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 $796.5M across 110 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SCHD ($59.3M, 7.45%), VHT ($54.1M, 6.79%), MSFT ($25.4M, 3.19%), JPM ($23.1M, 2.90%), CAT ($21.4M, 2.69%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB US DIVIDEND EQUITY ETF | $59.3M | 7.45% | 1.9M | Added |
| 2 | VHT | VANGUARD HEALTH CARE ETF | $54.1M | 6.79% | 180,940 | Added |
| 3 | MSFT | MICROSOFT CORP COM | $25.4M | 3.19% | 68,125 | Added |
| 4 | JPM | JPMORGAN CHASE & CO COM | $23.1M | 2.90% | 70,656 | Added |
| 5 | CAT | CATERPILLAR INC COM | $21.4M | 2.69% | 20,083 | Trimmed |
| 6 | BSV | VANGUARD SHORT-TERM BOND ETF | $21.3M | 2.68% | 273,991 | New |
| 7 | GS | GOLDMAN SACHS GROUP INC COM | $20.8M | 2.61% | 20,549 | Trimmed |
| 8 | STT | STATE STR CORP COM | $20.8M | 2.61% | 122,745 | Trimmed |
| 9 | JNJ | JOHNSON & JOHNSON COM | $19.3M | 2.42% | 75,978 | Added |
| 10 | RTX | RTX CORPORATION COM | $19.2M | 2.41% | 101,187 | Added |
| 11 | DE | DEERE & CO COM | $19.1M | 2.40% | 30,107 | Added |
| 12 | AAON | AAON INC COM PAR $0.004 | $19.0M | 2.39% | 149,761 | Trimmed |
| 13 | BAC | BANK OF AMER CORP COM | $19.0M | 2.39% | 334,060 | Added |
| 14 | VPU | VANGUARD UTILITIES ETF | $17.9M | 2.25% | 91,546 | Added |
| 15 | XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $17.5M | 2.20% | 128,268 | New |
| 16 | WFC | WELLS FARGO & CO COM | $17.4M | 2.18% | 209,957 | Added |
| 17 | USB | US BANCORP COM NEW | $16.9M | 2.12% | 279,232 | Added |
| 18 | SHEL | SHELL PLC SPON ADS | $15.8M | 1.99% | 204,343 | Added |
| 19 | CVX | CHEVRON CORPORATION COM | $15.6M | 1.96% | 93,947 | Added |
| 20 | FDX | FEDEX CORP COM | $15.4M | 1.94% | 49,256 | Added |
| 21 | VGK | VANGUARD FTSE EUROPE ETF | $15.2M | 1.91% | 171,665 | Added |
| 22 | TTFNF | TOTALENERGIES SE ACT | $15.0M | 1.88% | 192,577 | Added |
| 23 | LOW | LOWES COS INC COM | $14.6M | 1.84% | 66,389 | Added |
| 24 | MMM | 3M CO COM | $14.7M | 1.84% | 90,579 | Added |
| 25 | SYY | SYSCO CORP COM | $14.4M | 1.81% | 172,615 | Added |
Source: SEC Form 13F filings · as of 2026-06-30