Allen Investment Management
Latest statistics and disclosures from Allen Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AMZN, MSFT, SCHW, META, V, and represent 29.55% of Allen Investment Management's stock portfolio.
- Added to shares of these 10 stocks: NOW (+$101M), BA (+$79M), XLE (+$51M), UNH (+$44M), META (+$37M), VXUS (+$21M), SE (+$20M), HDEF (+$19M), W (+$18M), TSM (+$18M).
- Started 32 new stock positions in IYF, GILD, MO, NEE, VOOV, IYH, HDEF, EGP, UNP, AMGN.
- Reduced shares in these 10 stocks: UBER (-$115M), ANET (-$37M), HUBS (-$30M), MSFT (-$27M), APO (-$27M), SCHW (-$26M), DUOL (-$25M), SBUX (-$22M), SPGI (-$18M), GOOG (-$16M).
- Sold out of its positions in BRZE, CTAS, CPRT, DDOG, DIS, DUOL, HUBS, MTCH, NYT, PCOR. UI, Unilever, VMEO, WAB.
- Allen Investment Management was a net buyer of stock by $122M.
- Allen Investment Management has $9.0B in assets under management (AUM), dropping by 0.24%.
- Central Index Key (CIK): 0001326234
Tip: Access up to 7 years of quarterly data
Positions held by Allen Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for Allen Investment Management
Allen Investment Management holds 220 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Amazon (AMZN) | 7.0 | $636M | 2.8M | 230.82 |
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| Microsoft Corporation (MSFT) | 6.5 | $589M | -4% | 1.2M | 483.62 |
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| Charles Schwab Corporation (SCHW) | 6.2 | $558M | -4% | 5.6M | 99.91 |
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| Meta Platforms Cl A (META) | 5.4 | $488M | +8% | 740k | 660.09 |
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| Visa Com Cl A (V) | 4.4 | $396M | -3% | 1.1M | 350.71 |
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| UnitedHealth (UNH) | 4.2 | $380M | +13% | 1.2M | 330.11 |
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| S&p Global (SPGI) | 4.1 | $368M | -4% | 705k | 522.59 |
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| Moody's Corporation (MCO) | 4.1 | $368M | 720k | 510.85 |
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| Apollo Global Mgmt (APO) | 3.9 | $350M | -7% | 2.4M | 144.76 |
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| Alphabet Cap Stk Cl C (GOOG) | 3.5 | $318M | -4% | 1.0M | 313.80 |
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| Ge Vernova (GEV) | 2.9 | $261M | 400k | 653.57 |
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| Boeing Company (BA) | 2.3 | $210M | +59% | 969k | 217.12 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 2.2 | $201M | 598k | 335.27 |
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| Spdr Gold Tr Gold Shs (GLD) | 2.1 | $190M | +7% | 480k | 396.31 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.0 | $182M | +9% | 296k | 614.31 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 2.0 | $176M | +7% | 3.8M | 47.02 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.8 | $162M | 259k | 627.13 |
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| NVIDIA Corporation (NVDA) | 1.6 | $146M | 785k | 186.50 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.4 | $125M | +12% | 184k | 681.92 |
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| Broadcom (AVGO) | 1.4 | $124M | +2% | 359k | 346.10 |
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| Servicenow (NOW) | 1.3 | $121M | +497% | 791k | 153.19 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 1.2 | $111M | -5% | 687k | 160.91 |
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| Crowdstrike Hldgs Cl A (CRWD) | 1.1 | $99M | 211k | 468.76 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 1.1 | $95M | +116% | 2.1M | 44.71 |
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| Cloudflare Cl A Com (NET) | 1.0 | $92M | -11% | 464k | 197.15 |
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| MercadoLibre (MELI) | 1.0 | $88M | 44k | 2014.26 |
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| Apple (AAPL) | 0.9 | $86M | +4% | 315k | 271.86 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.9 | $84M | +2% | 1.3M | 62.47 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.9 | $82M | -11% | 76k | 1069.86 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.9 | $82M | +28% | 268k | 303.89 |
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| Wayfair Cl A (W) | 0.8 | $75M | +32% | 749k | 100.41 |
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| Uber Technologies (UBER) | 0.8 | $74M | -60% | 904k | 81.71 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.8 | $73M | -6% | 489k | 148.69 |
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| Nu Hldgs Ord Shs Cl A (NU) | 0.8 | $69M | 4.1M | 16.74 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.7 | $65M | +46% | 864k | 75.44 |
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| Ares Capital Corporation (ARCC) | 0.7 | $62M | 3.1M | 20.23 |
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| Golub Capital BDC (GBDC) | 0.6 | $55M | -2% | 4.1M | 13.57 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $51M | 157k | 322.22 |
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| Blackstone Group Inc Com Cl A (BX) | 0.5 | $49M | -2% | 316k | 154.14 |
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| Coupang Cl A (CPNG) | 0.5 | $45M | -5% | 1.9M | 23.59 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.5 | $45M | +12% | 896k | 49.65 |
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| Snowflake Com Shs (SNOW) | 0.5 | $42M | -18% | 191k | 219.36 |
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| Advanced Micro Devices (AMD) | 0.4 | $40M | 187k | 214.16 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.4 | $39M | +3% | 494k | 79.73 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $37M | -20% | 73k | 502.65 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.4 | $36M | +2% | 431k | 83.75 |
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| Palo Alto Networks (PANW) | 0.4 | $34M | 185k | 184.26 |
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| Coinbase Global Com Cl A (COIN) | 0.4 | $34M | -31% | 150k | 226.14 |
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| Sixth Street Specialty Lending (TSLX) | 0.4 | $34M | 1.6M | 21.72 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.4 | $34M | +8% | 673k | 50.29 |
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| Ishares Tr Core Msci Total (IXUS) | 0.4 | $33M | 388k | 84.64 |
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| Kkr & Co (KKR) | 0.4 | $32M | 248k | 127.48 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $31M | 341k | 89.45 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $29M | -6% | 78k | 373.37 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $27M | +32% | 143k | 191.55 |
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| Johnson & Johnson (JNJ) | 0.3 | $25M | 119k | 206.95 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $24M | -3% | 75k | 313.00 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $23M | +62% | 106k | 219.78 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.2 | $22M | 159k | 141.49 |
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| Spotify Technology S A SHS (SPOT) | 0.2 | $22M | -19% | 38k | 580.71 |
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| Netflix (NFLX) | 0.2 | $20M | +755% | 216k | 93.76 |
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| Blackstone Secd Lending Common Stock (BXSL) | 0.2 | $20M | +5% | 756k | 26.33 |
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| Wal-Mart Stores (WMT) | 0.2 | $20M | +7% | 176k | 111.42 |
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| Sea Sponsord Ads (SE) | 0.2 | $20M | NEW | 154k | 127.57 |
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| Dbx Etf Tr Xtrack Msci Eafe (HDEF) | 0.2 | $19M | NEW | 596k | 31.03 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $18M | -6% | 32k | 570.89 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $18M | +5% | 100k | 177.77 |
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| Roblox Corp Cl A (RBLX) | 0.2 | $17M | -14% | 212k | 81.03 |
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| Coca-Cola Company (KO) | 0.2 | $17M | 237k | 69.91 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $17M | 282k | 58.73 |
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| Workday Cl A (WDAY) | 0.2 | $16M | 73k | 214.78 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $15M | +157% | 102k | 143.52 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $14M | 35k | 386.85 |
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| Quanta Services (PWR) | 0.1 | $14M | 32k | 422.06 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $13M | +7% | 27k | 473.31 |
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| Vanguard World Financials Etf (VFH) | 0.1 | $13M | 96k | 133.49 |
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| Ishares Msci Japan Etf (EWJ) | 0.1 | $12M | 151k | 80.74 |
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| General Dynamics Corporation (GD) | 0.1 | $12M | 35k | 336.66 |
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| Owl Rock Capital Corporation (OBDC) | 0.1 | $11M | +10% | 906k | 12.43 |
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| Cargurus Com Cl A (CARG) | 0.1 | $10M | 269k | 38.35 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $10M | 73k | 141.14 |
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| Procter & Gamble Company (PG) | 0.1 | $10M | +6% | 70k | 143.31 |
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| Wisdomtree Tr Us Smallcap Divd (DES) | 0.1 | $9.8M | NEW | 294k | 33.45 |
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| Eli Lilly & Co. (LLY) | 0.1 | $9.2M | +29% | 8.5k | 1074.63 |
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| Lowe's Companies (LOW) | 0.1 | $8.7M | -15% | 36k | 241.16 |
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| Affirm Hldgs Com Cl A (AFRM) | 0.1 | $8.7M | 117k | 74.43 |
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| Arista Networks Com Shs (ANET) | 0.1 | $8.4M | -81% | 64k | 131.03 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $7.5M | 10.00 | 754800.00 |
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| Spdr Series Trust State Street Spd (SPSB) | 0.1 | $7.4M | +19% | 245k | 30.20 |
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| Home Depot (HD) | 0.1 | $7.3M | +14% | 21k | 344.10 |
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| McDonald's Corporation (MCD) | 0.1 | $6.9M | +17% | 23k | 305.63 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $6.7M | 56k | 120.18 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $4.8M | 89k | 53.83 |
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| Costco Wholesale Corporation (COST) | 0.1 | $4.7M | +21% | 5.5k | 862.27 |
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| Applovin Corp Com Cl A (APP) | 0.1 | $4.6M | -40% | 6.8k | 673.82 |
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| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 0.0 | $4.5M | NEW | 68k | 65.51 |
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| International Business Machines (IBM) | 0.0 | $4.4M | 15k | 296.21 |
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| salesforce (CRM) | 0.0 | $4.4M | +138% | 17k | 264.91 |
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| Canadian Pacific Kansas City (CP) | 0.0 | $4.4M | -26% | 59k | 73.63 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $4.3M | +2% | 8.8k | 487.86 |
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| Airbnb Com Cl A (ABNB) | 0.0 | $4.1M | -31% | 31k | 135.72 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $4.1M | NEW | 6.0k | 685.03 |
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| Aurora Innovation Class A Com (AUR) | 0.0 | $3.9M | 1.0M | 3.84 |
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| Acuity Brands (AYI) | 0.0 | $3.8M | 11k | 360.04 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $3.8M | 39k | 96.03 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $3.7M | 62k | 59.28 |
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| O'reilly Automotive (ORLY) | 0.0 | $3.6M | +3% | 40k | 91.21 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $3.6M | 29k | 121.61 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $3.4M | +56% | 73k | 45.89 |
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| Abbvie (ABBV) | 0.0 | $3.2M | +73% | 14k | 228.49 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $3.2M | 15k | 210.34 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $3.2M | 13k | 252.92 |
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| Cameco Corporation (CCJ) | 0.0 | $3.0M | +68% | 33k | 91.58 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $3.0M | 31k | 96.27 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $2.9M | 52k | 54.71 |
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| Altria (MO) | 0.0 | $2.8M | NEW | 48k | 57.66 |
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| Oracle Corporation (ORCL) | 0.0 | $2.6M | +104% | 13k | 194.91 |
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| SYSCO Corporation (SYY) | 0.0 | $2.4M | 32k | 73.69 |
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| Abbott Laboratories (ABT) | 0.0 | $2.3M | +57% | 18k | 125.29 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $2.2M | 33k | 67.13 |
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| Primerica (PRI) | 0.0 | $2.2M | 8.5k | 258.36 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $2.1M | +94% | 11k | 199.68 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $2.1M | 28k | 73.56 |
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| Morgan Stanley Com New (MS) | 0.0 | $2.1M | +193% | 12k | 177.53 |
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| United Rentals (URI) | 0.0 | $2.0M | 2.5k | 809.32 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $2.0M | NEW | 16k | 128.91 |
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| Canadian Natl Ry (CNI) | 0.0 | $2.0M | 20k | 98.85 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $1.9M | +47% | 16k | 120.34 |
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| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.0 | $1.8M | NEW | 8.9k | 204.85 |
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| Danaher Corporation (DHR) | 0.0 | $1.8M | 7.9k | 228.92 |
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| Raymond James Financial (RJF) | 0.0 | $1.8M | 11k | 160.59 |
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| Starbucks Corporation (SBUX) | 0.0 | $1.7M | -92% | 20k | 84.21 |
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| Kla Corp Com New (KLAC) | 0.0 | $1.7M | 1.4k | 1215.35 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $1.6M | 4.7k | 342.97 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $1.6M | 6.5k | 246.16 |
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| Merck & Co (MRK) | 0.0 | $1.5M | +115% | 15k | 105.26 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $1.5M | +3% | 20k | 78.81 |
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| Dover Corporation (DOV) | 0.0 | $1.5M | 7.7k | 195.24 |
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| Philip Morris International (PM) | 0.0 | $1.5M | NEW | 9.2k | 160.40 |
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| Anthem (ELV) | 0.0 | $1.4M | 4.1k | 350.55 |
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| Donaldson Company (DCI) | 0.0 | $1.4M | 16k | 88.66 |
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| Nike CL B (NKE) | 0.0 | $1.3M | 21k | 63.71 |
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| Ge Aerospace Com New (GE) | 0.0 | $1.3M | +9% | 4.1k | 308.03 |
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| American Express Company (AXP) | 0.0 | $1.2M | +65% | 3.3k | 369.95 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $1.2M | +38% | 22k | 53.76 |
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| D.R. Horton (DHI) | 0.0 | $1.2M | 8.1k | 144.03 |
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| Cisco Systems (CSCO) | 0.0 | $1.2M | NEW | 15k | 77.03 |
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| Ishares Tr U.s. Energy Etf (IYE) | 0.0 | $1.1M | NEW | 24k | 47.54 |
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| Union Pacific Corporation (UNP) | 0.0 | $1.1M | NEW | 4.8k | 231.31 |
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| Caterpillar (CAT) | 0.0 | $1.1M | NEW | 1.9k | 572.84 |
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| Progressive Corporation (PGR) | 0.0 | $1.0M | 4.6k | 227.72 |
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| 3M Company (MMM) | 0.0 | $1.0M | +101% | 6.5k | 160.10 |
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| Qualcomm (QCOM) | 0.0 | $1.0M | +210% | 6.0k | 171.06 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $1.0M | 18k | 54.77 |
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| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $979k | NEW | 15k | 65.08 |
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| Waste Management (WM) | 0.0 | $934k | 4.3k | 219.71 |
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| Astera Labs (ALAB) | 0.0 | $865k | -19% | 5.2k | 166.36 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $839k | 3.2k | 258.79 |
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| Ishares Tr Us Industrials (IYJ) | 0.0 | $836k | NEW | 5.6k | 148.17 |
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| Honeywell International (HON) | 0.0 | $835k | +131% | 4.3k | 195.07 |
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| Amgen (AMGN) | 0.0 | $834k | NEW | 2.5k | 327.28 |
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| ConocoPhillips (COP) | 0.0 | $787k | +10% | 8.4k | 93.61 |
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| Ali (ALCO) | 0.0 | $768k | 21k | 36.38 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $745k | 5.4k | 136.94 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $732k | 7.6k | 96.88 |
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| Allstate Corporation (ALL) | 0.0 | $712k | NEW | 3.4k | 208.15 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $706k | 5.0k | 141.16 |
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| Goldman Sachs (GS) | 0.0 | $680k | NEW | 774.00 | 879.00 |
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| Nextera Energy (NEE) | 0.0 | $649k | NEW | 8.1k | 80.28 |
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| Ishares Tr Us Consum Discre (IYC) | 0.0 | $646k | NEW | 6.3k | 103.09 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $627k | -18% | 4.3k | 146.58 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $619k | NEW | 1.3k | 483.54 |
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| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $616k | 12k | 52.39 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $614k | NEW | 3.5k | 173.51 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $610k | 3.9k | 154.80 |
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| Enterprise Products Partners (EPD) | 0.0 | $609k | 19k | 32.06 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $600k | 6.8k | 88.49 |
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| Gilead Sciences (GILD) | 0.0 | $593k | NEW | 4.8k | 122.74 |
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| EastGroup Properties (EGP) | 0.0 | $592k | NEW | 3.3k | 178.14 |
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| Blackrock (BLK) | 0.0 | $576k | NEW | 538.00 | 1070.34 |
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| Markel Corporation (MKL) | 0.0 | $563k | 262.00 | 2149.65 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $556k | 1.7k | 323.01 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $544k | +100% | 4.6k | 119.41 |
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| Iac Com New (IAC) | 0.0 | $539k | -53% | 14k | 39.10 |
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| Tesla Motors (TSLA) | 0.0 | $513k | +30% | 1.1k | 449.72 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $510k | 6.5k | 77.88 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.0 | $497k | 3.2k | 155.12 |
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| Unilever Spon Adr New (UL) | 0.0 | $459k | NEW | 7.0k | 65.40 |
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| Norfolk Southern (NSC) | 0.0 | $459k | 1.6k | 288.72 |
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| Hershey Company (HSY) | 0.0 | $459k | 2.5k | 181.98 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $456k | 3.2k | 141.05 |
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| Select Sector Spdr Tr State Street Con (XLP) | 0.0 | $452k | 5.8k | 77.68 |
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| Phillips 66 (PSX) | 0.0 | $428k | 3.3k | 129.04 |
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| Lennar Corp Cl A (LEN) | 0.0 | $418k | 4.1k | 102.80 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $386k | 666.00 | 579.45 |
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| Applied Materials (AMAT) | 0.0 | $381k | 1.5k | 256.99 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $366k | 2.0k | 181.21 |
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| Humana (HUM) | 0.0 | $361k | 1.4k | 256.13 |
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| Credit Acceptance (CACC) | 0.0 | $355k | 800.00 | 443.46 |
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| Pepsi (PEP) | 0.0 | $353k | 2.5k | 143.52 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $339k | NEW | 1.3k | 257.95 |
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| Epam Systems (EPAM) | 0.0 | $330k | 1.6k | 204.88 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $301k | NEW | 4.1k | 74.07 |
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| Fair Isaac Corporation (FICO) | 0.0 | $301k | 178.00 | 1690.62 |
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| Bank of America Corporation (BAC) | 0.0 | $295k | 5.4k | 55.00 |
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| Us Bancorp Del Com New (USB) | 0.0 | $284k | NEW | 5.3k | 53.36 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $284k | NEW | 323.00 | 878.96 |
|
| Tempus Ai Cl A (TEM) | 0.0 | $275k | 4.7k | 59.05 |
|
|
| Raytheon Technologies Corp (RTX) | 0.0 | $274k | 1.5k | 183.40 |
|
|
| Coca-cola Europacific Partne SHS (CCEP) | 0.0 | $272k | 3.0k | 90.70 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $252k | +28% | 978.00 | 257.23 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $243k | NEW | 1.8k | 135.14 |
|
| Expedia Group Com New (EXPE) | 0.0 | $230k | NEW | 812.00 | 283.31 |
|
| Iron Mountain (IRM) | 0.0 | $224k | 2.7k | 82.95 |
|
|
| Terawulf (WULF) | 0.0 | $213k | 19k | 11.49 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $212k | 1.6k | 131.59 |
|
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $209k | 1.8k | 113.72 |
|
|
| Rubrik Cl A (RBRK) | 0.0 | $205k | -20% | 2.7k | 76.48 |
|
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.0 | $204k | 4.1k | 49.84 |
|
|
| Angi Cl A New (ANGI) | 0.0 | $199k | 15k | 12.93 |
|
Past Filings by Allen Investment Management
SEC 13F filings are viewable for Allen Investment Management going back to 2011
- Allen Investment Management 2025 Q4 filed Feb. 10, 2026
- Allen Investment Management 2025 Q3 filed Nov. 6, 2025
- Allen Investment Management 2025 Q2 filed Aug. 7, 2025
- Allen Investment Management 2025 Q1 filed May 7, 2025
- Allen Investment Management 2024 Q4 filed Feb. 10, 2025
- Allen Investment Management 2024 Q3 filed Nov. 7, 2024
- Allen Investment Management 2024 Q2 filed Aug. 8, 2024
- Allen Investment Management 2024 Q1 filed May 7, 2024
- Allen Investment Management 2023 Q3 filed Nov. 13, 2023
- Allen Investment Management 2023 Q2 filed Aug. 7, 2023
- Allen Investment Management 2023 Q1 filed May 9, 2023
- Allen Investment Management 2022 Q4 filed Feb. 13, 2023
- Allen Investment Management 2022 Q3 filed Nov. 7, 2022
- Allen Investment Management 2022 Q2 filed Aug. 8, 2022
- Allen Investment Management 2022 Q1 filed May 5, 2022
- Allen Investment Management 2021 Q4 filed Feb. 10, 2022