Allied Investment Advisors, LLC
Top Portfolio Positions
79 positions ·
$544,423,013 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CAT |
Caterpillar Inc
Industrials
|
38,736 | $27,442,906 | 5.04% | |
| MSFT |
Microsoft Corp
Technology
|
66,141 | $24,483,413 | 4.50% | |
| XOM |
Exxon Mobil Corp
Energy
|
126,408 | $21,446,381 | 3.94% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
69,517 | $20,449,120 | 3.76% | |
| RTX |
RTX Corp
Industrials
|
98,897 | $19,077,231 | 3.50% | |
| CVX |
Chevron Corp
Energy
|
91,770 | $18,987,213 | 3.49% | |
| SHEL |
Shell plc
Energy
|
200,189 | $18,617,577 | 3.42% | |
| JNJ |
Johnson & Johnson
Healthcare
|
74,483 | $18,206,624 | 3.34% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
20,771 | $17,572,058 | 3.23% | |
| FDX |
Fedex Corp
Industrials
|
49,005 | $17,454,600 | 3.21% |
Portfolio Trend
25 quarters · across all stocks
Holdings in RTB
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $82,230 | 14,684 | Shares | Sole | 2026-02-09 | |
| No 13F history on record for this holder in this stock. | ||||||