Allen Investment Management, LLC Q2 2025 Filing
Filed August 7, 2025
Portfolio Value
$9.2B
Holdings
199
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (199 positions)
| Stock | Value |
|---|---|
SCHW3M CO | $700.1M |
MSFTABBOTT LABS | $685.3M |
AMZNABBVIE INC | $664.1M |
METAACUITY INC | $537.1M |
VADVANCED MICRO DEVICES INC | $476.7M |
SPGIAFFIRM HLDGS INC | $450.8M |
MCOAIRBNB INC | $414.9M |
APOALIBABA GROUP HLDG LTD | $405.5M |
UBERALICO INC | $398.0M |
UNHALPHABET INC | $393.9M |
GEVALPHABET INC | $239.2M |
SBUXALPS ETF TR | $205.6M |
GOOGAMAZON COM INC | $196.5M |
VTIAMERICAN EXPRESS CO | $184.1M |
AMLPANGI INC | $156.9M |
NOWAPOLLO GLOBAL MGMT INC | $153.5M |
VOOAPPLE INC | $142.8M |
NDQAPPLIED MATLS INC | $131.4M |
GQ9APPLOVIN CORP | $112.2M |
NVDAARES CAPITAL CORP | $104.2M |
MLB1ARISTA NETWORKS INC | $96.1M |
SPYASML HOLDING N V | $92.6M |
NETASTERA LABS INC | $91.7M |
CRWDAURORA INNOVATION INC | $91.1M |
AVGOAUTOMATIC DATA PROCESSING IN | $81.6M |
COINBANK AMERICA CORP | $81.5M |
XLEBERKSHIRE HATHAWAY INC DEL | $71.7M |
ITOTBERKSHIRE HATHAWAY INC DEL | $71.0M |
SHOPBLACKSTONE INC | $69.0M |
ARCCBLACKSTONE SECD LENDING FD | $66.6M |
ASMLBLUE OWL CAPITAL CORPORATION | $62.3M |
GBDCBRAZE INC | $62.1M |
AAPLBROADCOM INC | $61.5M |
BXBROOKFIELD ASSET MANAGMT LTD | $59.4M |
BRK/BBROOKFIELD CORP | $53.7M |
VEACANADIAN NATL RY CO | $52.7M |
SNOWCANADIAN PACIFIC KANSAS CITY | $52.6M |
WDAYCARGURUS INC | $49.2M |
NUCINTAS CORP | $46.0M |
JPMCLOUDFLARE INC | $45.3M |
CPNGCOCA COLA CO | $42.5M |
VCSHCOCA-COLA EUROPACIFIC PARTNE | $38.1M |
PANWCOINBASE GLOBAL INC | $37.7M |
TSLXCONOCOPHILLIPS | $37.1M |
VCITCOPART INC | $34.9M |
NFLXCOSTCO WHSL CORP NEW | $33.9M |
VXUSCOUPANG INC | $33.6M |
DUOLCREDIT ACCEP CORP MICH | $32.2M |
ANETCROWDSTRIKE HLDGS INC | $31.5M |
VTEBD R HORTON INC | $30.9M |
IXUSDANAHER CORPORATION | $30.7M |
HUBSDATADOG INC | $30.5M |
WDISNEY WALT CO | $30.0M |
TSMDONALDSON INC | $29.7M |
ISRGDOVER CORP | $29.1M |
AQLTDUOLINGO INC | $28.5M |
IWBELEVANCE HEALTH INC | $28.4M |
MAELI LILLY & CO | $21.8M |
JNJENSTAR GROUP LIMITED | $20.1M |
ACWIENTERPRISE PRODS PARTNERS L | $19.3M |
RSPEPAM SYS INC | $17.5M |
BXSLEXXON MOBIL CORP | $17.3M |
KOF&G ANNUITIES & LIFE INC | $16.8M |
VGSHFAIR ISAAC CORP | $16.6M |
WMTGALLAGHER ARTHUR J & CO | $16.0M |
PLTRGE AEROSPACE | $15.3M |
GOOGLGE VERNOVA INC | $13.7M |
KKRGENERAL DYNAMICS CORP | $12.4M |
IWVGOLUB CAP BDC INC | $12.4M |
VFHHERSHEY CO | $12.2M |
PWRHOME DEPOT INC | $12.1M |
IWFHONEYWELL INTL INC | $10.7M |
PGHUBSPOT INC | $10.5M |
VIGHUMANA INC | $10.1M |
GDIAC INC | $9.9M |
LOWINTERNATIONAL BUSINESS MACHS | $9.7M |
AQLTINTUITIVE SURGICAL INC | $9.7M |
CARGINVESCO EXCH TRADED FD TR II | $8.6M |
AFRMINVESCO EXCHANGE TRADED FD T | $8.1M |
IBITINVESCO EXCHANGE TRADED FD T | $7.6M |
BRK-BINVESCO QQQ TR | $7.3M |
OBDCIRON MTN INC DEL | $7.2M |
IJRISHARES BITCOIN TRUST ETF | $6.8M |
HDISHARES TR | $6.8M |
CPISHARES TR | $6.4M |
SPSBISHARES TR | $6.2M |
MDLZISHARES TR | $6.0M |
ABNBISHARES TR | $6.0M |
MCDISHARES TR | $5.6M |
AURISHARES TR | $5.4M |
LLYISHARES TR | $5.1M |
COSTISHARES TR | $4.5M |
IBMISHARES TR | $4.4M |
APPISHARES TR | $4.0M |
MDBISHARES TR | $3.9M |
ORLYISHARES TR | $3.4M |
EFAISHARES TR | $3.4M |
HDVISHARES TR | $3.4M |
XLGISHARES TR | $3.2M |
AYIISHARES TR | $3.1M |
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