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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 JCPB, SPYM, UITB, IQLT, BRK.B, and represent 24.97% of Allen Capital Group's stock portfolio.
Added to shares of these 10 stocks: TUSI (+$12M), JCPB (+$12M), PYLD (+$10M), COST (+$7.2M), SCHO (+$6.7M), APH, USTB, UITB, BOXX, CPNG.
Started 25 new stock positions in FMAY, WMB, WWJD, VSTS, MDLZ, JCI, ANAB, PSA, CSX, TUSI.
Reduced shares in these 10 stocks: JAAA (-$19M), JPST (-$14M), SPY (-$10M), UNH (-$5.3M), ELV, PYPL, ZHDG, USFR, IGV, PAYX.
Sold out of its positions in ELV, BLK, BPRE, XTWO, DASH, DKNG, GNW, IGV, SLV, JUNS. PAYX, PAYC, PYPL, PRU, SLVM.
Allen Capital Group was a net buyer of stock by $30M.
Allen Capital Group has $1.1B in assets under management (AUM), dropping by 2.90%.
Central Index Key (CIK): 0001601384

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Portfolio Holdings for Allen Capital Group

Allen Capital Group holds 282 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	6.2	$69M	+20%	1.5M	47.08	View chart
Spdr Series Trust State Street Spd (SPYM)	6.1	$68M		884k	76.54	View chart
Victory Portfolios Ii Core Intermediat (UITB)	4.7	$52M	+8%	1.1M	47.02	View chart
Ishares Tr Msci Intl Qualty (IQLT)	4.2	$47M		1.0M	46.23	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	3.8	$43M		90k	479.20	View chart
Etf Ser Solutions Distillate Us (DSTL)	2.9	$32M		555k	57.88	View chart
Apple (AAPL)	2.6	$29M	+2%	113k	253.79	View chart
Pimco Etf Tr Multisector Bd (PYLD)	2.6	$29M	+53%	1.1M	26.20	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.3	$26M	+2%	419k	62.45	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	1.8	$21M		463k	44.62	View chart
Spdr Series Trust State Street Spd (SPSM)	1.8	$20M	+2%	406k	48.32	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	1.7	$20M		416k	46.91	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.6	$18M	+3%	220k	80.58	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	1.5	$17M		429k	39.48	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	1.5	$17M	+8%	634k	26.61	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.4	$16M	+2%	55k	287.56	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	1.4	$15M	+27%	132k	116.29	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	1.3	$15M		44k	337.95	View chart
NVIDIA Corporation (NVDA)	1.3	$14M	+3%	81k	174.40	View chart
JPMorgan Chase & Co. (JPM)	1.3	$14M	+3%	48k	294.16	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.2	$14M	+2%	245k	56.68	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	1.2	$14M	+10%	303k	45.18	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.2	$13M		502k	25.64	View chart
Touchstone Etf Trust Ultra Short Incm (TUSI)	1.1	$12M	NEW	480k	25.32	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	1.1	$12M	-10%	238k	50.34	View chart
Microsoft Corporation (MSFT)	1.1	$12M		32k	370.17	View chart
Amazon (AMZN)	1.0	$11M	+8%	52k	208.27	View chart
Charles Schwab Corporation (SCHW)	0.9	$11M	+3%	113k	93.98	View chart
Chevron Corporation (CVX)	0.9	$11M	+2%	51k	206.90	View chart
Kinder Morgan (KMI)	0.9	$9.6M	+2%	287k	33.53	View chart
Kla Corp Com New (KLAC)	0.8	$9.2M	+2%	6.3k	1472.41	View chart
Meta Platforms Cl A (META)	0.8	$9.1M	+4%	16k	572.14	View chart
Home Depot (HD)	0.8	$8.8M	+4%	27k	328.89	View chart
State Str Spdr S&p 500 Etf T Tr Unit Call Option (SPY)	0.7	$8.4M	-55%	13k	650.34	View chart
Costco Wholesale Corporation (COST)	0.7	$8.3M	+627%	8.3k	996.43	View chart
Blackstone Group Inc Com Cl A (BX)	0.7	$8.2M	+24%	72k	114.99	View chart
Deere & Company (DE)	0.7	$8.2M	+3%	15k	563.31	View chart
Verizon Communications (VZ)	0.6	$7.1M	+3%	141k	50.20	View chart
Pepsi (PEP)	0.6	$7.1M	+4%	45k	155.29	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.6	$7.0M	+5%	229k	30.68	View chart
Johnson & Johnson (JNJ)	0.6	$6.8M	+4%	28k	244.44	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$6.8M		10k	653.23	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.6	$6.7M	NEW	275k	24.27	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.6	$6.6M		44k	148.10	View chart
Spdr Index Shs Fds State Street Spd (DWX)	0.6	$6.3M		139k	45.60	View chart
Genuine Parts Company (GPC)	0.6	$6.3M	+8%	60k	105.75	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.5	$6.1M	+5%	248k	24.75	View chart
Pfizer (PFE)	0.5	$5.9M	+7%	212k	28.08	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.5	$5.7M		59k	96.70	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.5	$5.3M		4.0k	1320.82	View chart
American Electric Power Company (AEP)	0.5	$5.3M	+2%	40k	131.08	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.4	$5.0M		7.00	718140.00	View chart
Amphenol Corp Cl A (APH)	0.4	$5.0M	+1118%	40k	126.35	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.4	$5.0M		110k	45.62	View chart
Unilever Spon Adr New (UL)	0.4	$5.0M	+8%	88k	56.97	View chart
Zoetis Cl A (ZTS)	0.4	$4.7M	+5%	40k	118.21	View chart
Exxon Mobil Corporation (XOM)	0.4	$4.3M	+2%	26k	169.66	View chart
Oneok (OKE)	0.4	$4.3M	+7%	48k	90.39	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	0.4	$4.1M	NEW	81k	50.58	View chart
Tractor Supply Company (TSCO)	0.4	$4.1M	+5%	90k	45.30	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.4	$4.0M		40k	100.19	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.4	$3.9M	+5%	7.5k	522.72	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.4	$3.9M	+3%	75k	52.64	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.3	$3.9M	-2%	36k	106.01	View chart
Intuit (INTU)	0.3	$3.8M	+16%	8.7k	432.38	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.3	$3.7M		96k	38.26	View chart
Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF)	0.3	$3.6M		51k	71.39	View chart
Tidal Trust I Zega Buy And Hed (ZHDG)	0.3	$3.6M	-36%	169k	21.12	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.3	$3.6M	+2%	117k	30.50	View chart
Snowflake Com Shs (SNOW)	0.3	$3.5M	+3%	23k	150.82	View chart
Broadridge Financial Solutions (BR)	0.3	$3.5M	+5%	21k	162.48	View chart
Nike CL B (NKE)	0.3	$3.3M	+8%	63k	52.82	View chart
J P Morgan Exchange Traded F Mortgage Backed (JMTG)	0.3	$3.3M	-3%	65k	51.00	View chart
Stanley Black & Decker (SWK)	0.3	$3.1M	+6%	44k	71.06	View chart
Veeva Sys Cl A Com (VEEV)	0.3	$3.0M	+4%	17k	175.66	View chart
Copart (CPRT)	0.3	$3.0M	+12%	92k	33.20	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.3	$3.0M	+32%	55k	54.65	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$2.9M	+4%	101k	29.13	View chart
Booking Holdings (BKNG)	0.3	$2.9M	+10%	697.00	4208.91	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.3	$2.9M		63k	45.26	View chart
Caterpillar (CAT)	0.3	$2.8M		4.0k	708.47	View chart
Coupang Cl A (CPNG)	0.3	$2.8M	+469%	151k	18.88	View chart
Broadcom (AVGO)	0.3	$2.8M	-11%	9.0k	309.51	View chart
Novo-nordisk A S Adr (NVO)	0.2	$2.7M	+29%	74k	36.75	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.2	$2.6M	-12%	29k	89.33	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$2.6M		40k	64.08	View chart
Apollo Global Mgmt (APO)	0.2	$2.6M	+5%	23k	111.42	View chart
Tesla Motors (TSLA)	0.2	$2.5M		6.8k	371.75	View chart
Wal-Mart Stores (WMT)	0.2	$2.5M	+2%	20k	124.28	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$2.4M	+4%	84k	29.08	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$2.4M	+5%	73k	32.95	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$2.3M	+4%	8.1k	286.87	View chart
O'reilly Automotive (ORLY)	0.2	$2.3M	NEW	25k	92.31	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.2	$2.3M	-8%	44k	51.93	View chart
Spdr Series Trust State Street Spd (SPIP)	0.2	$2.2M	-6%	84k	26.01	View chart
Adobe Systems Incorporated (ADBE)	0.2	$2.1M	+18%	8.5k	243.09	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.2	$2.0M		38k	52.70	View chart
Southern Company (SO)	0.2	$2.0M	-15%	21k	96.52	View chart
Workday Cl A (WDAY)	0.2	$2.0M	+10%	15k	129.92	View chart
Union Pacific Corporation (UNP)	0.2	$1.8M	+3%	7.5k	242.61	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$1.8M	+18%	37k	49.89	View chart
Eli Lilly & Co. (LLY)	0.2	$1.8M		1.9k	919.77	View chart
Spdr Index Shs Fds State Street Spd (GNR)	0.1	$1.7M	-2%	22k	74.67	View chart
Duke Energy Corp Com New (DUK)	0.1	$1.6M		13k	130.94	View chart
Bank of America Corporation (BAC)	0.1	$1.6M	-2%	34k	48.75	View chart
Micron Technology (MU)	0.1	$1.5M	+8%	4.5k	337.84	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.1	$1.5M		30k	50.12	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$1.5M		28k	54.05	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$1.5M		7.6k	191.81	View chart
American Centy Etf Tr Focused Lrg Cap (FLV)	0.1	$1.4M	+4%	19k	76.69	View chart
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)	0.1	$1.4M		58k	23.86	View chart
Cisco Systems (CSCO)	0.1	$1.4M	+4%	18k	77.59	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$1.3M	NEW	4.2k	320.83	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$1.3M	-3%	11k	124.31	View chart
Consolidated Edison (ED)	0.1	$1.3M	-6%	12k	113.18	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.3M		3.1k	430.29	View chart
Nextera Energy (NEE)	0.1	$1.3M	-4%	14k	92.88	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$1.3M		5.9k	218.75	View chart
International Business Machines (IBM)	0.1	$1.3M		5.4k	242.40	View chart
First Horizon National Corporation (FHN)	0.1	$1.3M	-5%	57k	22.76	View chart
Merck & Co (MRK)	0.1	$1.3M	+6%	11k	120.29	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$1.3M	-91%	25k	50.61	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$1.2M	-2%	26k	47.53	View chart
Realty Income (O)	0.1	$1.2M		20k	61.18	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$1.2M	+20%	24k	50.98	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$1.2M		13k	93.66	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.2M		2.0k	604.39	View chart
Phillips 66 (PSX)	0.1	$1.2M	+4%	6.5k	182.19	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$1.1M	-3%	2.9k	390.41	View chart
McDonald's Corporation (MCD)	0.1	$1.1M	+15%	3.6k	310.80	View chart
Spdr Index Shs Fds State Street Spd (SPEU)	0.1	$1.1M	-2%	22k	51.24	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.1	$1.1M		17k	63.91	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$1.1M	-7%	10k	106.15	View chart
Visa Com Cl A (V)	0.1	$1.1M		3.5k	302.21	View chart
Procter & Gamble Company (PG)	0.1	$1.1M		7.3k	144.45	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$1.0M		15k	67.53	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$973k		2.2k	436.79	View chart
Enterprise Products Partners (EPD)	0.1	$950k		25k	37.84	View chart
Northrop Grumman Corporation (NOC)	0.1	$941k		1.4k	682.24	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.1	$941k		21k	45.65	View chart
Raytheon Technologies Corp (RTX)	0.1	$863k		4.5k	192.90	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$833k	+62%	4.3k	191.90	View chart
Abbvie (ABBV)	0.1	$828k	+12%	3.8k	217.49	View chart
General Dynamics Corporation (GD)	0.1	$828k	+9%	2.4k	343.22	View chart
Spdr Series Trust State Street Spd (SPTS)	0.1	$807k	-18%	28k	29.18	View chart
Philip Morris International (PM)	0.1	$768k	+8%	4.6k	165.34	View chart
Goldman Sachs (GS)	0.1	$765k	+17%	904.00	845.99	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$759k		11k	69.75	View chart
Xylem (XYL)	0.1	$753k	+13%	6.3k	119.50	View chart
Morgan Stanley Com New (MS)	0.1	$748k		4.5k	164.57	View chart
Timothy Plan Hig Dv Stk Etf (TPHD)	0.1	$742k	NEW	18k	41.36	View chart
Eaton Corp SHS (ETN)	0.1	$740k	+173%	2.1k	357.67	View chart
Mastercard Incorporated Cl A (MA)	0.1	$727k	-12%	1.5k	499.66	View chart
Oracle Corporation (ORCL)	0.1	$726k	+21%	4.9k	147.10	View chart
Coca-Cola Company (KO)	0.1	$725k	+2%	9.5k	76.05	View chart
Lowe's Companies (LOW)	0.1	$711k	+14%	3.0k	236.25	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$695k		9.9k	70.18	View chart
Texas Instruments Incorporated (TXN)	0.1	$679k		3.5k	194.14	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$676k		7.7k	87.84	View chart
Palantir Technologies Cl A (PLTR)	0.1	$673k	+2%	4.6k	146.28	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$671k		3.4k	196.20	View chart
Newmont Mining Corporation (NEM)	0.1	$664k		6.1k	108.25	View chart
Stryker Corporation (SYK)	0.1	$660k	+5%	2.0k	328.59	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.1	$652k	+8%	20k	33.22	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.1	$651k	-18%	15k	43.59	View chart
Netflix (NFLX)	0.1	$651k	+13%	6.8k	96.15	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$649k	-6%	33k	19.62	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$647k	-6%	32k	20.42	View chart
BP Sponsored Adr (BP)	0.1	$645k		14k	47.00	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.1	$639k		125k	5.10	View chart
Applied Materials (AMAT)	0.1	$632k	+22%	1.9k	341.78	View chart
Advanced Micro Devices (AMD)	0.1	$629k	+14%	3.1k	203.43	View chart
Cummins (CMI)	0.1	$624k		1.2k	538.02	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.1	$616k	-6%	33k	18.66	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.1	$616k	-6%	37k	16.72	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.1	$615k		37k	16.46	View chart
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)	0.1	$614k		30k	20.59	View chart
Danaher Corporation (DHR)	0.1	$605k	+15%	3.2k	189.60	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$604k		11k	57.20	View chart
Lam Research Corp Com New (LRCX)	0.1	$597k	+13%	2.8k	213.66	View chart
Citigroup Com New (C)	0.1	$586k	+10%	5.2k	113.41	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$579k		2.2k	261.92	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$573k		12k	49.37	View chart
Ge Vernova (GEV)	0.1	$572k	+20%	655.00	872.90	View chart
Intuitive Surgical Com New (ISRG)	0.1	$567k		1.2k	460.99	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.0	$558k		3.8k	146.61	View chart
Altria (MO)	0.0	$550k		8.3k	65.99	View chart
Palo Alto Networks (PANW)	0.0	$544k	-14%	3.4k	160.32	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$542k	+6%	9.8k	55.52	View chart
Wells Fargo & Company (WFC)	0.0	$541k	-4%	6.8k	79.61	View chart
Ge Aerospace Com New (GE)	0.0	$540k		1.9k	283.77	View chart
At&t (T)	0.0	$537k	-10%	19k	28.99	View chart
3M Company (MMM)	0.0	$535k	-5%	3.7k	145.23	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.0	$533k	-16%	10k	52.85	View chart
Sherwin-Williams Company (SHW)	0.0	$520k	-5%	1.6k	320.55	View chart
Amgen (AMGN)	0.0	$518k	+6%	1.5k	351.85	View chart
PPG Industries (PPG)	0.0	$516k	-6%	4.8k	106.88	View chart
Abbott Laboratories (ABT)	0.0	$499k	-6%	4.9k	102.68	View chart
Starbucks Corporation (SBUX)	0.0	$489k		5.5k	89.58	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.0	$480k		6.9k	69.89	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$474k	-35%	3.1k	155.11	View chart
Arthur J. Gallagher & Co. (AJG)	0.0	$468k	+14%	2.2k	216.58	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$455k		1.9k	239.99	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.0	$450k	-4%	20k	22.66	View chart
Markel Corporation (MKL)	0.0	$450k	-16%	235.00	1914.07	View chart
Valmont Industries (VMI)	0.0	$442k	-2%	1.1k	399.57	View chart
Casey's General Stores (CASY)	0.0	$440k		605.00	727.86	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$425k	+37%	4.0k	106.50	View chart
Innovator Etfs Trust International Dv (IOCT)	0.0	$417k		12k	35.05	View chart
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSCX)	0.0	$416k	+12%	20k	21.15	View chart
Servicenow (NOW)	0.0	$403k	-9%	3.9k	104.55	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$401k	+6%	3.5k	113.11	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$399k		2.9k	138.37	View chart
CVS Caremark Corporation (CVS)	0.0	$391k		5.4k	71.82	View chart
Wp Carey (WPC)	0.0	$387k		5.7k	67.96	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$379k	-7%	634.00	597.55	View chart
Proshares Tr Ii Ultra Gold (UGL)	0.0	$376k	+8%	6.1k	61.46	View chart
Sprott Asset Management Physical Silver (PSLV)	0.0	$374k	-57%	15k	24.39	View chart
Boeing Company (BA)	0.0	$351k	+9%	1.8k	199.05	View chart
Invesco Exch Trd Slf Idx Bulletshares 203 (BSCY)	0.0	$348k	+11%	17k	20.70	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$338k		3.8k	88.16	View chart
Honeywell International (HON)	0.0	$337k	-11%	1.5k	226.03	View chart
Gilead Sciences (GILD)	0.0	$335k	+4%	2.4k	139.37	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$324k	+37%	3.9k	82.75	View chart
Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU)	0.0	$319k		3.9k	81.11	View chart
Ssga Active Tr State Street Bla (HYBL)	0.0	$313k	+54%	11k	27.84	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.0	$307k	-35%	8.7k	35.44	View chart
UnitedHealth (UNH)	0.0	$292k	-94%	1.1k	270.59	View chart
McKesson Corporation (MCK)	0.0	$288k	+17%	333.00	865.36	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$282k	+5%	2.0k	142.43	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.0	$282k	+40%	11k	24.91	View chart
American Express Company (AXP)	0.0	$278k		918.00	302.48	View chart
Anglogold Ashanti Com Shs (AU)	0.0	$276k	+10%	2.8k	97.36	View chart
United Rentals (URI)	0.0	$273k	+13%	375.00	728.56	View chart
Dell Technologies CL C (DELL)	0.0	$271k	-43%	1.7k	164.13	View chart
Kenvue (KVUE)	0.0	$267k	NEW	16k	17.24	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$266k		12k	21.49	View chart
Welltower Inc Com reit (WELL)	0.0	$260k	+7%	1.3k	197.71	View chart
Qualcomm (QCOM)	0.0	$258k	-6%	2.0k	128.78	View chart
TJX Companies (TJX)	0.0	$253k	+9%	1.6k	159.70	View chart
American Tower Reit (AMT)	0.0	$251k	NEW	1.5k	172.58	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.0	$250k	-7%	4.0k	62.68	View chart
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH)	0.0	$250k	NEW	3.3k	75.85	View chart
Johnson Controls Internation SHS (JCI)	0.0	$246k	NEW	1.9k	130.95	View chart
Arista Networks Com Shs (ANET)	0.0	$245k	NEW	2.0k	122.78	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.0	$241k		5.5k	43.66	View chart
CSX Corporation (CSX)	0.0	$240k	NEW	5.9k	41.05	View chart
Applovin Corp Com Cl A (APP)	0.0	$239k	-8%	601.00	398.00	View chart
Parker-Hannifin Corporation (PH)	0.0	$236k	+4%	264.00	895.24	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$233k	NEW	4.8k	48.05	View chart
salesforce (CRM)	0.0	$232k	+58%	1.2k	186.67	View chart
Public Storage (PSA)	0.0	$229k	NEW	846.00	270.88	View chart
Anaptysbio Inc Common (ANAB)	0.0	$229k	NEW	4.1k	55.46	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.0	$223k	-98%	4.4k	50.37	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.0	$223k		2.9k	75.74	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$222k		2.4k	92.69	View chart
Kroger (KR)	0.0	$221k	NEW	3.1k	72.36	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	0.0	$220k		4.7k	47.15	View chart
General Motors Company (GM)	0.0	$220k	-5%	2.9k	74.50	View chart
Allstate Corporation (ALL)	0.0	$219k	+2%	1.1k	207.34	View chart
Capital One Financial (COF)	0.0	$218k	-2%	1.2k	182.43	View chart
Travelers Companies (TRV)	0.0	$216k	+6%	741.00	291.68	View chart
Williams Companies (WMB)	0.0	$213k	NEW	2.9k	72.78	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.0	$213k		3.8k	56.50	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$213k		2.8k	77.11	View chart
Valero Energy Corporation (VLO)	0.0	$212k	NEW	859.00	247.07	View chart
Cigna Corp (CI)	0.0	$212k	+6%	794.00	266.75	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.0	$209k		2.3k	92.28	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	0.0	$207k	NEW	3.9k	52.80	View chart
Chubb (CB)	0.0	$206k	NEW	631.00	325.93	View chart
ConocoPhillips (COP)	0.0	$205k	NEW	1.6k	132.00	View chart
Moody's Corporation (MCO)	0.0	$205k	-5%	469.00	436.25	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$204k	NEW	3.5k	57.64	View chart
Walt Disney Company (DIS)	0.0	$202k	-17%	2.1k	96.38	View chart
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)	0.0	$200k	NEW	5.4k	37.39	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.0	$197k	-29%	10k	19.53	View chart
ConAgra Foods (CAG)	0.0	$164k	-5%	10k	15.72	View chart
Haleon Spon Ads (HLN)	0.0	$136k	+14%	14k	10.01	View chart
Ford Motor Company (F)	0.0	$133k	+3%	12k	11.54	View chart
Banco Santander Sa Adr (SAN)	0.0	$113k	NEW	10k	11.28	View chart
Vestis Corporation Com Shs (VSTS)	0.0	$94k	NEW	12k	7.86	View chart
Niocorp Devs Com New (NB)	0.0	$88k	+15%	20k	4.46	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 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
Allen Capital Group 2022 Q2 filed July 27, 2022

View all past filings

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