Allied Investment Advisors, LLC
Top Portfolio Positions
78 positions ·
$542,728,562 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CAT |
Caterpillar Inc
Industrials
|
38,736 | $27,442,906 | 5.06% | |
| MSFT |
Microsoft Corp
Technology
|
66,141 | $24,483,413 | 4.51% | |
| XOM |
Exxon Mobil Corp
Energy
|
126,408 | $21,446,381 | 3.95% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
69,517 | $20,449,120 | 3.77% | |
| RTX |
RTX Corp
Industrials
|
98,897 | $19,077,231 | 3.52% | |
| CVX |
Chevron Corp
Energy
|
91,770 | $18,987,213 | 3.50% | |
| SHEL |
Shell plc
Energy
|
200,189 | $18,617,577 | 3.43% | |
| JNJ |
Johnson & Johnson
Healthcare
|
74,483 | $18,206,624 | 3.35% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
20,771 | $17,572,058 | 3.24% | |
| FDX |
Fedex Corp
Industrials
|
49,005 | $17,454,600 | 3.22% |
Portfolio Trend
Holdings in EBMT
Shares Held
Position Value (USD)
5 of 5 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $610,588 | 29,669 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $632,203 | 31,769 | Shares | Sole | 2026-02-09 | |
| 2023-03-31 | $779,238 | 55,226 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $892,452 | 55,226 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,053,094 | 55,426 | Shares | Sole | 2022-10-13 | |
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