Allen Investment Management, LLC
CIK: 1326234SEC EDGAR →
Portfolio Value
$1.9T
Holdings
221
As of
Q1 2026
New Positions
220
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ABBOTT LABORATORIES | 5,328,450 | $500.8B | 26.54% |
| 2 | ALTRIA GROUP INC | 4,005,535 | $210.9B | 11.17% |
| 3 | AMPHENOL CORP | 2,364,983 | $144.9B | 7.68% |
| 4 | APPLOVIN CORP | 1,777,177 | $113.9B | 6.04% |
| 5 | ARISTA NETWORKS INC | 1,203,056 | $92.8B | 4.92% |
| 6 | BLACKSTONE INC | 4,220,603 | $60.7B | 3.21% |
| 7 | BLACKSTONE SECD LENDING FD | 749,250 | $56.4B | 2.99% |
| 8 | BLUE OWL CAPITAL CORPORATION | 2,598,482 | $46.8B | 2.48% |
| 9 | BROOKFIELD ASSET MANAGMT LTD | 3,365,900 | $42.6B | 2.26% |
| 10 | BROOKFIELD CORP | 784,669 | $42.4B | 2.25% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 101 | $1.7T | 87.5% |
| Consumer Cyclical | 16 | $105.8B | 5.6% |
| Technology | 32 | $49.0B | 2.6% |
| Unknown | 13 | $32.4B | 1.7% |
| Consumer Defensive | 12 | $30.2B | 1.6% |
| Communication Services | 7 | $10.4B | 0.6% |
| Industrials | 20 | $6.6B | 0.4% |
| Utilities | 1 | $769.8M | 0.0% |
| Energy | 5 | $724.8M | 0.0% |
| Healthcare | 12 | $343.6M | 0.0% |
| Real Estate | 2 | $891K | 0.0% |