Allen Investment Management, LLC
Top Portfolio Positions
146 positions ·
$6,218,420,367 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 | 8.59% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
5,328,450 | $500,767,731 | 8.05% | |
| MSFT |
Microsoft Corp
Technology
|
1,135,563 | $420,351,355 | 6.76% | |
| META |
Meta Platforms, Inc.
Communication Services
|
704,208 | $402,898,523 | 6.48% | |
| GEV |
GE Vernova Inc.
Industrials
|
388,448 | $339,076,259 | 5.45% | |
| V |
Visa Inc.
Financial Services
|
1,080,710 | $326,633,790 | 5.25% | |
| MCO |
Moodys Corp /De/
Financial Services
|
701,813 | $306,165,921 | 4.92% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
1,098,643 | $297,281,809 | 4.78% | |
| SPGI |
S&P Global Inc.
Financial Services
|
670,616 | $285,239,809 | 4.59% | |
| APO |
Apollo Global Management, Inc.
Financial Services
|
2,217,621 | $247,087,331 | 3.97% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SHOP
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $66,561,952 | 561,136 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $110,584,458 | 686,988 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $107,571,051 | 723,848 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $69,032,476 | 598,461 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $49,299,570 | 516,334 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $46,325,854 | 435,680 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $25,368,076 | 316,547 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $16,059,397 | 243,140 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $18,168,133 | 235,430 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $14,471,872 | 185,775 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $9,714,769 | 178,024 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $10,659,646 | 165,010 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $7,148,333 | 149,110 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $4,460,859 | 128,518 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $3,462,274 | 128,518 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $4,020,275 | 128,690 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $834,269 | 12,342 | Shares | Defined | 2022-05-05 | |
| 2021-12-31 | $1,726,696 | 12,536 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $1,622,868 | 11,970 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $1,544,255 | 10,570 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $1,160,275 | 10,486 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,164,097 | 10,284 | Shares | Defined | 2021-02-03 | |
| 2020-09-30 | $1,284,850 | 12,560 | Shares | Defined | 2020-11-03 | |
| 2020-06-30 | $1,192,195 | 12,560 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $523,664 | 12,560 | Shares | Defined | 2020-05-07 | |
| No 13F history on record for this holder in this stock. | ||||||