Institutions / Allied Investment Advisors, LLC
Allied Investment Advisors, LLC
CIK 1729869 · Institution · as of Dec 31, 2025
Portfolio value
$646.84M
Positions
102
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 102 →
| Company | Value | % of portfolio |
|---|---|---|
| Schwab US Dividend Equity ETF | $48.93M | 7.6% |
| Vanguard Health Care ETF | $48.15M | 7.4% |
| Microsoft Corp | $31.14M | 4.8% |
| Caterpillar Inc | $23.53M | 3.6% |
| JPMorgan Chase & Co | $22.37M | 3.5% |
| The Goldman Sachs Group, Inc. | $18.76M | 2.9% |
| Wells Fargo & COMPANY/MN | $18.71M | 2.9% |
| RTX Corp | $18.53M | 2.9% |
| Bank of America Corp /De | $17.62M | 2.7% |
| State Street Corporation | $16.52M | 2.6% |
| Vanguard Utilities ETF | $16.35M | 2.5% |
| Johnson & Johnson | $15.42M | 2.4% |
| Exxon Mobil Corp | $15.19M | 2.3% |
| Lowes Companies Inc | $14.64M | 2.3% |
| Shell PLC Spon Ads | $14.44M | 2.2% |
| FedEx Corp | $14.36M | 2.2% |
| US Bancorp \De | $14.31M | 2.2% |
| Chevron Corp | $13.71M | 2.1% |
| Deere & Co | $13.59M | 2.1% |
| 3M Co | $13.51M | 2.1% |
| Apple Inc. | $13.36M | 2.1% |
| Medtronic plc | $12.42M | 1.9% |
| Abbott Laboratories | $12.28M | 1.9% |
| Aaon, Inc. | $11.79M | 1.8% |
| Sysco Corp | $11.48M | 1.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.