Allen Investment Management LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1326234
Institutional-grade research for retail investors
13F Reported Value
ⓘ$8.1B
Holdings
221
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Allen Investment Management LLC disclosed 221 positions worth $8.1B in its Form 13F-HR for Q1 2026, led by $AMZN (AMAZON COM INC) at 6.6% of the equity portfolio, followed by $SCHW and $MSFT. During the quarter the fund opened 0 new positions and exited 8 and a full exit from $MKL. The portfolio is most concentrated in Technology (29.8% of disclosed assets). All figures are sourced directly from Allen Investment Management LLC’s Form 13F-HR filing with the SEC under CIK 1326234.
AI Fund Analysis
Diversifying
$AMZN6.6% weight
Held 9 quarters
$SCHW6.2% weight
Held 9 quarters
$MSFT5.2% weight
Held 9 quarters
$META5.0% weight
Held 9 quarters
$GOOG4.2% weight
Held 9 quarters
$GLD8 quarters accumulating
ALTRIA GROUP INC
8 quarters accumulating
AMPHENOL CORP
8 quarters accumulating
$MELI8 quarters accumulating
$TSM7 quarters accumulating
Sector Allocation
TechnologyFinancialsOtherConsumer DiscretionaryIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 74.6#152
Quality
$533.9M2,563,355 sh - 77.2#90
Quality
$500.8M5,328,450 sh - 83.7#15
Quality
$420.4M1,135,563 sh - 80.9
Quality
$402.9M704,208 sh - 80.2
Quality
$340.5M1,186,835 sh - 70.1
Quality
$339.1M388,448 sh - 83.5
Quality
$326.6M1,080,710 sh - 81.3
Quality
$306.2M701,813 sh - 66.8
Quality
$297.3M1,098,643 sh - 79.4
Quality
$285.2M670,616 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| AMAZON COM INC$AMZN | 74.6#152 | $533.9M | 2,563,355 |
| SCHWAB CHARLES CORP$SCHW | 77.2#90 | $500.8M | 5,328,450 |
| MICROSOFT CORP$MSFT | 83.7#15 | $420.4M | 1,135,563 |
| Meta Platforms, Inc.$META | 80.9 | $402.9M | 704,208 |
 Alphabet Inc.$GOOGL | 80.2 | $340.5M | 1,186,835 |
 GE Vernova Inc.$GEV | 70.1 | $339.1M | 388,448 |
 VISA INC.$V | 83.5 | $326.6M | 1,080,710 |
 MOODYS CORP /DE/$MCO | 81.3 | $306.2M | 701,813 |
 UNITEDHEALTH GROUP INC$UNH | 66.8 | $297.3M | 1,098,643 |
 S&P Global Inc.$SPGI | 79.4 | $285.2M | 670,616 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Allen Investment Management LLC's 221 positions.
Showing top 10 of 221 holdings.
Sector Allocation
Technology
$2.4B
Financials
$2.2B
Other
$1.9B
Consumer Discretionary
$752.4M
Industrials
$386.4M
Healthcare
$343.3M
Consumer Staples
$40.0M
Energy
$5.0M
Full Holdings — Allen Investment Management LLC (Q1 2026)
All 221 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AMZN | AMAZON COM INC | $533.9M | 6.6% | -7% | 74.6 |
| 2 | $SCHW | SCHWAB CHARLES CORP | $500.8M | 6.2% | -5% | 77.2 |
| 3 | $MSFT | MICROSOFT CORP | $420.4M | 5.2% | -7% | 83.7 |
| 4 | $META | Meta Platforms, Inc. | $402.9M | 5.0% | -5% | 80.9 |
| 5 | $GOOGL | Alphabet Inc. | $340.5M | 4.2% | +17% | 80.2 |
| 6 | $GEV | GE Vernova Inc. | $339.1M | 4.2% | -3% | 70.1 |
| 7 | $V | VISA INC. | $326.6M | 4.0% | -4% | 83.5 |
| 8 | $MCO | MOODYS CORP /DE/ | $306.2M | 3.8% | -3% | 81.3 |
| 9 | $UNH | UNITEDHEALTH GROUP INC | $297.3M | 3.7% | -5% | 66.8 |
| 10 | $SPGI | S&P Global Inc. | $285.2M | 3.5% | -5% | 79.4 |
| 11 |  $APO | Apollo Global Management, Inc. | $247.1M | 3.0% | -8% | 55.7 |
| 12 |  $BA | BOEING CO | $237.5M | 2.9% | +23% | 51.8 |
| 13 | $GLD | SPDR GOLD TRUST | $214.5M | 2.6% | +4% | — |
| 14 | — | ALTRIA GROUP INC | $210.9M | 2.6% | +7% | — |
| 15 | — | AMAZON COM INC | $190.8M | 2.4% | -1% | — |
| 16 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $182.1M | 2.3% | +7% | — |
| 17 | — | AMGEN INC | $153.9M | 1.9% | -0% | — |
| 18 | — | AMPHENOL CORP | $144.9M | 1.8% | +11% | — |
| 19 |  $SPY | SPDR S&P 500 ETF TRUST | $120.5M | 1.5% | +1% | — |
| 20 |  $NVDA | NVIDIA CORP | $120.3M | 1.5% | -12% | 90.2 |
| 21 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $113.9M | 1.4% | +26% | — |
| 22 | — | APPLOVIN CORP | $113.9M | 1.4% | +33% | — |
| 23 |  $AVGO | Broadcom Inc. | $92.9M | 1.1% | -16% | 86.4 |
| 24 | — | ARISTA NETWORKS INC | $92.8M | 1.1% | +39% | — |
| 25 |  $ASML | ASML HOLDING NV | $83.0M | 1.0% | -18% | — |
| 26 |  $AAPL | Apple Inc. | $79.9M | 1.0% | -0% | 76.1 |
| 27 | $MELI | MERCADOLIBRE INC | $76.6M | 0.9% | +1% | 77.5 |
| 28 |  $NET | Cloudflare, Inc. | $70.8M | 0.9% | -26% | 52.6 |
| 29 |  $CRWD | CrowdStrike Holdings, Inc. | $67.9M | 0.8% | -18% | 55 |
| 30 |  $SHOP | SHOPIFY INC. | $66.6M | 0.8% | -18% | — |
| 31 |  $NOW | ServiceNow, Inc. | $65.7M | 0.8% | -21% | 76 |
| 32 |  $NU | Nu Holdings Ltd. | $60.7M | 0.8% | +3% | — |
| 33 |  $W | Wayfair Inc. | $56.4M | 0.7% | +0% | 40.5 |
| 34 |  $ARCC | ARES CAPITAL CORP | $46.8M | 0.6% | -16% | — |
| 35 |  $JPM | JPMORGAN CHASE & CO | $45.8M | 0.6% | -1% | 35.6 |
| 36 |  $IVZ | Invesco Ltd. | $44.7M | 0.6% | +63% | — |
| 37 |  $GBDC | GOLUB CAPITAL BDC, Inc. | $42.6M | 0.5% | -17% | — |
| 38 | — | BROOKFIELD CORP | $42.4M | 0.5% | +3503% | — |
| 39 | — | CAMECO CORP | $41.3M | 0.5% | +23% | — |
| 40 |  $AMD | ADVANCED MICRO DEVICES INC | $38.7M | 0.5% | +2% | 78.8 |
| 41 | — | CANADIAN PACIFIC KANSAS CITY | $38.1M | 0.5% | -3% | — |
| 42 | — | CARGURUS INC | $35.0M | 0.4% | -50% | — |
| 43 |  $IBIT | iShares Bitcoin Trust ETF | $34.3M | 0.4% | -0% | — |
| 44 | — | CATERPILLAR INC | $33.6M | 0.4% | +0% | — |
| 45 |  $BX | Blackstone Inc. | $32.9M | 0.4% | -9% | 68 |
| 46 | — | CLOUDFLARE INC | $32.7M | 0.4% | -8% | — |
| 47 |  $CPNG | Coupang, Inc. | $31.0M | 0.4% | -13% | 56.4 |
| 48 | — | COCA-COLA EUROPACIFIC PARTNE | $30.9M | 0.4% | +0% | — |
| 49 |  $KKR | KKR & Co. Inc. | $30.1M | 0.4% | +31% | 49.8 |
| 50 |  $UBER | Uber Technologies, Inc | $30.1M | 0.4% | -54% | 79.3 |
| 51 |  $PANW | Palo Alto Networks Inc | $28.8M | 0.4% | -3% | 66.5 |
| 52 |  $COIN | Coinbase Global, Inc. | $28.5M | 0.3% | +9% | 68 |
| 53 |  $JNJ | JOHNSON & JOHNSON | $28.2M | 0.3% | -3% | 72.8 |
| 54 | — | D R HORTON INC | $26.4M | 0.3% | -5% | — |
| 55 |  $BRK.B | BERKSHIRE HATHAWAY INC | $26.1M | 0.3% | -25% | 64.5 |
| 56 |  $TSLX | Sixth Street Specialty Lending, Inc. | $25.7M | 0.3% | -11% | — |
| 57 | — | DEERE & CO | $25.0M | 0.3% | +10% | — |
| 58 | — | DONALDSON INC | $24.3M | 0.3% | +61% | — |
| 59 | — | DOVER CORP | $23.0M | 0.3% | +5% | — |
| 60 | $GOOG | Alphabet Inc. | $22.6M | 0.3% | +5% | 80.2 |
| 61 |  $WMT | Walmart Inc. | $22.2M | 0.3% | +1% | 63.2 |
| 62 |  $MU | MICRON TECHNOLOGY INC | $21.7M | 0.3% | +652% | 88.4 |
| 63 | — | ENTERPRISE PRODS PARTNERS L | $19.3M | 0.2% | +51% | — |
| 64 | — | EPAM SYS INC | $19.2M | 0.2% | +0% | — |
| 65 |  $KO | COCA COLA CO | $18.0M | 0.2% | +0% | 74 |
| 66 |  $PWR | QUANTA SERVICES, INC. | $17.4M | 0.2% | -1% | 62.6 |
| 67 | — | GE AEROSPACE | $16.5M | 0.2% | +0% | — |
| 68 |  $MA | Mastercard Inc | $16.0M | 0.2% | -1% | 81.7 |
| 69 |  $BXSL | Blackstone Secured Lending Fund | $15.8M | 0.2% | -12% | — |
| 70 |  $PLTR | Palantir Technologies Inc. | $14.6M | 0.2% | -0% | 85.8 |
| 71 |  $SE | Sea Ltd | $13.1M | 0.2% | +3% | — |
| 72 | — | GOLUB CAP BDC INC | $13.0M | 0.2% | +0% | — |
| 73 | — | HERSHEY CO | $12.3M | 0.1% | +6% | — |
| 74 |  $RBLX | Roblox Corp | $12.3M | 0.1% | +2% | 53.7 |
| 75 |  $GD | GENERAL DYNAMICS CORP | $11.8M | 0.1% | +0% | 73 |
| 76 | — | HUMANA INC | $11.6M | 0.1% | +0% | — |
| 77 | — | IAC INC | $11.6M | 0.1% | +1728% | — |
| 78 | — | INTERNATIONAL BUSINESS MACHS | $11.0M | 0.1% | +0% | — |
| 79 |  $WT | WisdomTree, Inc. | $10.5M | 0.1% | +0% | 62.9 |
| 80 |  $PG | PROCTER & GAMBLE Co | $10.1M | 0.1% | +0% | 72.9 |
| 81 |  $OBDC | Blue Owl Capital Corp | $10.0M | 0.1% | +0% | — |
| 82 |  $WDAY | Workday, Inc. | $9.4M | 0.1% | -1% | 74.2 |
| 83 |  $CARG | CarGurus, Inc. | $9.2M | 0.1% | +0% | 66.8 |
| 84 | — | ISHARES BITCOIN TRUST ETF | $9.1M | 0.1% | +23% | — |
| 85 |  $LLY | ELI LILLY & Co | $7.9M | 0.1% | +1% | 89.3 |
| 86 |  $ANET | Arista Networks, Inc. | $7.4M | 0.1% | -6% | 86 |
| 87 |  $BRK.A | BERKSHIRE HATHAWAY INC | $7.2M | 0.1% | +0% | 64.5 |
| 88 |  $HD | HOME DEPOT, INC. | $7.1M | 0.1% | +1% | 69.2 |
| 89 |  $MCD | MCDONALDS CORP | $7.0M | 0.1% | +0% | 73.9 |
| 90 | — | ISHARES TR | $6.9M | 0.1% | +1% | — |
| 91 | — | ISHARES TR | $6.2M | 0.1% | +865% | — |
| 92 |  $LOW | LOWES COMPANIES INC | $5.9M | 0.1% | -31% | 63.5 |
| 93 | $IVZ | Invesco Ltd. | $5.6M | 0.1% | +87% | — |
| 94 |  $COST | COSTCO WHOLESALE CORP /NEW | $5.5M | 0.1% | +0% | 67 |
| 95 |  $AFRM | Affirm Holdings, Inc. | $5.3M | 0.1% | +0% | 71.7 |
| 96 |  $MDLZ | Mondelez International, Inc. | $5.1M | 0.1% | +0% | 53.9 |
| 97 |  $CRM | Salesforce, Inc. | $5.0M | 0.1% | +60% | 75.2 |
| 98 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $4.7M | 0.1% | +0% | — |
| 99 | — | ISHARES TR | $4.3M | 0.1% | +34% | — |
| 100 |  $AUR | Aurora Innovation, Inc. | $4.2M | 0.1% | +0% | 9.8 |
| 101 | — | ISHARES TR | $4.2M | 0.1% | +42% | — |
| 102 | — | ISHARES TR | $4.1M | 0.1% | +4% | — |
| 103 | — | ISHARES TR | $4.1M | 0.1% | +93% | — |
| 104 | — | ISHARES TR | $4.0M | 0.1% | +0% | — |
| 105 | — | ISHARES TR | $3.9M | 0.1% | +0% | — |
| 106 |  $ABNB | Airbnb, Inc. | $3.9M | 0.1% | +0% | 70.1 |
| 107 | — | ISHARES TR | $3.8M | 0.1% | +0% | — |
| 108 |  $CCJ | CAMECO CORP | $3.7M | 0.1% | +4% | — |
| 109 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $3.6M | 0.0% | +0% | 66.7 |
| 110 | $IVZ | Invesco Ltd. | $3.4M | 0.0% | +0% | — |
| 111 | — | ISHARES TR | $3.3M | 0.0% | -4% | — |
| 112 |  $MO | ALTRIA GROUP, INC. | $3.2M | 0.0% | +0% | 72.1 |
| 113 |  $ABBV | AbbVie Inc. | $3.1M | 0.0% | +1% | 59.3 |
| 114 | — | ISHARES TR | $3.0M | 0.0% | +0% | — |
| 115 |  $BN | BROOKFIELD Corp /ON/ | $3.0M | 0.0% | +1% | — |
| 116 |  $AYI | ACUITY INC. (DE) | $3.0M | 0.0% | +0% | 68.9 |
| 117 |  $APP | AppLovin Corp | $2.7M | 0.0% | +0% | 86.8 |
| 118 |  $XOM | EXXON MOBIL CORP | $2.6M | 0.0% | -5% | 61.8 |
| 119 |  $SYY | SYSCO CORP | $2.3M | 0.0% | +0% | 58.4 |
| 120 | — | JPMORGAN CHASE & CO | $2.3M | 0.0% | +0% | — |
| 121 |  $PRI | Primerica, Inc. | $2.1M | 0.0% | +0% | 72.3 |
| 122 |  $CNI | CANADIAN NATIONAL RAILWAY CO | $2.1M | 0.0% | +0% | — |
| 123 |  $KLAC | KLA CORP | $2.0M | 0.0% | +0% | 84.4 |
| 124 |  $ORCL | ORACLE CORP | $2.0M | 0.0% | +2% | 67.2 |
| 125 |  $MS | MORGAN STANLEY | $1.9M | 0.0% | +1% | — |
| 126 | — | MASTERCARD INCORPORATED | $1.9M | 0.0% | +0% | — |
| 127 | — | MCDONALDS CORP | $1.9M | 0.0% | +0% | — |
| 128 |  $URI | UNITED RENTALS, INC. | $1.8M | 0.0% | +0% | 70.7 |
| 129 |  $SBUX | STARBUCKS CORP | $1.8M | 0.0% | +0% | 54.6 |
| 130 | — | META PLATFORMS INC | $1.8M | 0.0% | +0% | — |
| 131 |  $RJF | RAYMOND JAMES FINANCIAL INC | $1.6M | 0.0% | +0% | 63.8 |
| 132 | — | MICROSOFT CORP | $1.6M | 0.0% | +0% | — |
| 133 | $META | Meta Platforms, Inc. | $1.5M | 0.0% | +2% | 80.9 |
| 134 |  $PM | Philip Morris International Inc. | $1.5M | 0.0% | +0% | 80.5 |
| 135 | — | MORGAN STANLEY | $1.5M | 0.0% | +0% | — |
| 136 |  $ABT | ABBOTT LABORATORIES | $1.5M | 0.0% | -19% | 67 |
| 137 |  $ORLY | O REILLY AUTOMOTIVE INC | $1.5M | 0.0% | -59% | 72.7 |
| 138 | — | NIKE INC | $1.5M | 0.0% | +0% | — |
| 139 |  $MRK | Merck & Co., Inc. | $1.5M | 0.0% | -16% | 70.9 |
| 140 |  $DCI | DONALDSON Co INC | $1.4M | 0.0% | +0% | 64.7 |
| 141 |  $CAT | CATERPILLAR INC | $1.4M | 0.0% | +0% | 67.8 |
| 142 |  $ELV | Elevance Health, Inc. | $1.2M | 0.0% | +0% | 59.4 |
| 143 |  $DOV | DOVER Corp | $1.2M | 0.0% | -27% | 63.1 |
| 144 |  $CSCO | CISCO SYSTEMS, INC. | $1.2M | 0.0% | -0% | 72.3 |
| 145 |  $GE | GENERAL ELECTRIC CO | $1.2M | 0.0% | +0% | 74.8 |
| 146 |  $UNP | UNION PACIFIC CORP | $1.2M | 0.0% | +0% | 74 |
| 147 |  $DHI | HORTON D R INC /DE/ | $1.1M | 0.0% | +0% | 54.6 |
| 148 |  $COP | CONOCOPHILLIPS | $1.1M | 0.0% | +0% | 74.8 |
| 149 |  $NKE | NIKE, Inc. | $1.1M | 0.0% | +0% | 53.4 |
| 150 |  $AXP | AMERICAN EXPRESS CO | $991,832 | 0.0% | +0% | 73.2 |
| 151 |  $WM | WASTE MANAGEMENT INC | $991,767 | 0.0% | +2% | 70.7 |
| 152 |  $HON | HONEYWELL INTERNATIONAL INC | $967,109 | 0.0% | +0% | 65.7 |
| 153 |  $SNOW | Snowflake Inc. | $958,461 | 0.0% | -97% | 49.6 |
| 154 |  $DHR | DANAHER CORP /DE/ | $947,431 | 0.0% | -36% | 63.9 |
| 155 |  $MMM | 3M CO | $937,314 | 0.0% | +0% | 60.7 |
| 156 | — | RAYMOND JAMES FINL INC | $926,553 | 0.0% | +0% | — |
| 157 |  $PGR | PROGRESSIVE CORP/OH/ | $907,146 | 0.0% | +0% | 83.6 |
| 158 | — | RTX CORPORATION | $902,370 | 0.0% | +0% | — |
| 159 |  $AMGN | AMGEN INC | $896,071 | 0.0% | +0% | 79.5 |
| 160 | — | SALESFORCE INC | $880,534 | 0.0% | -76% | — |
| 161 |  $ALCO | ALICO, INC. | $870,834 | 0.0% | +0% | 22.5 |
| 162 | — | SEA LTD | $831,978 | 0.0% | +0% | — |
| 163 |  $QCOM | QUALCOMM INC/DE | $789,979 | 0.0% | +2% | 81.9 |
| 164 |  $LMT | LOCKHEED MARTIN CORP | $789,797 | 0.0% | +2% | 65 |
| 165 |  $NEE | NEXTERA ENERGY INC | $769,789 | 0.0% | +2% | 71.7 |
| 166 | — | SELECT SECTOR SPDR TR | $760,285 | 0.0% | +0% | — |
| 167 | — | SELECT SECTOR SPDR TR | $723,550 | 0.0% | +0% | — |
| 168 |  $TXN | TEXAS INSTRUMENTS INC | $720,913 | 0.0% | +5% | 70.4 |
| 169 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $718,468 | 0.0% | +0% | 66.4 |
| 170 |  $TDG | TransDigm Group INC | $717,396 | 0.0% | -100% | 75.4 |
| 171 |  $ALL | ALLSTATE CORP | $708,895 | 0.0% | +0% | 76.6 |
| 172 |  $AJG | Arthur J. Gallagher & Co. | $706,484 | 0.0% | +1% | 72.1 |
| 173 | — | SNOWFLAKE INC | $696,845 | 0.0% | +0% | — |
| 174 |  $GILD | GILEAD SCIENCES, INC. | $673,018 | 0.0% | +0% | 77.8 |
| 175 |  $GS | GOLDMAN SACHS GROUP INC | $654,796 | 0.0% | +0% | — |
| 176 |  $EGP | EASTGROUP PROPERTIES INC | $615,424 | 0.0% | +0% | 72.4 |
| 177 | — | SPOTIFY TECHNOLOGY S A | $607,010 | 0.0% | +0% | — |
| 178 |  $PSX | Phillips 66 | $604,473 | 0.0% | +0% | 47.6 |
| 179 | — | STATE STR SPDR S&P 500 ETF T | $601,475 | 0.0% | +0% | — |
| 180 | — | SYSCO CORP | $578,083 | 0.0% | +0% | — |
| 181 |  $ALAB | Astera Labs, Inc. | $569,591 | 0.0% | +0% | 77.7 |
| 182 | — | TERAWULF INC | $551,373 | 0.0% | +0% | — |
| 183 | — | TESLA INC | $539,753 | 0.0% | +0% | — |
| 184 |  $BABA | Alibaba Group Holding Ltd | $536,216 | 0.0% | +0% | — |
| 185 |  $BLK | BlackRock, Inc. | $534,980 | 0.0% | +3% | 70.3 |
| 186 | — | TRANSDIGM GROUP INC | $534,780 | 0.0% | +6% | — |
| 187 |  $HSY | HERSHEY CO | $523,883 | 0.0% | +0% | 59.4 |
| 188 |  $BAM | Brookfield Asset Management Ltd. | $522,688 | 0.0% | +0% | — |
| 189 | — | UNION PAC CORP | $517,859 | 0.0% | +0% | — |
| 190 |  $AMAT | APPLIED MATERIALS INC /DE | $506,875 | 0.0% | +0% | 74.8 |
| 191 | — | UNITEDHEALTH GROUP INC | $500,633 | 0.0% | -99% | — |
| 192 | — | US BANCORP | $496,513 | 0.0% | +0% | — |
| 193 | — | VANGUARD ADMIRAL FDS INC | $476,550 | 0.0% | +0% | — |
| 194 |  $NFLX | NETFLIX INC | $474,116 | 0.0% | -98% | 86.7 |
| 195 | — | VANGUARD BD INDEX FDS | $472,926 | 0.0% | +0% | — |
| 196 |  $NSC | NORFOLK SOUTHERN CORP | $456,043 | 0.0% | +0% | 70.8 |
| 197 |  $TSLA | Tesla, Inc. | $443,498 | 0.0% | +5% | 50.1 |
| 198 |  $UL | UNILEVER PLC | $400,214 | 0.0% | +0% | — |
| 199 | — | VANGUARD INDEX FDS | $382,403 | 0.0% | +0% | — |
| 200 |  $RTX | RTX Corp | $369,596 | 0.0% | +28% | 70 |
| 201 |  $SPOT | Spotify Technology S.A. | $367,562 | 0.0% | -98% | — |
| 202 |  $LEN | LENNAR CORP /NEW/ | $352,657 | 0.0% | +0% | 49.2 |
| 203 |  $PEP | PEPSICO INC | $347,384 | 0.0% | -9% | 62.7 |
| 204 | — | VANGUARD INDEX FDS | $344,425 | 0.0% | +0% | — |
| 205 | — | VANGUARD INTL EQUITY INDEX F | $299,568 | 0.0% | +0% | — |
| 206 |  $PH | Parker-Hannifin Corp | $294,534 | 0.0% | +2% | 73.8 |
| 207 |  $USB | US BANCORP DE | $277,161 | 0.0% | +0% | 71.4 |
| 208 |  $IRM | IRON MOUNTAIN INC | $275,369 | 0.0% | +0% | 50.7 |
| 209 |  $CCEP | COCA-COLA EUROPACIFIC PARTNERS plc | $272,010 | 0.0% | +0% | — |
| 210 |  $WULF | TERAWULF INC. | $266,998 | 0.0% | +0% | 25.2 |
| 211 |  $DE | DEERE & CO | $264,790 | 0.0% | -100% | 57.4 |
| 212 |  $BAC | BANK OF AMERICA CORP /DE/ | $261,495 | 0.0% | +0% | 68.4 |
| 213 |  $HUM | HUMANA INC | $244,133 | 0.0% | +0% | 82 |
| 214 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $231,511 | 0.0% | -29% | 63.7 |
| 215 |  $CASY | CASEYS GENERAL STORES INC | $229,276 | 0.0% | -100% | 59.9 |
| 216 |  $APH | AMPHENOL CORP /DE/ | $227,430 | 0.0% | +0% | 80.5 |
| 217 | — | WALMART INC | $223,435 | 0.0% | +10% | — |
| 218 | — | WASTE MGMT INC DEL | $222,565 | 0.0% | -82% | — |
| 219 |  $EPAM | EPAM Systems, Inc. | $217,994 | 0.0% | +0% | 59.2 |
| 220 | — | WISDOMTREE TR | $217,474 | 0.0% | +0% | — |
| 221 | — | WORKDAY INC | $213,590 | 0.0% | +0% | — |
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