Allen Investment Management, LLC
222 holdingsFiling period: 2026-03-31Current AUM: $9.33Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | 3M CO | 2.56M | $533.9M | $696.2M | 7.46% | -190,985 | 2026-03-31 |
| 2 | SCHW | ABBOTT LABORATORIES | 5.33M | $500.8M | $560.8M | 6.01% | -255,779 | 2026-03-31 |
| 3 | MSFT | ABBVIE INC | 1.14M | $420.4M | $527.7M | 5.66% | -82,940 | 2026-03-31 |
| 4 | META | ACUITY INC | 704.2K | $402.9M | $392.0M | 4.20% | -35,451 | 2026-03-31 |
| 5 | GOOG | ADVANCED MICRO DEVICES INC | 1.19M | $340.5M | $423.3M | 4.54% | +174.6K | 2026-03-31 |
| 6 | GEV | AFFIRM HLDGS INC | 388.4K | $339.1M | $384.7M | 4.12% | -11,073 | 2026-03-31 |
| 7 | V | AIRBNB INC | 1.08M | $326.6M | $395.7M | 4.24% | -48,936 | 2026-03-31 |
| 8 | MCO | ALIBABA GROUP HLDG LTD | 701.8K | $306.2M | $335.7M | 3.60% | -18,107 | 2026-03-31 |
| 9 | UNH | ALICO INC | 1.10M | $297.3M | $455.3M | 4.88% | -52,447 | 2026-03-31 |
| 10 | SPGI | ALLSTATE CORP | 670.6K | $285.2M | $276.2M | 2.96% | -34,076 | 2026-03-31 |
| 11 | APO | ALPHABET INC | 2.22M | $247.1M | $278.5M | 2.99% | -200,557 | 2026-03-31 |
| 12 | BA | ALPHABET INC | 1.19M | $237.5M | $257.9M | 2.76% | +224.8K | 2026-03-31 |
| 13 | GLD | ALPS ETF TR | 498.5K | $214.5M | $185.2M | 1.99% | +18.7K | 2026-03-31 |
| 14 | AMLP | ALTRIA GROUP INC | 4.01M | $210.9M | $221.6M | 2.38% | +254.4K | 2026-03-31 |
| 15 | VTI | AMAZON COM INC | 594.7K | $190.8M | $219.0M | 2.35% | -3,466 | 2026-03-31 |
| 16 | QQQ | AMERICAN EXPRESS CO | 315.5K | $182.1M | $217.1M | 2.33% | +19.4K | 2026-03-31 |
| 17 | VOO | AMGEN INC | 257.6K | $153.9M | $176.9M | 1.90% | -887 | 2026-03-31 |
| 18 | XLE | AMPHENOL CORP | 2.36M | $144.9M | $140.8M | 1.51% | +234.3K | 2026-03-31 |
| 19 | SPY | APOLLO GLOBAL MGMT INC | 185.3K | $120.5M | $138.4M | 1.48% | +1.5K | 2026-03-31 |
| 20 | NVDA | APPLE INC | 689.6K | $120.3M | $138.4M | 1.48% | -95,388 | 2026-03-31 |
| 21 | TSM | APPLIED MATLS INC | 337.2K | $113.9M | $136.3M | 1.46% | +69.0K | 2026-03-31 |
| 22 | VEA | APPLOVIN CORP | 1.78M | $113.9M | $125.5M | 1.35% | +436.7K | 2026-03-31 |
| 23 | AVGO | ARES CAPITAL CORP | 300.2K | $92.9M | $116.9M | 1.25% | -59,119 | 2026-03-31 |
| 24 | VXUS | ARISTA NETWORKS INC | 1.20M | $92.8M | $101.8M | 1.09% | +338.7K | 2026-03-31 |
| 25 | — | ASML HLDG NV | 62.9K | $83.0M | $83.0M | 0.89% | -13,464 | 2026-03-31 |
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