Allen Investment Management, LLC Q1 2022 Filing
Filed May 5, 2022
Portfolio Value
$7.5B
Holdings
231
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (231 positions)
| Stock | Value |
|---|---|
GOOGALPHABET INC | $597.2M |
MSFTMICROSOFT CORP | $564.5M |
UNHUNITEDHEALTH GROUP INC | $541.5M |
SCHWSCHWAB CHARLES CORP | $479.5M |
AMZNAMAZON COM INC | $463.3M |
VVISA INC | $380.9M |
LOWLOWES COS INC | $357.5M |
NOCNORTHROP GRUMMAN CORP | $350.5M |
CHTRCHARTER COMMUNICATIONS INC N | $347.8M |
METAMETA PLATFORMS INC | $285.8M |
CMCSACOMCAST CORP NEW | $201.9M |
CP.TOCANADIAN PAC RY LTD | $199.4M |
ORLYOREILLY AUTOMOTIVE INC | $195.2M |
MCOMOODYS CORP | $179.1M |
SYYSYSCO CORP | $174.7M |
SPGIS&P GLOBAL INC | $152.0M |
UNPUNION PAC CORP | $124.0M |
AWNADVANCE AUTO PARTS INC | $123.2M |
MAMASTERCARD INCORPORATED | $105.6M |
VEAVANGUARD TAX-MANAGED INTL FD | $103.9M |
WWAYFAIR INC | $92.3M |
VWOVANGUARD INTL EQUITY INDEX F | $86.6M |
BKNGBOOKING HOLDINGS INC | $80.0M |
VTIVANGUARD INDEX FDS | $77.1M |
COINCOINBASE GLOBAL INC | $66.0M |
NOWSERVICENOW INC | $65.6M |
AAPLAPPLE INC | $58.7M |
MDBMONGODB INC | $55.3M |
VXUSVANGUARD STAR FDS | $46.2M |
VTVANGUARD INTL EQUITY INDEX F | $35.3M |
NDQINVESCO QQQ TR | $34.3M |
SPYSPDR S&P 500 ETF TR | $32.0M |
JNJJOHNSON & JOHNSON | $30.6M |
LBRDALIBERTY BROADBAND CORP | $28.4M |
IXUSISHARES TR | $26.9M |
AMLPALPS ETF TR | $25.2M |
GOOGLALPHABET INC | $24.2M |
SNOWSNOWFLAKE INC | $23.8M |
NETCLOUDFLARE INC | $23.4M |
DHRDANAHER CORPORATION | $21.8M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $21.0M |
JPMJPMORGAN CHASE & CO | $20.7M |
LBRDKLIBERTY BROADBAND CORP | $19.5M |
VCSHVANGUARD SCOTTSDALE FDS | $19.0M |
FISFIDELITY NATL INFORMATION SV | $18.6M |
TWTRUSDTWITTER INC | $15.9M |
NVDANVIDIA CORPORATION | $15.6M |
MLB1MERCADOLIBRE INC | $13.5M |
ASMLASML HOLDING N V | $12.3M |
WDAYWORKDAY INC | $11.9M |
EFAISHARES TR | $11.5M |
TEAMATLASSIAN CORP PLC | $10.9M |
PGPROCTER AND GAMBLE CO | $10.8M |
WMTWALMART INC | $10.5M |
ACWIISHARES TR | $10.3M |
HDHOME DEPOT INC | $10.2M |
BSVVANGUARD BD INDEX FDS | $10.0M |
ADBEADOBE SYSTEMS INCORPORATED | $10.0M |
TWLOTWILIO INC | $9.6M |
XYZBLOCK INC | $9.1M |
CRMSALESFORCE COM INC | $9.0M |
BABAALIBABA GROUP HLDG LTD | $8.9M |
AGGISHARES TR | $8.4M |
SHOPSHOPIFY INC | $8.3M |
SPSBSPDR SER TR | $8.2M |
GDGENERAL DYNAMICS CORP | $8.2M |
AFRMAFFIRM HLDGS INC | $7.5M |
KOCOCA COLA CO | $7.5M |
NFLXNETFLIX INC | $6.7M |
BXBLACKSTONE INC | $6.7M |
PLTRPALANTIR TECHNOLOGIES INC | $6.4M |
EEMISHARES TR | $6.2M |
UBERUBER TECHNOLOGIES INC | $6.2M |
ILMNILLUMINA INC | $5.9M |
MDLZMONDELEZ INTL INC | $5.9M |
NKENIKE INC | $5.6M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $5.3M |
VOTEENGINE NO 1 ETF TRUST | $5.3M |
MMM3M CO | $5.3M |
DISDISNEY WALT CO | $5.0M |
MCDMCDONALDS CORP | $5.0M |
IWVISHARES TR | $4.9M |
SUBISHARES TR | $4.8M |
ARCCARES CAPITAL CORP | $4.8M |
ETSYETSY INC | $4.8M |
GQ9SPDR GOLD TR | $4.6M |
PYPLPAYPAL HLDGS INC | $4.6M |
SHMSPDR SER TR | $4.5M |
AQLTISHARES TR | $4.3M |
IJRISHARES TR | $4.1M |
ITOTISHARES TR | $4.1M |
VOOVANGUARD INDEX FDS | $4.0M |
GBDCGOLUB CAP BDC INC | $3.5M |
MRKMERCK & CO INC | $3.2M |
PANWPALO ALTO NETWORKS INC | $3.2M |
XLFSELECT SECTOR SPDR TR | $3.2M |
CARGCARGURUS INC | $3.1M |
0J7QIAC INTERACTIVECORP NEW | $2.9M |
AVGOBROADCOM INC | $2.7M |
CNRCANADIAN NATL RY CO | $2.7M |
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