Allen Investment Management LLC Top Holdings and 13F Report (2025) About Allen Investment Management LLCInvestment ActivityAllen Investment Management LLC has $9.17 billion in total holdings as of June 30, 2025.Allen Investment Management LLC owns shares of 199 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 5.44% of the portfolio was purchased this quarter.About 9.27% of the portfolio was sold this quarter.This quarter, Allen Investment Management LLC has purchased 199 new stocks and bought additional shares in 35 stocks.Allen Investment Management LLC sold shares of 52 stocks and completely divested from 9 stocks this quarter.Largest Holdings Charles Schwab $700,083,913Microsoft $685,343,540Amazon.com $664,105,596Meta Platforms $537,084,474Visa $476,740,902 Largest New Holdings this Quarter 46137V233 - Invesco S&P 500 Top 50 ETF $3,211,236 Holding921946406 - Vanguard High Dividend Yield ETF $2,102,032 Holding929740108 - Wabtec $663,221 Holding90353W103 - Ubiquiti $253,576 Holding00183L201 - VANGUARD TAX-MANAGED FDS $235,218 Holding Largest Purchases this Quarter ALPHABET INC 391,327 shares (about $207.07M)Invesco QQQ 131,546 shares (about $72.57M)UnitedHealth Group 231,524 shares (about $72.23M)Apollo Global Management 217,543 shares (about $30.86M)Intuitive Surgical 28,005 shares (about $15.22M) Largest Sales this Quarter Alphabet 1,118,781 shares (about $198.46M)Visa 497,365 shares (about $176.59M)Uber Technologies 1,038,449 shares (about $96.89M)Charles Schwab 535,968 shares (about $48.90M)Microsoft 91,566 shares (about $45.55M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAllen Investment Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHWCharles Schwab$700,083,913$48,901,723 ▼-6.5%7,672,9937.6%FinanceMSFTMicrosoft$685,343,540$45,545,851 ▼-6.2%1,377,8247.5%Computer and TechnologyAMZNAmazon.com$664,105,596$40,364,030 ▼-5.7%3,027,0557.2%Retail/WholesaleMETAMeta Platforms$537,084,474$26,186,695 ▼-4.6%727,6685.9%Computer and TechnologyVVisa$476,740,902$176,589,443 ▼-27.0%1,342,7435.2%Business ServicesSPGIS&P Global$450,752,405$28,581,763 ▼-6.0%854,8474.9%FinanceMCOMoody's$414,923,650$38,364,100 ▼-8.5%827,2174.5%FinanceAPOApollo Global Management$405,547,596$30,862,825 ▲8.2%2,858,5864.4%FinanceUBERUber Technologies$397,992,516$96,887,292 ▼-19.6%4,265,7294.3%Computer and TechnologyUNHUnitedHealth Group$393,859,629$72,228,542 ▲22.5%1,262,4924.3%MedicalALPHABET INC$239,167,334$207,070,682 ▲645.1%451,9842.6%COMSBUXStarbucks$205,618,820$16,756,103 ▼-7.5%2,244,0122.2%Retail/WholesaleGOOGAlphabet$196,493,306$198,460,561 ▼-50.2%1,107,6912.1%Computer and TechnologyVTIVanguard Total Stock Market ETF$184,096,802$20,667 ▲0.0%605,7212.0%ETFAMLPAlerian MLP ETF$156,855,921$6,342,125 ▲4.2%3,210,3141.7%ETFNOWServiceNow$153,531,411$171,689 ▼-0.1%149,3381.7%Computer and TechnologyVOOVanguard S&P 500 ETF$142,759,572$53,395 ▲0.0%251,3241.6%ETFQQQInvesco QQQ$131,423,265$72,566,035 ▲123.3%238,2411.4%FinanceGLDSPDR Gold Shares$112,228,045$6,121,291 ▲5.8%368,1661.2%FinanceNVDANVIDIA$104,216,208$1,709,136 ▼-1.6%659,6381.1%Computer and TechnologyMELIMercadoLibre$96,074,425$138,522 ▲0.1%36,7591.0%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$92,576,790$1,980,827 ▼-2.1%149,8371.0%FinanceNETCloudflare$91,673,310$3,168,138 ▲3.6%468,1271.0%Computer and TechnologyCRWDCrowdStrike$91,069,721$485,882 ▼-0.5%178,8101.0%Computer and TechnologyAVGOBroadcom$81,600,670$554,608 ▲0.7%296,0300.9%Computer and TechnologyCOINCoinbase Global$81,451,4230.0%232,3930.9%FinanceXLEEnergy Select Sector SPDR Fund$71,676,931$1,321,086 ▲1.9%845,1470.8%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$70,977,834$394,182 ▼-0.6%525,6060.8%ETFSHOPShopify$68,996,569$9,468,422 ▲15.9%598,4610.8%Computer and TechnologyARCCAres Capital$66,574,728$1,239,400 ▲1.9%3,031,6360.7%FinanceASMLASML$62,340,128$9,179,121 ▲17.3%77,7900.7%Computer and TechnologyGBDCGolub Capital BDC$62,094,587$1,506,196 ▲2.5%4,238,5380.7%FinanceAAPLApple$61,532,008$1,451,170 ▼-2.3%299,9070.7%Computer and TechnologyBXBlackstone$59,440,848$1,975,653 ▲3.4%397,3850.6%FinanceBRK.BBerkshire Hathaway$53,650,868$5,224,456 ▼-8.9%110,4450.6%FinanceVEAVanguard FTSE Developed Markets ETF$52,650,787$7,015,366 ▲15.4%923,5360.6%ETFSNOWSnowflake$52,574,0900.0%234,9470.6%Computer and TechnologyWDAYWorkday$49,203,600$5,110,800 ▼-9.4%205,0150.5%Computer and TechnologyNUNU$46,043,428$5,691,468 ▲14.1%3,355,9350.5%FinanceJPMJPMorgan Chase & Co.$45,316,992$54,793 ▼-0.1%156,3140.5%FinanceCPNGCoupang$42,454,608$11,183,648 ▲35.8%1,417,0430.5%Retail/WholesaleVCSHVanguard Short-Term Corporate Bond ETF$38,091,551$10,017 ▲0.0%479,1390.4%ETFPANWPalo Alto Networks$37,693,255$2,561,149 ▼-6.4%184,2020.4%Computer and TechnologyTSLXSixth Street Specialty Lending$37,075,170$2,909,725 ▲8.5%1,557,1260.4%FinanceVCITVanguard Intermediate-Term Corporate Bond ETF$34,898,540$274,631 ▼-0.8%420,8700.4%ETFNFLXNetflix$33,893,3800.0%25,3100.4%Consumer DiscretionaryVXUSVanguard Total International Stock ETF$33,625,343$40,625 ▲0.1%486,6890.4%ETFCREDIT ACCEP CORP MICH$32,154,178$35,262 ▼-0.1%78,4210.4%CL A COMCROWDSTRIKE HLDGS INC$31,514,959$11,132,863 ▼-26.1%308,0340.3%COM SHSVTEBVanguard Tax-Exempt Bond ETF$30,890,518$454,900 ▼-1.5%630,0330.3%ETFIXUSiShares Core MSCI Total International Stock ETF$30,673,516$100,039 ▲0.3%396,7600.3%ManufacturingHUBSHubSpot$30,478,276$4,681,258 ▲18.1%54,7550.3%Computer and TechnologyWWayfair$30,044,7500.0%587,5000.3%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$29,726,586$336,791 ▲1.1%131,2490.3%Computer and TechnologyISRGIntuitive Surgical$29,063,197$15,218,197 ▲109.9%53,4830.3%MedicalIEFAiShares Core MSCI EAFE ETF$28,453,0290.0%340,9590.3%ETFIWBiShares Russell 1000 ETF$28,354,331$10,533 ▼0.0%83,4540.3%ETFMAMastercard$21,845,979$6,726,984 ▼-23.5%38,8760.2%Business ServicesJNJJohnson & Johnson$20,093,041$2,454,387 ▼-10.9%131,5420.2%MedicalACWIiShares MSCI ACWI ETF$19,349,413$55,041 ▼-0.3%150,4620.2%ManufacturingRSPInvesco S&P 500 Equal Weight ETF$17,518,1560.0%96,3860.2%ETFBXSLBlackstone Secured Lending Fund$17,307,146$891,750 ▲5.4%562,8340.2%FinanceKOCocaCola$16,838,530$813,626 ▼-4.6%238,0000.2%Consumer StaplesVGSHVanguard Short-Term Treasury ETF$16,564,968$160,881 ▲1.0%281,8130.2%ETFWMTWalmart$15,983,5100.0%163,4640.2%Retail/WholesaleGE AEROSPACE$15,329,354$57,259 ▼-0.4%112,4430.2%CL AGOOGLAlphabet$13,686,198$2,755,004 ▼-16.8%77,6610.1%Computer and TechnologyKKRKKR & Co. Inc.$12,420,479$2,501,762 ▲25.2%93,3660.1%FinanceIWViShares Russell 3000 ETF$12,399,0750.0%35,3250.1%ETFVFHVanguard Financials ETF$12,203,1050.0%95,8610.1%ETFPWRQuanta Services$12,098,5600.0%32,0000.1%ConstructionIWFiShares Russell 1000 Growth ETF$10,679,8850.0%25,1540.1%ETFPGProcter & Gamble$10,450,436$13,542 ▼-0.1%65,5940.1%Consumer StaplesVIGVanguard Dividend Appreciation ETF$10,087,161$1,747,677 ▲21.0%49,2850.1%ETFGDGeneral Dynamics$9,903,0240.0%33,9540.1%AerospaceLOWLowe's Companies$9,717,019$2,950,427 ▼-23.3%43,7960.1%Retail/WholesaleDVYiShares Select Dividend ETF$9,691,5440.0%72,9730.1%ETFCARGCarGurus$8,629,4700.0%257,8270.1%Auto/Tires/TrucksAFRMAffirm$8,067,4630.0%116,6830.1%Computer and TechnologyINVESCO EXCHANGE TRADED FD T$7,615,136$6,152,095 ▲420.5%124,4100.1%SHS BEN INTBRK.ABerkshire Hathaway$7,288,0000.0%100.1%FinanceOBDCBlue Owl Capital$7,226,069$4,227,002 ▲140.9%503,9100.1%FinanceIJRiShares Core S&P Small-Cap ETF$6,839,6960.0%62,5830.1%ETFHDHome Depot$6,836,736$27,865 ▼-0.4%18,6470.1%Retail/WholesaleCPCanadian Pacific Kansas City$6,404,303$426,473 ▼-6.2%80,7910.1%TransportationSPSBSPDR Portfolio Short Term Corporate Bond ETF$6,176,3910.0%204,5840.1%ETFMDLZMondelez International$5,994,202$4,384 ▼-0.1%88,8820.1%Consumer StaplesABNBAirbnb$5,982,430$1,941,031 ▲48.0%45,2050.1%Consumer DiscretionaryMCDMcDonald's$5,618,4290.0%19,2300.1%Retail/WholesaleAURAurora Innovation$5,356,1450.0%1,022,1650.1%Business ServicesLLYEli Lilly and Company$5,097,347$67,819 ▼-1.3%6,5390.1%MedicalCOSTCostco Wholesale$4,452,7500.0%4,4980.0%Retail/WholesaleIBMInternational Business Machines$4,421,7000.0%15,0000.0%Computer and TechnologyISHARES TR$3,997,9170.0%11,4200.0%COM CL AMDBMongoDB$3,883,345$19,836,285 ▼-83.6%18,4930.0%Computer and TechnologyORLYO'Reilly Automotive$3,447,473$3,217,641 ▲1,400.0%38,2500.0%Retail/WholesaleEFAiShares MSCI EAFE ETF$3,430,8780.0%38,3810.0%FinanceHDViShares Core High Dividend ETF$3,420,7780.0%29,1950.0%ETFXLGInvesco S&P 500 Top 50 ETF$3,211,236$3,211,236 ▲New Holding61,6360.0%ETFAYIAcuity$3,141,5200.0%10,5300.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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