Allen Investment Management
Latest statistics and disclosures from Allen Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AMZN, SCHW, MSFT, META, GOOG, and represent 27.18% of Allen Investment Management's stock portfolio.
- Added to shares of these 10 stocks: GOOG (+$50M), BA (+$45M), VWO (+$41M), VEA (+$28M), VXUS (+$26M), TSM (+$23M), MU (+$22M), RSP (+$17M), XLE (+$14M), AMLP (+$13M).
- Started 9 new stock positions in DE, EUAD, IGV, TDG, XLU, VBR, MU, VO, CASY.
- Reduced shares in these 10 stocks: AMZN (-$40M), UBER (-$35M), ITOT (-$35M), MSFT (-$31M), SNOW (-$28M), NET (-$25M), SCHW (-$24M), APO (-$22M), NFLX (-$20M), META (-$20M).
- Sold out of its positions in ANGI, ADP, CACC, EXPE, FICO, MKL, RBRK, TEM.
- Allen Investment Management was a net seller of stock by $-143M.
- Allen Investment Management has $8.1B in assets under management (AUM), dropping by -10.38%.
- 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 221 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 | |
|---|---|---|---|---|---|---|
| Amazon (AMZN) | 6.6 | $534M | -6% | 2.6M | 208.27 |
|
| Charles Schwab Corporation (SCHW) | 6.2 | $501M | -4% | 5.3M | 93.98 |
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| Microsoft Corporation (MSFT) | 5.2 | $420M | -6% | 1.1M | 370.17 |
|
| Acuity Cl A (META) | 5.0 | $403M | -4% | 704k | 572.13 |
|
| Advanced Micro Devices Cap Stk Cl C (GOOG) | 4.2 | $341M | +17% | 1.2M | 286.86 |
|
| Ge Vernova (GEV) | 4.2 | $339M | -2% | 388k | 872.90 |
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| Airbnb Com Cl A (V) | 4.0 | $327M | -4% | 1.1M | 302.24 |
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| Moody's Corporation (MCO) | 3.8 | $306M | -2% | 702k | 436.25 |
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| UnitedHealth (UNH) | 3.7 | $297M | -4% | 1.1M | 270.59 |
|
| S&p Global (SPGI) | 3.5 | $285M | -4% | 671k | 425.34 |
|
| Apollo Global Mgmt (APO) | 3.1 | $247M | -8% | 2.2M | 111.42 |
|
| Boeing Company (BA) | 2.9 | $238M | +23% | 1.2M | 199.03 |
|
| Alps Etf Tr Gold Shs (GLD) | 2.7 | $215M | +3% | 499k | 430.29 |
|
| Altria Group Alerian Mlp (AMLP) | 2.6 | $211M | +6% | 4.0M | 52.64 |
|
| Amazon Total Stk Mkt (VTI) | 2.4 | $191M | 595k | 320.81 |
|
|
| American Express Unit Ser 1 (QQQ) | 2.3 | $182M | +6% | 316k | 577.18 |
|
| Amgen S&p 500 Etf Shs (VOO) | 1.9 | $154M | 258k | 597.55 |
|
|
| Amphenol Corp State Street Ene (XLE) | 1.8 | $145M | +10% | 2.4M | 61.26 |
|
| Apollo Global Mgmt Tr Unit (SPY) | 1.5 | $121M | 185k | 650.34 |
|
|
| NVIDIA Corporation (NVDA) | 1.5 | $120M | -12% | 690k | 174.40 |
|
| Applied Matls Sponsored Ads (TSM) | 1.4 | $114M | +25% | 337k | 337.95 |
|
| Applovin Corp Van Ftse Dev Mkt (VEA) | 1.4 | $114M | +32% | 1.8M | 64.08 |
|
| Broadcom (AVGO) | 1.1 | $93M | -16% | 300k | 309.51 |
|
| Arista Networks Vg Tl Intl Stk F (VXUS) | 1.1 | $93M | +39% | 1.2M | 77.11 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 1.0 | $83M | -17% | 63k | 1320.83 |
|
| Apple (AAPL) | 1.0 | $80M | 315k | 253.79 |
|
|
| MercadoLibre (MELI) | 0.9 | $77M | 44k | 1729.02 |
|
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| Bank America Corp Cl A Com (NET) | 0.9 | $71M | -26% | 343k | 206.34 |
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| Berkshire Hathaway Inc Del Cl A (CRWD) | 0.8 | $68M | -17% | 174k | 390.41 |
|
| Berkshire Hathaway Inc Del Cl A Sub Vtg Shs (SHOP) | 0.8 | $67M | -18% | 561k | 118.65 |
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| Servicenow (NOW) | 0.8 | $66M | -20% | 629k | 104.55 |
|
| Blackstone Ord Shs Cl A (NU) | 0.7 | $61M | +2% | 4.2M | 14.37 |
|
| Blackstone Secd Lending Cl A (W) | 0.7 | $56M | 749k | 75.21 |
|
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| Ares Capital Corporation (ARCC) | 0.6 | $47M | -15% | 2.6M | 18.02 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $46M | 156k | 294.16 |
|
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| Broadcom S&p500 Eql Wgt (RSP) | 0.6 | $45M | +63% | 233k | 191.92 |
|
| Golub Capital BDC (GBDC) | 0.5 | $43M | -17% | 3.4M | 12.66 |
|
| Brookfield Corp Ftse Emr Mkt Etf (VWO) | 0.5 | $42M | +3502% | 785k | 54.05 |
|
| Cameco Corp Core Msci Total (IXUS) | 0.5 | $41M | +22% | 477k | 86.64 |
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| Advanced Micro Devices (AMD) | 0.5 | $39M | 190k | 203.43 |
|
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| Canadian Pacific Kansas City Shrt Trm Corp Bd (VCSH) | 0.5 | $38M | -2% | 481k | 79.27 |
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| Cargurus Core S&p Ttl Stk (ITOT) | 0.4 | $35M | -49% | 246k | 142.43 |
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| Caseys Gen Stores Shs Ben Int (IBIT) | 0.4 | $34M | 892k | 38.42 |
|
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| Caterpillar Tax Exempt Bd (VTEB) | 0.4 | $34M | 673k | 49.89 |
|
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| Blackstone Group Inc Com Cl A (BX) | 0.4 | $33M | -9% | 286k | 114.99 |
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| Cloudflare Int-term Corp (VCIT) | 0.4 | $33M | -8% | 395k | 82.75 |
|
| Coca Cola Cl A (CPNG) | 0.4 | $31M | -12% | 1.6M | 18.88 |
|
| Coca-cola Europacific Partne Core Msci Eafe (IEFA) | 0.4 | $31M | 341k | 90.54 |
|
|
| Kkr & Co (KKR) | 0.4 | $30M | +31% | 325k | 92.50 |
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| Uber Technologies (UBER) | 0.4 | $30M | -53% | 418k | 71.93 |
|
| Palo Alto Networks (PANW) | 0.4 | $29M | -2% | 179k | 160.33 |
|
| Coupang Com Cl A (COIN) | 0.4 | $29M | +8% | 163k | 174.61 |
|
| Johnson & Johnson (JNJ) | 0.3 | $28M | -3% | 115k | 244.44 |
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| D R Horton Rus 1000 Etf (IWB) | 0.3 | $26M | -4% | 74k | 356.78 |
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| Danaher Corp Del Cl B New (BRK.B) | 0.3 | $26M | -25% | 55k | 479.20 |
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| Sixth Street Specialty Lending (TSLX) | 0.3 | $26M | -10% | 1.4M | 18.38 |
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| Deere & Co Div App Etf (VIG) | 0.3 | $25M | +10% | 116k | 215.06 |
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| Donaldson High Div Yld (VYM) | 0.3 | $24M | +61% | 164k | 148.10 |
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| Dover Corp Msci Acwi Etf (ACWI) | 0.3 | $23M | +4% | 166k | 138.37 |
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| Eastgroup Pptys Cap Stk Cl A (GOOGL) | 0.3 | $23M | +4% | 79k | 287.56 |
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| Wal-Mart Stores (WMT) | 0.3 | $22M | 179k | 124.27 |
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| Micron Technology (MU) | 0.3 | $22M | NEW | 64k | 337.84 |
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| Enterprise Prods Partners L Msci Japan Etf (EWJ) | 0.2 | $19M | +50% | 228k | 84.44 |
|
| Epam Sys Xtrack Msci Eafe (HDEF) | 0.2 | $19M | 596k | 32.22 |
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| Coca-Cola Company (KO) | 0.2 | $18M | 237k | 76.05 |
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| Quanta Services (PWR) | 0.2 | $17M | 32k | 549.02 |
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| Ge Aerospace Short Term Treas (VGSH) | 0.2 | $17M | 282k | 58.54 |
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| Ge Vernova Cl A (MA) | 0.2 | $16M | 32k | 499.67 |
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| General Dynamics Corp Common Stock (BXSL) | 0.2 | $16M | -11% | 666k | 23.69 |
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| Gilead Sciences Cl A (PLTR) | 0.2 | $15M | 100k | 146.32 |
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| Goldman Sachs Group Sponsord Ads (SE) | 0.2 | $13M | +2% | 158k | 82.81 |
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| Golub Cap Bdc Russell 3000 Etf (IWV) | 0.2 | $13M | 35k | 370.68 |
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| Hershey Rus 1000 Grw Etf (IWF) | 0.2 | $12M | +6% | 29k | 426.40 |
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| Home Depot Cl A (RBLX) | 0.2 | $12M | +2% | 217k | 56.56 |
|
| General Dynamics Corporation (GD) | 0.1 | $12M | 35k | 343.22 |
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|
| Humana Financials Etf (VFH) | 0.1 | $12M | 96k | 120.81 |
|
|
| Iac State Street Uti (XLU) | 0.1 | $12M | NEW | 252k | 45.89 |
|
| International Business Machs Select Divid Etf (DVY) | 0.1 | $11M | 73k | 151.41 |
|
|
| Invesco Exch Traded Fd Tr Ii Us Smallcap Divd (DES) | 0.1 | $11M | 294k | 35.93 |
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| Procter & Gamble Company (PG) | 0.1 | $10M | 70k | 144.44 |
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| Owl Rock Capital Corporation (OBDC) | 0.1 | $10M | 906k | 11.06 |
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| Invesco Qqq Tr Cl A (WDAY) | 0.1 | $9.4M | 72k | 129.92 |
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| Iron Mtn Inc Del Com Cl A (CARG) | 0.1 | $9.2M | 269k | 34.05 |
|
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| Ishares Bitcoin Trust Etf State Street Spd (SPSB) | 0.1 | $9.1M | +23% | 301k | 30.07 |
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| Eli Lilly & Co. (LLY) | 0.1 | $7.9M | 8.6k | 919.73 |
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| Ishares Tr Com Shs (ANET) | 0.1 | $7.4M | -6% | 60k | 122.78 |
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| Ishares Tr Cl A (BRK.A) | 0.1 | $7.2M | 10.00 | 718140.00 |
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| Home Depot (HD) | 0.1 | $7.1M | 22k | 328.89 |
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| McDonald's Corporation (MCD) | 0.1 | $7.0M | 23k | 310.79 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $6.9M | 56k | 124.31 |
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| Ishares Tr Select Stoxx Eur (EUAD) | 0.1 | $6.2M | NEW | 153k | 40.74 |
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| Lowe's Companies (LOW) | 0.1 | $5.9M | -30% | 25k | 236.28 |
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| Ishares Tr Nasdaq 100 Etf (QQQM) | 0.1 | $5.6M | +87% | 24k | 237.62 |
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| Costco Wholesale Corporation (COST) | 0.1 | $5.5M | 5.5k | 996.41 |
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| Ishares Tr Com Cl A (AFRM) | 0.1 | $5.3M | 117k | 45.82 |
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| Ishares Tr Cl A (MDLZ) | 0.1 | $5.1M | 89k | 57.64 |
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| salesforce (CRM) | 0.1 | $5.0M | +60% | 27k | 186.67 |
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| Canadian Pacific Kansas City (CP) | 0.1 | $4.7M | 59k | 78.66 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $4.3M | +33% | 20k | 213.67 |
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| Ishares Tr Class A Com (AUR) | 0.1 | $4.2M | 1.0M | 4.12 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $4.2M | +41% | 74k | 56.79 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $4.1M | +4% | 6.3k | 653.29 |
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| Ishares Tr Allwrld Ex Us (VEU) | 0.1 | $4.1M | +93% | 55k | 75.10 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $4.0M | 29k | 135.72 |
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| Ishares Tr Growth Etf (VUG) | 0.0 | $3.9M | 8.9k | 436.79 |
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| Ishares Tr Com Cl A (ABNB) | 0.0 | $3.9M | 31k | 126.28 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $3.8M | 39k | 97.13 |
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| Cameco Corporation (CCJ) | 0.0 | $3.7M | +3% | 34k | 108.72 |
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| International Business Machines (IBM) | 0.0 | $3.6M | 15k | 242.39 |
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| Ishares Tr S&p 500 Top 50 (XLG) | 0.0 | $3.4M | 62k | 54.55 |
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| Ishares Tr Sm Cp Val Etf (VBR) | 0.0 | $3.3M | NEW | 15k | 217.25 |
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| Altria (MO) | 0.0 | $3.2M | 48k | 65.99 |
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| Abbvie (ABBV) | 0.0 | $3.1M | 14k | 217.49 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $3.0M | 31k | 97.24 |
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| Ishares Tr Cl A Ltd Vt Sh (BN) | 0.0 | $3.0M | 74k | 40.47 |
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| Acuity Brands (AYI) | 0.0 | $3.0M | 11k | 280.22 |
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| Ishares Tr Com Cl A (APP) | 0.0 | $2.7M | 6.8k | 398.00 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $2.6M | -5% | 15k | 169.66 |
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| SYSCO Corporation (SYY) | 0.0 | $2.3M | 32k | 71.33 |
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| Jpmorgan Chase & Co Msci Acwi Ex Us (ACWX) | 0.0 | $2.3M | 33k | 68.47 |
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| Primerica (PRI) | 0.0 | $2.1M | 8.5k | 250.48 |
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| Canadian Natl Ry (CNI) | 0.0 | $2.1M | 20k | 102.77 |
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| Lennar Corp Com New (KLAC) | 0.0 | $2.0M | 1.4k | 1472.08 |
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| Oracle Corporation (ORCL) | 0.0 | $2.0M | +2% | 14k | 147.11 |
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| Lowes Cos Com New (MS) | 0.0 | $1.9M | 12k | 164.57 |
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| Mastercard Incorporated U.s. Tech Etf (IYW) | 0.0 | $1.9M | 11k | 181.42 |
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| Mcdonalds Corp U.s. Finls Etf (IYF) | 0.0 | $1.9M | 16k | 117.76 |
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| United Rentals (URI) | 0.0 | $1.8M | 2.5k | 728.56 |
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| Starbucks Corporation (SBUX) | 0.0 | $1.8M | 20k | 89.59 |
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| Meta Platforms 500 Val Idx Fd (VOOV) | 0.0 | $1.8M | 8.9k | 203.79 |
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| Raymond James Financial (RJF) | 0.0 | $1.6M | 11k | 144.79 |
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| Microsoft Corp Russell 2000 Etf (IWM) | 0.0 | $1.6M | 6.5k | 248.00 |
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| Mondelez Intl Short Trm Bond (BSV) | 0.0 | $1.5M | 20k | 78.41 |
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| Philip Morris International (PM) | 0.0 | $1.5M | 9.2k | 165.34 |
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| Morgan Stanley U.s. Energy Etf (IYE) | 0.0 | $1.5M | 24k | 64.77 |
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| Abbott Laboratories (ABT) | 0.0 | $1.5M | -19% | 15k | 102.67 |
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| O'reilly Automotive (ORLY) | 0.0 | $1.5M | -59% | 16k | 92.31 |
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| Nike S&p 100 Etf (OEF) | 0.0 | $1.5M | 4.7k | 318.07 |
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| Merck & Co (MRK) | 0.0 | $1.5M | -16% | 12k | 120.29 |
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| Donaldson Company (DCI) | 0.0 | $1.4M | 16k | 84.87 |
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| Caterpillar (CAT) | 0.0 | $1.4M | 1.9k | 708.42 |
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| Anthem (ELV) | 0.0 | $1.2M | 4.1k | 292.75 |
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| Dover Corporation (DOV) | 0.0 | $1.2M | -27% | 5.6k | 208.45 |
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| Cisco Systems (CSCO) | 0.0 | $1.2M | 15k | 77.59 |
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| Palo Alto Networks Com New (GE) | 0.0 | $1.2M | 4.1k | 283.77 |
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| Union Pacific Corporation (UNP) | 0.0 | $1.2M | 4.8k | 242.61 |
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| D.R. Horton (DHI) | 0.0 | $1.1M | 8.1k | 137.22 |
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| ConocoPhillips (COP) | 0.0 | $1.1M | 8.4k | 132.00 |
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| Phillips 66 CL B (NKE) | 0.0 | $1.1M | 21k | 52.82 |
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| American Express Company (AXP) | 0.0 | $992k | 3.3k | 302.48 |
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| Waste Management (WM) | 0.0 | $992k | 4.3k | 229.79 |
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| Honeywell International (HON) | 0.0 | $967k | 4.3k | 226.01 |
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| Progressive Corp Com Shs (SNOW) | 0.0 | $959k | -96% | 6.4k | 150.82 |
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| Danaher Corporation (DHR) | 0.0 | $947k | -36% | 5.0k | 189.60 |
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| 3M Company (MMM) | 0.0 | $937k | 6.5k | 145.23 |
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| Raymond James Finl Us Hlthcare Etf (IYH) | 0.0 | $927k | 15k | 61.61 |
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| Progressive Corporation (PGR) | 0.0 | $907k | 4.6k | 198.24 |
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| Rtx Corporation State Street Fin (XLF) | 0.0 | $902k | 18k | 49.38 |
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| Amgen (AMGN) | 0.0 | $896k | 2.5k | 351.81 |
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| Salesforce Akre Focus Etf (AKRE) | 0.0 | $881k | -75% | 17k | 52.85 |
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| Ali (ALCO) | 0.0 | $871k | 21k | 41.26 |
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| Sea Us Industrials (IYJ) | 0.0 | $832k | 5.6k | 147.54 |
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| Qualcomm (QCOM) | 0.0 | $790k | +2% | 6.1k | 128.79 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $790k | +2% | 1.3k | 604.28 |
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| Nextera Energy (NEE) | 0.0 | $770k | +2% | 8.3k | 92.88 |
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| Select Sector Spdr Tr S&p Mc 400gr Etf (IJK) | 0.0 | $760k | 7.6k | 100.62 |
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| Select Sector Spdr Tr S&P SML 600 GWT (IJT) | 0.0 | $724k | 5.0k | 144.71 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $721k | +4% | 3.7k | 194.16 |
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| Enterprise Products Partners (EPD) | 0.0 | $719k | 19k | 37.84 |
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| TransDigm Group Incorporated (TDG) | 0.0 | $717k | NEW | 619.00 | 1158.96 |
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| Allstate Corporation (ALL) | 0.0 | $709k | 3.4k | 207.34 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $707k | 3.3k | 216.58 |
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| Snowflake Rus Md Cp Gr Etf (IWP) | 0.0 | $697k | 5.4k | 128.12 |
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| Gilead Sciences (GILD) | 0.0 | $673k | 4.8k | 139.37 |
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| Goldman Sachs (GS) | 0.0 | $655k | 774.00 | 845.99 |
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| EastGroup Properties (EGP) | 0.0 | $615k | 3.3k | 185.09 |
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| Spotify Technology S A Us Consum Discre (IYC) | 0.0 | $607k | 6.3k | 96.92 |
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| Phillips 66 (PSX) | 0.0 | $605k | 3.3k | 182.18 |
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| State Str Spdr S&p 500 Etf T Real Estate Etf (VNQ) | 0.0 | $602k | 6.8k | 88.70 |
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| Sysco Corp State Street Hea (XLV) | 0.0 | $578k | 3.9k | 146.61 |
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| Astera Labs (ALAB) | 0.0 | $570k | 5.2k | 109.60 |
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| Terawulf Com New (IAC) | 0.0 | $551k | 14k | 40.03 |
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| Tesla Rus 2000 Grw Etf (IWO) | 0.0 | $540k | 1.7k | 313.81 |
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| Texas Instrs Sponsored Ads (BABA) | 0.0 | $536k | 4.3k | 125.46 |
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| Blackrock (BLK) | 0.0 | $535k | +3% | 556.00 | 962.19 |
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| Transdigm Group Intermed Term (BIV) | 0.0 | $535k | +5% | 6.9k | 77.18 |
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| Hershey Company (HSY) | 0.0 | $524k | 2.5k | 207.89 |
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| Unilever Cl A Lmt Vtg Shs (BAM) | 0.0 | $523k | 12k | 44.45 |
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| Union Pac Corp State Street Ind (XLI) | 0.0 | $518k | 3.2k | 161.73 |
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| Applied Materials (AMAT) | 0.0 | $507k | 1.5k | 341.79 |
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| Unitedhealth Group Expanded Tech (IGV) | 0.0 | $501k | NEW | 6.3k | 80.05 |
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| Us Bancorp State Street Con (XLY) | 0.0 | $497k | 4.6k | 108.98 |
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| Vanguard Admiral Fds State Street Con (XLP) | 0.0 | $477k | 5.8k | 81.98 |
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| Netflix (NFLX) | 0.0 | $474k | -97% | 4.9k | 96.15 |
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| Vanguard Bd Index Fds Rus Mdcp Val Etf (IWS) | 0.0 | $473k | 3.2k | 145.74 |
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| Norfolk Southern (NSC) | 0.0 | $456k | 1.6k | 287.00 |
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| Tesla Motors (TSLA) | 0.0 | $444k | +4% | 1.2k | 371.75 |
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| Vanguard Index Fds Spon Adr New (UL) | 0.0 | $400k | 7.0k | 56.97 |
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| Vanguard Index Fds Rus 2000 Val Etf (IWN) | 0.0 | $382k | 2.0k | 189.59 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $370k | +28% | 1.9k | 192.90 |
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| Vanguard Index Fds SHS (SPOT) | 0.0 | $368k | -97% | 758.00 | 484.91 |
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| Vanguard Index Fds Cl A (LEN) | 0.0 | $353k | 4.1k | 86.84 |
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| Pepsi (PEP) | 0.0 | $347k | -9% | 2.2k | 155.29 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $344k | 1.3k | 261.92 |
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| Vanguard Intl Equity Index F Total Bnd Mrkt (BND) | 0.0 | $300k | 4.1k | 73.64 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $295k | 329.00 | 895.24 |
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| Vanguard Mun Bd Fds Com New (USB) | 0.0 | $277k | 5.3k | 52.01 |
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| Iron Mountain (IRM) | 0.0 | $275k | 2.7k | 102.14 |
|
|
| Vanguard Scottsdale Fds SHS (CCEP) | 0.0 | $272k | 3.0k | 90.67 |
|
|
| Terawulf (WULF) | 0.0 | $267k | 19k | 14.43 |
|
|
| Deere & Company (DE) | 0.0 | $265k | NEW | 470.00 | 563.38 |
|
| Bank of America Corporation (BAC) | 0.0 | $262k | 5.4k | 48.75 |
|
|
| Humana (HUM) | 0.0 | $244k | 1.4k | 173.39 |
|
|
| Thermo Fisher Scientific (TMO) | 0.0 | $232k | -29% | 471.00 | 491.53 |
|
| Casey's General Stores (CASY) | 0.0 | $229k | NEW | 315.00 | 727.86 |
|
| Visa Cl A (APH) | 0.0 | $227k | 1.8k | 126.35 |
|
|
| Walmart Vanguard Ultra (VUSB) | 0.0 | $223k | +9% | 4.5k | 49.78 |
|
| Waste Mgmt Inc Del Mid Cap Etf (VO) | 0.0 | $223k | NEW | 775.00 | 287.18 |
|
| Epam Systems (EPAM) | 0.0 | $218k | 1.6k | 135.40 |
|
|
| Wisdomtree Tr Sp Smcp600vl Etf (IJS) | 0.0 | $218k | 1.8k | 118.45 |
|
|
| Workday S&p Mc 400vl Etf (IJJ) | 0.0 | $214k | 1.6k | 132.50 |
|
Past Filings by Allen Investment Management
SEC 13F filings are viewable for Allen Investment Management going back to 2011
- 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
- Allen Investment Management 2022 Q1 filed May 5, 2022