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)
| Stock | Value |
|---|---|
VVISA INC | $644.9M |
SCHWSCHWAB CHARLES CORP | $642.6M |
AMZNAMAZON COM INC | $610.9M |
MSFTMICROSOFT CORP | $551.6M |
MCOMOODYS CORP | $420.8M |
UBERUBER TECHNOLOGIES INC | $386.5M |
APOAPOLLO GLOBAL MGMT INC | $361.7M |
GOOGALPHABET INC | $347.8M |
SBUXSTARBUCKS CORP | $238.1M |
VTIVANGUARD INDEX FDS | $166.5M |
AMLPALPS ETF TR | $160.0M |
GQ9SPDR GOLD TR | $100.3M |
XLESELECT SECTOR SPDR TR | $77.5M |
NVDANVIDIA CORPORATION | $72.7M |
AAPLAPPLE INC | $68.2M |
ARCCARES CAPITAL CORP | $65.9M |
ITOTISHARES TR | $64.5M |
CRWDCROWDSTRIKE HLDGS INC | $63.4M |
GBDCGOLUB CAP BDC INC | $62.6M |
BXBLACKSTONE INC | $53.7M |
WDAYWORKDAY INC | $52.9M |
NETCLOUDFLARE INC | $50.9M |
NDQINVESCO QQQ TR | $50.0M |
SHOPSHOPIFY INC | $49.3M |
AVGOBROADCOM INC | $49.2M |
VEAVANGUARD TAX-MANAGED FDS | $40.7M |
COINCOINBASE GLOBAL INC | $40.0M |
JPMJPMORGAN CHASE & CO. | $38.4M |
VCSHVANGUARD SCOTTSDALE FDS | $37.8M |
VCITVANGUARD SCOTTSDALE FDS | $34.7M |
SNOWSNOWFLAKE INC | $34.3M |
PANWPALO ALTO NETWORKS INC | $33.6M |
ANETARISTA NETWORKS INC | $32.3M |
TSLXSIXTH STREET SPECIALTY LENDI | $32.1M |
VTEBVANGUARD MUN BD FDS | $31.7M |
VXUSVANGUARD STAR FDS | $30.2M |
NUNU HLDGS LTD | $30.1M |
IXUSISHARES TR | $27.6M |
AQLTISHARES TR | $25.8M |
IWBISHARES TR | $25.6M |
JNJJOHNSON & JOHNSON | $24.5M |
DUOLDUOLINGO INC | $24.4M |
CPNGCOUPANG INC | $22.9M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $21.5M |
DDOGDATADOG INC | $20.3M |
MDBMONGODB INC | $19.8M |
WWAYFAIR INC | $18.8M |
GEVGE VERNOVA INC | $18.5M |
KOCOCA COLA CO | $17.9M |
ACWIISHARES TR | $17.6M |
BXSLBLACKSTONE SECD LENDING FD | $17.3M |
RSPINVESCO EXCHANGE TRADED FD T | $16.7M |
SNAPSNAP INC | $16.5M |
VGSHVANGUARD SCOTTSDALE FDS | $16.4M |
GOOGLALPHABET INC | $14.4M |
WMTWALMART INC | $14.3M |
LOWLOWES COS INC | $13.3M |
ISRGINTUITIVE SURGICAL INC | $12.6M |
VFHVANGUARD WORLD FD | $11.5M |
IWVISHARES TR | $11.2M |
PGPROCTER AND GAMBLE CO | $11.2M |
VTVANGUARD INTL EQUITY INDEX F | $11.0M |
AQLTISHARES TR | $9.8M |
PLTRPALANTIR TECHNOLOGIES INC | $9.5M |
GDGENERAL DYNAMICS CORP | $9.3M |
IWFISHARES TR | $9.1M |
KKRKKR & CO INC | $8.6M |
PWRQUANTA SVCS INC | $8.1M |
VIGVANGUARD SPECIALIZED FUNDS | $7.9M |
CARGCARGURUS INC | $7.5M |
AURAURORA INNOVATION INC | $6.9M |
HDHOME DEPOT INC | $6.9M |
IJRISHARES TR | $6.5M |
SPSBSPDR SER TR | $6.2M |
CPCANADIAN PACIFIC KANSAS CITY | $6.0M |
MDLZMONDELEZ INTL INC | $6.0M |
MCDMCDONALDS CORP | $6.0M |
AFRMAFFIRM HLDGS INC | $5.3M |
DHRDANAHER CORPORATION | $4.0M |
IBMINTERNATIONAL BUSINESS MACHS | $3.7M |
ABNBAIRBNB INC | $3.6M |
HDVISHARES TR | $3.5M |
CARTMAPLEBEAR INC | $3.4M |
EFAISHARES TR | $3.1M |
OBDCBLUE OWL CAPITAL CORPORATION | $3.1M |
APPAPPLOVIN CORP | $3.0M |
PRIPRIMERICA INC | $3.0M |
IWDISHARES TR | $2.9M |
AYIACUITY INC | $2.8M |
IWRISHARES TR | $2.6M |
BNBROOKFIELD CORP | $2.4M |
QQQMINVESCO EXCH TRADED FD TR II | $2.4M |
SYYSYSCO CORP | $2.4M |
TWLOTWILIO INC | $2.3M |
EEMISHARES TR | $2.3M |
VUGVANGUARD INDEX FDS | $2.1M |
CNRCANADIAN NATL RY CO | $1.9M |
CRMSALESFORCE INC | $1.9M |
ACWXISHARES TR | $1.8M |
ETSYETSY INC | $1.8M |
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