Institutions / Allen Investment Management, LLC
Allen Investment Management, LLC
CIK 1326234 · Institution · as of Mar 31, 2026
Portfolio value
$8.09B
Positions
221
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$8.09B-10.4%Positions
221+0.5%Top holdings
Mar 31, 2026View all 221 →
| Company | Value | % of portfolio |
|---|---|---|
| Amazon.com Inc | $533.87M | 6.6% |
| Schwab Charles Corp | $500.77M | 6.2% |
| Microsoft Corp | $420.35M | 5.2% |
| Meta Platforms Inc | $402.90M | 5.0% |
| Alphabet Inc. | $340.46M | 4.2% |
| GE Vernova Inc. | $339.08M | 4.2% |
| Visa Inc | $326.63M | 4.0% |
| Moody's Corp | $306.17M | 3.8% |
| Unitedhealth Group Inc | $297.28M | 3.7% |
| S&P Global Inc. | $285.24M | 3.5% |
| Apollo Global Management, Inc. | $247.09M | 3.1% |
| The Boeing Company | $237.49M | 2.9% |
| Alps ETF Tr | $214.48M | 2.7% |
| Altria Group Inc | $210.85M | 2.6% |
| Amazon Com Inc | $190.78M | 2.4% |
| American Express Co | $182.11M | 2.3% |
| Amgen Inc | $153.91M | 1.9% |
| Amphenol Corp | $144.88M | 1.8% |
| Apollo Global Mgmt Inc | $120.53M | 1.5% |
| NVIDIA Corp | $120.27M | 1.5% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $113.95M | 1.4% |
| Applovin Corp | $113.88M | 1.4% |
| Broadcom Inc. | $92.92M | 1.1% |
| Arista Networks Inc | $92.77M | 1.1% |
| Asml Hldg NV | $83.02M | 1.0% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Alphabet Inc. Common stock | $50.09M | +175K +17.25% | 1,186,835 4.21% of portfolio | high |
| Q1 2026 as of | Add | The Boeing Company Common stock | $44.73M | +225K +23.21% | 1,193,250 2.94% of portfolio | medium |
| Q1 2026 as of | Add | 922042858 Common stock | $41.23M | +763K +3502.70% | 784,669 0.52% of portfolio | medium |
| Q1 2026 as of | Trim | Amazon.com Inc Common stock | $-39.78M | -191K -6.93% | 2,563,355 6.60% of portfolio | medium |
| Q1 2026 as of | Trim | Uber Technologies, Inc Common stock | $-34.97M | -486K -53.77% | 417,951 0.37% of portfolio | medium |
| Q1 2026 as of | Trim | iShares MSCI UAE ETF Common stock | $-34.68M | -243K -49.78% | 245,614 0.43% of portfolio | medium |
| Q1 2026 as of | Trim | Microsoft Corp Common stock | $-30.70M | -83K -6.81% | 1,135,563 5.20% of portfolio | medium |
| Q1 2026 as of | Add | 921943858 Common stock | $27.98M | +437K +32.58% | 1,777,177 1.41% of portfolio | medium |
| Q1 2026 as of | Trim | Snowflake Inc. Common stock | $-27.85M | -185K -96.67% | 6,355 0.01% of portfolio | medium |
| Q1 2026 as of | Add | 921909768 Common stock | $26.12M | +339K +39.19% | 1,203,056 1.15% of portfolio | medium |