Allen Investment Management, LLC
Top Portfolio Positions
146 positions ·
$6,218,420,367 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
2,563,355 | $533,869,945 | 8.59% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
5,328,450 | $500,767,731 | 8.05% | |
| MSFT |
Microsoft Corp
Technology
|
1,135,563 | $420,351,355 | 6.76% | |
| META |
Meta Platforms, Inc.
Communication Services
|
704,208 | $402,898,523 | 6.48% | |
| GEV |
GE Vernova Inc.
Industrials
|
388,448 | $339,076,259 | 5.45% | |
| V |
Visa Inc.
Financial Services
|
1,080,710 | $326,633,790 | 5.25% | |
| MCO |
Moodys Corp /De/
Financial Services
|
701,813 | $306,165,921 | 4.92% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
1,098,643 | $297,281,809 | 4.78% | |
| SPGI |
S&P Global Inc.
Financial Services
|
670,616 | $285,239,809 | 4.59% | |
| APO |
Apollo Global Management, Inc.
Financial Services
|
2,217,621 | $247,087,331 | 3.97% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AUR
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,211,319 | 1,022,165 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $3,925,113 | 1,022,165 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $5,509,469 | 1,022,165 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $5,356,144 | 1,022,165 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $6,874,059 | 1,022,165 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $6,439,639 | 1,022,165 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $5,755,216 | 972,165 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $2,692,897 | 972,165 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $2,741,505 | 972,165 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $4,248,361 | 972,165 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,033,438 | 865,293 | Shares | Defined | 2023-11-13 | |
| No 13F history on record for this holder in this stock. | ||||||