Allen Investment Management, LLC
Sector Allocation
- Technology34.2%$2.9B
- Other25.6%$2.2B
- Financials18.7%$1.6B
- Consumer Discretionary8.6%$726.8M
- Industrials7.1%$598.5M
- Healthcare4.9%$414.2M
- Consumer Staples0.8%$67.5M
- Real Estate0.1%$4.1M
- Materials0.0%$3.6M
- Energy0.0%$2.1M
AUM History
13fpro.ai/research/fund/allen-investment-management-llc-1326234
Conviction and streaks
Diversifying · top 10 = 42.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
AMZN
$552.1MGOOG
$457.2MUNH
$364.2MMSFT
$357.0MMETA
$341.5MGEV
$336.1MSCHW
$315.1MV
$313.8MTSM
$306.6MNVDA
$257.2MMCO
$246.8MQQQ
$239.0M- ALPS$230.2M
AVGO
$220.3M- VANGUARD$209.4M
BA
$202.7MGLD
$195.7M- VANGUARD$178.3M
- SELECT$154.1M
SPY
$148.0M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/allen-investment-management-llc-1326234
Allen Investment Management, LLC 13F holdings — Q2 2026
$8.4B portfolio (+4.2% QoQ) · 227 holdings · Q2 2026 13F · top 10 are 43% of the stock portfolio
$552.1M
6.5% of stocks
-10%This quarter-8.6%Since filed5+ qtrsHeldAIQuality67.5#361Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$457.2M
5.4% of stocks
+9%This quarter-12.8%Since filed5+ qtrsHeld$364.2M
4.3% of stocks
-20%This quarter-0.5%Since filed3 qtrsHeldAIQuality62.6#683Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$357.0M
4.2% of stocks
-16%This quarter+9.3%Since filed5+ qtrsHeld$341.5M
4.0% of stocks
-14%This quarter+7.1%Since filed5+ qtrsHeld$336.1M
4.0% of stocks
-26%This quarter-16.0%Since filed5+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$315.1M
3.7% of stocks
-36%This quarter-16.9%Since filed5+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 4 qtrs in a row$313.8M
3.7% of stocks
-15%This quarter+9.7%Since filed5+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 4 qtrs in a row$306.6M
3.6% of stocks
+90%This quarter+2.5%Since filed5+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 4 qtrs in a row$257.2M
3.0% of stocks
+86%This quarter-1.5%Since filed5+ qtrsHeld
All holdings — Allen Investment Management, LLC (Q2 2026)
227 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | MOODYS CORP /DE/ | Financials | $246.8M | 2.9% | 545K | -22% | 5+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $239.0M | 2.8% | 324K | +3% | 3 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | — | ALPS ETF TR - ALERIAN MLPetf/fund | — | $230.2M | 2.7% | 4.44M | +11% | — | — | 13F |
| 14 | Broadcom Inc. | Technology | $220.3M | 2.6% | 583K | +94% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | VANGUARD INDEX FDS - TOTAL STK MKTetf/fund | — | $209.4M | 2.5% | 566K | -5% | — | — | 13F |
| 16 | BOEING CO | Industrials | $202.7M | 2.4% | 936K | -22% | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | SPDR GOLD TRUSTetf/fund | Financials | $195.7M | 2.3% | 531K | +7% | 4 qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $178.3M | 2.1% | 260K | +0.8% | — | — | 13F |
| 19 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETFetf/fund | — | $154.1M | 1.8% | 2.90M | +23% | — | — | 13F |
| 20 | SPDR S&P 500 ETF TRUSTetf/fund | — | $148.0M | 1.8% | 198K | +7% | 3 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Apollo Global Management, Inc. | Financials | $132.3M | 1.6% | 1.12M | -50% | 5+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | ASML HOLDING NV | Technology | $130.3M | 1.6% | 65K | +4% | 3 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund | — | $122.2M | 1.4% | 1.72M | -3% | — | — | 13F |
| 24 | — | VANGUARD STAR FDS - VG TL INTL STK Fetf/fund | — | $119.3M | 1.4% | 1.40M | +16% | — | — | 13F |
| 25 | CrowdStrike Holdings, Inc. | Technology | $99.6M | 1.2% | 131K | -25% | 5+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $AAPL | Apple Inc. | Technology | $91.0M | 1.1% | 314K | -0.1% | |||
| 27 | $NET | Cloudflare, Inc. | Technology | $80.5M | 1.0% | 328K | -4% | |||
| 28 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $75.7M | 0.9% | 130K | -31% | |||
| 29 | $W | Wayfair Inc. | Consumer Discretionary | $69.2M | 0.8% | 749K | — | |||
| 30 | $IVZ | Invesco Ltd. | Financials | $62.5M | 0.7% | 294K | +26% | |||
| 31 | $SHOP | SHOPIFY INC. | Technology | $59.3M | 0.7% | 519K | -7% | |||
| 32 | $MELI | MERCADOLIBRE INC | Consumer Discretionary | $57.8M | 0.7% | 34K | -23% | |||
| 33 | $PANW | Palo Alto Networks Inc | Technology | $55.0M | 0.7% | 161K | -10% | |||
| 34 | $MU | MICRON TECHNOLOGY INC | Technology | $54.5M | 0.7% | 47K | -26% | |||
| 35 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $52.8M | 0.6% | 885K | +13% | |||
| 36 | $JPM | JPMORGAN CHASE & CO | Financials | $51.0M | 0.6% | 156K | +0.1% | |||
| 37 | $SNOW | Snowflake Inc. | Technology | $48.6M | 0.6% | 191K | +2906% | |||
| 38 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | — | $47.6M | 0.6% | 1.05M | +317% | |||
| 39 | $NU | Nu Holdings Ltd. | Financials | $47.3M | 0.6% | 3.54M | -16% | |||
| 40 | — | ISHARES TR - CORE MSCI TOTAL | — | $45.9M | 0.5% | 481K | +0.9% | |||
| 41 | $ARCC | ARES CAPITAL CORP | Other | $45.2M | 0.5% | 2.44M | -6% | |||
| 42 | $NOW | ServiceNow, Inc. | Technology | $44.0M | 0.5% | 443K | -30% | |||
| 43 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $42.4M | 0.5% | 268K | +63% | |||
| 44 | $GBDC | GOLUB CAPITAL BDC, Inc. | Other | $40.9M | 0.5% | 3.17M | -6% | |||
| 45 | $LRCX | LAM RESEARCH CORP | Technology | $40.2M | 0.5% | 93K | New | |||
| 46 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $34.1M | 0.4% | 674K | +0.0% | |||
| 47 | $BX | Blackstone Inc. | Financials | $31.7M | 0.4% | 269K | -6% | |||
| 48 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $30.8M | 0.4% | 130K | +12% | |||
| 49 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $30.2M | 0.4% | 382K | -21% | |||
| 50 | — | ISHARES TR - CORE S&P TTL STK | — | $29.6M | 0.3% | 180K | -27% | |||
| 51 | — | ISHARES TR - RUS 1000 ETF | — | $29.1M | 0.3% | 71K | -4% | |||
| 52 | $JNJ | JOHNSON & JOHNSON | Healthcare | $29.0M | 0.3% | 114K | -0.9% | |||
| 53 | $KKR | KKR & Co. Inc. | Financials | $29.0M | 0.3% | 316K | -3% | |||
| 54 | $GOOGL | Alphabet Inc. | Technology | $28.8M | 0.3% | 81K | +2% | |||
| 55 | — | ISHARES TR - MSCI ACWI ETF | — | $28.8M | 0.3% | 183K | +10% | |||
| 56 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $27.9M | 0.3% | 56K | +2% | |||
| 57 | $IBIT | iShares Bitcoin Trust ETF | Financials | $25.4M | 0.3% | 764K | -14% | |||
| 58 | $CIEN | CIENA CORP | Technology | $25.3M | 0.3% | 52K | New | |||
| 59 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $24.9M | 0.3% | 301K | -24% | |||
| 60 | — | ISHARES INC - MSCI JAPAN ETF | — | $24.5M | 0.3% | 262K | +15% | |||
| 61 | $TSLX | Sixth Street Specialty Lending, Inc. | Other | $23.5M | 0.3% | 1.37M | -2% | |||
| 62 | $PWR | QUANTA SERVICES, INC. | Industrials | $22.8M | 0.3% | 32K | — | |||
| 63 | $CPNG | Coupang, Inc. | Consumer Discretionary | $21.9M | 0.3% | 1.26M | -23% | |||
| 64 | $LITE | Lumentum Holdings Inc. | Technology | $21.2M | 0.3% | 25K | New | |||
| 65 | $AUR | Aurora Innovation, Inc. | Technology | $20.8M | 0.3% | 3.05M | +198% | |||
| 66 | $COIN | Coinbase Global, Inc. | Financials | $20.2M | 0.2% | 138K | -15% | |||
| 67 | $WMT | Walmart Inc. | Consumer Staples | $20.2M | 0.2% | 179K | +0.0% | |||
| 68 | $KO | COCA COLA CO | Consumer Staples | $19.3M | 0.2% | 237K | +0.0% | |||
| 69 | — | DBX ETF TR - XTRACK MSCI EAFE | — | $19.2M | 0.2% | 596K | — | |||
| 70 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | — | $16.4M | 0.2% | 282K | — | |||
| 71 | — | ISHARES TR - RUSSELL 3000 ETF | — | $15.1M | 0.2% | 35K | +0.7% | |||
| 72 | — | ISHARES TR - CORE MSCI EAFE | — | $14.9M | 0.2% | 154K | -55% | |||
| 73 | $MA | Mastercard Inc | Financials | $14.8M | 0.2% | 29K | -10% | |||
| 74 | $BXSL | Blackstone Secured Lending Fund | Other | $13.7M | 0.2% | 580K | -13% | |||
| 75 | — | ISHARES TR - RUS 1000 GRW ETF | — | $13.4M | 0.2% | 108K | +276% | |||
| 76 | — | VANGUARD WORLD FD - FINANCIALS ETF | — | $12.6M | 0.1% | 96K | — | |||
| 77 | $GD | GENERAL DYNAMICS CORP | Industrials | $12.2M | 0.1% | 35K | — | |||
| 78 | $WT | WisdomTree, Inc. | Financials | $11.9M | 0.1% | 293K | — | |||
| 79 | $PLTR | Palantir Technologies Inc. | Technology | $11.6M | 0.1% | 100K | +0.0% | |||
| 80 | — | ISHARES TR - SELECT DIVID ETF | — | $11.4M | 0.1% | 73K | — | |||
| 81 | $LLY | ELI LILLY & Co | Healthcare | $10.3M | 0.1% | 8,613 | +0.2% | |||
| 82 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $10.2M | 0.1% | 70K | -0.2% | |||
| 83 | $AFRM | Affirm Holdings, Inc. | Financials | $9.5M | 0.1% | 117K | — | |||
| 84 | $OBDC | Blue Owl Capital Corp | Other | $9.4M | 0.1% | 861K | -5% | |||
| 85 | — | SPINNAKER ETF SERIES - SELE STO EUR ETF | — | $9.2M | 0.1% | 219K | +43% | |||
| 86 | $IVZ | Invesco Ltd. | Financials | $9.1M | 0.1% | 30K | +27% | |||
| 87 | — | SPDR SERIES TRUST - ST SHOR CORP ETF | — | $9.0M | 0.1% | 301K | — | |||
| 88 | $CARG | CarGurus, Inc. | Technology | $8.8M | 0.1% | 258K | -4% | |||
| 89 | — | ISHARES TR - CORE S&P SCP ETF | — | $8.3M | 0.1% | 56K | +0.0% | |||
| 90 | $WDAY | Workday, Inc. | Technology | $7.5M | 0.1% | 62K | -15% | |||
| 91 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $7.5M | 0.1% | 10 | — | |||
| 92 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $7.4M | 0.1% | 21K | -2% | |||
| 93 | — | ISHARES TR - RUS 1000 VAL ETF | — | $7.3M | 0.1% | 30K | +48% | |||
| 94 | $MCD | MCDONALDS CORP | Consumer Discretionary | $6.1M | 0.1% | 23K | — | |||
| 95 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $5.2M | 0.1% | 24K | -6% | |||
| 96 | $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | Industrials | $5.1M | 0.1% | 59K | — | |||
| 97 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $5.1M | 0.1% | 89K | -0.0% | |||
| 98 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $5.1M | 0.1% | 5,490 | +0.2% | |||
| 99 | $UBER | Uber Technologies, Inc | Technology | $5.1M | 0.1% | 70K | -83% | |||
| 100 | — | ISHARES TR - MSCI EMG MKT ETF | — | $5.1M | 0.1% | 74K | — | |||
| 101 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $5.1M | 0.1% | 59K | +563% | |||
| 102 | — | ISHARES TR - CORE S&P500 ETF | — | $4.8M | 0.1% | 6,369 | +1% | |||
| 103 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $4.5M | 0.1% | 54K | -2% | |||
| 104 | $ABNB | Airbnb, Inc. | Technology | $4.4M | 0.1% | 31K | — | |||
| 105 | $APP | AppLovin Corp | Technology | $4.2M | 0.1% | 8,135 | +19% | |||
| 106 | $KLAC | KLA CORP | Technology | $4.2M | 0.1% | 14K | +900% | |||
| 107 | — | ISHARES TR - MSCI EAFE ETF | — | $4.1M | 0.1% | 39K | — | |||
| 108 | — | ISHARES TR - CORE HIGH DV ETF | — | $4.0M | 0.1% | 146K | +400% | |||
| 109 | $AYI | ACUITY INC. (DE) | Technology | $4.0M | 0.1% | 11K | — | |||
| 110 | $CRM | Salesforce, Inc. | Technology | $3.9M | 0.1% | 25K | -6% | |||
| 111 | $IVZ | Invesco Ltd. | Financials | $3.8M | 0.0% | 62K | — | |||
| 112 | $SPGI | S&P Global Inc. | Financials | $3.7M | 0.0% | 9,200 | -99% | |||
| 113 | — | VANGUARD INDEX FDS - SM CP VAL ETF | — | $3.7M | 0.0% | 15K | — | |||
| 114 | $CCJ | CAMECO CORP | Materials | $3.6M | 0.0% | 36K | +5% | |||
| 115 | $ABBV | AbbVie Inc. | Healthcare | $3.5M | 0.0% | 14K | -0.5% | |||
| 116 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $3.5M | 0.0% | 48K | — | |||
| 117 | — | ISHARES TR - RUS MID CAP ETF | — | $3.4M | 0.0% | 31K | — | |||
| 118 | $BN | BROOKFIELD Corp /ON/ | Real Estate | $3.1M | 0.0% | 73K | -0.9% | |||
| 119 | $URI | UNITED RENTALS, INC. | Industrials | $2.9M | 0.0% | 2,525 | — | |||
| 120 | — | ISHARES TR - U.S. TECH ETF | — | $2.7M | 0.0% | 11K | — | |||
| 121 | — | ISHARES TR - MSCI ACWI EX US | — | $2.5M | 0.0% | 33K | — | |||
| 122 | $ALAB | Astera Labs, Inc. | Technology | $2.5M | 0.0% | 5,197 | — | |||
| 123 | $MS | MORGAN STANLEY | Financials | $2.4M | 0.0% | 12K | — | |||
| 124 | $SYY | SYSCO CORP | Consumer Discretionary | $2.4M | 0.0% | 29K | -11% | |||
| 125 | $CNI | CANADIAN NATIONAL RAILWAY CO | Industrials | $2.4M | 0.0% | 20K | — | |||
| 126 | $CAT | CATERPILLAR INC | Industrials | $2.0M | 0.0% | 1,913 | — | |||
| 127 | — | ISHARES TR - U.S. FINLS ETF | — | $2.0M | 0.0% | 16K | — | |||
| 128 | $ORCL | ORACLE CORP | Technology | $2.0M | 0.0% | 14K | +0.4% | |||
| 129 | $PRI | Primerica, Inc. | Financials | $2.0M | 0.0% | 6,916 | -19% | |||
| 130 | — | ISHARES TR - RUSSELL 2000 ETF | — | $2.0M | 0.0% | 6,500 | — | |||
| 131 | — | VANGUARD ADMIRAL FDS INC - 500 VAL IDX FD | — | $1.9M | 0.0% | 8,891 | — | |||
| 132 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.8M | 0.0% | 15K | +0.5% | |||
| 133 | — | ISHARES TR - S&P 100 ETF | — | $1.7M | 0.0% | 4,689 | — | |||
| 134 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $1.7M | 0.0% | 8,490 | New | |||
| 135 | $RJF | RAYMOND JAMES FINANCIAL INC | Financials | $1.7M | 0.0% | 11K | — | |||
| 136 | $META | Meta Platforms, Inc. | Technology | $1.7M | 0.0% | 22K | +9% | |||
| 137 | $PM | Philip Morris International Inc. | Consumer Staples | $1.7M | 0.0% | 9,240 | — | |||
| 138 | $MRK | Merck & Co., Inc. | Healthcare | $1.6M | 0.0% | 12K | — | |||
| 139 | $GE | GENERAL ELECTRIC CO | Industrials | $1.5M | 0.0% | 4,121 | — | |||
| 140 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $1.5M | 0.0% | 16K | — | |||
| 141 | $DCI | DONALDSON Co INC | Industrials | $1.4M | 0.0% | 16K | — | |||
| 142 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $1.4M | 0.0% | 14K | -31% | |||
| 143 | — | ISHARES TR - U.S. ENERGY ETF | — | $1.3M | 0.0% | 24K | — | |||
| 144 | $ABT | ABBOTT LABORATORIES | Healthcare | $1.3M | 0.0% | 15K | -0.8% | |||
| 145 | $DHI | HORTON D R INC /DE/ | Industrials | $1.3M | 0.0% | 8,117 | — | |||
| 146 | $UNP | UNION PACIFIC CORP | Industrials | $1.3M | 0.0% | 4,804 | — | |||
| 147 | $DOV | DOVER Corp | Industrials | $1.3M | 0.0% | 5,643 | — | |||
| 148 | $QCOM | QUALCOMM INC/DE | Technology | $1.2M | 0.0% | 6,259 | +2% | |||
| 149 | $TXN | TEXAS INSTRUMENTS INC | Technology | $1.1M | 0.0% | 3,627 | -2% | |||
| 150 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $1.1M | 0.0% | 1,483 | — |
What changed in Q2 2026
Against the previous quarter's 13F: 15 new, 53 added to, 66 trimmed, 10 sold out. Share-count changes; largest moves by dollar size first.
New positions (15)
$LRCXLAM RESEARCH CORP$40.2M
first bought this quarter
$CIENCIENA CORP$25.3M
first bought this quarter
$LITELumentum Holdings Inc.$21.2M
first bought this quarter
$COFCAPITAL ONE FINANCIAL CORP$1.7M
first bought this quarter
$WSEWise Group plc$530K
first bought this quarter
$XPOXPO, Inc.$493K
first bought this quarter
+9 more in the Excel export
Added to (53)
now $306.6M · held 5+ qtrs, 4 adds in a row
now $257.2M · held 5+ qtrs
now $220.3M · held 5+ qtrs
$SNOWSnowflake Inc.+2906%
now $48.6M · held 3 qtrs
now $457.2M · held 5+ qtrs, 2 adds in a row
- SELECT SECTOR SPDR TR - ST STR UTIL ETF+317%
now $47.6M
+47 more in the Excel export
Trimmed (66)
$SPGIS&P Global Inc.-99%
now $3.7M · held 5+ qtrs, 4 trims in a row
now $315.1M · held 5+ qtrs, 4 trims in a row
$APOApollo Global Management, Inc.-50%
now $132.3M · held 5+ qtrs, 4 trims in a row
now $336.1M · held 5+ qtrs, 3 trims in a row
now $364.2M · held 3 qtrs, 2 trims in a row
now $246.8M · held 5+ qtrs, 4 trims in a row
+60 more in the Excel export
Holdings by quarter
Every 13F Allen Investment Management, LLC has filed, 41 earlier quarters. Pick one to see what it held then.
Is it too late to follow Allen Investment Management?
Q2 2026 13F filed with the SEC on Aug 5, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Allen Investment Management's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
-3.7%
Value-weighted move of the 10 largest stock positions
Turnover
9%
Last quarter; 60% over the last 4
Top 10 weight
43%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
83%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Allen Investment Management, LLC disclosed 227 positions worth $8.4B in its Form 13F-HR for Q2 2026, led by $AMZN (AMAZON COM INC) at 6.5% of the equity portfolio, followed by $GOOG and $UNH. During the quarter the fund opened 15 new positions and exited 10 — including a new stake in $LRCX and a full exit from $SE. The portfolio is most concentrated in Technology (34.2% of disclosed assets). All figures are sourced directly from Allen Investment Management, LLC’s Form 13F-HR filing with the SEC under CIK 1326234.
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