Bruce G. Allen Investments
Latest statistics and disclosures from Bruce G. Allen Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are EFV, VTV, SCHD, FNDF, FNDX, and represent 47.81% of Bruce G. Allen Investments's stock portfolio.
- Added to shares of these 10 stocks: SCHD, VTV, GOOGL, TTE, VOE, UL, XLE, META, VBR, GOOG.
- Started 58 new stock positions in KMX, TU, WERN, VTOL, QGEN, KFY, CMG, UL, ETD, STBA.
- Reduced shares in these 10 stocks: PHYS, , Unilever, AAPL, CMCSA, AVGO, MSFT, EFV, ORCL, FNDX.
- Sold out of its positions in ANF, AIN, ALSN, AMSF, BUD, ATKR, ATMU, AVTR, BKU, BRBR.
- Bruce G. Allen Investments was a net buyer of stock by $3.7M.
- Bruce G. Allen Investments has $148M in assets under management (AUM), dropping by 5.91%.
- Central Index Key (CIK): 0002005409
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Portfolio Holdings for Bruce G. Allen Investments
Bruce G. Allen Investments holds 1081 positions in its portfolio as reported in the December 2025 quarterly 13F filing
Bruce G. Allen Investments has 1081 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Bruce G. Allen Investments Dec. 31, 2025 positions
- Download the Bruce G. Allen Investments December 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Msci Eafe Value Etf Etf (EFV) | 15.7 | $23M | 325k | 71.41 |
|
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| Vanguard Value Etf Etf (VTV) | 11.0 | $16M | +10% | 85k | 190.99 |
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| Schwab Us Dividend Equity Etf Etf (SCHD) | 7.6 | $11M | +37% | 410k | 27.43 |
|
| Schwab Fundamental International Equity Etf Etf (FNDF) | 7.0 | $10M | 230k | 45.21 |
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| Schwab Fundamental U.s. Large Company Etf Etf (FNDX) | 6.5 | $9.6M | 351k | 27.21 |
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| Vanguard Mid-cap Value Etf Etf (VOE) | 3.4 | $5.0M | +4% | 28k | 177.37 |
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| Sprott Asset Management Lp Physical Gold Tr Cef (PHYS) | 3.0 | $4.4M | -9% | 132k | 33.02 |
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| Ipath Bloomberg Commodity Index Total Return Etn Etf (DJP) | 2.6 | $3.9M | 103k | 37.61 |
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| Apple Stock (AAPL) | 1.5 | $2.2M | -6% | 8.2k | 271.86 |
|
| Vanguard Russell 1000 Value Etf Etf (VONV) | 1.3 | $1.9M | 20k | 92.30 |
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| State Str Spdr S&p 500 Etf Tr Tr Unit Etf (SPY) | 1.1 | $1.6M | 2.4k | 681.97 |
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| Pimco Rafi Esg U.s. Etf Etf (RAFE) | 1.1 | $1.6M | 38k | 41.99 |
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| Ishares Russell 1000 Value Etf Etf (IWD) | 1.0 | $1.6M | 7.4k | 210.35 |
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| Ge Aerospace Stock (GE) | 0.9 | $1.3M | -3% | 4.2k | 308.03 |
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| Vanguard Small Cap Value Etf Etf (VBR) | 0.8 | $1.2M | +9% | 5.9k | 211.78 |
|
| Wisdomtree International Smallcap Dividend Fund Etf (DLS) | 0.7 | $1.1M | 14k | 81.01 |
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| Ishares S&p Small-cap 600 Value Etf Etf (IJS) | 0.7 | $1.0M | 8.9k | 113.72 |
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| Nuveen Taxable Municpal Inm Cef (NBB) | 0.6 | $914k | 58k | 15.80 |
|
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| Procter & Gamble Stock (PG) | 0.5 | $798k | 5.6k | 143.30 |
|
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| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.5 | $736k | +224% | 2.4k | 313.00 |
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| Jpmorgan Chase & Co Stock (JPM) | 0.5 | $733k | -6% | 2.3k | 322.22 |
|
| Microsoft Corp Stock (MSFT) | 0.5 | $699k | -12% | 1.4k | 483.71 |
|
| Exxon Mobil Corp Stock (XOM) | 0.5 | $690k | +7% | 5.7k | 120.34 |
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| Johnson & Johnson Stock (JNJ) | 0.4 | $655k | 3.2k | 206.95 |
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| Schwab Fundamental U.s. Small Company Etf Etf (FNDA) | 0.4 | $653k | +7% | 21k | 31.51 |
|
| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.4 | $596k | -4% | 1.2k | 502.65 |
|
| Cummins Stock (CMI) | 0.4 | $595k | 1.2k | 510.45 |
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| Shell Plc Spon Ads Adr (SHEL) | 0.4 | $582k | 7.9k | 73.48 |
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| Abrdn Bloomberg All Commodity Strategy K-1 Free Etf Etf (BCI) | 0.4 | $578k | +13% | 30k | 19.53 |
|
| Verizon Communications Stock (VZ) | 0.4 | $578k | +4% | 14k | 40.73 |
|
| Ge Vernova Stock (GEV) | 0.4 | $563k | -7% | 861.00 | 653.57 |
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| At&t Stock (T) | 0.4 | $556k | 22k | 24.84 |
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| Abbvie Stock (ABBV) | 0.4 | $555k | +6% | 2.4k | 228.46 |
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| Bank America Corp Stock (BAC) | 0.4 | $542k | -8% | 9.8k | 55.00 |
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| Bank New York Mellon Corp Stock (BK) | 0.4 | $531k | 4.6k | 116.09 |
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| Meta Platforms Inc Cl A Stock (META) | 0.3 | $514k | +44% | 778.00 | 660.09 |
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| Vanguard Intermediate-term Bond Etf Etf (BIV) | 0.3 | $492k | 6.3k | 77.88 |
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| Etracs Cmci Total Return Etn Series B Etf (UCIB) | 0.3 | $464k | 17k | 28.06 |
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| Colgate Palmolive Stock (CL) | 0.3 | $439k | 5.6k | 79.02 |
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| Merck & Co Stock (MRK) | 0.3 | $438k | +7% | 4.2k | 105.26 |
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| Wells Fargo & Co Stock (WFC) | 0.3 | $435k | -6% | 4.7k | 93.20 |
|
| Chevron Corp Stock (CVX) | 0.3 | $427k | -4% | 2.8k | 152.41 |
|
| Coca Cola Stock (KO) | 0.3 | $427k | +3% | 6.1k | 69.91 |
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| Home Depot Stock (HD) | 0.3 | $402k | 1.2k | 344.10 |
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| Union Pac Corp Stock (UNP) | 0.3 | $377k | +6% | 1.6k | 231.34 |
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| State Street Energy Select Sector Spdr Etf Etf (XLE) | 0.3 | $370k | +103% | 8.3k | 44.71 |
|
| Spdr Gold Shares Etf (GLD) | 0.2 | $349k | -4% | 881.00 | 396.31 |
|
| Ishares Russell Midcap Etf Etf (IWR) | 0.2 | $339k | 3.5k | 96.27 |
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| Walmart Stock (WMT) | 0.2 | $339k | +17% | 3.0k | 111.41 |
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| Schwab International Dividend Equity Etf Etf (SCHY) | 0.2 | $332k | -10% | 11k | 29.82 |
|
| Broadcom Stock (AVGO) | 0.2 | $327k | -29% | 946.00 | 346.10 |
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| Capital Group Dividend Value Etf Etf (CGDV) | 0.2 | $317k | -6% | 7.3k | 43.64 |
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| Mcdonalds Corp Stock (MCD) | 0.2 | $316k | 1.0k | 305.63 |
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| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.2 | $313k | 1.4k | 219.85 |
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| Ing Groep Adr (ING) | 0.2 | $306k | 11k | 28.00 |
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| Cisco Sys Stock (CSCO) | 0.2 | $303k | +5% | 3.9k | 77.03 |
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| Nextera Energy Stock (NEE) | 0.2 | $295k | 3.7k | 80.28 |
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| GSK Adr (GSK) | 0.2 | $282k | 5.8k | 49.04 |
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| Sanofi Sa Adr (SNY) | 0.2 | $276k | +5% | 5.7k | 48.46 |
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| Novartis Adr (NVS) | 0.2 | $269k | -20% | 2.0k | 137.87 |
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| Abbott Labs Stock (ABT) | 0.2 | $268k | -8% | 2.1k | 125.29 |
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| Totalenergies Se Act Stock (TTE) | 0.2 | $268k | NEW | 4.1k | 65.42 |
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| Philip Morris Intl Stock (PM) | 0.2 | $267k | -4% | 1.7k | 160.40 |
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| Pepsico Stock (PEP) | 0.2 | $260k | +11% | 1.8k | 143.52 |
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| Morgan Stanley Stock (MS) | 0.2 | $254k | -6% | 1.4k | 177.53 |
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| Micron Technology Stock (MU) | 0.2 | $250k | -4% | 875.00 | 285.41 |
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| Amgen Stock (AMGN) | 0.2 | $246k | +2% | 752.00 | 327.31 |
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| Blackrock Stock (BLK) | 0.2 | $244k | -8% | 228.00 | 1070.34 |
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| Hershey Stock (HSY) | 0.2 | $241k | +4% | 1.3k | 181.98 |
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| Unitedhealth Group Stock (UNH) | 0.2 | $241k | -9% | 729.00 | 330.11 |
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| Vanguard S&p Small-cap 600 Value Etf Etf (VIOV) | 0.2 | $225k | 2.3k | 97.76 |
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| Visa Inc Com Cl A Stock (V) | 0.1 | $221k | -8% | 630.00 | 350.71 |
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| Eaton Corp Stock (ETN) | 0.1 | $211k | 661.00 | 318.51 |
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| Rtx Corporation Stock (RTX) | 0.1 | $207k | -13% | 1.1k | 183.40 |
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| Goldman Sachs Group Stock (GS) | 0.1 | $203k | -3% | 231.00 | 879.00 |
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| Schwab Charles Corp Stock (SCHW) | 0.1 | $199k | -6% | 2.0k | 99.91 |
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| Linde Stock (LIN) | 0.1 | $196k | -10% | 460.00 | 426.39 |
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| Unilever Adr (UL) | 0.1 | $195k | NEW | 3.0k | 65.40 |
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| Tjx Cos Stock (TJX) | 0.1 | $195k | -5% | 1.3k | 153.61 |
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| Medtronic Stock (MDT) | 0.1 | $190k | +4% | 2.0k | 96.06 |
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| Sun Life Financial Stock (SLF) | 0.1 | $187k | 3.0k | 62.40 |
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| Travelers Companies Stock (TRV) | 0.1 | $179k | +4% | 617.00 | 290.06 |
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| Accenture Plc Ireland Shs Class A Stock (ACN) | 0.1 | $178k | +17% | 665.00 | 268.30 |
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| Us Bancorp Del Stock (USB) | 0.1 | $176k | +3% | 3.3k | 53.36 |
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| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.1 | $175k | +130% | 559.00 | 313.80 |
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| Capital One Finl Corp Stock (COF) | 0.1 | $174k | -13% | 719.00 | 242.36 |
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| Sumitomo Mitsui Finl Group Adr (SMFG) | 0.1 | $173k | 9.0k | 19.33 |
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| United Parcel Svcs Inc Cl B Stock (UPS) | 0.1 | $173k | +50% | 1.7k | 99.19 |
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| Raymond James Finl Stock (RJF) | 0.1 | $172k | -2% | 1.1k | 160.59 |
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| Truist Finl Corp Stock (TFC) | 0.1 | $172k | -7% | 3.5k | 49.21 |
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| Analog Devices Stock (ADI) | 0.1 | $169k | -2% | 622.00 | 271.20 |
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| Chubb Stock (CB) | 0.1 | $168k | -18% | 537.00 | 312.12 |
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| Pnc Finl Svcs Group Stock (PNC) | 0.1 | $165k | -10% | 788.00 | 208.73 |
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| Nutrien Stock (NTR) | 0.1 | $164k | +12% | 2.7k | 61.72 |
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| General Dynamics Corp Stock (GD) | 0.1 | $163k | -4% | 485.00 | 336.66 |
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| Citigroup Stock (C) | 0.1 | $163k | +3% | 1.4k | 116.69 |
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| American Express Stock (AXP) | 0.1 | $161k | -4% | 436.00 | 369.95 |
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| Intercontinental Exchange Stock (ICE) | 0.1 | $161k | -2% | 995.00 | 161.96 |
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| Eli Lilly & Co Stock (LLY) | 0.1 | $160k | -20% | 149.00 | 1074.68 |
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| Starbucks Corp Stock (SBUX) | 0.1 | $159k | -8% | 1.9k | 84.21 |
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| Diageo Adr (DEO) | 0.1 | $159k | +13% | 1.8k | 86.27 |
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| Dimensional Emerging Markets Value Etf Etf (DFEV) | 0.1 | $159k | 4.7k | 33.74 |
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| Ishares Gold Trust Etf (IAU) | 0.1 | $157k | -7% | 1.9k | 81.17 |
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| International Business Machs Stock (IBM) | 0.1 | $156k | +19% | 527.00 | 296.21 |
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| Lowes Cos Stock (LOW) | 0.1 | $156k | 647.00 | 241.16 |
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| Honda Motor Ltd Adr Ech Cnv In 3 Adr (HMC) | 0.1 | $152k | 5.1k | 29.48 |
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| Ge Healthcare Technologies Stock (GEHC) | 0.1 | $151k | 1.8k | 82.02 |
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| Progressive Corp Stock (PGR) | 0.1 | $150k | +30% | 658.00 | 227.72 |
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| Kinross Gold Corp Stock (KGC) | 0.1 | $148k | 5.3k | 28.16 |
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| Gilead Sciences Stock (GILD) | 0.1 | $148k | -12% | 1.2k | 122.74 |
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| HSBC HLDGS Adr (HSBC) | 0.1 | $147k | 1.9k | 78.67 |
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| Parker-hannifin Corp Stock (PH) | 0.1 | $147k | -20% | 167.00 | 878.96 |
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| Conocophillips Stock (COP) | 0.1 | $142k | +9% | 1.5k | 93.61 |
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| Northrop Grumman Corp Stock (NOC) | 0.1 | $140k | -14% | 245.00 | 570.21 |
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| Thermo Fisher Scientific Stock (TMO) | 0.1 | $139k | 239.00 | 579.45 |
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| Rio Tinto Adr (RIO) | 0.1 | $135k | +28% | 1.7k | 80.03 |
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| Mastercard Incorporated Cl A Stock (MA) | 0.1 | $135k | -20% | 236.00 | 570.88 |
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| S&p Global Stock (SPGI) | 0.1 | $134k | +4% | 257.00 | 522.59 |
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| British Amern Tob Adr (BTI) | 0.1 | $134k | -5% | 2.4k | 56.62 |
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| Astrazeneca Adr | 0.1 | $132k | -24% | 1.4k | 91.93 |
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| Amphenol Corp New Cl A Stock (APH) | 0.1 | $130k | 961.00 | 135.14 |
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| Royal Bk Cda Stock (RY) | 0.1 | $130k | 760.00 | 170.49 |
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| Honeywell Intl Stock (HON) | 0.1 | $127k | -8% | 653.00 | 195.09 |
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| Danaher Corporation Stock (DHR) | 0.1 | $127k | +16% | 556.00 | 228.92 |
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| Dollar Gen Corp Stock (DG) | 0.1 | $127k | +2% | 955.00 | 132.77 |
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| Flex Ltd Ord Stock (FLEX) | 0.1 | $123k | -19% | 2.0k | 60.42 |
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| Ubs Group Stock (UBS) | 0.1 | $122k | 2.6k | 46.31 |
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| Comcast Corp New Cl A Stock (CMCSA) | 0.1 | $122k | -54% | 4.1k | 29.89 |
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| Banco Santander Sa Adr (SAN) | 0.1 | $121k | -2% | 10k | 11.73 |
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| Ishares U.s. Pharmaceuticals Etf Etf (IHE) | 0.1 | $120k | 1.4k | 84.85 |
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| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.1 | $120k | -2% | 2.2k | 53.83 |
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| Applied Matls Stock (AMAT) | 0.1 | $119k | -2% | 464.00 | 256.99 |
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| Tegna Stock (TGNA) | 0.1 | $118k | 6.1k | 19.41 |
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| Lloyds Banking Group Adr (LYG) | 0.1 | $118k | 22k | 5.30 |
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| Ppg Inds Stock (PPG) | 0.1 | $117k | +15% | 1.1k | 102.46 |
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| Royal Caribbean Group Stock (RCL) | 0.1 | $117k | -22% | 418.00 | 278.92 |
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| Texas Instrs Stock (TXN) | 0.1 | $116k | -11% | 667.00 | 173.49 |
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| Regions Financial Corp Stock (RF) | 0.1 | $115k | +20% | 4.2k | 27.10 |
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| Oracle Corp Stock (ORCL) | 0.1 | $115k | -44% | 590.00 | 194.91 |
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| Deere & Co Stock (DE) | 0.1 | $114k | -8% | 244.00 | 465.57 |
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| Kenvue Stock (KVUE) | 0.1 | $114k | +29% | 6.6k | 17.25 |
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| Natwest Group Plc Spons Adr (NWG) | 0.1 | $113k | 6.5k | 17.50 |
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| Air Prods & Chems Stock (APD) | 0.1 | $112k | 454.00 | 247.02 |
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| Toyota Motor Corp Ads Adr (TM) | 0.1 | $111k | +2% | 520.00 | 214.06 |
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| BP Adr (BP) | 0.1 | $111k | 3.2k | 34.73 |
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| Prologis Reit (PLD) | 0.1 | $111k | 867.00 | 127.66 |
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| Agnico Eagle Mines Stock (AEM) | 0.1 | $110k | 647.00 | 169.53 |
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| Target Corp Stock (TGT) | 0.1 | $109k | 1.1k | 97.75 |
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| Ingredion Stock (INGR) | 0.1 | $108k | +8% | 983.00 | 110.26 |
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| Marsh Stock | 0.1 | $108k | -21% | 583.00 | 185.52 |
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| Dover Corp Stock (DOV) | 0.1 | $105k | 539.00 | 195.24 |
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| Sony Group Corp Adr (SONY) | 0.1 | $105k | +5% | 4.1k | 25.60 |
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| Cvs Health Corp Stock (CVS) | 0.1 | $105k | -20% | 1.3k | 79.36 |
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| Disney Walt Stock (DIS) | 0.1 | $103k | +7% | 907.00 | 113.77 |
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| Cms Energy Corp Stock (CMS) | 0.1 | $103k | 1.5k | 69.93 |
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| Ishares Bitcoin Trust Etf Etf (IBIT) | 0.1 | $101k | 2.0k | 49.65 |
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| Zimmer Biomet Holdings Stock (ZBH) | 0.1 | $101k | +10% | 1.1k | 89.92 |
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| Csx Corp Stock (CSX) | 0.1 | $100k | -2% | 2.8k | 36.25 |
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| Darden Restaurants Stock (DRI) | 0.1 | $99k | -10% | 538.00 | 184.02 |
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| Healthpeak Properties Reit (DOC) | 0.1 | $99k | +38% | 6.1k | 16.08 |
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| Genuine Parts Stock (GPC) | 0.1 | $98k | +5% | 800.00 | 122.96 |
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| Stryker Corporation Stock (SYK) | 0.1 | $96k | 273.00 | 351.47 |
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| Amazon Stock (AMZN) | 0.1 | $95k | -7% | 413.00 | 230.82 |
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| Caterpillar Stock (CAT) | 0.1 | $95k | -16% | 166.00 | 572.87 |
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| Synopsys Stock (SNPS) | 0.1 | $95k | -4% | 202.00 | 469.72 |
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| American Tower Corp Reit (AMT) | 0.1 | $95k | -2% | 539.00 | 175.57 |
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| Costco Wholesale Corporation Stock (COST) | 0.1 | $94k | +14% | 109.00 | 862.34 |
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| Cme Group Stock (CME) | 0.1 | $93k | +14% | 342.00 | 273.08 |
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| The Cigna Group Stock (CI) | 0.1 | $93k | +6% | 337.00 | 275.23 |
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| Wp Carey Reit (WPC) | 0.1 | $93k | 1.4k | 64.36 |
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| Cbre Group Inc Cl A Stock (CBRE) | 0.1 | $93k | -3% | 575.00 | 160.79 |
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| Blackstone Stock (BX) | 0.1 | $92k | -5% | 598.00 | 154.14 |
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| Globe Life Stock (GL) | 0.1 | $92k | +6% | 657.00 | 139.86 |
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| Eog Res Stock (EOG) | 0.1 | $92k | -13% | 871.00 | 105.01 |
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| Paypal Hldgs Stock (PYPL) | 0.1 | $91k | +4% | 1.6k | 58.38 |
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| 3M Stock (MMM) | 0.1 | $90k | +6% | 564.00 | 160.10 |
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| Embraer Adr (EMBJ) | 0.1 | $90k | -14% | 1.4k | 64.37 |
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| Qualcomm Stock (QCOM) | 0.1 | $89k | 521.00 | 171.05 |
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| Ishares 0-3 Month Treasury Bond Etf Etf (SGOV) | 0.1 | $89k | +93% | 886.00 | 100.38 |
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| Agilent Technologies Stock (A) | 0.1 | $89k | 651.00 | 136.07 |
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| National Grid Plc Sponsored Adr Ne Adr (NGG) | 0.1 | $88k | 1.1k | 77.35 |
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| Stifel Finl Corp Stock (SF) | 0.1 | $87k | -5% | 693.00 | 125.22 |
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| Icon Stock (ICLR) | 0.1 | $87k | +6% | 476.00 | 182.22 |
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| Prudential Adr (PUK) | 0.1 | $86k | -2% | 2.8k | 31.12 |
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| Welltower Reit (WELL) | 0.1 | $86k | -36% | 461.00 | 185.61 |
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| Baxter Intl Stock (BAX) | 0.1 | $85k | +22% | 4.5k | 19.11 |
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| Coterra Energy Stock (CTRA) | 0.1 | $85k | +13% | 3.2k | 26.32 |
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| Automatic Data Processing Stock (ADP) | 0.1 | $84k | -3% | 328.00 | 257.23 |
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| Huntington Ingalls Inds Stock (HII) | 0.1 | $84k | -6% | 248.00 | 340.07 |
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| Southern Stock (SO) | 0.1 | $82k | -15% | 943.00 | 87.20 |
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| Axis Cap Hldgs Stock (AXS) | 0.1 | $81k | 757.00 | 107.09 |
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| Fidelity Natl Information Svcs Stock (FIS) | 0.1 | $81k | +7% | 1.2k | 66.46 |
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| Nike Inc Cl B Stock (NKE) | 0.1 | $81k | +5% | 1.3k | 63.71 |
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| Motorola Solutions Stock (MSI) | 0.1 | $80k | +32% | 209.00 | 383.32 |
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| Bristol-myers Squibb Stock (BMY) | 0.1 | $80k | -48% | 1.5k | 53.94 |
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| Zoetis Inc Cl A Stock (ZTS) | 0.1 | $80k | +34% | 634.00 | 125.82 |
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| D R Horton Stock (DHI) | 0.1 | $79k | -13% | 549.00 | 144.03 |
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| Cardinal Health Stock (CAH) | 0.1 | $79k | -8% | 383.00 | 205.50 |
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| Nxp Semiconductors N V Stock (NXPI) | 0.1 | $78k | 358.00 | 217.06 |
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| Ishares Managed Futures Active Etf Etf (ISMF) | 0.1 | $77k | -23% | 2.9k | 26.28 |
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| Agnc Invt Corp Reit (AGNC) | 0.1 | $77k | +9% | 7.2k | 10.72 |
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| Hdfc Bank Adr (HDB) | 0.1 | $76k | +54% | 2.1k | 36.54 |
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| Intel Corp Stock (INTC) | 0.1 | $75k | +2% | 2.0k | 36.90 |
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| Hartford Insurance Group Stock (HIG) | 0.1 | $75k | -7% | 542.00 | 137.80 |
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| Oneok Stock (OKE) | 0.0 | $73k | +6% | 997.00 | 73.50 |
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| Vanguard S&p Mid-cap 400 Value Etf Etf (IVOV) | 0.0 | $73k | 720.00 | 100.97 |
|
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| Iqvia Hldgs Stock (IQV) | 0.0 | $73k | -3% | 322.00 | 225.41 |
|
| Gallagher Arthur J & Co Stock (AJG) | 0.0 | $72k | -13% | 279.00 | 258.79 |
|
| Bhp Group Adr (BHP) | 0.0 | $71k | -32% | 1.2k | 60.37 |
|
| On Semiconductor Corp Stock (ON) | 0.0 | $71k | -7% | 1.3k | 54.15 |
|
| Teck Resources Ltd Cl B Stock (TECK) | 0.0 | $69k | 1.4k | 47.89 |
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|
| Brown Forman Corp Cl B Stock (BF.B) | 0.0 | $69k | +9% | 2.6k | 26.06 |
|
| Seagate Technology Hldngs Plc Ord Stock (STX) | 0.0 | $68k | -18% | 248.00 | 275.39 |
|
| Barrick Mng Corp Stock (B) | 0.0 | $68k | -46% | 1.6k | 43.55 |
|
| Johnson Ctls Intl Stock (JCI) | 0.0 | $67k | -3% | 560.00 | 119.75 |
|
| Corning Stock (GLW) | 0.0 | $67k | -6% | 764.00 | 87.56 |
|
| Vanguard International Dividend Appreciation Etf Etf (VIGI) | 0.0 | $66k | 725.00 | 91.51 |
|
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| Reinsurance Grp Of America Stock (RGA) | 0.0 | $66k | -4% | 326.00 | 203.46 |
|
| Atmos Energy Corp Stock (ATO) | 0.0 | $66k | -4% | 394.00 | 167.63 |
|
| Duke Energy Corp Stock (DUK) | 0.0 | $66k | 562.00 | 117.21 |
|
|
| Snap On Stock (SNA) | 0.0 | $66k | 191.00 | 344.60 |
|
|
| Williams Cos Stock (WMB) | 0.0 | $66k | -7% | 1.1k | 60.11 |
|
| Toronto Dominion Bk Ont Stock (TD) | 0.0 | $66k | 696.00 | 94.20 |
|
|
| Popular Stock (BPOP) | 0.0 | $65k | -5% | 522.00 | 124.52 |
|
| Microchip Technology Stock (MCHP) | 0.0 | $65k | -19% | 1.0k | 63.72 |
|
| Dominion Energy Stock (D) | 0.0 | $65k | +6% | 1.1k | 58.59 |
|
| Nvidia Corporation Stock (NVDA) | 0.0 | $63k | -32% | 337.00 | 186.50 |
|
| Altria Group Stock (MO) | 0.0 | $63k | +34% | 1.1k | 57.66 |
|
| Labcorp Holdings Stock (LH) | 0.0 | $62k | -3% | 247.00 | 250.88 |
|
| BXP Reit (BXP) | 0.0 | $61k | -2% | 900.00 | 67.48 |
|
| Vornado Rlty Tr Sh Ben Int Reit (VNO) | 0.0 | $59k | -3% | 1.8k | 33.28 |
|
| General Mtrs Stock (GM) | 0.0 | $58k | 718.00 | 81.32 |
|
|
| Taiwan Semiconductor Mfg Adr (TSM) | 0.0 | $58k | -15% | 192.00 | 303.89 |
|
| Ross Stores Stock (ROST) | 0.0 | $58k | -2% | 322.00 | 180.14 |
|
| Equinor Asa Adr (EQNR) | 0.0 | $57k | -3% | 2.4k | 23.63 |
|
| Emerson Elec Stock (EMR) | 0.0 | $57k | 430.00 | 132.72 |
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| Constellation Energy Corp Stock (CEG) | 0.0 | $57k | -40% | 160.00 | 353.27 |
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| Kt Corp Adr (KT) | 0.0 | $56k | -4% | 3.0k | 18.97 |
|
| Kkr & Co Stock (KKR) | 0.0 | $55k | -19% | 433.00 | 127.48 |
|
| Victoryshares Small Cap Free Cash Flow Etf Etf (SFLO) | 0.0 | $55k | +547% | 1.9k | 29.49 |
|
| Nextpower Inc Class A Stock (NXT) | 0.0 | $54k | -6% | 615.00 | 87.11 |
|
| Yum Brands Stock (YUM) | 0.0 | $53k | -22% | 353.00 | 151.28 |
|
| Citizens Finl Group Stock (CFG) | 0.0 | $53k | -25% | 913.00 | 58.41 |
|
| Intuit Stock (INTU) | 0.0 | $53k | +788% | 80.00 | 662.42 |
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| Fedex Corp Stock (FDX) | 0.0 | $53k | 183.00 | 288.86 |
|
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| Renaissancere Hldgs Stock (RNR) | 0.0 | $53k | -6% | 188.00 | 281.16 |
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| Wec Energy Group Stock (WEC) | 0.0 | $53k | -4% | 501.00 | 105.46 |
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| Barclays Adr (BCS) | 0.0 | $53k | -3% | 2.1k | 25.45 |
|
| Jones Lang Lasalle Stock (JLL) | 0.0 | $53k | -8% | 156.00 | 336.47 |
|
| Gatx Corp Stock (GATX) | 0.0 | $52k | -4% | 308.00 | 169.60 |
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Past Filings by Bruce G. Allen Investments
SEC 13F filings are viewable for Bruce G. Allen Investments going back to 2023
- Bruce G. Allen Investments 2025 Q4 filed Feb. 10, 2026
- Bruce G. Allen Investments 2025 Q3 filed Oct. 30, 2025
- Bruce G. Allen Investments 2025 Q2 filed July 9, 2025
- Bruce G. Allen Investments 2025 Q1 filed April 14, 2025
- Bruce G. Allen Investments 2024 Q4 filed Jan. 10, 2025
- Bruce G. Allen Investments 2024 Q3 filed Oct. 8, 2024
- Bruce G. Allen Investments 2024 Q2 filed July 12, 2024
- Bruce G. Allen Investments 2024 Q1 filed April 10, 2024
- Bruce G. Allen Investments 2023 Q4 filed Jan. 11, 2024