Allen Investment Management, LLC
All holdings · as of Mar 31, 2026
| 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% |
| Apple Inc. | $79.86M | 1.0% |
| MercadoLibre, Inc. | $76.62M | 0.9% |
| Cloudflare, Inc. | $70.78M | 0.9% |
| CrowdStrike Holdings, Inc. | $67.87M | 0.8% |
| BERKSHIRE HATHAWAY INC DEL | $66.58M | 0.8% |
| ServiceNow Inc | $65.72M | 0.8% |
| BLACKSTONE INC | $60.65M | 0.7% |
| Wayfair Inc. | $56.35M | 0.7% |
| ARES CAPITAL CORPARCC | $46.82M | 0.6% |
| JPMORGAN CHASE & CO | $45.76M | 0.6% |
| BROADCOM INC | $44.66M | 0.6% |
| BROOKFIELD ASSET MANAGMT LTD | $42.61M | 0.5% |
| BROOKFIELD CORP | $42.41M | 0.5% |
| iShares MSCI UAE ETF | $41.28M | 0.5% |
| ADVANCED MICRO DEVICES INC | $38.68M | 0.5% |
| CANADIAN PACIFIC KANSAS CITY | $38.12M | 0.5% |
| iShares MSCI UAE ETF | $34.98M | 0.4% |
| CASEYS GEN STORES INC | $34.28M | 0.4% |
| CATERPILLAR INC | $33.59M | 0.4% |
| Blackstone Inc | $32.90M | 0.4% |
| CLOUDFLARE INC | $32.71M | 0.4% |
| Coupang, Inc. | $31.02M | 0.4% |
| COCA-COLA EUROPACIFIC PARTNE | $30.89M | 0.4% |
| KKR & Co. Inc. | $30.10M | 0.4% |
| Uber Technologies, Inc | $30.06M | 0.4% |