Allen Investment Management, LLC Q2 2020 Filing
Filed August 10, 2020
Portfolio Value
$4.8B
Holdings
172
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (172 positions)
| Stock | Value |
|---|---|
MSFTMICROSOFT CORP | $288.9M |
UNHUNITEDHEALTH GROUP INC | $273.0M |
CMCSACOMCAST CORP NEW | $213.9M |
LHLABORATORY CORP AMER HLDGS | $204.9M |
LOWLOWES COS INC | $202.9M |
WWAYFAIR INC | $197.0M |
BABAALIBABA GROUP HLDG LTD | $192.2M |
VVISA INC | $186.8M |
METAFACEBOOK INC | $168.1M |
MCOMOODYS CORP | $154.2M |
T7DTRANSDIGM GROUP INC | $151.8M |
ORLYOREILLY AUTOMOTIVE INC | $120.9M |
SYYSYSCO CORP | $117.4M |
SPGIS&P GLOBAL INC | $97.0M |
VEAVANGUARD TAX-MANAGED FDS | $79.5M |
NOWSERVICENOW INC | $69.5M |
VWOVANGUARD INTL EQUITY INDEX F | $68.6M |
NKENIKE INC | $68.5M |
SCHWSCHWAB CHARLES CORP | $52.7M |
VTVANGUARD INTL EQUITY INDEX F | $43.6M |
MDBMONGODB INC | $35.4M |
VXUSVANGUARD STAR FDS | $35.0M |
AWNADVANCE AUTO PARTS INC | $33.7M |
VTIVANGUARD INDEX FDS | $28.8M |
JNJJOHNSON & JOHNSON | $24.2M |
NOCNORTHROP GRUMMAN CORP | $22.9M |
LBRDALIBERTY BROADBAND CORP | $21.3M |
AMLPALPS ETF TR | $19.1M |
TWLOTWILIO INC | $18.3M |
BXBLACKSTONE GROUP INC | $18.1M |
LBRDKLIBERTY BROADBAND CORP | $17.9M |
SPYSPDR S&P 500 ETF TR | $16.8M |
IXUSISHARES TR | $15.3M |
AAPLAPPLE INC | $14.1M |
DHRDANAHER CORPORATION | $13.3M |
TWTRUSDTWITTER INC | $12.4M |
FISVFISERV INC | $9.6M |
WMTWALMART INC | $9.5M |
PYPLPAYPAL HLDGS INC | $9.3M |
GEGENERAL ELECTRIC CO | $9.3M |
ADBEADOBE INC | $9.3M |
WDAYWORKDAY INC | $9.1M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $8.9M |
SUBISHARES TR | $8.2M |
SPOTSPOTIFY TECHNOLOGY S A | $8.0M |
AGGISHARES TR | $7.8M |
FISFIDELITY NATL INFORMATION SV | $7.7M |
PGPROCTER AND GAMBLE CO | $7.6M |
BSVVANGUARD BD INDEX FDS | $7.6M |
NFLXNETFLIX INC | $7.5M |
CRMSALESFORCE COM INC | $7.1M |
ACWIISHARES TR | $7.1M |
CARGCARGURUS INC | $6.6M |
XYZSQUARE INC | $6.5M |
VCSHVANGUARD SCOTTSDALE FDS | $6.3M |
NDQINVESCO QQQ TR | $6.1M |
AQLTISHARES TR | $5.8M |
MMM3M CO | $5.6M |
ASMLASML HOLDING N V | $5.5M |
ILMNILLUMINA INC | $5.3M |
TEAMATLASSIAN CORP PLC | $5.3M |
GDGENERAL DYNAMICS CORP | $5.2M |
EFAISHARES TR | $5.1M |
MAMASTERCARD INCORPORATED | $5.0M |
SHMSPDR SER TR | $4.6M |
MDLZMONDELEZ INTL INC | $4.6M |
ETSYETSY INC | $4.1M |
KOCOCA COLA CO | $4.1M |
NETCLOUDFLARE INC | $3.8M |
ATVIEURACTIVISION BLIZZARD INC | $3.6M |
ARCCARES CAPITAL CORP | $3.3M |
ITOTISHARES TR | $2.9M |
GBDCGOLUB CAP BDC INC | $2.6M |
IWDISHARES TR | $2.3M |
JDJD.COM INC | $2.3M |
BIVVANGUARD BD INDEX FDS | $2.1M |
ITMVANECK VECTORS ETF TR | $2.1M |
IWMISHARES TR | $2.1M |
IEMGISHARES INC | $2.0M |
GQ9SPDR GOLD TR | $1.9M |
EXPEEXPEDIA GROUP INC | $1.9M |
BAMBROOKFIELD ASSET MGMT INC | $1.8M |
UBERUBER TECHNOLOGIES INC | $1.8M |
KMXCARMAX INC | $1.7M |
ALCOALICO INC | $1.3M |
UNPUNION PAC CORP | $1.2M |
PANWPALO ALTO NETWORKS INC | $1.2M |
ABTABBOTT LABS | $1.1M |
ADSKAUTODESK INC | $1.1M |
HDHOME DEPOT INC | $952K |
AYXEURALTERYX INC | $921K |
OEFISHARES TR | $905K |
VOOVANGUARD INDEX FDS | $900K |
IWVISHARES TR | $866K |
MCDMCDONALDS CORP | $837K |
NLSNNIELSEN HLDGS PLC | $823K |
MRKMERCK & CO. INC | $812K |
ABBVABBVIE INC | $810K |
PEPPEPSICO INC | $796K |
BLKCHFBLACKROCK INC | $766K |
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