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, FNDX, FNDF, and represent 48.19% of Bruce G. Allen Investments's stock portfolio.
- Added to shares of these 10 stocks: MSFT, Exxon Mobil Corp, VIOV, IVOV, DJP, FNDA, AMZN, IVLU, IWD, DVN.
- Started 45 new stock positions in STAG, BLSH, UHAL.B, ALC, AEO, LCII, Exxon Mobil Corp, NVST, RVMD, Gates Indl Corp.
- Reduced shares in these 10 stocks: VTV, EFV, , FNDF, SCHD, BCI, GOOGL, VOE, GE, CGDV.
- Sold out of its positions in EFOR, BCI, OKLO, NLY, BOKF, BSY, SAM, BN, CCC, CDW.
- Bruce G. Allen Investments was a net seller of stock by $-6.4M.
- Bruce G. Allen Investments has $157M in assets under management (AUM), dropping by 2.66%.
- Central Index Key (CIK): 0002005409
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Portfolio Holdings for Bruce G. Allen Investments
Bruce G. Allen Investments holds 1037 positions in its portfolio as reported in the June 2026 quarterly 13F filing
Bruce G. Allen Investments has 1037 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Bruce G. Allen Investments June 30, 2026 positions
- Download the Bruce G. Allen Investments June 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Msci Eafe Value Etf Etf (EFV) | 14.8 | $23M | -4% | 303k | 76.55 |
|
| Vanguard Value Etf Etf (VTV) | 11.4 | $18M | -6% | 82k | 217.93 |
|
| Schwab Us Dividend Equity Etf Etf (SCHD) | 8.1 | $13M | -5% | 400k | 31.71 |
|
| Schwab Fundamental U.s. Large Company Etf Etf (FNDX) | 7.0 | $11M | 353k | 31.10 |
|
|
| Schwab Fundamental International Equity Etf Etf (FNDF) | 7.0 | $11M | -7% | 208k | 52.76 |
|
| Vanguard Mid-cap Value Etf Etf (VOE) | 3.2 | $5.0M | -9% | 25k | 197.60 |
|
| Ipath Bloomberg Commodity Index Total Return Etn Etf (DJP) | 2.9 | $4.5M | +5% | 104k | 43.71 |
|
| Sprott Asset Management Lp Physical Gold Tr Cef (PHYS) | 2.2 | $3.5M | 115k | 30.17 |
|
|
| Apple Stock (AAPL) | 1.6 | $2.4M | +4% | 8.5k | 289.36 |
|
| Vanguard Russell 1000 Value Etf Etf (VONV) | 1.4 | $2.1M | 20k | 106.31 |
|
|
| Ishares Russell 1000 Value Etf Etf (IWD) | 1.2 | $1.9M | +10% | 8.0k | 242.44 |
|
| State Street Spdr S&p 500 Etf Etf (SPY) | 1.2 | $1.9M | +6% | 2.5k | 746.82 |
|
| Pimco Rafi Esg U.s. Etf Etf (RAFE) | 1.1 | $1.8M | 37k | 47.86 |
|
|
| Vanguard Small Cap Value Etf Etf (VBR) | 1.0 | $1.5M | +2% | 6.3k | 242.99 |
|
| Microsoft Corp Stock (MSFT) | 0.8 | $1.3M | +148% | 3.4k | 373.00 |
|
| Ge Aerospace Stock (GE) | 0.8 | $1.2M | -22% | 3.3k | 373.73 |
|
| Ishares S&p Small-cap 600 Value Etf Etf (IJS) | 0.8 | $1.2M | 8.9k | 136.69 |
|
|
| Ge Vernova Stock (GEV) | 0.6 | $1.0M | 853.00 | 1174.86 |
|
|
| Schwab Fundamental U.s. Small Company Etf Etf (FNDA) | 0.6 | $999k | +25% | 26k | 38.06 |
|
| Nuveen Taxable Municpal Inm Cef (NBB) | 0.6 | $921k | 58k | 15.78 |
|
|
| Wisdomtree International Smallcap Dividend Fund Etf (DLS) | 0.6 | $887k | -16% | 11k | 83.79 |
|
| Vanguard S&p Small-cap 600 Value Etf Etf (VIOV) | 0.5 | $831k | +162% | 7.1k | 117.33 |
|
| Procter & Gamble Stock (PG) | 0.5 | $800k | -3% | 5.5k | 146.63 |
|
| Johnson & Johnson Stock (JNJ) | 0.5 | $798k | 3.1k | 253.97 |
|
|
| Micron Technology Stock (MU) | 0.5 | $797k | -16% | 690.00 | 1154.29 |
|
| Cummins Stock (CMI) | 0.5 | $743k | -4% | 1.0k | 713.21 |
|
| Exxonmobil Holdings Corp Stock | 0.5 | $717k | NEW | 5.2k | 136.72 |
|
| Jpmorgan Chase & Co Stock (JPM) | 0.4 | $680k | -5% | 2.1k | 327.33 |
|
| Abbvie Stock (ABBV) | 0.4 | $644k | +11% | 2.6k | 251.61 |
|
| Bank Of Ny Mellon Corp Stock (BNY) | 0.4 | $630k | 4.4k | 144.61 |
|
|
| Verizon Communications Stock (VZ) | 0.4 | $619k | 15k | 42.34 |
|
|
| Shell Plc Spon Ads Adr (SHEL) | 0.4 | $619k | 8.0k | 77.54 |
|
|
| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.4 | $582k | -2% | 1.2k | 500.39 |
|
| Vanguard S&p Mid-cap 400 Value Etf Etf (IVOV) | 0.4 | $558k | +259% | 4.9k | 114.06 |
|
| Coca Cola Stock (KO) | 0.3 | $537k | 6.6k | 81.27 |
|
|
| Colgate Palmolive Stock (CL) | 0.3 | $516k | -2% | 5.6k | 91.68 |
|
| Etracs Cmci Total Return Etn Series B Etf (UCIB) | 0.3 | $511k | -5% | 16k | 32.56 |
|
| Merck & Co Stock (MRK) | 0.3 | $506k | 3.9k | 128.50 |
|
|
| At&t Stock (T) | 0.3 | $501k | 24k | 20.70 |
|
|
| Vanguard Intermediate-term Bond Etf Etf (BIV) | 0.3 | $494k | 6.4k | 76.71 |
|
|
| Bank Of Amer Corp Stock (BAC) | 0.3 | $487k | -2% | 8.5k | 56.98 |
|
| Meta Platforms Inc Cl A Stock (META) | 0.3 | $470k | -2% | 835.00 | 563.29 |
|
| State Street Energy Select Sector Spdr Etf Etf (XLE) | 0.3 | $421k | 7.9k | 53.11 |
|
|
| Chevron Corporation Stock (CVX) | 0.3 | $416k | -3% | 2.5k | 165.76 |
|
| Home Depot Stock (HD) | 0.3 | $407k | 1.2k | 352.68 |
|
|
| Wells Fargo & Co Stock (WFC) | 0.2 | $392k | 4.7k | 82.64 |
|
|
| Union Pac Corp Stock (UNP) | 0.2 | $392k | -10% | 1.4k | 272.08 |
|
| Ishares Russell Midcap Etf Etf (IWR) | 0.2 | $391k | 3.5k | 110.32 |
|
|
| Novartis Adr (NVS) | 0.2 | $346k | +12% | 2.2k | 156.72 |
|
| Unitedhealth Group Stock (UNH) | 0.2 | $336k | -2% | 808.00 | 415.63 |
|
| Ing Groep Adr (ING) | 0.2 | $334k | 11k | 31.38 |
|
|
| Nextera Energy Stock (NEE) | 0.2 | $305k | -5% | 3.5k | 87.77 |
|
| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.2 | $305k | -62% | 854.00 | 357.37 |
|
| Amazon Stock (AMZN) | 0.2 | $296k | +216% | 1.2k | 238.34 |
|
| Walmart Stock (WMT) | 0.2 | $294k | -8% | 2.6k | 113.26 |
|
| Intel Corp Stock (INTC) | 0.2 | $287k | 2.1k | 139.63 |
|
|
| Spdr Gold Shares Etf (GLD) | 0.2 | $283k | 768.00 | 368.38 |
|
|
| Schwab International Dividend Equity Etf Etf (SCHY) | 0.2 | $281k | 8.9k | 31.73 |
|
|
| GSK Adr (GSK) | 0.2 | $279k | -4% | 5.3k | 52.42 |
|
| Totalenergies Se Act Stock (TTE) | 0.2 | $276k | 3.5k | 77.76 |
|
|
| Morgan Stanley Stock (MS) | 0.2 | $272k | -12% | 1.3k | 209.04 |
|
| Philip Morris Intl Stock (PM) | 0.2 | $263k | -6% | 1.5k | 180.91 |
|
| Mcdonalds Corp Stock (MCD) | 0.2 | $257k | -6% | 950.00 | 270.31 |
|
| Cisco Sys Stock (CSCO) | 0.2 | $243k | -39% | 2.1k | 117.46 |
|
| Broadcom Stock (AVGO) | 0.2 | $243k | -28% | 642.00 | 377.75 |
|
| Eaton Corp Stock (ETN) | 0.2 | $240k | -15% | 564.00 | 426.12 |
|
| Applied Matls Stock (AMAT) | 0.1 | $234k | -28% | 324.00 | 723.00 |
|
| Sun Life Financial Stock (SLF) | 0.1 | $233k | 3.0k | 78.42 |
|
|
| Sanofi Sa Adr (SNY) | 0.1 | $229k | -11% | 5.4k | 42.66 |
|
| Us Bancorp Stock (USB) | 0.1 | $227k | -11% | 3.8k | 60.40 |
|
| Pepsico Stock (PEP) | 0.1 | $220k | -4% | 1.6k | 135.40 |
|
| Hershey Stock (HSY) | 0.1 | $218k | -2% | 1.2k | 175.45 |
|
| Amgen Stock (AMGN) | 0.1 | $213k | -12% | 587.00 | 362.12 |
|
| Pnc Finl Svcs Group Stock (PNC) | 0.1 | $208k | -3% | 844.00 | 246.22 |
|
| Linde Stock (LIN) | 0.1 | $207k | -6% | 398.00 | 518.94 |
|
| United Parcel Svcs Inc Cl B Stock (UPS) | 0.1 | $206k | 1.9k | 107.50 |
|
|
| Sumitomo Mitsui Fin Grp Adr (SMFG) | 0.1 | $202k | 8.5k | 23.58 |
|
|
| Dimensional Emerging Markets Value Etf Etf (DFEV) | 0.1 | $201k | 4.7k | 42.67 |
|
|
| Unilever Adr (UL) | 0.1 | $200k | +5% | 3.3k | 60.12 |
|
| International Business Machs Stock (IBM) | 0.1 | $200k | 710.00 | 281.21 |
|
|
| Texas Instrs Stock (TXN) | 0.1 | $196k | -18% | 657.00 | 298.07 |
|
| Medtronic Stock (MDT) | 0.1 | $191k | 2.4k | 78.23 |
|
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| Starbucks Corp Stock (SBUX) | 0.1 | $185k | -3% | 1.8k | 102.19 |
|
| Flex Ltd Ord Stock (FLEX) | 0.1 | $184k | -34% | 1.1k | 162.07 |
|
| Blackrock Stock (BLK) | 0.1 | $184k | -9% | 191.00 | 961.56 |
|
| Rtx Corporation Stock (RTX) | 0.1 | $184k | -9% | 967.00 | 189.73 |
|
| Ishares Msci Intl Value Factor Etf Etf (IVLU) | 0.1 | $181k | NEW | 4.3k | 41.82 |
|
| Travelers Companies Stock (TRV) | 0.1 | $180k | -5% | 546.00 | 330.12 |
|
| Tjx Cos Stock (TJX) | 0.1 | $178k | -15% | 1.2k | 151.50 |
|
| Goldman Sachs Group Stock (GS) | 0.1 | $174k | -2% | 172.00 | 1011.37 |
|
| Citigroup Stock (C) | 0.1 | $174k | +13% | 1.2k | 139.96 |
|
| Abbott Laboratories Stock (ABT) | 0.1 | $168k | -20% | 1.9k | 90.74 |
|
| Schwab Charles Corp Stock (SCHW) | 0.1 | $165k | 1.8k | 92.27 |
|
|
| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.1 | $161k | -52% | 681.00 | 236.62 |
|
| Chubb Stock (CB) | 0.1 | $155k | -12% | 456.00 | 340.74 |
|
| Eli Lilly & Co Stock (LLY) | 0.1 | $155k | -9% | 129.00 | 1199.43 |
|
| Caterpillar Stock (CAT) | 0.1 | $154k | -21% | 145.00 | 1064.90 |
|
| Analog Devices Stock (ADI) | 0.1 | $154k | -15% | 387.00 | 397.17 |
|
| Healthpeak Properties Reit (DOC) | 0.1 | $153k | -2% | 7.2k | 21.40 |
|
| Target Corp Stock (TGT) | 0.1 | $153k | -11% | 1.2k | 130.61 |
|
| Paypal Hldgs Stock (PYPL) | 0.1 | $153k | +9% | 3.5k | 43.18 |
|
| Truist Finl Corp Stock (TFC) | 0.1 | $149k | -5% | 3.0k | 49.82 |
|
| Visa Inc Com Cl A Stock (V) | 0.1 | $148k | -20% | 430.00 | 343.09 |
|
| Kenvue Stock (KVUE) | 0.1 | $147k | -2% | 7.7k | 19.11 |
|
| Icon Pub Stock (ICLR) | 0.1 | $144k | -20% | 829.00 | 173.71 |
|
| Amphenol Corp Cl A Stock (APH) | 0.1 | $144k | -9% | 815.00 | 176.32 |
|
| Zimmer Biomet Holdings Stock (ZBH) | 0.1 | $143k | +3% | 1.7k | 86.09 |
|
| Ishares U.s. Pharmaceuticals Etf Etf (IHE) | 0.1 | $141k | 1.4k | 98.98 |
|
|
| Raymond James Finl Stock (RJF) | 0.1 | $140k | -13% | 923.00 | 152.03 |
|
| Nutrien Stock (NTR) | 0.1 | $139k | -10% | 2.2k | 62.95 |
|
| Stryker Corporation Stock (SYK) | 0.1 | $138k | +27% | 439.00 | 314.84 |
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| American Express Stock (AXP) | 0.1 | $138k | 408.00 | 338.25 |
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| Air Products And Chemicals Stock (APD) | 0.1 | $138k | -10% | 469.00 | 293.18 |
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| Capital One Finl Corp Stock (COF) | 0.1 | $137k | -13% | 683.00 | 200.62 |
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| Deere & Co Stock (DE) | 0.1 | $137k | -2% | 216.00 | 634.33 |
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| Conocophillips Stock (COP) | 0.1 | $136k | -4% | 1.3k | 103.96 |
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| Royal Bk Cda Stock (RY) | 0.1 | $136k | -2% | 656.00 | 206.97 |
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| Ppg Inds Stock (PPG) | 0.1 | $135k | 1.1k | 121.29 |
|
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| British Amern Tob Adr (BTI) | 0.1 | $132k | -9% | 2.1k | 61.76 |
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| Diageo Adr (DEO) | 0.1 | $131k | -35% | 1.6k | 80.38 |
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| Baxter Intl Stock (BAX) | 0.1 | $131k | 6.1k | 21.32 |
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| Rio Tinto Adr (RIO) | 0.1 | $130k | -17% | 1.4k | 94.93 |
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| Parker-hannifin Corp Stock (PH) | 0.1 | $130k | -12% | 133.00 | 978.12 |
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| Natwest Group Plc Spons Adr (NWG) | 0.1 | $128k | +7% | 7.2k | 17.63 |
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| Devon Energy Corp Stock (DVN) | 0.1 | $127k | +712% | 3.1k | 41.32 |
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| Ubs Group Stock (UBS) | 0.1 | $126k | 2.5k | 49.56 |
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| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.1 | $126k | -40% | 357.00 | 353.33 |
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| HSBC HLDGS Adr (HSBC) | 0.1 | $126k | -6% | 1.3k | 95.09 |
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| Cvs Health Corp Stock (CVS) | 0.1 | $126k | 1.2k | 103.45 |
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| Kinross Gold Corp Stock (KGC) | 0.1 | $125k | 5.3k | 23.62 |
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| Gilead Sciences Stock (GILD) | 0.1 | $124k | 983.00 | 126.34 |
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| On Semiconductor Corp Stock (ON) | 0.1 | $122k | 1.3k | 94.54 |
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| Honda Motor Co Ltd Adr Ech Cnv In 3 Adr (HMC) | 0.1 | $120k | -20% | 4.4k | 27.11 |
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| Astrazeneca Plc Ord Adr (AZN) | 0.1 | $120k | +2% | 633.00 | 189.62 |
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| Costco Wholesale Corporation Stock (COST) | 0.1 | $120k | +3% | 128.00 | 935.47 |
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| Ishares Gold Trust Etf (IAU) | 0.1 | $119k | -7% | 1.6k | 75.51 |
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| Globe Life Stock (GL) | 0.1 | $119k | -14% | 664.00 | 178.68 |
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| Intercontinental Exchange Stock (ICE) | 0.1 | $118k | 958.00 | 123.11 |
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| Qualcomm Stock (QCOM) | 0.1 | $116k | -9% | 629.00 | 184.79 |
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| Ge Healthcare Technologies Stock (GEHC) | 0.1 | $114k | -5% | 1.8k | 64.01 |
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| Nike Inc Cl B Stock (NKE) | 0.1 | $113k | +1041% | 2.8k | 41.05 |
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| Lloyds Banking Group Adr (LYG) | 0.1 | $112k | 19k | 5.83 |
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| Banco Santander Sa Adr (SAN) | 0.1 | $111k | -3% | 8.1k | 13.80 |
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| Royal Caribbean Group Stock (RCL) | 0.1 | $111k | -18% | 350.00 | 317.53 |
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| Thermo Fisher Scientific Stock (TMO) | 0.1 | $109k | -9% | 218.00 | 501.36 |
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| Ingredion Stock (INGR) | 0.1 | $109k | 1.1k | 94.71 |
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| Disney Walt Stock (DIS) | 0.1 | $108k | -5% | 1.1k | 96.25 |
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| Humana Stock (HUM) | 0.1 | $108k | +191% | 271.00 | 397.22 |
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| BP Adr (BP) | 0.1 | $106k | 2.9k | 36.95 |
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| Synopsys Stock (SNPS) | 0.1 | $105k | +18% | 235.00 | 446.07 |
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| Lowes Cos Stock (LOW) | 0.1 | $105k | -9% | 475.00 | 220.49 |
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| Adobe Stock (ADBE) | 0.1 | $105k | +12% | 510.00 | 205.02 |
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| Clorox Co Del Stock (CLX) | 0.1 | $102k | +1177% | 1.1k | 95.44 |
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| General Dynamics Corp Stock (GD) | 0.1 | $102k | 288.00 | 354.24 |
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| Wp Carey Reit (WPC) | 0.1 | $101k | 1.4k | 71.50 |
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| Teck Resources Ltd Cl B Stock (TECK) | 0.1 | $100k | +7% | 1.7k | 59.46 |
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| Darden Restaurants Stock (DRI) | 0.1 | $99k | -6% | 478.00 | 206.01 |
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| Mastercard Incorporated Cl A Stock (MA) | 0.1 | $98k | -15% | 191.00 | 513.60 |
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| Bhp Billiton Adr (BHP) | 0.1 | $96k | 1.2k | 83.31 |
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| Progressive Corp Stock (PGR) | 0.1 | $96k | -26% | 440.00 | 218.45 |
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| Csx Corp Stock (CSX) | 0.1 | $96k | 2.0k | 47.53 |
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| Agnc Invt Corp Reit (AGNC) | 0.1 | $95k | 8.7k | 10.90 |
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| Hartford Insurance Group Stock (HIG) | 0.1 | $93k | +33% | 702.00 | 132.52 |
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| Eog Res Stock (EOG) | 0.1 | $93k | -7% | 715.00 | 129.73 |
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| Oneok Stock (OKE) | 0.1 | $91k | +14% | 1.1k | 86.94 |
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| Toyota Motor Corp Ads Adr (TM) | 0.1 | $91k | -5% | 542.00 | 168.42 |
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| Cardinal Health Stock (CAH) | 0.1 | $91k | 383.00 | 237.56 |
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| Cms Energy Corp Stock (CMS) | 0.1 | $90k | -9% | 1.2k | 76.50 |
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| National Grid Plc Sponsored Adr Ne Adr (NGG) | 0.1 | $90k | -4% | 1.1k | 82.87 |
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| 3M Stock (MMM) | 0.1 | $90k | +8% | 553.00 | 161.91 |
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| Danaher Corp Del Stock (DHR) | 0.1 | $89k | -12% | 466.00 | 190.48 |
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| Ishares Managed Futures Active Etf Etf (ISMF) | 0.1 | $88k | 3.2k | 27.95 |
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| S&p Global Stock (SPGI) | 0.1 | $88k | -9% | 216.00 | 407.26 |
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| Taiwan Semiconductor Manufact Adr (TSM) | 0.1 | $88k | +23% | 184.00 | 477.57 |
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| Dollar Gen Corp Stock (DG) | 0.1 | $86k | -15% | 750.00 | 115.11 |
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| Microchip Technology Stock (MCHP) | 0.1 | $86k | -10% | 946.00 | 91.20 |
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| Dover Corp Stock (DOV) | 0.1 | $86k | -2% | 383.00 | 224.28 |
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| Embraer Adr (EMBJ) | 0.1 | $84k | -2% | 1.3k | 63.80 |
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| Welltower Reit (WELL) | 0.1 | $84k | 368.00 | 226.97 |
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| Prologis Reit (PLD) | 0.1 | $83k | 615.00 | 135.47 |
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| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.1 | $83k | -5% | 1.4k | 57.84 |
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| Avnet Stock (AVT) | 0.1 | $82k | 928.00 | 88.82 |
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| Sony Group Corp Adr (SONY) | 0.1 | $82k | -7% | 4.1k | 20.06 |
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| Northrop Grumman Corp Stock (NOC) | 0.1 | $82k | -16% | 160.00 | 509.31 |
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| Comcast Corp New Cl A Stock (CMCSA) | 0.1 | $81k | -31% | 3.3k | 24.55 |
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| American Tower Corp Reit (AMT) | 0.1 | $81k | -8% | 494.00 | 163.57 |
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| Toronto Dominion Bk Ont Stock (TD) | 0.1 | $80k | -4% | 662.00 | 121.43 |
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| Bristol-myers Squibb Stock (BMY) | 0.1 | $80k | -19% | 1.4k | 57.62 |
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| Iqvia Hldgs Stock (IQV) | 0.1 | $80k | +19% | 413.00 | 193.22 |
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| D R Horton Stock (DHI) | 0.1 | $80k | -4% | 488.00 | 162.88 |
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| Automatic Data Processing Stock (ADP) | 0.1 | $79k | +25% | 353.00 | 223.95 |
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| Altria Group Stock (MO) | 0.1 | $79k | +8% | 1.1k | 71.95 |
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| Corning Stock (GLW) | 0.0 | $78k | -58% | 307.00 | 255.43 |
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| Cbre Group Inc Cl A Stock (CBRE) | 0.0 | $78k | 580.00 | 134.69 |
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| Jones Lang Lasalle Stock (JLL) | 0.0 | $78k | 250.00 | 309.95 |
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| Axis Cap Hldgs Stock (AXS) | 0.0 | $77k | -2% | 716.00 | 107.44 |
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| Agilent Technologies Stock (A) | 0.0 | $77k | -10% | 578.00 | 132.83 |
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| Dominion Energy Stock (D) | 0.0 | $77k | 1.1k | 68.29 |
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| Nnn Reit Reit (NNN) | 0.0 | $76k | 1.6k | 46.53 |
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| Cme Group Stock (CME) | 0.0 | $75k | -10% | 338.00 | 220.83 |
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| Snap On Stock (SNA) | 0.0 | $74k | 185.00 | 402.40 |
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| Popular Stock (BPOP) | 0.0 | $74k | -12% | 452.00 | 164.18 |
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| Motorola Solutions Stock (MSI) | 0.0 | $74k | -11% | 178.00 | 415.29 |
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| Oracle Corp Stock (ORCL) | 0.0 | $74k | -10% | 504.00 | 146.55 |
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| Centene Corp Del Stock (CNC) | 0.0 | $74k | -2% | 1.1k | 64.19 |
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| Carrier Global Corporation Stock (CARR) | 0.0 | $73k | 1.0k | 73.35 |
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| Ishares S&p Gsci Commodity Indexed Trust Etf (GSG) | 0.0 | $73k | +214% | 2.5k | 28.60 |
|
| Agnico Eagle Mines Stock (AEM) | 0.0 | $73k | -2% | 469.00 | 155.13 |
|
| Nvidia Corporation Stock (NVDA) | 0.0 | $72k | 362.00 | 200.09 |
|
|
| Regal Rexnord Corporation Stock (RRX) | 0.0 | $72k | 301.00 | 238.19 |
|
|
| Stifel Finl Corp Stock (SF) | 0.0 | $71k | 1.0k | 69.77 |
|
|
| Sandisk Corp Stock (SNDK) | 0.0 | $71k | 31.00 | 2273.74 |
|
|
| Regions Financial Corp Stock (RF) | 0.0 | $70k | -7% | 2.3k | 30.20 |
|
| Vornado Rlty Tr Sh Ben Int Reit (VNO) | 0.0 | $69k | 1.8k | 39.30 |
|
|
| Factset Resh Sys Stock (FDS) | 0.0 | $69k | +20% | 299.00 | 230.08 |
|
| Reinsurance Group Amer Stock (RGA) | 0.0 | $69k | 323.00 | 212.65 |
|
|
| Vanguard International Dividend Appreciation Etf Etf (VIGI) | 0.0 | $69k | 734.00 | 93.43 |
|
|
| Huntington Ingalls Inds Stock (HII) | 0.0 | $69k | 245.00 | 279.89 |
|
|
| Prudential Adr (PUK) | 0.0 | $69k | +10% | 2.6k | 26.81 |
|
| Ross Stores Stock (ROST) | 0.0 | $68k | 320.00 | 212.85 |
|
|
| Labcorp Holdings Stock (LH) | 0.0 | $68k | 242.00 | 280.00 |
|
|
| Ishares Bitcoin Trust Etf Etf (IBIT) | 0.0 | $68k | 2.0k | 33.29 |
|
|
| Nxp Semiconductors N V Stock (NXPI) | 0.0 | $67k | -35% | 240.00 | 281.03 |
|
| Genuine Parts Stock (GPC) | 0.0 | $67k | -37% | 571.00 | 117.98 |
|
| Atmos Energy Corp Stock (ATO) | 0.0 | $67k | 390.00 | 172.27 |
|
|
| Honeywell Intl Stock (HON) | 0.0 | $67k | NEW | 300.00 | 223.90 |
|
| Honeywell Aerospace Stock (HONA) | 0.0 | $66k | NEW | 300.00 | 221.08 |
|
| Victoryshares Small Cap Free Cash Flow Etf Etf (SFLO) | 0.0 | $66k | 1.9k | 34.20 |
|
|
| Brown Forman Corp Cl B Stock (BF.B) | 0.0 | $65k | 2.5k | 26.65 |
|
|
| Nextpower Inc Class A Stock (NXT) | 0.0 | $65k | -10% | 543.00 | 119.14 |
|
| Sysco Corp Stock (SYY) | 0.0 | $63k | +25% | 755.00 | 83.58 |
|
| Borgwarner Stock (BWA) | 0.0 | $63k | 941.00 | 66.40 |
|
|
| Emerson Elec Stock (EMR) | 0.0 | $62k | 430.00 | 143.15 |
|
|
| Marsh & Mclennan Cos Stock (MRSH) | 0.0 | $61k | -15% | 368.00 | 166.67 |
|
| Wec Energy Group Stock (WEC) | 0.0 | $60k | +4% | 517.00 | 116.77 |
|
| Pinnacle Finl Partners Stock (PNFP) | 0.0 | $60k | +31% | 595.00 | 100.88 |
|
| Blackstone Stock (BX) | 0.0 | $60k | +23% | 508.00 | 117.67 |
|
| Equinor Asa Adr (EQNR) | 0.0 | $59k | -20% | 1.9k | 31.40 |
|
| Renaissancere Hldgs Stock (RNR) | 0.0 | $59k | 186.00 | 316.90 |
|
|
| Ishares Msci Eafe Etf Etf (EFA) | 0.0 | $59k | NEW | 566.00 | 103.88 |
|
| Ventas Reit (VTR) | 0.0 | $59k | +11% | 659.00 | 88.80 |
|
| Fedex Corp Stock (FDX) | 0.0 | $57k | 182.00 | 313.13 |
|
|
| The Cigna Group Stock (CI) | 0.0 | $57k | -18% | 205.00 | 275.68 |
|
| Akamai Technologies Stock (AKAM) | 0.0 | $56k | -5% | 477.00 | 118.21 |
|
| Barrick Mng Corp Stock (B) | 0.0 | $56k | -2% | 1.5k | 36.73 |
|
| Orix Corp Adr (IX) | 0.0 | $56k | -5% | 1.5k | 38.04 |
|
| Barclays Adr (BCS) | 0.0 | $56k | 2.1k | 26.86 |
|
|
| General Mtrs Stock (GM) | 0.0 | $55k | 716.00 | 77.08 |
|
|
| Everest Group Stock (EG) | 0.0 | $55k | +6% | 154.00 | 357.23 |
|
| Western Digital Corp Stock (WDC) | 0.0 | $55k | -34% | 86.00 | 638.72 |
|
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 2026 Q2 filed July 31, 2026
- Bruce G. Allen Investments 2026 Q1 filed May 8, 2026
- 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