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 48.81% of Bruce G. Allen Investments's stock portfolio.
- Added to shares of these 10 stocks: VTV, SCHD, SGOV, AZN, ADBE, PYPL, IVOV, ICLR, VBR, DEO.
- Started 78 new stock positions in OR, PRMB, GDDY, JBS, SPDW, AMN, PRGO, LYTS, LOGI, CHDN.
- Reduced shares in these 10 stocks: PHYS, EFV, FNDF, DJP, BCI, AstraZeneca, Tegna, VOE, SCHY, GD.
- Sold out of its positions in ASO, ACHC, UHAL.B, ARGX, AstraZeneca, AVY, BAM, BF.A, CNA, Cadence Bank.
- Bruce G. Allen Investments was a net seller of stock by $-1.8M.
- Bruce G. Allen Investments has $153M in assets under management (AUM), dropping by 3.38%.
- Central Index Key (CIK): 0002005409
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Portfolio Holdings for Bruce G. Allen Investments
Bruce G. Allen Investments holds 1084 positions in its portfolio as reported in the March 2026 quarterly 13F filing
Bruce G. Allen Investments has 1084 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Bruce G. Allen Investments March 31, 2026 positions
- Download the Bruce G. Allen Investments March 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Msci Eafe Value Etf Etf (EFV) | 15.5 | $24M | 319k | 74.35 |
|
|
| Vanguard Value Etf Etf (VTV) | 11.3 | $17M | +2% | 88k | 196.20 |
|
| Schwab Us Dividend Equity Etf Etf (SCHD) | 8.5 | $13M | +3% | 424k | 30.68 |
|
| Schwab Fundamental International Equity Etf Etf (FNDF) | 7.2 | $11M | -2% | 224k | 48.93 |
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| Schwab Fundamental U.s. Large Company Etf Etf (FNDX) | 6.4 | $9.8M | 351k | 27.85 |
|
|
| Vanguard Mid-cap Value Etf Etf (VOE) | 3.3 | $5.1M | -2% | 28k | 184.28 |
|
| Ipath Bloomberg Commodity Index Total Return Etn Etf (DJP) | 3.1 | $4.7M | -5% | 98k | 48.14 |
|
| Sprott Asset Management Lp Physical Gold Tr Cef (PHYS) | 2.6 | $4.0M | -14% | 113k | 35.44 |
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| Apple Stock (AAPL) | 1.3 | $2.1M | 8.1k | 253.79 |
|
|
| Vanguard Russell 1000 Value Etf Etf (VONV) | 1.2 | $1.9M | 20k | 93.74 |
|
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| Ishares Russell 1000 Value Etf Etf (IWD) | 1.0 | $1.6M | 7.3k | 213.66 |
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| State Street Spdr S&p 500 Etf Etf (SPY) | 1.0 | $1.5M | 2.4k | 650.39 |
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| Pimco Rafi Esg U.s. Etf Etf (RAFE) | 1.0 | $1.5M | -3% | 37k | 41.61 |
|
| Vanguard Small Cap Value Etf Etf (VBR) | 0.9 | $1.3M | +3% | 6.1k | 217.25 |
|
| Ge Aerospace Stock (GE) | 0.8 | $1.2M | 4.2k | 283.77 |
|
|
| Ishares S&p Small-cap 600 Value Etf Etf (IJS) | 0.7 | $1.1M | 9.0k | 118.45 |
|
|
| Wisdomtree International Smallcap Dividend Fund Etf (DLS) | 0.7 | $1.0M | -5% | 13k | 81.50 |
|
| Nuveen Taxable Municpal Inm Cef (NBB) | 0.6 | $925k | +2% | 59k | 15.66 |
|
| Exxon Mobil Corp Stock (XOM) | 0.6 | $920k | -5% | 5.4k | 169.66 |
|
| Procter & Gamble Stock (PG) | 0.5 | $816k | 5.7k | 144.43 |
|
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| Johnson & Johnson Stock (JNJ) | 0.5 | $761k | 3.1k | 244.44 |
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| Ge Vernova Stock (GEV) | 0.5 | $754k | 864.00 | 872.90 |
|
|
| Shell Plc Spon Ads Adr (SHEL) | 0.5 | $742k | 8.0k | 93.00 |
|
|
| Verizon Communications Stock (VZ) | 0.5 | $737k | +3% | 15k | 50.20 |
|
| At&t Stock (T) | 0.5 | $692k | +6% | 24k | 28.99 |
|
| Schwab Fundamental U.s. Small Company Etf Etf (FNDA) | 0.4 | $676k | 21k | 32.43 |
|
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| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.4 | $658k | -2% | 2.3k | 287.56 |
|
| Jpmorgan Chase & Co Stock (JPM) | 0.4 | $648k | -3% | 2.2k | 294.16 |
|
| Cummins Stock (CMI) | 0.4 | $584k | -6% | 1.1k | 538.02 |
|
| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.4 | $570k | 1.2k | 479.20 |
|
|
| Abrdn Bloomberg All Commodity Strategy K-1 Free Etf Etf (BCI) | 0.4 | $563k | -21% | 23k | 24.29 |
|
| Etracs Cmci Total Return Etn Series B Etf (UCIB) | 0.4 | $545k | 17k | 32.97 |
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| Chevron Corporation Stock (CVX) | 0.4 | $536k | -7% | 2.6k | 206.90 |
|
| Bank New York Mellon Corp Stock (BK) | 0.3 | $526k | -3% | 4.4k | 118.63 |
|
| Microsoft Corp Stock (MSFT) | 0.3 | $510k | -4% | 1.4k | 370.05 |
|
| Coca Cola Stock (KO) | 0.3 | $508k | +9% | 6.7k | 76.05 |
|
| Abbvie Stock (ABBV) | 0.3 | $500k | -5% | 2.3k | 217.50 |
|
| Vanguard Intermediate-term Bond Etf Etf (BIV) | 0.3 | $491k | 6.4k | 77.18 |
|
|
| Colgate Palmolive Stock (CL) | 0.3 | $491k | +3% | 5.8k | 85.23 |
|
| Meta Platforms Inc Cl A Stock (META) | 0.3 | $489k | +9% | 855.00 | 572.13 |
|
| State Street Energy Select Sector Spdr Etf Etf (XLE) | 0.3 | $488k | -3% | 8.0k | 61.26 |
|
| Merck & Co Stock (MRK) | 0.3 | $467k | -6% | 3.9k | 120.29 |
|
| Bank Of Amer Corp Stock (BAC) | 0.3 | $429k | -10% | 8.8k | 48.75 |
|
| Union Pac Corp Stock (UNP) | 0.3 | $389k | 1.6k | 242.66 |
|
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| Home Depot Stock (HD) | 0.3 | $387k | 1.2k | 328.89 |
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| Wells Fargo & Co Stock (WFC) | 0.3 | $385k | +3% | 4.8k | 79.61 |
|
| Walmart Stock (WMT) | 0.2 | $354k | -6% | 2.8k | 124.28 |
|
| Ishares Russell Midcap Etf Etf (IWR) | 0.2 | $343k | 3.5k | 97.24 |
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| Nextera Energy Stock (NEE) | 0.2 | $342k | 3.7k | 92.88 |
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| Spdr Gold Shares Etf (GLD) | 0.2 | $331k | -12% | 768.00 | 430.29 |
|
| Totalenergies Se Act Stock (TTE) | 0.2 | $328k | -11% | 3.6k | 90.98 |
|
| Mcdonalds Corp Stock (MCD) | 0.2 | $315k | -2% | 1.0k | 310.79 |
|
| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.2 | $307k | 1.4k | 215.12 |
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| GSK Adr (GSK) | 0.2 | $306k | -3% | 5.6k | 55.19 |
|
| Novartis Adr (NVS) | 0.2 | $301k | 2.0k | 152.75 |
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| Sanofi Sa Adr (SNY) | 0.2 | $292k | +6% | 6.1k | 48.18 |
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| Micron Technology Stock (MU) | 0.2 | $280k | -5% | 829.00 | 337.84 |
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| Broadcom Stock (AVGO) | 0.2 | $280k | -4% | 904.00 | 309.51 |
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| Schwab International Dividend Equity Etf Etf (SCHY) | 0.2 | $280k | -20% | 8.8k | 31.66 |
|
| Ing Groep Adr (ING) | 0.2 | $274k | -3% | 11k | 26.05 |
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| Vanguard S&p Small-cap 600 Value Etf Etf (VIOV) | 0.2 | $274k | +17% | 2.7k | 101.74 |
|
| Pepsico Stock (PEP) | 0.2 | $266k | -5% | 1.7k | 155.29 |
|
| Cisco Sys Stock (CSCO) | 0.2 | $264k | -13% | 3.4k | 77.59 |
|
| Hershey Stock (HSY) | 0.2 | $263k | -4% | 1.3k | 207.89 |
|
| Capital Group Dividend Value Etf Etf (CGDV) | 0.2 | $261k | -15% | 6.1k | 42.54 |
|
| Philip Morris Intl Stock (PM) | 0.2 | $256k | -6% | 1.6k | 165.34 |
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| Morgan Stanley Stock (MS) | 0.2 | $245k | +4% | 1.5k | 164.57 |
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| Eaton Corp Stock (ETN) | 0.2 | $239k | 669.00 | 357.67 |
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| Abbott Laboratories Stock (ABT) | 0.2 | $238k | +8% | 2.3k | 102.67 |
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| Amgen Stock (AMGN) | 0.2 | $236k | -10% | 672.00 | 351.85 |
|
| Ishares 0-3 Month Treasury Bond Etf Etf (SGOV) | 0.2 | $236k | +165% | 2.3k | 100.66 |
|
| Unitedhealth Group Stock (UNH) | 0.1 | $224k | +13% | 829.00 | 270.59 |
|
| Tjx Cos Stock (TJX) | 0.1 | $223k | +10% | 1.4k | 159.70 |
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| Us Bancorp Stock (USB) | 0.1 | $222k | +29% | 4.3k | 52.01 |
|
| Linde Stock (LIN) | 0.1 | $210k | -7% | 424.00 | 495.76 |
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| Medtronic Stock (MDT) | 0.1 | $210k | +22% | 2.4k | 86.65 |
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| Rtx Corporation Stock (RTX) | 0.1 | $206k | -5% | 1.1k | 192.90 |
|
| Blackrock Stock (BLK) | 0.1 | $204k | -7% | 212.00 | 961.71 |
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| Diageo Adr (DEO) | 0.1 | $188k | +36% | 2.5k | 74.45 |
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| Sun Life Financial Stock (SLF) | 0.1 | $187k | 3.0k | 62.56 |
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| United Parcel Svcs Inc Cl B Stock (UPS) | 0.1 | $186k | +8% | 1.9k | 98.38 |
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| Nutrien Stock (NTR) | 0.1 | $185k | -7% | 2.5k | 75.46 |
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| Pnc Finl Svcs Group Stock (PNC) | 0.1 | $183k | +11% | 879.00 | 208.09 |
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| Conocophillips Stock (COP) | 0.1 | $181k | -9% | 1.4k | 132.00 |
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| Unilever Adr (UL) | 0.1 | $179k | +5% | 3.1k | 56.97 |
|
| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.1 | $173k | +7% | 602.00 | 286.86 |
|
| Chubb Ltd Switz Stock (CB) | 0.1 | $171k | -2% | 524.00 | 325.93 |
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| International Business Machs Stock (IBM) | 0.1 | $170k | +33% | 702.00 | 242.39 |
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| Travelers Companies Stock (TRV) | 0.1 | $169k | -5% | 580.00 | 291.68 |
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| Dimensional Emerging Markets Value Etf Etf (DFEV) | 0.1 | $168k | 4.7k | 35.78 |
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| Schwab Charles Corp Stock (SCHW) | 0.1 | $168k | -10% | 1.8k | 93.98 |
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| Starbucks Corp Stock (SBUX) | 0.1 | $168k | 1.9k | 89.59 |
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| Sumitomo Mitsui Fin Grp Adr (SMFG) | 0.1 | $167k | -5% | 8.4k | 19.75 |
|
| Visa Inc Com Cl A Stock (V) | 0.1 | $164k | -13% | 544.00 | 302.24 |
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| Kinross Gold Corp Stock (KGC) | 0.1 | $164k | +2% | 5.4k | 30.52 |
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| Target Corp Stock (TGT) | 0.1 | $160k | +18% | 1.3k | 121.20 |
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| Texas Instrs Stock (TXN) | 0.1 | $157k | +21% | 811.00 | 194.14 |
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| Rio Tinto Adr (RIO) | 0.1 | $155k | 1.7k | 93.29 |
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| Applied Matls Stock (AMAT) | 0.1 | $155k | -2% | 452.00 | 341.79 |
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| Raymond James Finl Stock (RJF) | 0.1 | $154k | 1.1k | 144.79 |
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| Air Products And Chemicals Stock (APD) | 0.1 | $153k | +15% | 525.00 | 290.49 |
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| Intercontinental Exchange Stock (ICE) | 0.1 | $151k | -3% | 962.00 | 157.28 |
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| Goldman Sachs Group Stock (GS) | 0.1 | $150k | -23% | 177.00 | 845.99 |
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| Ishares Gold Trust Etf (IAU) | 0.1 | $149k | -12% | 1.7k | 88.16 |
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| Honeywell Intl Stock (HON) | 0.1 | $147k | 650.00 | 226.03 |
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| Analog Devices Stock (ADI) | 0.1 | $146k | -26% | 459.00 | 318.14 |
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| Truist Finl Corp Stock (TFC) | 0.1 | $146k | -8% | 3.2k | 45.97 |
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| Paypal Hldgs Stock (PYPL) | 0.1 | $146k | +106% | 3.2k | 45.23 |
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| Zimmer Biomet Holdings Stock (ZBH) | 0.1 | $146k | +43% | 1.6k | 90.42 |
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| Capital One Finl Corp Stock (COF) | 0.1 | $144k | +10% | 791.00 | 182.43 |
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| Comcast Corp New Cl A Stock (CMCSA) | 0.1 | $139k | +18% | 4.8k | 28.71 |
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| Vanguard S&p Mid-cap 400 Value Etf Etf (IVOV) | 0.1 | $139k | +89% | 1.4k | 101.93 |
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| British Amern Tob Adr (BTI) | 0.1 | $138k | 2.4k | 58.47 |
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| Gilead Sciences Stock (GILD) | 0.1 | $138k | -17% | 989.00 | 139.37 |
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| Honda Motor Co Ltd Adr Ech Cnv In 3 Adr (HMC) | 0.1 | $136k | +9% | 5.6k | 24.31 |
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| Kenvue Stock (KVUE) | 0.1 | $136k | +20% | 7.9k | 17.24 |
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| Parker-hannifin Corp Stock (PH) | 0.1 | $136k | -8% | 152.00 | 895.24 |
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| BP Adr (BP) | 0.1 | $135k | -10% | 2.9k | 47.00 |
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| Ge Healthcare Technologies Stock (GEHC) | 0.1 | $134k | +2% | 1.9k | 71.18 |
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| Coterra Energy Stock (CTRA) | 0.1 | $132k | +16% | 3.8k | 35.14 |
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| Eli Lilly & Co Stock (LLY) | 0.1 | $132k | -4% | 143.00 | 919.77 |
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| Caterpillar Stock (CAT) | 0.1 | $130k | +10% | 184.00 | 708.46 |
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| Northrop Grumman Corp Stock (NOC) | 0.1 | $130k | -22% | 191.00 | 682.24 |
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| Ingredion Stock (INGR) | 0.1 | $128k | +15% | 1.1k | 112.66 |
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| American Express Stock (AXP) | 0.1 | $126k | -4% | 415.00 | 302.48 |
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| Lowes Cos Stock (LOW) | 0.1 | $125k | -18% | 527.00 | 236.28 |
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| Deere & Co Stock (DE) | 0.1 | $125k | -9% | 221.00 | 563.30 |
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| Citigroup Stock (C) | 0.1 | $124k | -21% | 1.1k | 113.41 |
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| Costco Wholesale Corporation Stock (COST) | 0.1 | $124k | +13% | 124.00 | 996.43 |
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| Ishares U.s. Pharmaceuticals Etf Etf (IHE) | 0.1 | $123k | 1.4k | 86.69 |
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| Astrazeneca Plc Ord Adr (AZN) | 0.1 | $122k | NEW | 620.00 | 197.22 |
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| Healthpeak Properties Reit (DOC) | 0.1 | $121k | +19% | 7.3k | 16.43 |
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| Ppg Inds Stock (PPG) | 0.1 | $119k | -2% | 1.1k | 106.88 |
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| Progressive Corp Stock (PGR) | 0.1 | $119k | -8% | 599.00 | 198.24 |
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| Toyota Motor Corp Ads Adr (TM) | 0.1 | $119k | +10% | 576.00 | 206.09 |
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| Royal Caribbean Group Stock (RCL) | 0.1 | $118k | +2% | 430.00 | 275.18 |
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| Thermo Fisher Scientific Stock (TMO) | 0.1 | $118k | 240.00 | 491.53 |
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| HSBC HLDGS Adr (HSBC) | 0.1 | $116k | -24% | 1.4k | 82.49 |
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| Icon Stock (ICLR) | 0.1 | $115k | +118% | 1.0k | 110.66 |
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| Amphenol Corp Cl A Stock (APH) | 0.1 | $114k | -5% | 905.00 | 126.35 |
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| Disney Walt Stock (DIS) | 0.1 | $114k | +30% | 1.2k | 96.38 |
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| Stryker Corporation Stock (SYK) | 0.1 | $113k | +26% | 345.00 | 328.59 |
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| Flextronics Intl Ltd Ord Stock (FLEX) | 0.1 | $113k | -14% | 1.7k | 65.46 |
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| Mastercard Incorporated Cl A Stock (MA) | 0.1 | $113k | -4% | 226.00 | 499.66 |
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| Eog Res Stock (EOG) | 0.1 | $112k | -11% | 775.00 | 144.57 |
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| Cme Group Stock (CME) | 0.1 | $112k | +10% | 378.00 | 295.35 |
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| Adobe Stock (ADBE) | 0.1 | $110k | +328% | 454.00 | 243.08 |
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| Royal Bk Cda Stock (RY) | 0.1 | $109k | -11% | 673.00 | 161.78 |
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| Globe Life Stock (GL) | 0.1 | $108k | +18% | 779.00 | 139.17 |
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| Dollar Gen Corp Stock (DG) | 0.1 | $106k | -6% | 890.00 | 118.73 |
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| Bristol-myers Squibb Stock (BMY) | 0.1 | $105k | +17% | 1.7k | 60.65 |
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| Baxter Intl Stock (BAX) | 0.1 | $103k | +38% | 6.1k | 16.80 |
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| S&p Global Stock (SPGI) | 0.1 | $102k | -7% | 239.00 | 425.34 |
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| Cms Energy Corp Stock (CMS) | 0.1 | $101k | -11% | 1.3k | 77.58 |
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| Danaher Corp Del Stock (DHR) | 0.1 | $101k | -4% | 533.00 | 189.60 |
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| Corning Stock (GLW) | 0.1 | $101k | -2% | 742.00 | 135.97 |
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| Natwest Group Plc Spons Adr (NWG) | 0.1 | $101k | +4% | 6.8k | 14.90 |
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| Ubs Group Stock (UBS) | 0.1 | $101k | -2% | 2.6k | 39.07 |
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| Darden Restaurants Stock (DRI) | 0.1 | $101k | -4% | 513.00 | 196.04 |
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| Equinor Asa Adr (EQNR) | 0.1 | $101k | 2.4k | 42.20 |
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| General Dynamics Corp Stock (GD) | 0.1 | $98k | -41% | 284.00 | 343.22 |
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| Agnico Eagle Mines Stock (AEM) | 0.1 | $97k | -25% | 480.00 | 202.98 |
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| Lloyds Banking Group Adr (LYG) | 0.1 | $97k | -12% | 19k | 5.03 |
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| Genuine Parts Stock (GPC) | 0.1 | $97k | +14% | 914.00 | 105.75 |
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| National Grid Plc Sponsored Adr Ne Adr (NGG) | 0.1 | $96k | 1.1k | 84.60 |
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| Wp Carey Reit (WPC) | 0.1 | $96k | 1.4k | 67.96 |
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| Accenture Plc Ireland Shs Class A Stock (ACN) | 0.1 | $95k | -27% | 479.00 | 198.29 |
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| Banco Santander Sa Adr (SAN) | 0.1 | $94k | -19% | 8.3k | 11.28 |
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| Huntington Ingalls Inds Stock (HII) | 0.1 | $94k | 246.00 | 379.90 |
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| American Tower Corp Reit (AMT) | 0.1 | $93k | 538.00 | 172.58 |
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| Sony Group Corp Adr (SONY) | 0.1 | $91k | +7% | 4.4k | 20.70 |
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| Intel Corp Stock (INTC) | 0.1 | $90k | 2.0k | 44.13 |
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| Qualcomm Stock (QCOM) | 0.1 | $90k | +33% | 698.00 | 128.78 |
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| Cvs Health Corp Stock (CVS) | 0.1 | $88k | -6% | 1.2k | 71.82 |
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| Agnc Invt Corp Reit (AGNC) | 0.1 | $87k | +20% | 8.7k | 10.03 |
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| Motorola Solutions Stock (MSI) | 0.1 | $87k | -4% | 200.00 | 433.97 |
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| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.1 | $87k | -32% | 1.5k | 57.64 |
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| Ishares Managed Futures Active Etf Etf (ISMF) | 0.1 | $86k | +7% | 3.2k | 27.29 |
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| Bhp Billiton Adr (BHP) | 0.1 | $86k | 1.2k | 72.74 |
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| Oneok Stock (OKE) | 0.1 | $83k | -7% | 920.00 | 90.39 |
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| Oracle Corp Stock (ORCL) | 0.1 | $83k | -4% | 562.00 | 147.11 |
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| Prologis Reit (PLD) | 0.1 | $82k | -28% | 620.00 | 132.18 |
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| Dover Corp Stock (DOV) | 0.1 | $82k | -27% | 393.00 | 208.45 |
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| Amazon Stock (AMZN) | 0.1 | $82k | -4% | 393.00 | 208.27 |
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| Csx Corp Stock (CSX) | 0.1 | $81k | -28% | 2.0k | 41.05 |
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| Teck Resources Ltd Cl B Stock (TECK) | 0.1 | $81k | +8% | 1.6k | 51.75 |
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| Embraer Adr (EMBJ) | 0.1 | $80k | -3% | 1.4k | 59.34 |
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| On Semiconductor Corp Stock (ON) | 0.1 | $80k | 1.3k | 61.92 |
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| Cardinal Health Stock (CAH) | 0.1 | $80k | 377.00 | 211.31 |
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| Synopsys Stock (SNPS) | 0.1 | $79k | 198.00 | 396.48 |
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| Ishares Bitcoin Trust Etf Etf (IBIT) | 0.1 | $78k | 2.0k | 38.42 |
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| Cbre Group Inc Cl A Stock (CBRE) | 0.1 | $77k | 571.00 | 135.46 |
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| Seagate Technology Hldngs Plc Ord Stock (STX) | 0.1 | $77k | -20% | 197.00 | 391.76 |
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| Jones Lang Lasalle Stock (JLL) | 0.0 | $76k | +60% | 250.00 | 304.32 |
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| Stifel Finl Corp Stock (SF) | 0.0 | $76k | +47% | 1.0k | 73.92 |
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| Marsh & Mclennan Cos Stock (MRSH) | 0.0 | $75k | -25% | 434.00 | 173.45 |
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| Axis Cap Hldgs Stock (AXS) | 0.0 | $75k | -2% | 738.00 | 101.41 |
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| 3M Stock (MMM) | 0.0 | $74k | -9% | 512.00 | 145.23 |
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| Agilent Technologies Stock (A) | 0.0 | $74k | 646.00 | 113.98 |
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| Nextpower Inc Class A Stock (NXT) | 0.0 | $73k | 609.00 | 120.55 |
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| Welltower Reit (WELL) | 0.0 | $73k | -19% | 371.00 | 197.71 |
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| Nxp Semiconductors N V Stock (NXPI) | 0.0 | $73k | +3% | 370.00 | 196.86 |
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| Atmos Energy Corp Stock (ATO) | 0.0 | $72k | 390.00 | 184.72 |
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| Hartford Insurance Group Stock (HIG) | 0.0 | $71k | -2% | 527.00 | 135.23 |
|
| D R Horton Stock (DHI) | 0.0 | $70k | -7% | 509.00 | 137.22 |
|
| Dominion Energy Stock (D) | 0.0 | $69k | 1.1k | 61.82 |
|
|
| Ross Stores Stock (ROST) | 0.0 | $69k | 320.00 | 216.63 |
|
|
| Popular Stock (BPOP) | 0.0 | $69k | 515.00 | 134.17 |
|
|
| Microchip Technology Stock (MCHP) | 0.0 | $69k | +4% | 1.1k | 64.61 |
|
| Nnn Reit Reit (NNN) | 0.0 | $68k | +25% | 1.6k | 42.03 |
|
| The Cigna Group Stock (CI) | 0.0 | $68k | -24% | 253.00 | 266.75 |
|
| Snap On Stock (SNA) | 0.0 | $67k | -3% | 185.00 | 363.22 |
|
| Altria Group Stock (MO) | 0.0 | $66k | -7% | 1.0k | 65.99 |
|
| Cf Industries Hold Stock (CF) | 0.0 | $66k | 510.00 | 129.84 |
|
|
| Reinsurance Group Amer Stock (RGA) | 0.0 | $66k | 323.00 | 204.16 |
|
|
| Prudential Adr (PUK) | 0.0 | $66k | -16% | 2.3k | 28.43 |
|
| Brown Forman Corp Cl B Stock (BF.B) | 0.0 | $66k | -6% | 2.5k | 26.44 |
|
| Regions Financial Corp Stock (RF) | 0.0 | $66k | -40% | 2.5k | 26.12 |
|
| Toronto Dominion Bk Ont Stock (TD) | 0.0 | $65k | 696.00 | 93.31 |
|
|
| Labcorp Holdings Stock (LH) | 0.0 | $65k | 243.00 | 266.81 |
|
|
| Fedex Corp Stock (FDX) | 0.0 | $65k | 182.00 | 356.18 |
|
|
| Vanguard International Dividend Appreciation Etf Etf (VIGI) | 0.0 | $65k | 730.00 | 88.49 |
|
|
| Barrick Mng Corp Stock (B) | 0.0 | $64k | 1.6k | 40.79 |
|
|
| Nvidia Corporation Stock (NVDA) | 0.0 | $64k | +8% | 366.00 | 174.40 |
|
| Pfizer Stock (PFE) | 0.0 | $62k | +21% | 2.2k | 28.08 |
|
| Southern Stock (SO) | 0.0 | $62k | -31% | 642.00 | 96.52 |
|
| Duke Energy Corp Stock (DUK) | 0.0 | $61k | -17% | 462.00 | 130.94 |
|
| Intuit Stock (INTU) | 0.0 | $60k | +73% | 139.00 | 432.38 |
|
| Albemarle Corp Stock (ALB) | 0.0 | $59k | 330.00 | 179.53 |
|
|
| Iqvia Hldgs Stock (IQV) | 0.0 | $59k | +7% | 347.00 | 170.54 |
|
| Akamai Technologies Stock (AKAM) | 0.0 | $58k | 507.00 | 114.85 |
|
|
| Victoryshares Small Cap Free Cash Flow Etf Etf (SFLO) | 0.0 | $58k | +3% | 1.9k | 30.03 |
|
| Wec Energy Group Stock (WEC) | 0.0 | $57k | 496.00 | 115.77 |
|
|
| Murphy Oil Corp Stock (MUR) | 0.0 | $57k | -2% | 1.4k | 41.25 |
|
| Automatic Data Processing Stock (ADP) | 0.0 | $57k | -14% | 282.00 | 203.18 |
|
| Avnet Stock (AVT) | 0.0 | $57k | 928.00 | 61.62 |
|
|
| Carrier Global Corporation Stock (CARR) | 0.0 | $57k | +17% | 1.0k | 56.31 |
|
| Jacobs Solutions Stock (J) | 0.0 | $57k | +61% | 449.00 | 127.28 |
|
| Regal Rexnord Corporation Stock (RRX) | 0.0 | $56k | 301.00 | 187.26 |
|
|
| Emerson Elec Stock (EMR) | 0.0 | $56k | 430.00 | 131.02 |
|
|
| Gallagher Arthur J & Co Stock (AJG) | 0.0 | $56k | -7% | 259.00 | 216.58 |
|
| Renaissancere Hldgs Stock (RNR) | 0.0 | $55k | 186.00 | 297.23 |
|
|
| Lockheed Martin Corp Stock (LMT) | 0.0 | $54k | -8% | 90.00 | 604.39 |
|
| Factset Resh Sys Stock (FDS) | 0.0 | $54k | +75% | 249.00 | 216.99 |
|
| Nov Stock (NOV) | 0.0 | $54k | 2.9k | 18.81 |
|
|
| Republic Svcs Stock (RSG) | 0.0 | $54k | +19% | 245.00 | 219.02 |
|
| General Mtrs Stock (GM) | 0.0 | $54k | 718.00 | 74.50 |
|
|
| Canadian Nat Res Ltd Med Term Stock (CNQ) | 0.0 | $53k | 1.1k | 48.73 |
|
|
| Kt Corp Adr (KT) | 0.0 | $53k | -16% | 2.5k | 21.45 |
|
| Salesforce Stock (CRM) | 0.0 | $53k | +61% | 283.00 | 186.67 |
|
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 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