Allen Investment Management, LLC
Top Portfolio Positions
145 positions ·
$6,192,320,260 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
2,563,355 | $533,869,945 | 8.62% |
| SCHW |
Schwab Charles Corp
Financial Services
|
5,328,450 | $500,767,731 | 8.09% |
| MSFT |
Microsoft Corp
Technology
|
1,135,563 | $420,351,355 | 6.79% |
| META |
Meta Platforms, Inc.
Communication Services
|
704,208 | $402,898,523 | 6.51% |
| GEV |
GE Vernova Inc.
Industrials
|
388,448 | $339,076,259 | 5.48% |
| V |
Visa Inc.
Financial Services
|
1,080,710 | $326,633,790 | 5.27% |
| MCO |
Moodys Corp /De/
Financial Services
|
701,813 | $306,165,921 | 4.94% |
| UNH |
Unitedhealth Group Inc
Healthcare
|
1,098,643 | $297,281,809 | 4.80% |
| SPGI |
S&P Global Inc.
Financial Services
|
670,616 | $285,239,809 | 4.61% |
| APO |
Apollo Global Management, Inc.
Financial Services
|
2,217,621 | $247,087,331 | 3.99% |
Portfolio Trend
Holdings in NET
Export CSVShares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $70,783,905 | 343,045 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $91,461,236 | 463,917 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $112,946,227 | 526,335 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $91,673,310 | 468,127 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $50,930,132 | 451,949 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $44,658,449 | 414,733 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $29,518,136 | 364,917 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $21,117,260 | 254,947 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $18,929,296 | 195,490 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $16,276,497 | 195,490 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $12,323,689 | 195,490 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $12,779,181 | 195,490 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $12,053,913 | 195,490 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $8,838,102 | 195,490 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $10,812,551 | 195,490 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $8,552,687 | 195,490 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $23,400,153 | 195,490 | Shares | Defined | 2022-05-05 | |
| 2021-12-31 | $25,706,935 | 195,490 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $22,021,948 | 195,490 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $20,690,661 | 195,490 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $13,735,127 | 195,490 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $14,855,285 | 195,490 | Shares | Defined | 2021-02-03 | |
| 2020-09-30 | $8,026,819 | 195,490 | Shares | Defined | 2020-11-03 | |
| 2020-06-30 | $3,818,573 | 106,219 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $1,593,352 | 67,860 | Shares | Defined | 2020-05-07 | |
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