Allen Investment Management, LLC Q1 2025 Filing

Filed May 7, 2025

Portfolio Value

$8.6B

Holdings

199

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (199 positions)

#StockSharesValue% PortfolioType
1
VVISA INC
1,840,108$644.9B7522.23%
2
SCHWSCHWAB CHARLES CORP
8,208,961$642.6B7495.56%
3
AMZNAMAZON COM INC
3,211,038$610.9B7126.20%
4
MSFTMICROSOFT CORP
1,469,390$551.6B6434.06%
5
UNHUNITEDHEALTH GROUP INC
1,030,968$540.0B6298.46%
6
SPGIS&P GLOBAL INC
909,052$461.9B5387.70%
7
METAMETA PLATFORMS INC
763,147$439.8B5130.59%
8
MCOMOODYS CORP
903,702$420.8B4908.93%
9
UBERUBER TECHNOLOGIES INC
5,304,178$386.5B4507.88%
10
APOAPOLLO GLOBAL MGMT INC
2,641,043$361.7B4218.62%
11
GOOGALPHABET INC
2,226,472$347.8B4057.39%
12
SBUXSTARBUCKS CORP
2,426,879$238.1B2776.76%
13
VTIVANGUARD INDEX FDS
605,653$166.5B1941.64%
14
AMLPALPS ETF TR
3,080,512$160.0B1866.34%
15
VOOVANGUARD INDEX FDS
251,230$129.1B1506.00%
16
NOWSERVICENOW INC
149,505$119.0B1388.39%
17
GQ9SPDR GOLD TR
348,085$100.3B1169.91%
18
SPYSPDR S&P 500 ETF TR
153,043$85.6B998.60%
19
XLESELECT SECTOR SPDR TR
829,570$77.5B904.27%
20
NVDANVIDIA CORPORATION
670,456$72.7B847.59%
21
MLB1MERCADOLIBRE INC
36,706$71.6B835.28%
22
AAPLAPPLE INC
306,980$68.2B795.40%
23
ARCCARES CAPITAL CORP
2,975,197$65.9B769.04%
24
BRK/BBERKSHIRE HATHAWAY INC DEL
121,200$64.5B752.93%
25
ITOTISHARES TR
528,525$64.5B752.19%
26
CRWDCROWDSTRIKE HLDGS INC
179,764$63.4B739.31%
27
GBDCGOLUB CAP BDC INC
4,135,726$62.6B730.37%
28
BXBLACKSTONE INC
384,177$53.7B626.39%
29
WDAYWORKDAY INC
226,310$52.9B616.47%
30
NETCLOUDFLARE INC
451,949$50.9B594.07%
31
NDQINVESCO QQQ TR
106,695$50.0B583.59%
32
SHOPSHOPIFY INC
516,334$49.3B574.48%
33
AVGOBROADCOM INC
294,018$49.2B574.21%
34
ASMLASML HOLDING N V
66,336$44.0B512.73%
35
VEAVANGUARD TAX-MANAGED FDS
800,481$40.7B474.61%
36
COINCOINBASE GLOBAL INC
232,393$40.0B466.87%
37
JPMJPMORGAN CHASE & CO.
156,503$38.4B447.80%
38
VCSHVANGUARD SCOTTSDALE FDS
479,013$37.8B441.07%
39
VCITVANGUARD SCOTTSDALE FDS
424,182$34.7B404.54%
40
SNOWSNOWFLAKE INC
234,947$34.3B400.56%
41
PANWPALO ALTO NETWORKS INC
196,718$33.6B391.51%
42
ANETARISTA NETWORKS INC
416,849$32.3B376.73%
43
TSLXSIXTH STREET SPECIALTY LENDI
1,434,920$32.1B374.59%
44
VTEBVANGUARD MUN BD FDS
639,311$31.7B370.03%
45
VXUSVANGUARD STAR FDS
486,101$30.2B352.11%
46
NUNU HLDGS LTD
2,941,105$30.1B351.30%
47
MAMASTERCARD INCORPORATED
50,847$27.9B325.09%
48
IXUSISHARES TR
395,466$27.6B322.03%
49
HUBSHUBSPOT INC
46,345$26.5B308.83%
50
AQLTISHARES TR
340,959$25.8B300.99%
51
IWBISHARES TR
83,485$25.6B298.47%
52
JNJJOHNSON & JOHNSON
147,610$24.5B285.54%
53
DUOLDUOLINGO INC
78,507$24.4B284.37%
54
NFLXNETFLIX INC
25,310$23.6B275.31%
55
CPNGCOUPANG INC
1,043,757$22.9B267.00%
56
TSMTAIWAN SEMICONDUCTOR MFG LTD
129,762$21.5B251.26%
57
DDOGDATADOG INC
204,366$20.3B236.50%
58
MDBMONGODB INC
112,956$19.8B231.10%
59
WWAYFAIR INC
587,500$18.8B219.50%
60
GEVGE VERNOVA INC
60,657$18.5B216.00%
61
KOCOCA COLA CO
249,500$17.9B208.44%
62
ACWIISHARES TR
150,890$17.6B204.85%
63
BXSLBLACKSTONE SECD LENDING FD
533,834$17.3B201.50%
64
RSPINVESCO EXCHANGE TRADED FD T
96,386$16.7B194.66%
65
SNAPSNAP INC
1,890,749$16.5B192.10%
66
VGSHVANGUARD SCOTTSDALE FDS
279,076$16.4B191.05%
67
GOOGLALPHABET INC
93,294$14.4B168.28%
68
WMTWALMART INC
163,464$14.4B167.39%
69
LOWLOWES COS INC
57,094$13.3B155.32%
70
ISRGINTUITIVE SURGICAL INC
25,478$12.6B147.19%
71
VFHVANGUARD WORLD FD
95,861$11.5B133.59%
72
IWVISHARES TR
35,325$11.2B130.88%
73
PGPROCTER AND GAMBLE CO
65,679$11.2B130.56%
74
VTVANGUARD INTL EQUITY INDEX F
95,173$11.0B128.72%
75
AQLTISHARES TR
72,973$9.8B114.31%
76
PLTRPALANTIR TECHNOLOGIES INC
112,863$9.5B111.11%
77
GDGENERAL DYNAMICS CORP
33,954$9.3B107.96%
78
IWFISHARES TR
25,154$9.1B105.95%
79
KKRKKR & CO INC
74,560$8.6B100.55%
80
PWRQUANTA SVCS INC
32,000$8.1B94.88%
81
BRK-BBERKSHIRE HATHAWAY INC DEL
10$8.0B93.13%
82
VIGVANGUARD SPECIALIZED FUNDS
40,746$7.9B92.20%
83
CARGCARGURUS INC
257,827$7.5B87.61%
84
AURAURORA INNOVATION INC
1,022,165$6.9B80.18%
85
HDHOME DEPOT INC
18,723$6.9B80.04%
86
IJRISHARES TR
62,583$6.5B76.34%
87
SPSBSPDR SER TR
204,584$6.2B71.83%
88
CPCANADIAN PACIFIC KANSAS CITY
86,171$6.1B70.57%
89
MDLZMONDELEZ INTL INC
88,947$6.0B70.40%
90
MCDMCDONALDS CORP
19,230$6.0B70.07%
91
LLYELI LILLY & CO
6,626$5.5B63.83%
92
AFRMAFFIRM HLDGS INC
116,683$5.3B61.51%
93
COSTCOSTCO WHSL CORP NEW
4,498$4.3B49.62%
94
DHRDANAHER CORPORATION
19,735$4.0B47.19%
95
IBMINTERNATIONAL BUSINESS MACHS
15,000$3.7B43.51%
96
ORLYOREILLY AUTOMOTIVE INC
2,550$3.7B42.61%
97
ABNBAIRBNB INC
30,538$3.6B42.55%
98
HDVISHARES TR
29,195$3.5B41.25%
99
CARTMAPLEBEAR INC
85,563$3.4B39.81%
100
EFAISHARES TR
38,381$3.1B36.59%
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