Bruce G. Allen Investments, LLC
Top Portfolio Positions
1,025 positions ·
$54,401,367 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| PHYS |
Sprott Physical Gold Trust
Financial Services
|
113,065 | $4,007,023 | 7.37% | |
| AAPL |
Apple Inc.
Technology
|
8,124 | $2,061,789 | 3.79% | |
| SPY |
Spdr S&P 500 ETF Trust
|
2,376 | $1,545,207 | 2.84% | |
| GE |
General Electric Co
Industrials
|
4,218 | $1,196,941 | 2.20% | |
| NBB |
Nuveen Taxable Municipal Income Fund
Financial Services
|
59,091 | $925,365 | 1.70% | |
| XOM |
Exxon Mobil Corp
Energy
|
5,423 | $920,066 | 1.69% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
5,651 | $816,230 | 1.50% | |
| JNJ |
Johnson & Johnson
Healthcare
|
3,115 | $761,430 | 1.40% | |
| GEV |
GE Vernova Inc.
Industrials
|
864 | $754,185 | 1.39% | |
| SHEL |
Shell plc
Energy
|
7,983 | $742,419 | 1.36% |
Portfolio Trend
10 quarters · across all stocks
Holdings in BMO
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,090 | 178 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $23,102 | 178 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $23,184 | 178 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $19,692 | 178 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $17,000 | 178 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $17,274 | 178 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $16,055 | 178 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $21,717 | 259 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $25,299 | 259 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $18,007 | 182 | Shares | Sole | 2024-01-11 | |
| No 13F history on record for this holder in this stock. | ||||||