Allen Investment Management, LLC Q2 2016 Filing

Filed August 15, 2016

Portfolio Value

$1.3B

Holdings

214

Report Date

Q2 2016

Filing Type

13F-HR

All Holdings (214 positions)

StockValue
CMCSACOMCAST CORP NEW
$82.5M
EQIXEQUINIX INC
$72.4M
EXPRESS SCRIPTS HLDG CO
$71.1M
SLBSCHLUMBERGER LTD
$70.9M
BKNGPRICELINE GRP INC
$68.0M
DHRDANAHER CORP DEL
$61.2M
MCOMOODYS CORP
$55.5M
T7DTRANSDIGM GROUP INC
$53.5M
LABORATORY CORP AMER HLDGS
$48.0M
SCHWSCHWAB CHARLES CORP NEW
$47.1M
MONSANTO CO NEW
$44.0M
BUDANHEUSER BUSCH INBEV SA/NV
$41.0M
BRK/BBERKSHIRE HATHAWAY INC DEL
$39.3M
UPSUNITED PARCEL SERVICE INC
$37.1M
FISVFISERV INC
$34.9M
MSFTMICROSOFT CORP
$29.2M
PBVPRESTIGE BRANDS HLDGS INC
$26.9M
DOVDOVER CORP
$23.8M
XLESELECT SECTOR SPDR TR
$23.1M
LMTLOCKHEED MARTIN CORP
$22.7M
ORCLORACLE CORP
$21.6M
MCKMCKESSON CORP
$20.9M
LOWLOWES COS INC
$20.5M
ABGAMERISOURCEBERGEN CORP
$18.9M
PYPLPAYPAL HLDGS INC
$18.6M
SPGIS&P GLOBAL INC
$16.1M
MUBISHARES TR
$8.6M
WWAYFAIR INC
$7.8M
AMZNAMAZON COM INC
$7.7M
ARCCARES CAP CORP
$5.7M
METAFACEBOOK INC
$5.4M
JNJJOHNSON & JOHNSON
$5.2M
HDHOME DEPOT INC
$4.4M
PGPROCTER & GAMBLE CO
$4.2M
HCAHCA HOLDINGS INC
$4.1M
EXPEEXPEDIA INC DEL
$4.0M
SUBISHARES TR
$4.0M
VXUSVANGUARD STAR FD
$3.9M
MMM3M CO
$3.7M
ACWIISHARES TR
$3.6M
AIGAMERICAN INTL GROUP INC
$3.5M
VWOVANGUARD INTL EQUITY INDEX F
$3.5M
VGKVANGUARD INTL EQUITY INDEX F
$3.4M
ALKALASKA AIR GROUP INC
$3.4M
WDAYWORKDAY INC
$3.2M
UALUNITED CONTL HLDGS INC
$3.1M
SIGSIGNET JEWELERS LIMITED
$3.1M
KOCOCA COLA CO
$3.0M
AXPAMERICAN EXPRESS CO
$2.9M
WMSADVANCED DRAIN SYS INC DEL
$2.9M
SYYSYSCO CORP
$2.8M
PANWPALO ALTO NETWORKS INC
$2.7M
FIRST TR ENERGY INCOME & GRW
$2.5M
AAPLAPPLE INC
$2.5M
NFLXNETFLIX INC
$2.4M
VEUVANGUARD INTL EQUITY INDEX F
$2.4M
IWDISHARES TR
$2.2M
VYMVANGUARD WHITEHALL FDS INC
$2.1M
ABMDEURABIOMED INC
$2.1M
BONDPIMCO ETF TR
$2.0M
MDLZMONDELEZ INTL INC
$2.0M
BABOEING CO
$1.9M
RYDEX ETF TRUST
$1.7M
WBAWALGREENS BOOTS ALLIANCE INC
$1.7M
BPBP PLC
$1.6M
VODVODAFONE GROUP PLC NEW
$1.6M
DEODIAGEO P L C
$1.6M
NGGNATIONAL GRID PLC
$1.6M
ULUNILEVER PLC
$1.6M
IBBISHARES TR
$1.5M
LBTYBLIBERTY GLOBAL PLC
$1.5M
BRK-BBERKSHIRE HATHAWAY INC DEL
$1.5M
ADSKAUTODESK INC
$1.2M
ADPAUTOMATIC DATA PROCESSING IN
$1.2M
HUMHUMANA INC
$1.1M
STZCONSTELLATION BRANDS INC
$1.1M
TEVATEVA PHARMACEUTICAL INDS LTD
$1.1M
EQTEQT CORP
$1.1M
TCP CAP CORP
$1.0M
TSLXUSDTPG SPECIALTY LENDING INC
$1.0M
CLRUSDCONTINENTAL RESOURCES INC
$1.0M
COPCONOCOPHILLIPS
$1.0M
PEPPEPSICO INC
$985K
CTRACABOT OIL & GAS CORP
$956K
JPMJPMORGAN CHASE & CO
$954K
DVADAVITA HEALTHCARE PARTNERS I
$948K
EVAUSDENVIVA PARTNERS LP
$925K
DALDELTA AIR LINES INC DEL
$923K
EOGEOG RES INC
$920K
GQ9SPDR GOLD TRUST
$887K
9990302DAPACHE CORP
$871K
CANTEL MEDICAL CORP
$863K
RWRSPDR SERIES TRUST
$862K
ITBISHARES TR
$842K
VDEVANGUARD WORLD FDS
$832K
ALLERGAN PLC
$818K
VISVANGUARD WORLD FDS
$812K
TYLTYLER TECHNOLOGIES INC
$807K
VAWVANGUARD WORLD FDS
$807K
VFHVANGUARD WORLD FDS
$800K
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