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 W
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $56,351,092 | 749,250 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $75,232,192 | 749,250 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $50,583,112 | 566,250 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $30,044,750 | 587,500 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $18,817,625 | 587,500 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $26,038,000 | 587,500 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $35,084,410 | 624,500 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $34,037,215 | 645,500 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $43,816,540 | 645,500 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $39,827,350 | 645,500 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $42,126,435 | 695,500 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $47,977,380 | 738,000 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $25,344,224 | 738,038 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $24,274,069 | 738,038 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $27,115,386 | 833,038 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $36,287,135 | 833,038 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $92,283,949 | 833,038 | Shares | Defined | 2022-05-05 | |
| 2021-12-31 | $158,252,228 | 833,038 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $205,950,769 | 806,038 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $278,152,506 | 881,038 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $293,044,210 | 931,038 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $210,237,690 | 931,038 | Shares | Defined | 2021-02-03 | |
| 2020-09-30 | $275,586,470 | 947,000 | Shares | Defined | 2020-11-03 | |
| 2020-06-30 | $197,017,170 | 997,000 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $58,623,680 | 1,097,000 | Shares | Defined | 2020-05-07 | |
| No 13F history on record for this holder in this stock. | ||||||