Allen Investment Management as of Dec. 31, 2014
Portfolio Holdings for Allen Investment Management
Allen Investment Management holds 226 positions in its portfolio as reported in the December 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Allergan | 6.6 | $87M | 409k | 212.59 | |
Cubist Pharmaceuticals | 4.6 | $61M | 610k | 100.65 | |
Express Scripts Holding | 3.5 | $47M | 549k | 84.67 | |
Nextera Energy (NEE) | 3.4 | $45M | 425k | 106.29 | |
Covidien SHS | 3.4 | $45M | 440k | 102.28 | |
Directv | 3.1 | $41M | 475k | 86.70 | |
Qualcomm (QCOM) | 2.7 | $36M | 484k | 74.33 | |
DaVita (DVA) | 2.6 | $35M | 460k | 75.74 | |
Monsanto Company | 2.6 | $34M | 286k | 119.47 | |
McKesson Corporation (MCK) | 2.6 | $34M | 164k | 207.58 | |
Prestige Brands Holdings (PBH) | 2.5 | $34M | 966k | 34.72 | |
Comcast Corp Cl A Spl | 2.5 | $33M | 565k | 57.57 | |
Tyco Intl SHS | 2.3 | $31M | 700k | 43.86 | |
Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 2.3 | $31M | 272k | 112.32 | |
American Intl Group Com New (AIG) | 2.3 | $30M | 532k | 56.01 | |
Oracle Corporation (ORCL) | 2.2 | $29M | 647k | 44.97 | |
Dover Corporation (DOV) | 2.2 | $29M | 405k | 71.72 | |
Shire Sponsored Adr | 2.2 | $29M | 135k | 212.54 | |
Viacom CL B | 2.1 | $28M | 368k | 75.25 | |
Fiserv (FI) | 1.9 | $26M | 361k | 70.97 | |
Priceline Grp Com New | 1.6 | $21M | 19k | 1140.19 | |
eBay (EBAY) | 1.6 | $21M | 371k | 56.12 | |
Cheniere Energy Ptnrs Lp Hld Com Rep Llc In | 1.5 | $20M | 875k | 22.53 | |
Talisman Energy Inc Com Stk | 1.5 | $20M | 2.5M | 7.83 | |
Lowe's Companies (LOW) | 1.4 | $19M | 279k | 68.80 | |
Molson Coors Brewing CL B (TAP) | 1.4 | $18M | 245k | 74.52 | |
Dish Network Corp Cl A | 1.4 | $18M | 250k | 72.89 | |
Lockheed Martin Corporation (LMT) | 1.4 | $18M | 94k | 192.58 | |
Anadarko Petroleum Corporation | 1.3 | $17M | 210k | 82.50 | |
General Dynamics Corporation (GD) | 1.2 | $16M | 119k | 137.62 | |
Suncoke Energy (SXC) | 1.2 | $16M | 842k | 19.34 | |
McGraw-Hill Companies | 1.2 | $16M | 175k | 88.98 | |
Whitewave Foods | 1.1 | $15M | 420k | 34.99 | |
Boeing Company (BA) | 1.0 | $14M | 106k | 129.98 | |
Jazz Pharmaceuticals Shs Usd (JAZZ) | 1.0 | $13M | 80k | 163.72 | |
Restaurant Brands Intl Inc Com equity / large cap (QSR) | 1.0 | $13M | 326k | 39.04 | |
Moody's Corporation (MCO) | 0.9 | $12M | 129k | 95.81 | |
CVS Caremark Corporation (CVS) | 0.9 | $12M | 127k | 96.31 | |
ConAgra Foods (CAG) | 0.8 | $11M | 307k | 36.28 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.8 | $11M | 95k | 110.12 | |
Smith & Nephew Spdn Adr New (SNN) | 0.8 | $11M | 285k | 36.74 | |
ACADIA Pharmaceuticals (ACAD) | 0.7 | $9.5M | 300k | 31.75 | |
Ishares Msci Acwi Etf (ACWI) | 0.6 | $8.5M | 146k | 58.50 | |
General Mills (GIS) | 0.6 | $8.3M | 156k | 53.33 | |
Valeant Pharmaceuticals Int | 0.6 | $7.5M | 52k | 143.11 | |
Walgreen Boots Alliance (WBA) | 0.5 | $7.2M | 94k | 76.20 | |
Schlumberger (SLB) | 0.5 | $6.7M | 79k | 85.41 | |
Johnson & Johnson (JNJ) | 0.4 | $5.9M | 57k | 104.57 | |
Spdr Series Trust Nuvn Br Sht Muni | 0.4 | $5.5M | 225k | 24.29 | |
Home Depot (HD) | 0.4 | $5.4M | 52k | 104.97 | |
Apple (AAPL) | 0.4 | $5.0M | 46k | 110.39 | |
Ishares Sht Ntlamtfr Etf (SUB) | 0.4 | $4.9M | 47k | 105.91 | |
Fidelity National Financial Fnf Group Com (FNF) | 0.4 | $4.7M | 135k | 34.45 | |
Charter Communications Inc D Cl A New | 0.3 | $4.4M | 26k | 166.60 | |
Global Eagle Acquisition Cor | 0.3 | $4.1M | 305k | 13.61 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $4.0M | 58k | 68.74 | |
Alaska Air (ALK) | 0.3 | $3.7M | 61k | 59.76 | |
Ishares Nat Amt Free Bd (MUB) | 0.3 | $3.6M | 33k | 110.34 | |
Constellation Brands Cl A (STZ) | 0.3 | $3.4M | 34k | 98.16 | |
Palo Alto Networks (PANW) | 0.3 | $3.3M | 27k | 122.55 | |
Thermo Fisher Scientific (TMO) | 0.3 | $3.3M | 27k | 125.28 | |
Charles Schwab Corporation (SCHW) | 0.2 | $3.2M | 108k | 30.19 | |
Expedia Inc Del Com New (EXPE) | 0.2 | $3.1M | 36k | 85.37 | |
Facebook Cl A (META) | 0.2 | $3.0M | 39k | 78.02 | |
Workday Cl A (WDAY) | 0.2 | $3.0M | 37k | 81.60 | |
Bitauto Hldgs Sponsored Ads | 0.2 | $2.9M | 42k | 70.42 | |
Coca-Cola Company (KO) | 0.2 | $2.8M | 65k | 42.22 | |
Signet Jewelers SHS (SIG) | 0.2 | $2.7M | 21k | 131.56 | |
Comcast Corp Cl A (CMCSA) | 0.2 | $2.7M | 46k | 58.02 | |
Ares Capital Corporation (ARCC) | 0.2 | $2.4M | 155k | 15.60 | |
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $2.4M | 30k | 79.64 | |
Pimco Etf Tr Ttl Rtn Actv Etf (BOND) | 0.2 | $2.2M | 21k | 107.23 | |
Ishares Gold Trust Ishares | 0.2 | $2.1M | 183k | 11.44 | |
United Parcel Service CL B (UPS) | 0.2 | $2.1M | 19k | 111.15 | |
Clear Channel Outdoor Hldgs Cl A | 0.1 | $1.9M | 184k | 10.59 | |
Emerson Electric (EMR) | 0.1 | $1.9M | 31k | 61.74 | |
Glaxosmithkline Sponsored Adr | 0.1 | $1.8M | 42k | 42.75 | |
Mondelez Intl Cl A (MDLZ) | 0.1 | $1.8M | 48k | 36.32 | |
Apollo Investment | 0.1 | $1.7M | 229k | 7.42 | |
Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $1.6M | 7.00 | 226000.00 | |
Tcp Capital | 0.1 | $1.4M | 84k | 16.78 | |
PennantPark Investment (PNNT) | 0.1 | $1.4M | 146k | 9.53 | |
New Mountain Finance Corp (NMFC) | 0.1 | $1.4M | 93k | 14.94 | |
Danaher Corporation (DHR) | 0.1 | $1.4M | 16k | 85.69 | |
Procter & Gamble Company (PG) | 0.1 | $1.4M | 15k | 91.10 | |
Mastercard Cl A (MA) | 0.1 | $1.3M | 15k | 86.17 | |
Fidelity National Financial Fnfv Group Com | 0.1 | $1.3M | 81k | 15.74 | |
Kinder Morgan (KMI) | 0.1 | $1.3M | 30k | 42.30 | |
Spdr Series Trust Dj Reit Etf (RWR) | 0.1 | $1.1M | 12k | 90.88 | |
Google Cl A | 0.1 | $1.0M | 2.0k | 530.52 | |
Google CL C | 0.1 | $1.0M | 2.0k | 526.18 | |
Hyster Yale Matls Handling I Cl A (HY) | 0.1 | $1.0M | 14k | 73.21 | |
Darden Restaurants (DRI) | 0.1 | $983k | 17k | 58.64 | |
Williams Companies (WMB) | 0.1 | $977k | 22k | 44.92 | |
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) | 0.1 | $971k | 19k | 51.76 | |
Pepsi (PEP) | 0.1 | $944k | 10k | 94.57 | |
Family Dollar Stores | 0.1 | $944k | 12k | 79.18 | |
Chimera Investment Corporation | 0.1 | $935k | 294k | 3.18 | |
Two Harbors Investment | 0.1 | $902k | 90k | 10.02 | |
PennyMac Mortgage Investment Trust (PMT) | 0.1 | $897k | 43k | 21.09 | |
Ishares Tr Tips Bd Etf (TIP) | 0.1 | $890k | 8.0k | 111.95 | |
Blackrock Kelso Capital | 0.1 | $885k | 108k | 8.20 | |
Microsoft Corporation (MSFT) | 0.1 | $868k | 19k | 46.46 | |
Eaton Vance Limited Duration Income Fund (EVV) | 0.1 | $848k | 60k | 14.13 | |
Tpg Specialty Lnding Inc equity | 0.1 | $825k | 49k | 16.82 | |
Celgene Corporation | 0.1 | $812k | 7.3k | 111.88 | |
Twenty First Centy Fox Cl A | 0.1 | $795k | 21k | 38.42 | |
Golub Capital BDC (GBDC) | 0.1 | $791k | 44k | 17.92 | |
AllianceBernstein Income Fund | 0.1 | $769k | 103k | 7.47 | |
Baidu Spon Adr Rep A (BIDU) | 0.1 | $764k | 3.4k | 227.86 | |
MeadWestva | 0.1 | $760k | 17k | 44.41 | |
Juniper Networks (JNPR) | 0.1 | $748k | 34k | 22.33 | |
Pandora Media | 0.1 | $734k | 41k | 17.84 | |
PetSmart | 0.1 | $716k | 8.8k | 81.27 | |
Interpublic Group of Companies (IPG) | 0.1 | $698k | 34k | 20.77 | |
Aberdeen Asia-Pacific Income Fund (FAX) | 0.1 | $698k | 126k | 5.55 | |
Cimpress N V Shs Euro | 0.1 | $674k | 9.0k | 74.89 | |
Lennar Corp Cl A (LEN) | 0.1 | $669k | 15k | 44.83 | |
Air Products & Chemicals (APD) | 0.0 | $659k | 4.6k | 144.33 | |
Gannett | 0.0 | $659k | 21k | 31.94 | |
Donaldson Company (DCI) | 0.0 | $618k | 16k | 38.62 | |
Abbvie (ABBV) | 0.0 | $604k | 9.2k | 65.43 | |
Owens Ill Com New | 0.0 | $603k | 22k | 27.01 | |
Pimco Etf Tr Broad Us Tips (TIPZ) | 0.0 | $571k | 10k | 56.97 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $571k | 3.8k | 150.03 | |
Exxon Mobil Corporation (XOM) | 0.0 | $545k | 5.9k | 92.51 | |
Nuveen Muni Value Fund (NUV) | 0.0 | $544k | 56k | 9.65 | |
TRW Automotive Holdings | 0.0 | $541k | 5.3k | 102.79 | |
Safeway Com New | 0.0 | $534k | 15k | 35.11 | |
3M Company (MMM) | 0.0 | $526k | 3.2k | 164.38 | |
Applied Materials (AMAT) | 0.0 | $520k | 21k | 24.94 | |
QEP Resources | 0.0 | $511k | 25k | 20.21 | |
Nuveen Multi-Strategy Income & Growth (JPC) | 0.0 | $492k | 51k | 9.57 | |
Intel Corporation (INTC) | 0.0 | $491k | 14k | 36.32 | |
Macy's (M) | 0.0 | $488k | 7.4k | 65.72 | |
SanDisk Corporation | 0.0 | $485k | 5.0k | 97.94 | |
Pimco Income Strategy Fund II (PFN) | 0.0 | $484k | 49k | 9.82 | |
ConocoPhillips (COP) | 0.0 | $478k | 6.9k | 69.03 | |
Noble Corp Shs Usd | 0.0 | $475k | 29k | 16.57 | |
Medallion Financial (MFIN) | 0.0 | $468k | 47k | 10.01 | |
Illumina (ILMN) | 0.0 | $465k | 2.5k | 184.52 | |
athenahealth | 0.0 | $452k | 3.1k | 145.85 | |
J.C. Penney Company | 0.0 | $448k | 69k | 6.48 | |
Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $443k | 4.5k | 99.11 | |
Eaton Vance Municipal Bond Fund (EIM) | 0.0 | $442k | 35k | 12.82 | |
ISIS Pharmaceuticals | 0.0 | $439k | 7.1k | 61.71 | |
FedEx Corporation (FDX) | 0.0 | $438k | 2.5k | 173.81 | |
Nuveen Insured Municipal Opp. Fund | 0.0 | $437k | 30k | 14.67 | |
Legg Mason | 0.0 | $432k | 8.1k | 53.32 | |
Wells Fargo & Company (WFC) | 0.0 | $426k | 7.8k | 54.86 | |
Autodesk (ADSK) | 0.0 | $421k | 7.0k | 60.09 | |
Linkedin Corp Com Cl A | 0.0 | $417k | 1.8k | 229.63 | |
Tableau Software Cl A | 0.0 | $416k | 4.9k | 84.73 | |
Cognex Corporation (CGNX) | 0.0 | $409k | 9.9k | 41.35 | |
Flextronics Intl Ord (FLEX) | 0.0 | $407k | 36k | 11.18 | |
McDonald's Corporation (MCD) | 0.0 | $402k | 4.3k | 93.79 | |
Auxilium Pharmaceuticals | 0.0 | $398k | 12k | 34.40 | |
Tyler Technologies (TYL) | 0.0 | $397k | 3.6k | 109.52 | |
Fomento Economico Mexicano S Spon Adr Units (FMX) | 0.0 | $396k | 4.5k | 88.00 | |
Nortek Com New | 0.0 | $393k | 4.8k | 81.27 | |
Synaptics, Incorporated (SYNA) | 0.0 | $388k | 5.6k | 68.83 | |
Nacco Inds Cl A (NC) | 0.0 | $386k | 6.5k | 59.33 | |
Endo Intl SHS | 0.0 | $384k | 5.3k | 72.11 | |
G-III Apparel (GIII) | 0.0 | $383k | 3.8k | 101.08 | |
Blackberry (BB) | 0.0 | $382k | 35k | 10.97 | |
Incyte Corporation (INCY) | 0.0 | $379k | 5.2k | 73.12 | |
Darling International (DAR) | 0.0 | $375k | 21k | 18.17 | |
United Therapeutics Corporation (UTHR) | 0.0 | $375k | 2.9k | 129.44 | |
Nuveen Premium Income Muni Fund 2 | 0.0 | $372k | 26k | 14.16 | |
Pharmacyclics | 0.0 | $370k | 3.0k | 122.35 | |
L Brands | 0.0 | $364k | 4.2k | 86.65 | |
Abbott Laboratories (ABT) | 0.0 | $363k | 8.1k | 45.04 | |
Nuveen Municipal Advantage Fund | 0.0 | $360k | 26k | 13.65 | |
JPMorgan Chase & Co. (JPM) | 0.0 | $350k | 5.6k | 62.50 | |
General Electric Company | 0.0 | $348k | 14k | 25.24 | |
Mfs Inter Income Tr Sh Ben Int (MIN) | 0.0 | $344k | 72k | 4.78 | |
Polypore International | 0.0 | $339k | 7.2k | 47.03 | |
Actavis SHS | 0.0 | $337k | 1.3k | 257.65 | |
Western Asset Emerging Mrkts Dbt Fnd (EMD) | 0.0 | $336k | 21k | 15.78 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $336k | 1.8k | 188.24 | |
Visteon Corp Com New (VC) | 0.0 | $334k | 3.1k | 106.98 | |
Sunedison | 0.0 | $332k | 17k | 19.48 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $328k | 3.1k | 104.43 | |
Netflix (NFLX) | 0.0 | $327k | 957.00 | 341.69 | |
Cliffs Natural Resources | 0.0 | $327k | 46k | 7.14 | |
Hldgs (UAL) | 0.0 | $321k | 4.8k | 66.81 | |
Fossil (FOSL) | 0.0 | $311k | 2.8k | 110.75 | |
Nuveen Global High Income SHS (JGH) | 0.0 | $311k | 18k | 17.22 | |
Gilead Sciences (GILD) | 0.0 | $308k | 3.3k | 94.36 | |
Micron Technology (MU) | 0.0 | $301k | 8.6k | 35.02 | |
Waters Corporation (WAT) | 0.0 | $296k | 2.6k | 112.55 | |
Greenlight Capital Re Class A (GLRE) | 0.0 | $292k | 8.9k | 32.68 | |
Blackhawk Network Hldgs CL B | 0.0 | $289k | 7.7k | 37.68 | |
Icahn Enterprises Depositary Unit (IEP) | 0.0 | $289k | 3.1k | 92.39 | |
Adt | 0.0 | $287k | 7.9k | 36.22 | |
Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $286k | 3.9k | 73.65 | |
Gladstone Capital Corporation | 0.0 | $285k | 35k | 8.26 | |
Baker Hughes Incorporated | 0.0 | $283k | 5.0k | 56.14 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $278k | 2.9k | 95.50 | |
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $277k | 3.0k | 93.30 | |
LEGG MASON BW GLOBAL Income | 0.0 | $276k | 17k | 16.73 | |
Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $270k | 2.7k | 101.85 | |
Lands' End (LE) | 0.0 | $262k | 4.9k | 53.91 | |
Knowles (KN) | 0.0 | $255k | 11k | 23.53 | |
CVR Energy (CVI) | 0.0 | $253k | 6.5k | 38.76 | |
Nuveen Build Amer Bd (NBB) | 0.0 | $253k | 12k | 21.16 | |
Foot Locker (FL) | 0.0 | $252k | 4.5k | 56.19 | |
Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $250k | 1.8k | 142.21 | |
Teva Pharmaceutical Inds Adr (TEVA) | 0.0 | $249k | 4.3k | 57.57 | |
Phillips 66 (PSX) | 0.0 | $238k | 3.3k | 71.73 | |
New Media Inv Grp | 0.0 | $234k | 9.9k | 23.63 | |
Humana (HUM) | 0.0 | $230k | 1.6k | 143.93 | |
Nabors Industries SHS | 0.0 | $227k | 18k | 12.98 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $213k | 3.5k | 60.79 | |
Cincinnati Financial Corporation (CINF) | 0.0 | $207k | 4.0k | 51.75 | |
Garrison Capital | 0.0 | $204k | 14k | 14.42 | |
Celanese Corp Del Com Ser A (CE) | 0.0 | $200k | 3.3k | 59.92 | |
Pennantpark Floating Rate Capi (PFLT) | 0.0 | $169k | 12k | 13.70 | |
Wpx Energy | 0.0 | $166k | 14k | 11.63 | |
Eaton Vance Tax-adv Bd & Opt Com Sh Ben Int | 0.0 | $163k | 13k | 12.66 | |
Caretrust Reit (CTRE) | 0.0 | $132k | 11k | 12.34 | |
Sizmek | 0.0 | $88k | 14k | 6.27 | |
Rightside | 0.0 | $69k | 10k | 6.68 | |
Asterias Biotherapeutics Com Ser A | 0.0 | $50k | 16k | 3.22 | |
Paragon Offshore SHS | 0.0 | $44k | 16k | 2.78 | |
Halcon Res Corp Com New | 0.0 | $19k | 11k | 1.77 |