Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Allen Investment Management, LLC (CIK 1326234) reported $8.09B across 221 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AMZN ($533.9M, 6.60%), SCHW ($500.8M, 6.19%), MSFT ($420.4M, 5.20%), META ($402.9M, 4.98%), GOOG ($340.5M, 4.21%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMZN | 3M CO | $533.9M | 6.60% | 2.6M | Trimmed |
| 2 | SCHW | ABBOTT LABORATORIES | $500.8M | 6.19% | 5.3M | Trimmed |
| 3 | MSFT | ABBVIE INC | $420.4M | 5.20% | 1.1M | Trimmed |
| 4 | META | ACUITY INC | $402.9M | 4.98% | 704,208 | Trimmed |
| 5 | GOOG | ADVANCED MICRO DEVICES INC | $340.5M | 4.21% | 1.2M | Added |
| 6 | GEV | AFFIRM HLDGS INC | $339.1M | 4.19% | 388,448 | Trimmed |
| 7 | V | AIRBNB INC | $326.6M | 4.04% | 1.1M | Trimmed |
| 8 | MCO | ALIBABA GROUP HLDG LTD | $306.2M | 3.79% | 701,813 | Trimmed |
| 9 | UNH | ALICO INC | $297.3M | 3.68% | 1.1M | Trimmed |
| 10 | SPGI | ALLSTATE CORP | $285.2M | 3.53% | 670,616 | Trimmed |
| 11 | APO | ALPHABET INC | $247.1M | 3.05% | 2.2M | Trimmed |
| 12 | BA | ALPHABET INC | $237.5M | 2.94% | 1.2M | Added |
| 13 | GLD | ALPS ETF TR | $214.5M | 2.65% | 498,458 | Added |
| 14 | AMLP | ALTRIA GROUP INC | $210.9M | 2.61% | 4.0M | Added |
| 15 | VTI | AMAZON COM INC | $190.8M | 2.36% | 594,697 | Trimmed |
| 16 | QQQ | AMERICAN EXPRESS CO | $182.1M | 2.25% | 315,513 | Added |
| 17 | VOO | AMGEN INC | $153.9M | 1.90% | 257,568 | Trimmed |
| 18 | XLE | AMPHENOL CORP | $144.9M | 1.79% | 2.4M | Added |
| 19 | NVDA | APPLE INC | $120.3M | 1.49% | 689,614 | Trimmed |
| 20 | SPY | APOLLO GLOBAL MGMT INC | $120.5M | 1.49% | 185,331 | Added |
| 21 | TSM | APPLIED MATLS INC | $113.9M | 1.41% | 337,166 | Added |
| 22 | VEA | APPLOVIN CORP | $113.9M | 1.41% | 1.8M | Added |
| 23 | VXUS | ARISTA NETWORKS INC | $92.8M | 1.15% | 1.2M | Added |
| 24 | AVGO | ARES CAPITAL CORP | $92.9M | 1.15% | 300,221 | Trimmed |
| 25 | ASML | ASML HLDG NV | $83.0M | 1.03% | 62,857 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31