Allen Investment Management
Latest statistics and disclosures from Allen Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AMZN, GOOG, UNH, MSFT, META, and represent 24.59% of Allen Investment Management's stock portfolio.
- Added to shares of these 10 stocks: TSM (+$146M), NVDA (+$119M), AVGO (+$107M), SNOW (+$47M), LRCX (+$40M), GOOG (+$38M), XLU (+$36M), XLE (+$29M), CIEN (+$25M), AMLP (+$23M).
- Started 17 new stock positions in FICO, HONA, RBRK, YOU, Wise Group Plc Ord Shs Class A, EXPE, CORT, VT, TEM, CIEN. HON, EMR, SCI, LITE, LRCX, COF, XPO.
- Reduced shares in these 10 stocks: SPGI (-$269M), SCHW (-$177M), APO (-$130M), GEV (-$120M), UNH (-$92M), MCO (-$71M), MSFT (-$67M), AMZN (-$59M), V (-$57M), BA (-$56M).
- Sold out of its positions in ELV, ANET, EPAM, XOM, Honeywell International, IBM, LEN, NKE, AKRE, SE. SPOT.
- Allen Investment Management was a net seller of stock by $-684M.
- Allen Investment Management has $8.4B in assets under management (AUM), dropping by 4.18%.
- Central Index Key (CIK): 0001326234
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Portfolio Holdings for Allen Investment Management
Allen Investment Management holds 227 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 | |
|---|---|---|---|---|---|---|
| Amazon (AMZN) | 6.6 | $552M | -9% | 2.3M | 238.34 |
|
| Alphabet Cap Stk Cl C (GOOG) | 5.4 | $457M | +9% | 1.3M | 353.33 |
|
| UnitedHealth (UNH) | 4.3 | $364M | -20% | 876k | 415.63 |
|
| Microsoft Corporation (MSFT) | 4.2 | $357M | -15% | 957k | 373.02 |
|
| Meta Platforms Cl A (META) | 4.1 | $342M | -13% | 606k | 563.29 |
|
| Ge Vernova (GEV) | 4.0 | $336M | -26% | 286k | 1174.86 |
|
| Charles Schwab Corporation (SCHW) | 3.7 | $315M | -35% | 3.4M | 92.27 |
|
| Visa Com Cl A (V) | 3.7 | $314M | -15% | 915k | 343.09 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 3.6 | $307M | +90% | 642k | 477.57 |
|
| NVIDIA Corporation (NVDA) | 3.1 | $257M | +86% | 1.3M | 200.09 |
|
| Moody's Corporation (MCO) | 2.9 | $247M | -22% | 545k | 452.92 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.8 | $239M | +2% | 325k | 736.40 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 2.7 | $230M | +10% | 4.4M | 51.85 |
|
| Broadcom (AVGO) | 2.6 | $220M | +94% | 583k | 377.75 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.5 | $209M | -4% | 566k | 370.04 |
|
| Boeing Company (BA) | 2.4 | $203M | -21% | 936k | 216.47 |
|
| Spdr Gold Tr Gold Shs (GLD) | 2.3 | $196M | +6% | 531k | 368.38 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.1 | $178M | 260k | 686.81 |
|
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 1.8 | $154M | +22% | 2.9M | 53.11 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.8 | $148M | +6% | 198k | 746.77 |
|
| Apollo Global Mgmt (APO) | 1.6 | $132M | -49% | 1.1M | 118.31 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 1.5 | $130M | +4% | 66k | 1989.44 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.5 | $122M | -3% | 1.7M | 71.25 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.4 | $119M | +15% | 1.4M | 85.49 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 1.2 | $100M | -24% | 131k | 763.14 |
|
| Apple (AAPL) | 1.1 | $91M | 314k | 289.36 |
|
|
| Cloudflare Cl A Com (NET) | 1.0 | $81M | -4% | 328k | 245.28 |
|
| Advanced Micro Devices (AMD) | 0.9 | $76M | -31% | 130k | 580.91 |
|
| Wayfair Cl A (W) | 0.8 | $69M | 749k | 92.42 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.7 | $63M | +26% | 294k | 212.75 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.7 | $59M | -7% | 520k | 114.20 |
|
| MercadoLibre (MELI) | 0.7 | $58M | -23% | 34k | 1697.39 |
|
| Palo Alto Networks (PANW) | 0.7 | $55M | -9% | 162k | 340.85 |
|
| Micron Technology (MU) | 0.6 | $55M | -26% | 47k | 1154.29 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.6 | $53M | +12% | 885k | 59.69 |
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $51M | 156k | 327.33 |
|
|
| Snowflake Com Shs (SNOW) | 0.6 | $49M | +2905% | 191k | 254.50 |
|
| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.6 | $48M | +316% | 1.0M | 45.34 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.6 | $47M | -16% | 3.5M | 13.36 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.5 | $46M | 481k | 95.44 |
|
|
| Ares Capital Corporation (ARCC) | 0.5 | $45M | -6% | 2.4M | 18.53 |
|
| Servicenow (NOW) | 0.5 | $44M | -29% | 443k | 99.28 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.5 | $42M | +63% | 268k | 158.03 |
|
| Golub Capital BDC (GBDC) | 0.5 | $41M | -5% | 3.2M | 12.88 |
|
| Lam Research Corp Com New (LRCX) | 0.5 | $40M | NEW | 93k | 433.33 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.4 | $34M | 674k | 50.58 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.4 | $32M | -5% | 269k | 117.67 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $31M | +11% | 130k | 236.62 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.4 | $30M | -20% | 382k | 79.03 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.4 | $30M | -26% | 180k | 164.27 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $29M | -3% | 71k | 409.54 |
|
| Johnson & Johnson (JNJ) | 0.3 | $29M | 114k | 253.97 |
|
|
| Kkr & Co (KKR) | 0.3 | $29M | -2% | 316k | 91.78 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $29M | +2% | 81k | 357.37 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.3 | $29M | +10% | 183k | 156.97 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $28M | +2% | 56k | 500.39 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.3 | $25M | -14% | 764k | 33.29 |
|
| Ciena Corp Com New (CIEN) | 0.3 | $25M | NEW | 52k | 490.56 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.3 | $25M | -23% | 302k | 82.65 |
|
| Ishares Msci Japan Etf (EWJ) | 0.3 | $25M | +14% | 262k | 93.27 |
|
| Sixth Street Specialty Lending (TSLX) | 0.3 | $24M | 1.4M | 17.17 |
|
|
| Quanta Services (PWR) | 0.3 | $23M | 32k | 720.04 |
|
|
| Coupang Cl A (CPNG) | 0.3 | $22M | -23% | 1.3M | 17.37 |
|
| Lumentum Hldgs (LITE) | 0.3 | $21M | NEW | 25k | 858.06 |
|
| Aurora Innovation Class A Com (AUR) | 0.2 | $21M | +197% | 3.0M | 6.82 |
|
| Coinbase Global Com Cl A (COIN) | 0.2 | $20M | -15% | 138k | 146.19 |
|
| Wal-Mart Stores (WMT) | 0.2 | $20M | 179k | 113.21 |
|
|
| Coca-Cola Company (KO) | 0.2 | $19M | 237k | 81.27 |
|
|
| Dbx Etf Tr Xtrack Msci Eafe (HDEF) | 0.2 | $19M | 596k | 32.12 |
|
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $16M | 282k | 58.20 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $15M | 35k | 426.40 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $15M | -54% | 154k | 96.60 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $15M | -9% | 29k | 513.61 |
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.2 | $14M | -13% | 580k | 23.71 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $13M | +275% | 108k | 124.17 |
|
| Vanguard World Financials Etf (VFH) | 0.1 | $13M | 96k | 131.60 |
|
|
| General Dynamics Corporation (GD) | 0.1 | $12M | 35k | 354.24 |
|
|
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.1 | $12M | 294k | 40.66 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $12M | 100k | 116.64 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $11M | 73k | 156.30 |
|
|
| Eli Lilly & Co. (LLY) | 0.1 | $10M | 8.6k | 1199.37 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $10M | 70k | 146.64 |
|
|
| Affirm Hldgs Com Cl A (AFRM) | 0.1 | $9.5M | 117k | 81.55 |
|
|
| Owl Rock Capital Corporation (OBDC) | 0.1 | $9.4M | -4% | 862k | 10.87 |
|
| Spinnaker Etf Series Sele Sto Eur Etf (EUAD) | 0.1 | $9.2M | +43% | 219k | 42.18 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $9.1M | +27% | 30k | 302.97 |
|
| Spdr Series Trust St Shor Corp Etf (SPSB) | 0.1 | $9.0M | 301k | 30.01 |
|
|
| Cargurus Com Cl A (CARG) | 0.1 | $8.8M | -4% | 258k | 34.09 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $8.3M | 56k | 148.31 |
|
|
| Workday Cl A (WDAY) | 0.1 | $7.5M | -14% | 62k | 122.42 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $7.5M | 10.00 | 748850.00 |
|
|
| Home Depot (HD) | 0.1 | $7.4M | 21k | 352.68 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $7.3M | +48% | 30k | 242.43 |
|
| McDonald's Corporation (MCD) | 0.1 | $6.1M | 23k | 270.31 |
|
|
| Lowe's Companies (LOW) | 0.1 | $5.2M | -6% | 24k | 220.49 |
|
| Canadian Pacific Kansas City (CP) | 0.1 | $5.1M | 59k | 86.65 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $5.1M | 89k | 57.84 |
|
|
| Costco Wholesale Corporation (COST) | 0.1 | $5.1M | 5.5k | 935.45 |
|
|
| Uber Technologies (UBER) | 0.1 | $5.1M | -83% | 70k | 72.16 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $5.1M | 74k | 68.41 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $5.1M | +562% | 59k | 86.14 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $4.8M | 6.4k | 749.70 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $4.5M | 54k | 83.75 |
|
|
| Airbnb Com Cl A (ABNB) | 0.1 | $4.4M | 31k | 143.10 |
|
|
| Applovin Corp Com Cl A (APP) | 0.0 | $4.2M | +19% | 8.1k | 515.23 |
|
| Kla Corp Com New (KLAC) | 0.0 | $4.2M | +900% | 14k | 301.75 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $4.1M | 39k | 103.88 |
|
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $4.0M | +400% | 146k | 27.41 |
|
| Acuity Brands (AYI) | 0.0 | $4.0M | 11k | 376.66 |
|
|
| salesforce (CRM) | 0.0 | $3.9M | -6% | 25k | 156.66 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $3.8M | 62k | 61.23 |
|
|
| S&p Global (SPGI) | 0.0 | $3.7M | -98% | 9.2k | 407.26 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $3.7M | 15k | 242.99 |
|
|
| Cameco Corporation (CCJ) | 0.0 | $3.6M | +5% | 36k | 101.84 |
|
| Abbvie (ABBV) | 0.0 | $3.5M | 14k | 251.64 |
|
|
| Altria (MO) | 0.0 | $3.5M | 48k | 71.95 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $3.4M | 31k | 110.34 |
|
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $3.1M | 74k | 42.59 |
|
|
| United Rentals (URI) | 0.0 | $2.9M | 2.5k | 1132.89 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $2.7M | 11k | 252.23 |
|
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $2.5M | 33k | 76.11 |
|
|
| Astera Labs (ALAB) | 0.0 | $2.5M | 5.2k | 483.02 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $2.4M | 12k | 209.03 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $2.4M | -10% | 29k | 83.58 |
|
| Canadian Natl Ry (CNI) | 0.0 | $2.4M | 20k | 119.24 |
|
|
| Caterpillar (CAT) | 0.0 | $2.0M | 1.9k | 1064.84 |
|
|
| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $2.0M | 16k | 127.52 |
|
|
| Oracle Corporation (ORCL) | 0.0 | $2.0M | 14k | 146.55 |
|
|
| Primerica (PRI) | 0.0 | $2.0M | -18% | 6.9k | 284.20 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $2.0M | 6.5k | 300.45 |
|
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.0 | $1.9M | 8.9k | 219.21 |
|
|
| Cisco Systems (CSCO) | 0.0 | $1.8M | 15k | 117.46 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $1.7M | 4.7k | 365.87 |
|
|
| Capital One Financial (COF) | 0.0 | $1.7M | NEW | 8.5k | 200.62 |
|
| Raymond James Financial (RJF) | 0.0 | $1.7M | 11k | 152.03 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $1.7M | +9% | 22k | 77.91 |
|
| Philip Morris International (PM) | 0.0 | $1.7M | 9.2k | 180.91 |
|
|
| Merck & Co (MRK) | 0.0 | $1.6M | 12k | 128.50 |
|
|
| Ge Aerospace Com New (GE) | 0.0 | $1.5M | 4.1k | 373.73 |
|
|
| O'reilly Automotive (ORLY) | 0.0 | $1.5M | 16k | 92.09 |
|
|
| Donaldson Company (DCI) | 0.0 | $1.4M | 16k | 89.77 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $1.4M | -31% | 14k | 102.19 |
|
| Ishares Tr U.s. Energy Etf (IYE) | 0.0 | $1.3M | 24k | 56.62 |
|
|
| Abbott Laboratories (ABT) | 0.0 | $1.3M | 15k | 90.74 |
|
|
| D.R. Horton (DHI) | 0.0 | $1.3M | 8.1k | 162.88 |
|
|
| Union Pacific Corporation (UNP) | 0.0 | $1.3M | 4.8k | 271.99 |
|
|
| Dover Corporation (DOV) | 0.0 | $1.3M | 5.6k | 224.28 |
|
|
| Qualcomm (QCOM) | 0.0 | $1.2M | +2% | 6.3k | 184.80 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $1.1M | -2% | 3.6k | 298.10 |
|
| Applied Materials (AMAT) | 0.0 | $1.1M | 1.5k | 723.00 |
|
|
| 3M Company (MMM) | 0.0 | $1.0M | 6.5k | 161.91 |
|
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $1.0M | 15k | 67.09 |
|
|
| Progressive Corporation (PGR) | 0.0 | $997k | 4.6k | 218.45 |
|
|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.0 | $980k | 18k | 53.61 |
|
|
| Waste Management (WM) | 0.0 | $962k | 4.3k | 222.88 |
|
|
| Ishares Tr Us Industrials (IYJ) | 0.0 | $940k | 5.6k | 166.65 |
|
|
| Ishares Tr Expanded Tech (IGV) | 0.0 | $925k | +63% | 10k | 90.60 |
|
| Amgen (AMGN) | 0.0 | $922k | 2.5k | 362.08 |
|
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $893k | 5.0k | 178.60 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $888k | 7.6k | 117.50 |
|
|
| Danaher Corporation (DHR) | 0.0 | $877k | -7% | 4.6k | 190.48 |
|
| ConocoPhillips (COP) | 0.0 | $875k | 8.4k | 103.96 |
|
|
| Ali (ALCO) | 0.0 | $873k | 21k | 41.37 |
|
|
| TransDigm Group Incorporated (TDG) | 0.0 | $825k | 619.00 | 1332.04 |
|
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| Allstate Corporation (ALL) | 0.0 | $814k | 3.4k | 237.94 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $796k | 5.4k | 146.41 |
|
|
| American Express Company (AXP) | 0.0 | $791k | -28% | 2.3k | 338.25 |
|
| Goldman Sachs (GS) | 0.0 | $783k | 774.00 | 1011.37 |
|
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $756k | 3.3k | 229.57 |
|
|
| Nextera Energy (NEE) | 0.0 | $717k | 8.2k | 87.77 |
|
|
| Enterprise Products Partners (EPD) | 0.0 | $698k | 19k | 36.76 |
|
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $678k | 1.7k | 393.96 |
|
|
| EastGroup Properties (EGP) | 0.0 | $673k | 3.3k | 202.53 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $666k | 1.3k | 509.37 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $654k | 6.8k | 96.43 |
|
|
| Ishares Tr Us Consum Discre (IYC) | 0.0 | $633k | 6.3k | 101.11 |
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| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.0 | $626k | 3.9k | 158.66 |
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| Gilead Sciences (GILD) | 0.0 | $610k | 4.8k | 126.34 |
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|
| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.0 | $593k | 3.2k | 185.23 |
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| People Com New | 0.0 | $582k | 14k | 42.24 |
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| Tesla Motors (TSLA) | 0.0 | $575k | +14% | 1.4k | 420.60 |
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| Phillips 66 (PSX) | 0.0 | $561k | 3.3k | 169.05 |
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| Blackrock (BLK) | 0.0 | $535k | 556.00 | 962.04 |
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| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.0 | $534k | 4.6k | 117.28 |
|
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $534k | 3.2k | 164.60 |
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| Wise Group Ord Shs Class A | 0.0 | $530k | NEW | 45k | 11.91 |
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $528k | 12k | 44.85 |
|
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| Norfolk Southern (NSC) | 0.0 | $500k | 1.6k | 314.59 |
|
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| Xpo Logistics Inc equity (XPO) | 0.0 | $493k | NEW | 2.4k | 205.29 |
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| Select Sector Spdr Tr St Str Stapl Etf (XLP) | 0.0 | $483k | 5.8k | 83.07 |
|
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| Honeywell International (HON) | 0.0 | $479k | NEW | 2.1k | 223.88 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $475k | -10% | 6.2k | 76.70 |
|
| Honeywell Aerospace (HONA) | 0.0 | $473k | NEW | 2.1k | 221.08 |
|
| Terawulf (WULF) | 0.0 | $457k | 19k | 24.70 |
|
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $446k | 2.0k | 221.20 |
|
|
| Hershey Company (HSY) | 0.0 | $442k | 2.5k | 175.45 |
|
|
| Unilever Spon Adr New (UL) | 0.0 | $422k | 7.0k | 60.12 |
|
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $410k | 4.3k | 95.98 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $399k | 1.3k | 303.12 |
|
|
| Humana (HUM) | 0.0 | $397k | -28% | 1.0k | 397.22 |
|
| Netflix (NFLX) | 0.0 | $358k | 5.0k | 71.40 |
|
|
| Iron Mountain (IRM) | 0.0 | $341k | 2.7k | 126.31 |
|
|
| Raytheon Technologies Corp (RTX) | 0.0 | $326k | -10% | 1.7k | 189.73 |
|
| Us Bancorp Com New (USB) | 0.0 | $322k | 5.3k | 60.40 |
|
|
| Parker-Hannifin Corporation (PH) | 0.0 | $322k | 329.00 | 978.12 |
|
|
| Amphenol Corp Cl A (APH) | 0.0 | $317k | 1.8k | 176.32 |
|
|
| Service Corporation International (SCI) | 0.0 | $311k | NEW | 4.1k | 75.96 |
|
| Roblox Corp Cl A (RBLX) | 0.0 | $310k | -97% | 5.7k | 54.38 |
|
| Bank of America Corporation (BAC) | 0.0 | $306k | 5.4k | 56.98 |
|
|
| Pepsi (PEP) | 0.0 | $303k | 2.2k | 135.40 |
|
|
| Coca-cola Europacific Partne SHS (CCEP) | 0.0 | $300k | 3.0k | 100.07 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $299k | 4.1k | 73.41 |
|
|
| Tempus Ai Cl A (TEM) | 0.0 | $270k | NEW | 4.7k | 57.93 |
|
| Deere & Company (DE) | 0.0 | $261k | -12% | 411.00 | 634.44 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $251k | 1.8k | 136.68 |
|
|
| Casey's General Stores (CASY) | 0.0 | $250k | 315.00 | 794.79 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $250k | +300% | 3.1k | 80.57 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $238k | 1.6k | 147.73 |
|
|
| Thermo Fisher Scientific (TMO) | 0.0 | $236k | 471.00 | 501.36 |
|
|
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.0 | $223k | 4.5k | 49.78 |
|
|
| Clear Secure Com Cl A (YOU) | 0.0 | $223k | NEW | 4.0k | 55.73 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $216k | NEW | 1.4k | 156.95 |
|
| Rubrik Cl A (RBRK) | 0.0 | $215k | NEW | 2.7k | 80.28 |
|
| Emerson Electric (EMR) | 0.0 | $214k | NEW | 1.5k | 143.15 |
|
| Fair Isaac Corporation (FICO) | 0.0 | $213k | NEW | 178.00 | 1194.78 |
|
| Corcept Therapeutics Incorporated (CORT) | 0.0 | $209k | NEW | 2.4k | 86.95 |
|
| Expedia Group Com New (EXPE) | 0.0 | $208k | NEW | 812.00 | 255.88 |
|
Past Filings by Allen Investment Management
SEC 13F filings are viewable for Allen Investment Management going back to 2011
- Allen Investment Management 2026 Q2 filed Aug. 5, 2026
- Allen Investment Management 2026 Q1 filed May 7, 2026
- 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