Allen Investment Management, LLC
Top Portfolio Positions
146 positions ·
$6,167,516,955 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 | 8.66% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
5,328,450 | $500,767,731 | 8.12% | |
| MSFT |
Microsoft Corp
Technology
|
1,135,563 | $420,351,355 | 6.82% | |
| META |
Meta Platforms, Inc.
Communication Services
|
704,208 | $402,898,523 | 6.53% | |
| GEV |
GE Vernova Inc.
Industrials
|
388,448 | $339,076,259 | 5.50% | |
| V |
Visa Inc.
Financial Services
|
1,080,710 | $326,633,790 | 5.30% | |
| MCO |
Moodys Corp /De/
Financial Services
|
701,813 | $306,165,921 | 4.96% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
1,098,643 | $297,281,809 | 4.82% | |
| SPGI |
S&P Global Inc.
Financial Services
|
670,616 | $285,239,809 | 4.62% | |
| APO |
Apollo Global Management, Inc.
Financial Services
|
2,217,621 | $247,087,331 | 4.01% |
Portfolio Trend
25 quarters · across all stocks
Holdings in GBDC
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $42,612,294 | 3,365,900 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $55,228,407 | 4,069,890 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $57,134,749 | 4,173,466 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $62,094,581 | 4,238,538 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $62,614,891 | 4,135,726 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $56,011,288 | 3,694,676 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $40,511,103 | 2,681,079 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $35,297,118 | 2,246,793 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $34,940,162 | 2,101,032 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $24,487,564 | 1,621,693 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $20,112,834 | 1,371,018 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $8,627,296 | 639,059 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $3,290,673 | 242,675 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $3,193,603 | 242,675 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,854,346 | 230,375 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $2,985,660 | 230,375 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $3,504,003 | 230,375 | Shares | Defined | 2022-05-05 | |
| 2021-12-31 | $3,556,990 | 230,375 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $3,642,228 | 230,375 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $3,552,382 | 230,375 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $3,264,967 | 223,322 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $3,157,773 | 223,322 | Shares | Defined | 2021-02-03 | |
| 2020-09-30 | $2,956,783 | 223,322 | Shares | Defined | 2020-11-03 | |
| 2020-06-30 | $2,601,701 | 223,322 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $2,197,809 | 178,659 | Shares | Defined | 2020-05-07 | |
| No 13F history on record for this holder in this stock. | ||||||