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.
Allied Investment Advisors, LLC (CIK 1729869) reported $697.4M across 100 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHD ($55.7M, 7.99%), VHT ($46.8M, 6.70%), CAT ($27.4M, 3.93%), MSFT ($24.5M, 3.51%), XOM ($21.4M, 3.08%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB US DIVIDEND EQUITY ETF | $55.7M | 7.99% | 1.8M | Added |
| 2 | VHT | VANGUARD HEALTH CARE ETF | $46.8M | 6.70% | 171,706 | Added |
| 3 | CAT | CATERPILLAR INC COM | $27.4M | 3.93% | 38,736 | Trimmed |
| 4 | MSFT | MICROSOFT CORP COM | $24.5M | 3.51% | 66,141 | Added |
| 5 | XOM | EXXON MOBIL CORP COM | $21.4M | 3.08% | 126,408 | Added |
| 6 | JPM | JPMORGAN CHASE & CO COM | $20.4M | 2.93% | 69,517 | Added |
| 7 | RTX | RTX CORPORATION COM | $19.1M | 2.74% | 98,897 | Trimmed |
| 8 | CVX | CHEVRON CORPORATION COM | $19.0M | 2.72% | 91,770 | Added |
| 9 | SHEL | SHELL PLC SPON ADS | $18.6M | 2.67% | 200,189 | Added |
| 10 | JNJ | JOHNSON & JOHNSON COM | $18.2M | 2.61% | 74,483 | Trimmed |
| 11 | VPU | VANGUARD UTILITIES ETF | $17.8M | 2.55% | 89,612 | Added |
| 12 | GS | GOLDMAN SACHS GROUP INC COM | $17.6M | 2.52% | 20,771 | Trimmed |
| 13 | FDX | FEDEX CORP COM | $17.5M | 2.50% | 49,005 | Trimmed |
| 14 | TTFNF | TOTALENERGIES SE ACT | $17.4M | 2.49% | 191,081 | New |
| 15 | DE | DEERE & CO COM | $16.6M | 2.38% | 29,442 | Added |
| 16 | STT | STATE STR CORP COM | $16.2M | 2.32% | 128,020 | Trimmed |
| 17 | WFC | WELLS FARGO & CO COM | $16.1M | 2.31% | 202,689 | Added |
| 18 | BAC | BANK OF AMER CORP COM | $15.9M | 2.28% | 326,677 | Added |
| 19 | LOW | LOWES COS INC COM | $14.8M | 2.12% | 62,494 | Added |
| 20 | LMT | LOCKHEED MARTIN CORP COM | $14.5M | 2.07% | 23,927 | Added |
| 21 | USB | US BANCORP COM NEW | $14.2M | 2.03% | 272,447 | Added |
| 22 | AAON | AAON INC COM PAR $0.004 | $13.2M | 1.90% | 160,040 | Added |
| 23 | MMM | 3M CO COM | $12.6M | 1.81% | 86,998 | Added |
| 24 | PEP | PEPSICO INC COM | $12.6M | 1.81% | 81,316 | Added |
| 25 | AMRZ | AMRIZE LTD SHS | $12.3M | 1.77% | 220,267 | Added |
Source: SEC Form 13F filings · as of 2026-03-31