Allen Investment Management, LLC Q2 2022 Filing
Filed August 8, 2022
Portfolio Value
$6.2B
Holdings
224
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (224 positions)
| Stock | Value |
|---|---|
UNHUNITEDHEALTH GROUP INC | $455.9M |
GOOGALPHABET INC | $430.5M |
MSFTMICROSOFT CORP | $408.3M |
SCHWSCHWAB CHARLES CORP | $356.4M |
VVISA INC | $335.6M |
NOCNORTHROP GRUMMAN CORP | $318.2M |
AMZNAMAZON COM INC | $308.5M |
CHTRCHARTER COMMUNICATIONS INC N | $292.9M |
LOWLOWES COS INC | $267.4M |
SLBSCHLUMBERGER LTD | $232.4M |
METAMETA PLATFORMS INC | $197.9M |
ORLYOREILLY AUTOMOTIVE INC | $181.8M |
CP.TOCANADIAN PAC RY LTD | $170.0M |
SYYSYSCO CORP | $155.2M |
CMCSACOMCAST CORP NEW | $152.5M |
SPGIS&P GLOBAL INC | $149.5M |
MCOMOODYS CORP | $142.1M |
ADIANALOG DEVICES INC | $124.9M |
UNPUNION PAC CORP | $97.3M |
MAMASTERCARD INCORPORATED | $96.8M |
AWNADVANCE AUTO PARTS INC | $96.4M |
VEAVANGUARD TAX-MANAGED INTL FD | $90.8M |
VWOVANGUARD INTL EQUITY INDEX F | $81.9M |
VTIVANGUARD INDEX FDS | $63.9M |
NOWSERVICENOW INC | $56.1M |
AAPLAPPLE INC | $46.0M |
SPYSPDR S&P 500 ETF TR | $42.7M |
VXUSVANGUARD STAR FDS | $40.9M |
WWAYFAIR INC | $36.3M |
MDBMONGODB INC | $32.4M |
BKNGBOOKING HOLDINGS INC | $31.2M |
JNJJOHNSON & JOHNSON | $30.7M |
AMLPALPS ETF TR | $27.5M |
VTVANGUARD INTL EQUITY INDEX F | $26.9M |
LBRDALIBERTY BROADBAND CORP | $24.6M |
IXUSISHARES TR | $22.4M |
VUGVANGUARD INDEX FDS | $19.6M |
GOOGLALPHABET INC | $18.6M |
DHRDANAHER CORPORATION | $18.4M |
JPMJPMORGAN CHASE & CO | $17.1M |
LBRDKLIBERTY BROADBAND CORP | $16.3M |
COINCOINBASE GLOBAL INC | $16.2M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $16.2M |
TWTRUSDTWITTER INC | $15.0M |
SNOWSNOWFLAKE INC | $14.5M |
VCSHVANGUARD SCOTTSDALE FDS | $12.6M |
XLESELECT SECTOR SPDR TR | $10.9M |
PGPROCTER AND GAMBLE CO | $10.2M |
EFAISHARES TR | $10.1M |
DUOLDUOLINGO INC | $9.5M |
HDHOME DEPOT INC | $9.3M |
GQ9SPDR GOLD TR | $9.3M |
BABAALIBABA GROUP HLDG LTD | $9.2M |
NVDANVIDIA CORPORATION | $8.7M |
ASMLASML HOLDING N V | $8.6M |
NETCLOUDFLARE INC | $8.6M |
ADBEADOBE SYSTEMS INCORPORATED | $8.1M |
SPSBSPDR SER TR | $7.9M |
WMTWALMART INC | $7.9M |
ACWIISHARES TR | $7.7M |
KOCOCA COLA CO | $7.6M |
GDGENERAL DYNAMICS CORP | $7.5M |
MLB1MERCADOLIBRE INC | $7.3M |
TEAMATLASSIAN CORP PLC | $7.0M |
CRMSALESFORCE INC | $7.0M |
NDQINVESCO QQQ TR | $6.9M |
WDAYWORKDAY INC | $6.8M |
BSVVANGUARD BD INDEX FDS | $6.8M |
MDLZMONDELEZ INTL INC | $5.9M |
VOOVANGUARD INDEX FDS | $5.0M |
MCDMCDONALDS CORP | $5.0M |
TWLOTWILIO INC | $4.9M |
BXBLACKSTONE INC | $4.8M |
EEMISHARES TR | $4.7M |
VFHVANGUARD WORLD FDS | $4.6M |
MMM3M CO | $4.6M |
USRTISHARES TR | $4.3M |
XYZBLOCK INC | $4.2M |
ARCCARES CAPITAL CORP | $4.1M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $4.1M |
SHOPSHOPIFY INC | $4.0M |
UBERUBER TECHNOLOGIES INC | $3.5M |
IJRISHARES TR | $3.5M |
DISDISNEY WALT CO | $3.4M |
IWVISHARES TR | $3.3M |
MRKMERCK & CO INC | $3.3M |
ITOTISHARES TR | $3.3M |
PLTRPALANTIR TECHNOLOGIES INC | $3.3M |
ILMNILLUMINA INC | $3.2M |
GBDCGOLUB CAP BDC INC | $3.0M |
AFRMAFFIRM HLDGS INC | $2.9M |
ETSYETSY INC | $2.8M |
VIGVANGUARD SPECIALIZED FUNDS | $2.8M |
AQLTISHARES TR | $2.6M |
PANWPALO ALTO NETWORKS INC | $2.5M |
JDJD.COM INC | $2.4M |
XLFSELECT SECTOR SPDR TR | $2.4M |
ITMVANECK ETF TRUST | $2.3M |
CNRCANADIAN NATL RY CO | $2.3M |
AGXARGAN INC | $2.2M |
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