Allen Investment Management LLC

CIK

0001326234

City

New York

State / Country

Stock

GBDC — GOLUB CAPITAL BDC, Inc.

Top Portfolio Positions

142 positions · $7,298,213,432 total · as of Dec 31, 2025

Ticker	Company	Shares	Value (USD)	% of Portfolio
AMZN	Amazon Com Inc Consumer Cyclical	2,754,340	$635,756,758	8.71%
MSFT	Microsoft Corp Technology	1,218,503	$589,292,420	8.07%
SCHW	Schwab Charles Corp Financial Services	5,584,229	$557,920,319	7.64%
META	Meta Platforms, Inc. Communication Services	739,659	$488,241,509	6.69%
V	Visa Inc. Financial Services	1,129,646	$396,178,148	5.43%
UNH	Unitedhealth Group Inc Healthcare	1,151,090	$379,986,319	5.21%
SPGI	S&P Global Inc. Financial Services	704,692	$368,264,992	5.05%
MCO	Moodys Corp /De/ Financial Services	719,920	$367,771,132	5.04%
APO	Apollo Global Management, Inc. Financial Services	2,418,178	$350,055,447	4.80%
GEV	GE Vernova Inc. Industrials	399,521	$261,114,939	3.58%

24 quarters · across all stocks

24 of 24 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2025-12-31	$55,228,407	4,069,890	-2.5%	Shares	Defined	2026-02-10
2025-09-30	$57,134,749	4,173,466	-1.5%	Shares	Defined	2025-11-06
2025-06-30	$62,094,581	4,238,538	+2.5%	Shares	Defined	2025-08-07
2025-03-31	$62,614,891	4,135,726	+11.9%	Shares	Defined	2025-05-07
2024-12-31	$56,011,288	3,694,676	+37.8%	Shares	Defined	2025-02-10
2024-09-30	$40,511,103	2,681,079	+19.3%	Shares	Defined	2024-11-07
2024-06-30	$35,297,118	2,246,793	+6.9%	Shares	Defined	2024-08-08
2024-03-31	$34,940,162	2,101,032	+29.6%	Shares	Defined	2024-05-07
2023-12-31	$24,487,564	1,621,693	+18.3%	Shares	Defined	2024-02-14
2023-09-30	$20,112,834	1,371,018	+114.5%	Shares	Defined	2023-11-13
2023-06-30	$8,627,296	639,059	+163.3%	Shares	Defined	2023-08-07
2023-03-31	$3,290,673	242,675	0.0%	Shares	Defined	2023-05-09
2022-12-31	$3,193,603	242,675	+5.3%	Shares	Defined	2023-02-13
2022-09-30	$2,854,346	230,375	0.0%	Shares	Defined	2022-11-07
2022-06-30	$2,985,660	230,375	0.0%	Shares	Defined	2022-08-08
2022-03-31	$3,504,003	230,375	0.0%	Shares	Defined	2022-05-05
2021-12-31	$3,556,990	230,375	0.0%	Shares	Defined	2022-02-10
2021-09-30	$3,642,228	230,375	0.0%	Shares	Defined	2021-11-05
2021-06-30	$3,552,382	230,375	+3.2%	Shares	Defined	2021-08-11
2021-03-31	$3,264,967	223,322	0.0%	Shares	Defined	2021-05-17
2020-12-31	$3,157,773	223,322	0.0%	Shares	Defined	2021-02-03
2020-09-30	$2,956,783	223,322	0.0%	Shares	Defined	2020-11-03
2020-06-30	$2,601,701	223,322	+25.0%	Shares	Defined	2020-08-10
2020-03-31	$2,197,809	178,659	—	Shares	Defined	2020-05-07
No quarters match your search.