NEW	4.8k	44.26	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.0	$209k	-41%	2.3k	89.85	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.0	$208k	NEW	1.1k	190.52	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$207k	NEW	2.3k	90.10	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.0	$206k		2.2k	92.21	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.0	$204k	-9%	4.0k	50.49	View chart
Baxter International (BAX)	0.0	$203k	NEW	9.5k	21.32	View chart
Us Bancorp Com New (USB)	0.0	$202k	NEW	3.3k	60.40	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.0	$196k		10k	19.52	View chart
Simply Good Foods (SMPL)	0.0	$183k	NEW	14k	13.28	View chart
Vestis Corporation Com Shs (VSTS)	0.0	$174k		12k	14.52	View chart
Ford Motor Company (F)	0.0	$164k	+2%	12k	13.90	View chart
Comstock Resources (CRK)	0.0	$161k	NEW	11k	14.92	View chart
Banco Santander Sa Adr (SAN)	0.0	$144k	+3%	10k	13.80	View chart
Haleon Spon Ads (HLN)	0.0	$137k	+7%	15k	9.33	View chart
Verra Mobility Corp Cl A Com Stk (VRRM)	0.0	$126k	NEW	30k	4.25	View chart
Niocorp Devs Com New (NB)	0.0	$111k	+16%	23k	4.82	View chart
Nextdecade Corp (NEXT)	0.0	$83k	NEW	11k	7.54	View chart
Lucid Group Com New (LCID)	0.0	$76k	NEW	11k	6.69	View chart

Past Filings by Allen Capital Group

SEC 13F filings are viewable for Allen Capital Group going back to 2017

Allen Capital Group 2026 Q2 filed July 27, 2026
Allen Capital Group 2026 Q1 filed May 27, 2026
Allen Capital Group 2025 Q4 filed Feb. 9, 2026
Allen Capital Group 2025 Q3 filed Oct. 27, 2025
Allen Capital Group 2025 Q2 filed Aug. 12, 2025
Allen Capital Group 2025 Q1 filed May 2, 2025
Allen Capital Group 2024 Q4 filed Jan. 23, 2025
Allen Capital Group 2024 Q3 filed Nov. 12, 2024
Allen Capital Group 2024 Q2 filed Aug. 12, 2024
Allen Capital Group 2024 Q1 filed April 15, 2024
Allen Capital Group 2023 Q4 filed Jan. 30, 2024
Allen Capital Group 2023 Q3 filed Nov. 1, 2023
Allen Capital Group 2023 Q2 filed July 24, 2023
Allen Capital Group 2023 Q1 filed April 28, 2023
Allen Capital Group 2022 Q4 filed Feb. 3, 2023
Allen Capital Group 2022 Q3 filed Nov. 9, 2022

View all past filings

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