Allen Investment Management, LLC

CIK
1326234
City
NEW YORK
State / Country
NY

Top Portfolio Positions

145 positions · $6,192,320,260 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
AMZN
Amazon Com Inc
Consumer Cyclical
2,563,355 $533,869,945 8.62%
SCHW
Schwab Charles Corp
Financial Services
5,328,450 $500,767,731 8.09%
MSFT
Microsoft Corp
Technology
1,135,563 $420,351,355 6.79%
META
Meta Platforms, Inc.
Communication Services
704,208 $402,898,523 6.51%
GEV
GE Vernova Inc.
Industrials
388,448 $339,076,259 5.48%
V
Visa Inc.
Financial Services
1,080,710 $326,633,790 5.27%
MCO
Moodys Corp /De/
Financial Services
701,813 $306,165,921 4.94%
UNH
Unitedhealth Group Inc
Healthcare
1,098,643 $297,281,809 4.80%
SPGI
S&P Global Inc.
Financial Services
670,616 $285,239,809 4.61%
APO
Apollo Global Management, Inc.
Financial Services
2,217,621 $247,087,331 3.99%

Portfolio Trend

25 quarters · across all stocks

Holdings in ARCC

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $46,824,645 2,598,482
2025-12-31 $62,438,863 3,086,449
2025-09-30 $63,987,411 3,135,101
2025-06-30 $66,574,726 3,031,636
2025-03-31 $65,930,365 2,975,197
2024-12-31 $60,072,135 2,744,273
2024-09-30 $43,800,742 2,091,726
2024-06-30 $37,063,773 1,778,492
2024-03-31 $34,650,975 1,664,312
2023-12-31 $24,972,903 1,246,775
2023-09-30 $20,534,755 1,054,687
2023-06-30 $9,803,287 521,729
2023-03-31 $4,439,500 242,994
2022-12-31 $4,488,099 242,994
2022-09-30 $3,887,278 230,289
2022-06-30 $4,129,081 230,289
2022-03-31 $4,824,554 230,289
2021-12-31 $4,879,823 230,289
2021-09-30 $4,681,775 230,289
2021-06-30 $4,511,361 230,289
2021-03-31 $4,218,655 225,476
2020-12-31 $3,808,289 225,476
2020-09-30 $3,145,390 225,476
2020-06-30 $3,258,128 225,476
2020-03-31 $2,430,631 225,476