Allen Investment Management as of Dec. 31, 2016
Portfolio Holdings for Allen Investment Management
Allen Investment Management holds 208 positions in its portfolio as reported in the December 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Charter Communications Inc New Cl A cl a (CHTR) | 6.3 | $105M | 365k | 287.92 | |
Comcast Corporation (CMCSA) | 5.8 | $98M | 1.4M | 69.05 | |
priceline.com Incorporated | 5.3 | $88M | 60k | 1466.07 | |
Schlumberger (SLB) | 4.7 | $79M | 939k | 83.95 | |
Charles Schwab Corporation (SCHW) | 4.6 | $76M | 1.9M | 39.47 | |
Laboratory Corp. of America Holdings | 4.2 | $70M | 548k | 128.38 | |
Moody's Corporation (MCO) | 4.0 | $67M | 709k | 94.27 | |
Alphabet Inc Class C cs (GOOG) | 4.0 | $66M | 86k | 771.82 | |
TransDigm Group Incorporated (TDG) | 3.8 | $64M | 255k | 248.96 | |
Danaher Corporation (DHR) | 3.7 | $62M | 802k | 77.84 | |
Equinix (EQIX) | 3.6 | $61M | 170k | 357.41 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 3.4 | $57M | 523k | 108.18 | |
Express Scripts Holding | 3.3 | $56M | 807k | 68.79 | |
Monsanto Company | 3.0 | $49M | 470k | 105.21 | |
Berkshire Hathaway (BRK.B) | 2.9 | $49M | 297k | 162.98 | |
United Parcel Service (UPS) | 2.9 | $49M | 423k | 114.64 | |
Microsoft Corporation (MSFT) | 2.6 | $43M | 689k | 62.14 | |
Fiserv (FI) | 2.0 | $33M | 311k | 106.28 | |
AmerisourceBergen (COR) | 1.9 | $33M | 417k | 78.19 | |
Cardinal Health (CAH) | 1.8 | $30M | 418k | 71.97 | |
Energy Select Sector SPDR (XLE) | 1.5 | $26M | 338k | 75.32 | |
Wayfair (W) | 1.5 | $25M | 700k | 35.05 | |
Oracle Corporation (ORCL) | 1.2 | $20M | 519k | 38.45 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 1.2 | $20M | 249k | 79.37 | |
Alphabet Inc Class A cs (GOOGL) | 1.1 | $19M | 24k | 792.43 | |
CVS Caremark Corporation (CVS) | 1.1 | $18M | 224k | 78.91 | |
Fortive (FTV) | 1.0 | $16M | 299k | 53.63 | |
S&p Global (SPGI) | 0.9 | $15M | 138k | 107.54 | |
Lowe's Companies (LOW) | 0.9 | $14M | 202k | 71.12 | |
Vanguard Small-Cap Value ETF (VBR) | 0.8 | $14M | 114k | 121.00 | |
Anheuser-Busch InBev NV (BUD) | 0.8 | $13M | 123k | 105.44 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.5 | $8.1M | 95k | 85.71 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.5 | $7.5M | 169k | 44.18 | |
Amazon (AMZN) | 0.4 | $6.6M | 8.8k | 749.89 | |
Procter & Gamble Company (PG) | 0.4 | $6.3M | 75k | 84.08 | |
iShares MSCI ACWI Index Fund (ACWI) | 0.4 | $6.2M | 104k | 59.17 | |
Johnson & Johnson (JNJ) | 0.3 | $5.1M | 44k | 115.20 | |
Vanguard European ETF (VGK) | 0.3 | $5.1M | 107k | 47.94 | |
Expedia (EXPE) | 0.3 | $4.9M | 43k | 113.29 | |
Home Depot (HD) | 0.3 | $4.6M | 34k | 134.09 | |
Sherwin-Williams Company (SHW) | 0.3 | $4.5M | 17k | 268.75 | |
Facebook Inc cl a (META) | 0.2 | $4.2M | 37k | 115.04 | |
3M Company (MMM) | 0.2 | $4.0M | 22k | 178.56 | |
Vanguard Total Stock Market ETF (VTI) | 0.2 | $3.9M | 34k | 115.32 | |
Hldgs (UAL) | 0.2 | $4.0M | 55k | 72.87 | |
Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.2 | $4.0M | 87k | 45.88 | |
McKesson Corporation (MCK) | 0.2 | $3.8M | 27k | 140.45 | |
Vanguard Europe Pacific ETF (VEA) | 0.2 | $3.8M | 103k | 36.54 | |
Alaska Air (ALK) | 0.2 | $3.7M | 42k | 88.72 | |
Quest Diagnostics Incorporated (DGX) | 0.2 | $3.7M | 40k | 91.91 | |
American Express Company (AXP) | 0.2 | $3.5M | 48k | 74.08 | |
Vanguard Emerging Markets ETF (VWO) | 0.2 | $3.5M | 98k | 35.78 | |
Ares Capital Corporation (ARCC) | 0.2 | $3.2M | 193k | 16.49 | |
Autodesk (ADSK) | 0.2 | $3.0M | 40k | 74.01 | |
SYSCO Corporation (SYY) | 0.2 | $3.1M | 55k | 55.37 | |
Humana (HUM) | 0.2 | $2.9M | 14k | 204.03 | |
American International (AIG) | 0.2 | $2.9M | 44k | 65.31 | |
Hca Holdings (HCA) | 0.2 | $2.8M | 38k | 74.01 | |
Coca-Cola Company (KO) | 0.2 | $2.7M | 65k | 41.46 | |
Dover Corporation (DOV) | 0.2 | $2.7M | 37k | 74.92 | |
Palo Alto Networks (PANW) | 0.2 | $2.6M | 21k | 125.06 | |
Apple (AAPL) | 0.1 | $2.5M | 22k | 115.81 | |
First Trust Energy Income & Gr | 0.1 | $2.6M | 97k | 26.54 | |
iShares Russell 1000 Value Index (IWD) | 0.1 | $2.3M | 21k | 112.03 | |
Workday Inc cl a (WDAY) | 0.1 | $2.4M | 37k | 66.10 | |
Vanguard High Dividend Yield ETF (VYM) | 0.1 | $2.2M | 29k | 75.75 | |
Liberty Global Inc C | 0.1 | $2.3M | 76k | 29.70 | |
Advanced Drain Sys Inc Del (WMS) | 0.1 | $2.2M | 106k | 20.60 | |
Rydex Etf Trust s^p500 pur val | 0.1 | $1.9M | 33k | 57.60 | |
Pimco Total Return Etf totl (BOND) | 0.1 | $1.9M | 18k | 104.11 | |
Paypal Holdings (PYPL) | 0.1 | $1.9M | 47k | 39.47 | |
BP (BP) | 0.1 | $1.7M | 45k | 37.38 | |
NVIDIA Corporation (NVDA) | 0.1 | $1.6M | 15k | 106.72 | |
Berkshire Hathaway (BRK.A) | 0.1 | $1.7M | 7.00 | 244142.86 | |
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 0.1 | $1.7M | 16k | 105.10 | |
Mondelez Int (MDLZ) | 0.1 | $1.7M | 38k | 44.32 | |
Liberty Global Inc Com Ser A | 0.1 | $1.6M | 53k | 30.59 | |
Nuveen Barclays Shrt Term Muni bdfund (SHM) | 0.1 | $1.7M | 36k | 47.94 | |
Netflix (NFLX) | 0.1 | $1.4M | 12k | 123.82 | |
Vanguard Financials ETF (VFH) | 0.1 | $1.5M | 25k | 59.34 | |
Walgreen Boots Alliance (WBA) | 0.1 | $1.6M | 19k | 82.74 | |
Automatic Data Processing (ADP) | 0.1 | $1.3M | 13k | 102.77 | |
Abiomed | 0.1 | $1.3M | 12k | 112.66 | |
Vanguard Materials ETF (VAW) | 0.1 | $1.3M | 12k | 112.51 | |
Vanguard Energy ETF (VDE) | 0.1 | $1.4M | 13k | 104.75 | |
Vanguard Industrials ETF (VIS) | 0.1 | $1.3M | 11k | 119.31 | |
Continental Resources | 0.1 | $1.1M | 22k | 51.52 | |
ConocoPhillips (COP) | 0.1 | $1.2M | 23k | 50.12 | |
EOG Resources (EOG) | 0.1 | $1.1M | 11k | 101.07 | |
Dollar Tree (DLTR) | 0.1 | $1.2M | 16k | 77.15 | |
iShares Dow Jones US Home Const. (ITB) | 0.1 | $1.2M | 45k | 27.47 | |
Signet Jewelers (SIG) | 0.1 | $1.2M | 13k | 94.24 | |
Clearbridge Energy M | 0.1 | $1.2M | 75k | 15.56 | |
Kayne Anderson MLP Investment (KYN) | 0.1 | $1.3M | 64k | 19.58 | |
Tortoise Energy Infrastructure | 0.1 | $1.2M | 39k | 30.69 | |
Tortoise MLP Fund | 0.1 | $1.2M | 62k | 19.08 | |
Enviva Partners Lp master ltd part | 0.1 | $1.1M | 41k | 26.80 | |
JPMorgan Chase & Co. (JPM) | 0.1 | $1.0M | 12k | 86.32 | |
Apache Corporation | 0.1 | $986k | 16k | 63.44 | |
Lockheed Martin Corporation (LMT) | 0.1 | $1.0M | 4.2k | 249.88 | |
Cabot Oil & Gas Corporation (CTRA) | 0.1 | $867k | 37k | 23.35 | |
Noble Energy | 0.1 | $776k | 20k | 38.05 | |
Anadarko Petroleum Corporation | 0.1 | $852k | 12k | 69.70 | |
Pepsi (PEP) | 0.1 | $872k | 8.3k | 104.64 | |
Constellation Brands (STZ) | 0.1 | $821k | 5.4k | 153.31 | |
Cognex Corporation (CGNX) | 0.1 | $805k | 13k | 63.60 | |
EQT Corporation (EQT) | 0.1 | $891k | 14k | 65.38 | |
Medidata Solutions | 0.1 | $826k | 17k | 49.67 | |
SPDR DJ Wilshire REIT (RWR) | 0.1 | $809k | 8.7k | 93.33 | |
Knot Offshore Partners (KNOP) | 0.1 | $763k | 32k | 23.59 | |
Hilton Worlwide Hldgs | 0.1 | $813k | 30k | 27.19 | |
Jd (JD) | 0.1 | $768k | 30k | 25.43 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.0 | $632k | 18k | 35.01 | |
Goldman Sachs (GS) | 0.0 | $624k | 2.6k | 239.45 | |
Devon Energy Corporation (DVN) | 0.0 | $747k | 16k | 45.70 | |
FedEx Corporation (FDX) | 0.0 | $695k | 3.7k | 186.28 | |
Blackbaud (BLKB) | 0.0 | $702k | 11k | 64.04 | |
CarMax (KMX) | 0.0 | $717k | 11k | 64.43 | |
United Technologies Corporation | 0.0 | $681k | 6.2k | 109.68 | |
Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $651k | 49k | 13.20 | |
Marriott International (MAR) | 0.0 | $666k | 8.1k | 82.63 | |
Eagle Materials (EXP) | 0.0 | $598k | 6.1k | 98.47 | |
NACCO Industries (NC) | 0.0 | $589k | 6.5k | 90.53 | |
Donaldson Company (DCI) | 0.0 | $673k | 16k | 42.06 | |
SPDR Gold Trust (GLD) | 0.0 | $678k | 6.2k | 109.53 | |
Celgene Corporation | 0.0 | $599k | 5.2k | 115.73 | |
Ellie Mae | 0.0 | $585k | 7.0k | 83.63 | |
Zoetis Inc Cl A (ZTS) | 0.0 | $683k | 13k | 53.51 | |
Jp Energy Partners | 0.0 | $627k | 62k | 10.13 | |
Baxter International (BAX) | 0.0 | $472k | 11k | 44.29 | |
Incyte Corporation (INCY) | 0.0 | $445k | 4.4k | 100.29 | |
Teva Pharmaceutical Industries (TEVA) | 0.0 | $582k | 16k | 36.26 | |
Norfolk Southern (NSC) | 0.0 | $554k | 5.1k | 108.12 | |
Brookfield Asset Management | 0.0 | $480k | 15k | 33.00 | |
Citrix Systems | 0.0 | $564k | 6.3k | 89.35 | |
Wells Fargo & Company (WFC) | 0.0 | $488k | 8.9k | 55.10 | |
Baker Hughes Incorporated | 0.0 | $512k | 7.9k | 64.93 | |
CIGNA Corporation | 0.0 | $470k | 3.5k | 133.45 | |
Computer Sciences Corporation | 0.0 | $455k | 7.7k | 59.48 | |
Prestige Brands Holdings (PBH) | 0.0 | $431k | 8.3k | 52.08 | |
Barclays (BCS) | 0.0 | $532k | 48k | 10.99 | |
Alliance Data Systems Corporation (BFH) | 0.0 | $484k | 2.1k | 228.73 | |
Credit Acceptance (CACC) | 0.0 | $501k | 2.3k | 217.54 | |
Pioneer Natural Resources | 0.0 | $569k | 3.2k | 180.18 | |
Marathon Oil Corporation (MRO) | 0.0 | $535k | 31k | 17.30 | |
Darling International (DAR) | 0.0 | $426k | 33k | 12.91 | |
CONSOL Energy | 0.0 | $564k | 31k | 18.22 | |
Gulfport Energy Corporation | 0.0 | $491k | 23k | 21.65 | |
Energy Transfer Partners | 0.0 | $432k | 12k | 35.79 | |
United Therapeutics Corporation (UTHR) | 0.0 | $555k | 3.9k | 143.49 | |
Lloyds TSB (LYG) | 0.0 | $445k | 143k | 3.10 | |
iShares Russell 2000 Value Index (IWN) | 0.0 | $511k | 4.3k | 118.95 | |
Consumer Staples Select Sect. SPDR (XLP) | 0.0 | $547k | 11k | 51.67 | |
Triangle Capital Corporation | 0.0 | $458k | 25k | 18.34 | |
Tcp Capital | 0.0 | $538k | 32k | 16.90 | |
Abbvie (ABBV) | 0.0 | $531k | 8.5k | 62.57 | |
Antero Res (AR) | 0.0 | $422k | 18k | 23.64 | |
Tpg Specialty Lnding Inc equity | 0.0 | $562k | 30k | 18.67 | |
Ionis Pharmaceuticals (IONS) | 0.0 | $455k | 9.5k | 47.87 | |
Willis Towers Watson (WTW) | 0.0 | $419k | 3.4k | 122.19 | |
Fomento Economico Mexicano SAB (FMX) | 0.0 | $343k | 4.5k | 76.22 | |
Exxon Mobil Corporation (XOM) | 0.0 | $297k | 3.3k | 90.25 | |
McDonald's Corporation (MCD) | 0.0 | $286k | 2.3k | 121.91 | |
Abbott Laboratories (ABT) | 0.0 | $307k | 8.0k | 38.38 | |
Sony Corporation (SONY) | 0.0 | $352k | 13k | 28.07 | |
General Electric Company | 0.0 | $398k | 13k | 31.59 | |
Boeing Company (BA) | 0.0 | $399k | 2.6k | 155.62 | |
Hanesbrands (HBI) | 0.0 | $322k | 15k | 21.56 | |
Foot Locker (FL) | 0.0 | $365k | 5.1k | 70.90 | |
Waters Corporation (WAT) | 0.0 | $352k | 2.6k | 134.35 | |
eBay (EBAY) | 0.0 | $365k | 12k | 29.65 | |
Honeywell International (HON) | 0.0 | $302k | 2.6k | 115.84 | |
Xerox Corporation | 0.0 | $318k | 36k | 8.74 | |
iShares MSCI EAFE Index Fund (EFA) | 0.0 | $306k | 5.3k | 57.66 | |
ConAgra Foods (CAG) | 0.0 | $383k | 9.7k | 39.52 | |
Delta Air Lines (DAL) | 0.0 | $274k | 5.6k | 49.19 | |
Tesoro Corporation | 0.0 | $292k | 3.3k | 87.48 | |
Celanese Corporation (CE) | 0.0 | $406k | 5.2k | 78.79 | |
Chipotle Mexican Grill (CMG) | 0.0 | $401k | 1.1k | 377.59 | |
Martin Midstream Partners (MMLP) | 0.0 | $357k | 20k | 18.35 | |
National Grid | 0.0 | $383k | 6.6k | 58.29 | |
Unilever (UL) | 0.0 | $321k | 7.9k | 40.76 | |
Icahn Enterprises (IEP) | 0.0 | $285k | 4.8k | 59.99 | |
Ametek (AME) | 0.0 | $370k | 7.6k | 48.61 | |
iShares Russell 1000 Growth Index (IWF) | 0.0 | $305k | 2.9k | 104.77 | |
iShares Russell Midcap Value Index (IWS) | 0.0 | $376k | 4.7k | 80.38 | |
iShares Russell 2000 Growth Index (IWO) | 0.0 | $271k | 1.8k | 154.15 | |
Spirit AeroSystems Holdings (SPR) | 0.0 | $414k | 7.1k | 58.33 | |
iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $289k | 3.0k | 97.34 | |
General Motors Company (GM) | 0.0 | $271k | 7.8k | 34.78 | |
Golub Capital BDC (GBDC) | 0.0 | $265k | 14k | 18.40 | |
Pvh Corporation (PVH) | 0.0 | $301k | 3.3k | 90.20 | |
Phillips 66 (PSX) | 0.0 | $287k | 3.3k | 86.50 | |
Shutterstock (SSTK) | 0.0 | $261k | 5.5k | 47.45 | |
Twenty-first Century Fox | 0.0 | $406k | 15k | 28.05 | |
Vanguard S&p 500 Etf idx (VOO) | 0.0 | $356k | 1.7k | 205.31 | |
Intercontinental Exchange (ICE) | 0.0 | $373k | 6.6k | 56.43 | |
Vodafone Group New Adr F (VOD) | 0.0 | $322k | 13k | 24.44 | |
Pentair cs (PNR) | 0.0 | $362k | 6.5k | 55.99 | |
Aercap Holdings Nv Ord Cmn (AER) | 0.0 | $239k | 5.7k | 41.66 | |
E.I. du Pont de Nemours & Company | 0.0 | $211k | 2.9k | 73.49 | |
General Dynamics Corporation (GD) | 0.0 | $211k | 1.2k | 172.53 | |
Abb (ABBNY) | 0.0 | $216k | 10k | 21.05 | |
New Mountain Finance Corp (NMFC) | 0.0 | $250k | 18k | 14.08 | |
Eaton (ETN) | 0.0 | $210k | 3.1k | 67.14 | |
Csra | 0.0 | $244k | 7.6k | 31.90 | |
Arconic | 0.0 | $244k | 13k | 18.53 | |
W&T Offshore (WTI) | 0.0 | $47k | 17k | 2.79 |