Allen Investment Management, LLC
CIK: 0001326234SEC EDGAR →
Portfolio Value
$9.0B
Holdings
220
As of
Q4 2025
New Positions
9
Closed Positions
6
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | AMAZON COM INC | 2,754,340 | $635.8M | 7.04% |
| 2 | MICROSOFT CORP | 1,218,503 | $589.3M | 6.53% |
| 3 | SCHWAB CHARLES CORP | 5,584,229 | $557.9M | 6.18% |
| 4 | VISA INC | 1,129,646 | $396.2M | 4.39% |
| 5 | UNITEDHEALTH GROUP INC | 1,151,090 | $380.0M | 4.21% |
| 6 | APOLLO GLOBAL MGMT INC | 2,418,178 | $350.1M | 3.88% |
| 7 | ALPHABET INC | 1,012,210 | $317.6M | 3.52% |
| 8 | BOEING CO | 968,500 | $210.3M | 2.33% |
| 9 | VANGUARD INDEX FDS | 598,163 | $200.5M | 2.22% |
| 10 | SPDR GOLD TR | 479,794 | $190.1M | 2.11% |
Quarterly Changes
Top Buys
New Positions (32)
$19.6M · 154K shares
$18.5M · 596K shares
$9.8M · 293K shares
$4.5M · 68K shares
$2.8M · 48K shares
$2.0M · 16K shares
$1.8M · 9K shares
$1.5M · 9K shares
$1.2M · 15K shares
$1.1M · 24K shares
$1.1M · 5K shares
$978K · 15K shares
$835K · 6K shares
$833K · 3K shares
$711K · 3K shares
$680K · 774 shares
$649K · 8K shares
$645K · 6K shares
$618K · 1K shares
$613K · 4K shares
$592K · 3K shares
$592K · 5K shares
$575K · 538 shares
$459K · 7K shares
$339K · 1K shares
$301K · 4K shares
$284K · 5K shares
$283K · 323 shares
$243K · 2K shares
$230K · 812 shares
$4K · 6K shares
$1K · 2K shares
Closed Positions (14)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 97 | $2.9B | 42.8% |
| Technology | 34 | $1.7B | 25.4% |
| Consumer Cyclical | 17 | $822.1M | 12.1% |
| Healthcare | 13 | $417.3M | 6.1% |
| Communication Services | 7 | $365.1M | 5.4% |
| Industrials | 19 | $253.6M | 3.7% |
| Unknown | 12 | $236.5M | 3.5% |
| Consumer Defensive | 12 | $58.5M | 0.9% |
| Energy | 5 | $5.7M | 0.1% |
| Utilities | 2 | $910K | 0.0% |
| Real Estate | 2 | $815K | 0.0% |