Allied Investment Advisors, LLC
Filing Date
Global Rank
#2,196
/ 8,232
▲ 256
Top Industry
Oil & Gas Integrated
14.1%
3Y Alpha vs SPY
-4.4%
Period ended 2 months ago
Filed Apr 27, 2026 · 48d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+57.8%
SPY
+76.3%
Annualised alpha
-4.4%
Max drawdown
−17.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
79 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
5.0%
−1.2 pts
Top 5
20.7%
−2.1 pts
Top 10
37.4%
−2.0 pts
HHI
283
Diversified−12
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 25.1% | $136,685,535 |
| Financial Services | 19.3% | $105,026,145 |
| Energy | 14.1% | $76,797,004 |
| Consumer Defensive | 13.0% | $70,971,264 |
| Healthcare | 9.9% | $54,109,586 |
| Technology | 7.7% | $42,164,079 |
| Consumer Cyclical | 4.9% | $26,885,584 |
| Basic Materials | 2.4% | $13,041,520 |
| Real Estate | 2.3% | $12,320,219 |
| Unclassified | 0.8% | $4,232,552 |
| Communication Services | 0.3% | $1,727,387 |
| Utilities | 0.1% | $462,138 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PFE | Pfizer Inc | +32,862 | 404,125 | $11,347,830 | |
| DEO | Diageo PLC | +19,912 | 113,421 | $8,444,193 | |
| KMB | Kimberly Clark Corp | +13,831 | 102,510 | $9,889,139 | |
| O | Realty Income Corp | +13,073 | 197,732 | $12,097,243 | |
| AMRZ | Amrize Ltd | +12,619 | 220,267 | $12,339,357 | |
| PG | PROCTER & GAMBLE Co | +10,070 | 85,202 | $12,306,576 | |
| OTIS | Otis Worldwide Corp | +8,500 | 132,978 | $10,249,944 | |
| GPC | Genuine Parts Co | +8,047 | 90,689 | $9,590,361 | |
| ABT | Abbott Laboratories | +7,291 | 105,319 | $10,813,101 | |
| SYY | Sysco Corp | +6,826 | 162,588 | $11,597,402 | |
| TGT | Target Corp | +6,275 | 100,352 | $12,162,662 | |
| MDT | Medtronic plc | +6,267 | 135,603 | $11,749,999 | |
| BAC | Bank Of America Corp /De/ | +6,236 | 326,677 | $15,925,503 | |
| AAON | Aaon, Inc. | +5,478 | 160,040 | $13,243,310 | |
| PEP | Pepsico Inc | +4,387 | 81,316 | $12,627,561 | |
| USB | US Bancorp De | +4,288 | 272,447 | $14,169,968 | |
| SHEL | Shell plc | +3,737 | 200,189 | $18,617,577 | |
| MMM | 3M Co | +2,589 | 86,998 | $12,634,719 | |
| WFC | Wells Fargo & Company/Mn | +1,941 | 202,689 | $16,136,071 | |
| CVX | Chevron Corp | +1,795 | 91,770 | $18,987,213 | |
| LOW | Lowes Companies Inc | +1,793 | 62,494 | $14,766,082 | |
| MSFT | Microsoft Corp | +1,757 | 66,141 | $24,483,413 | |
| SLV | iShares Silver Trust | +665 | 4,107 | $279,850 | |
| NVDA | Nvidia Corp | +372 | 11,197 | $1,952,756 | |
| LMT | Lockheed Martin Corp | +334 | 23,927 | $14,461,239 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
13 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CAT | Caterpillar Inc | −2,334 | 38,736 | $27,442,906 | |
| EMR | Emerson Electric Co | −2,177 | 26,323 | $3,448,839 | |
| RTX | RTX Corp | −2,141 | 98,897 | $19,077,231 | |
| EBMT | Eagle Bancorp Montana, Inc. | −2,100 | 29,669 | $610,588 | |
| FIBK | First Interstate Bancsystem Inc | −1,522 | 14,078 | $470,205 | |
| AAPL | Apple Inc. | −955 | 48,195 | $12,231,409 | |
| FDX | Fedex Corp | −705 | 49,005 | $17,454,600 | |
| GS | Goldman Sachs Group Inc | −568 | 20,771 | $17,572,058 | |
| BRK-B | Berkshire Hathaway Inc | −407 | 3,536 | $1,694,451 | |
| MRK | Merck & Co., Inc. | −100 | 6,387 | $768,292 | |
| JNJ | Johnson & Johnson | −51 | 74,483 | $18,206,624 | |
| IBM | International Business Machines Corp | −46 | 5,099 | $1,235,946 | |
| STT | State Street Corp | −33 | 128,020 | $16,202,211 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
5 positions
10 positions ·
$42,164,079 total
· Technology only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
Added | 66,141 | $24,483,413 | 58.07% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 48,195 | $12,231,409 | 29.01% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 11,197 | $1,952,756 | 4.63% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 5,099 | $1,235,946 | 2.93% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 2,938 | $909,340 | 2.16% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Held | 4,428 | $343,568 | 0.81% | |
| ORCL |
Oracle Corp
Technology
|
Held | 2,050 | $301,575 | 0.72% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Held | 1,443 | $293,549 | 0.70% | |
| GLW |
Corning Inc /Ny
Technology
|
NEW | 1,544 | $209,937 | 0.50% | |
| FSLR |
First Solar, Inc.
Technology
|
Held | 1,027 | $202,586 | 0.48% |