Allen Investment Management, LLC Q1 2017 Filing

Filed May 15, 2017

Portfolio Value

$1.7B

Holdings

198

Report Date

Q1 2017

Filing Type

13F-HR

All Holdings (198 positions)

StockValue
BKNGPRICELINE GRP INC
$110.3M
CMCSACOMCAST CORP NEW
$108.2M
LABORATORY CORP AMER HLDGS
$92.4M
MCOMOODYS CORP
$88.3M
ABGAMERISOURCEBERGEN CORP
$82.0M
EXPRESS SCRIPTS HLDG CO
$76.3M
DHRDANAHER CORP DEL
$76.1M
SCHWSCHWAB CHARLES CORP NEW
$74.6M
T7DTRANSDIGM GROUP INC
$72.0M
SLBSCHLUMBERGER LTD
$71.3M
EQIXEQUINIX INC
$67.6M
MONSANTO CO NEW
$67.2M
MUBISHARES TR
$59.6M
MSFTMICROSOFT CORP
$55.6M
UPSUNITED PARCEL SERVICE INC
$46.9M
BRK/BBERKSHIRE HATHAWAY INC DEL
$44.9M
VXUSVANGUARD STAR FD
$33.8M
BUDANHEUSER BUSCH INBEV SA/NV
$33.5M
FISVFISERV INC
$32.1M
WWAYFAIR INC
$28.3M
XLESELECT SECTOR SPDR TR
$23.7M
VCSHVANGUARD SCOTTSDALE FDS
$21.0M
ORCLORACLE CORP
$19.3M
SPGIS&P GLOBAL INC
$16.4M
LOWLOWES COS INC
$11.1M
FTVFORTIVE CORP
$10.1M
VCITVANGUARD SCOTTSDALE FDS
$8.4M
BIVVANGUARD BD INDEX FD INC
$8.3M
AMZNAMAZON COM INC
$6.9M
ARCCARES CAP CORP
$5.6M
VGKVANGUARD INTL EQUITY INDEX F
$5.5M
EXPEEXPEDIA INC DEL
$5.5M
PGPROCTER AND GAMBLE CO
$5.0M
HDHOME DEPOT INC
$4.9M
VEAVANGUARD TAX MANAGED INTL FD
$4.7M
JNJJOHNSON & JOHNSON
$4.7M
VTIVANGUARD INDEX FDS
$4.7M
BSVVANGUARD BD INDEX FD INC
$4.5M
HCAHCA HOLDINGS INC
$4.4M
METAFACEBOOK INC
$4.2M
AXPAMERICAN EXPRESS CO
$4.0M
STZCONSTELLATION BRANDS INC
$3.9M
VWOVANGUARD INTL EQUITY INDEX F
$3.9M
MMM3M CO
$3.7M
ALKALASKA AIR GROUP INC
$3.7M
UALUNITED CONTL HLDGS INC
$3.7M
ADSKAUTODESK INC
$3.3M
ACWIISHARES TR
$3.0M
IHS MARKIT LTD
$2.9M
TYGEURTORTOISE ENERGY INFRA CORP
$2.9M
SYYSYSCO CORP
$2.9M
LBTYBLIBERTY GLOBAL PLC
$2.8M
KYNKAYNE ANDERSON MLP INVT CO
$2.8M
KOCOCA COLA CO
$2.8M
TORTOISE MLP FD INC
$2.8M
DEODIAGEO P L C
$2.8M
VODVODAFONE GROUP PLC NEW
$2.7M
ULUNILEVER PLC
$2.7M
EMOCLEARBRIDGE ENERGY MLP FD IN
$2.7M
MCKMCKESSON CORP
$2.7M
AAPLAPPLE INC
$2.6M
FIRST TR ENERGY INCOME & GRW
$2.6M
CAHCARDINAL HEALTH INC
$2.4M
IWDISHARES TR
$2.4M
WMSADVANCED DRAIN SYS INC DEL
$2.3M
NFLXNETFLIX INC
$2.1M
RYDEX ETF TRUST
$1.9M
ACWXISHARES TR
$1.9M
BRK-BBERKSHIRE HATHAWAY INC DEL
$1.7M
SUBISHARES TR
$1.7M
NVDANVIDIA CORP
$1.6M
DOVDOVER CORP
$1.6M
WDAYWORKDAY INC
$1.3M
ABMDEURABIOMED INC
$1.2M
AIGAMERICAN INTL GROUP INC
$1.2M
COPCONOCOPHILLIPS
$1.2M
EVAUSDENVIVA PARTNERS LP
$1.1M
LBTYBLIBERTY GLOBAL PLC
$1.1M
LMTLOCKHEED MARTIN CORP
$1.1M
WBAWALGREENS BOOTS ALLIANCE INC
$1.1M
EOGEOG RES INC
$1.1M
CGNXCOGNEX CORP
$1.1M
VFHVANGUARD WORLD FDS
$1.0M
CLRUSDCONTINENTAL RESOURCES INC
$1.0M
TSLXUSDTPG SPECIALTY LENDING INC
$998K
HUMHUMANA INC
$989K
ITBISHARES TR
$973K
TRVCCITIGROUP INC
$971K
ADPAUTOMATIC DATA PROCESSING IN
$961K
AALAMERICAN AIRLS GROUP INC
$958K
JDJD COM INC
$952K
VISVANGUARD WORLD FDS
$945K
VAWVANGUARD WORLD FDS
$937K
NEOGNEOGEN CORP
$926K
TCP CAP CORP
$919K
SIGSIGNET JEWELERS LIMITED
$892K
CTRACABOT OIL & GAS CORP
$888K
UTXZUNITED TECHNOLOGIES CORP
$858K
VDEVANGUARD WORLD FDS
$846K
BLKBBLACKBAUD INC
$840K
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