Allen Investment Management LLC Top Holdings and 13F Report (2025) About Allen Investment Management LLCInvestment ActivityAllen Investment Management LLC has $8.57 billion in total holdings as of March 31, 2025.Allen Investment Management LLC owns shares of 199 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 6.95% of the portfolio was purchased this quarter.About 4.83% of the portfolio was sold this quarter.This quarter, Allen Investment Management LLC has purchased 199 new stocks and bought additional shares in 47 stocks.Allen Investment Management LLC sold shares of 35 stocks and completely divested from 7 stocks this quarter.Largest Holdings Visa $644,884,250Charles Schwab $642,597,494Amazon.com $610,932,090Microsoft $551,594,391UnitedHealth Group $539,969,490 Largest New Holdings this Quarter 040413205 - ARISTA NETWORKS INC $32,297,461 Holding46120E602 - Intuitive Surgical $12,618,489 Holding69121K104 - Blue Owl Capital $3,065,992 Holding46438F101 - ISHARES BITCOIN TRUST ETF $1,118,853 Holding654106103 - NIKE $476,038 Holding Largest Purchases this Quarter Starbucks 780,658 shares (about $76.57M)Meta Platforms 102,540 shares (about $59.10M)SPDR Gold Shares 158,886 shares (about $45.78M)Apollo Global Management 333,428 shares (about $45.66M)Energy Select Sector SPDR Fund 477,192 shares (about $44.59M) Largest Sales this Quarter Lowe's Companies 642,589 shares (about $149.87M)Vanguard FTSE Developed Markets ETF 1,669,777 shares (about $84.87M)Alphabet 495,191 shares (about $77.36M)KKR & Co. Inc. 116,364 shares (about $13.45M)iShares MSCI EAFE ETF 157,457 shares (about $12.87M) 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 PortfolioSectorVVisa$644,884,250$1,543,426 ▼-0.2%1,840,1087.5%Business ServicesSCHWCharles Schwab$642,597,494$2,227,301 ▼-0.3%8,208,9617.5%FinanceAMZNAmazon.com$610,932,090$1,942,174 ▲0.3%3,211,0387.1%Retail/WholesaleMSFTMicrosoft$551,594,391$2,614,216 ▲0.5%1,469,3906.4%Computer and TechnologyUNHUnitedHealth Group$539,969,490$33,738,928 ▲6.7%1,030,9686.3%MedicalSPGIS&P Global$461,889,448$2,189,912 ▼-0.5%909,0525.4%Business ServicesMETAMeta Platforms$439,847,405$59,099,954 ▲15.5%763,1475.1%Computer and TechnologyMCOMoody's$420,844,868$11,788,473 ▼-2.7%903,7024.9%FinanceUBERUber Technologies$386,462,409$10,386,849 ▲2.8%5,304,1784.5%Computer and TechnologyAPOApollo Global Management$361,664,428$45,659,630 ▲14.4%2,641,0434.2%FinanceGOOGAlphabet$347,841,721$77,363,690 ▼-18.2%2,226,4724.1%Computer and TechnologySBUXStarbucks$238,052,561$76,574,743 ▲47.4%2,426,8792.8%Retail/WholesaleVTIVanguard Total Stock Market ETF$166,457,687$81,902 ▼0.0%605,6531.9%ETFAMLPAlerian MLP ETF$160,001,771$38,467,018 ▲31.7%3,080,5121.9%ETFVOOVanguard S&P 500 ETF$129,109,609$1,064,822 ▲0.8%251,2301.5%ETFNOWServiceNow$119,026,911$7,436,744 ▲6.7%149,5051.4%Computer and TechnologyGLDSPDR Gold Shares$100,297,215$45,781,413 ▲84.0%348,0851.2%FinanceSPYSPDR S&P 500 ETF Trust$85,610,724$3,035,810 ▲3.7%153,0431.0%FinanceXLEEnergy Select Sector SPDR Fund$77,523,331$44,593,601 ▲135.4%829,5700.9%ETFNVDANVIDIA$72,664,021$10,127,027 ▲16.2%670,4560.8%Computer and TechnologyMELIMercadoLibre$71,608,634$11,736,434 ▲19.6%36,7060.8%Retail/WholesaleAAPLApple$68,189,564$6,965,340 ▲11.4%306,9800.8%Computer and TechnologyARCCAres Capital$65,930,367$5,117,276 ▲8.4%2,975,1970.8%FinanceBRK.BBerkshire Hathaway$64,548,696$109,711 ▲0.2%121,2000.8%FinanceITOTiShares Core S&P Total U.S. Stock Market ETF$64,485,335$327,841 ▼-0.5%528,5250.8%ETFCRWDCrowdStrike$63,381,191$9,640,242 ▲17.9%179,7640.7%Computer and TechnologyGBDCGolub Capital BDC$62,614,898$6,677,498 ▲11.9%4,135,7260.7%FinanceBXBlackstone$53,700,261$29,768,667 ▲124.4%384,1770.6%FinanceWDAYWorkday$52,850,174$1,715,511 ▲3.4%226,3100.6%Computer and TechnologyNETCloudflare$50,930,133$4,193,871 ▲9.0%451,9490.6%Computer and TechnologyQQQInvesco QQQ$50,031,419$1,892,561 ▼-3.6%106,6950.6%FinanceSHOPShopify$49,250,519$7,693,182 ▲18.5%516,3340.6%Computer and TechnologyAVGOBroadcom$49,227,434$10,138,054 ▲25.9%294,0180.6%Computer and TechnologyASMLASML$43,956,224$8,636,719 ▲24.5%66,3360.5%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$40,688,449$84,874,764 ▼-67.6%800,4810.5%ETFCOINCoinbase Global$40,025,0460.0%232,3930.5%FinanceJPMJPMorgan Chase & Co.$38,390,186$70,401 ▲0.2%156,5030.4%FinanceVCSHVanguard Short-Term Corporate Bond ETF$37,813,2860.0%479,0130.4%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$34,681,120$25,509 ▼-0.1%424,1820.4%ETFSNOWSnowflake$34,339,8540.0%234,9470.4%Computer and TechnologyPANWPalo Alto Networks$33,564,025$653,304 ▼-1.9%196,7180.4%Computer and TechnologyARISTA NETWORKS INC$32,297,461$32,297,461 ▲New Holding416,8490.4%COM SHSTSLXSixth Street Specialty Lending$32,113,510$6,296,367 ▲24.4%1,434,9200.4%FinanceVTEBVanguard Tax-Exempt Bond ETF$31,722,6120.0%639,3110.4%ETFVXUSVanguard Total International Stock ETF$30,186,8720.0%486,1010.4%ETFNUNU$30,116,915$10,157,609 ▲50.9%2,941,1050.4%FinanceMAMastercard$27,870,258$653,359 ▼-2.3%50,8470.3%Business ServicesIXUSiShares Core MSCI Total International Stock ETF$27,607,481$286,710 ▼-1.0%395,4660.3%ManufacturingHUBSHubSpot$26,476,435$4,241,257 ▲19.1%46,3450.3%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$25,803,7770.0%340,9590.3%ETFIWBiShares Russell 1000 ETF$25,588,153$360,138 ▲1.4%83,4850.3%ETFJNJJohnson & Johnson$24,479,643$2,180,299 ▼-8.2%147,6100.3%MedicalDUOLINGO INC$24,379,5640.0%78,5070.3%CL A COMNFLXNetflix$23,602,334$21,448 ▲0.1%25,3100.3%Consumer DiscretionaryCPNGCoupang$22,889,591$3,158,446 ▲16.0%1,043,7570.3%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$21,540,492$6,165,074 ▲40.1%129,7620.3%Computer and TechnologyDDOGDatadog$20,275,151$2,663,888 ▲15.1%204,3660.2%Computer and TechnologyMDBMongoDB$19,812,4820.0%112,9560.2%Computer and TechnologyWWayfair$18,817,6250.0%587,5000.2%Retail/WholesaleGE VERNOVA INC$18,517,3690.0%60,6570.2%COMKOCoca-Cola$17,869,2200.0%249,5000.2%Consumer StaplesACWIiShares MSCI ACWI ETF$17,562,087$55,984 ▼-0.3%150,8900.2%ManufacturingBXSLBlackstone Secured Lending Fund$17,274,868$7,182,787 ▲71.2%533,8340.2%FinanceRSPInvesco S&P 500 Equal Weight ETF$16,688,272$12,045,350 ▲259.4%96,3860.2%ETFSNAPSnap$16,468,424$3,130,191 ▲23.5%1,890,7490.2%Computer and TechnologyVGSHVanguard Short-Term Treasury Index ETF$16,378,970$908,815 ▲5.9%279,0760.2%ETFGOOGLAlphabet$14,426,984$2,858,056 ▼-16.5%93,2940.2%Computer and TechnologyWMTWalmart$14,350,505$2,648,010 ▼-15.6%163,4640.2%Retail/WholesaleLOWLowe's Companies$13,316,034$149,871,037 ▼-91.8%57,0940.2%Retail/WholesaleISRGIntuitive Surgical$12,618,489$12,618,489 ▲New Holding25,4780.1%MedicalVFHVanguard Financials ETF$11,452,514$3,785,885 ▲49.4%95,8610.1%ETFIWViShares Russell 3000 ETF$11,220,6330.0%35,3250.1%ETFPGProcter & Gamble$11,193,0150.0%65,6790.1%Consumer StaplesVTVanguard Total World Stock ETF$11,035,3090.0%95,1730.1%ETFDVYiShares Select Dividend ETF$9,799,5440.0%72,9730.1%ETFPALANTIR TECHNOLOGIES INC$9,525,637$2,056,659 ▼-17.8%112,8630.1%CL AGDGeneral Dynamics$9,255,1810.0%33,9540.1%AerospaceIWFiShares Russell 1000 Growth ETF$9,082,8580.0%25,1540.1%ETFKKRKKR & Co. Inc.$8,619,882$13,452,843 ▼-60.9%74,5600.1%FinancePWRQuanta Services$8,133,7600.0%32,0000.1%ConstructionBRK.ABerkshire Hathaway$7,984,4160.0%100.1%FinanceVIGVanguard Dividend Appreciation ETF$7,904,3170.0%40,7460.1%ETFCARGCarGurus$7,510,5010.0%257,8270.1%Auto/Tires/TrucksAURAurora Innovation$6,874,0600.0%1,022,1650.1%Business ServicesHDHome Depot$6,861,792$4,523,952 ▼-39.7%18,7230.1%Retail/WholesaleIJRiShares Core S&P Small-Cap ETF$6,544,3040.0%62,5830.1%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$6,157,9780.0%204,5840.1%ETFCPCanadian Pacific Kansas City$6,050,0660.0%86,1710.1%TransportationMDLZMondelez International$6,035,0540.0%88,9470.1%Consumer StaplesMCDMcDonald's$6,006,8750.0%19,2300.1%Retail/WholesaleLLYEli Lilly and Company$5,472,480$77,636 ▲1.4%6,6260.1%MedicalAFRMAffirm$5,272,9050.0%116,6830.1%Business ServicesCOSTCostco Wholesale$4,254,118$2,723,846 ▲178.0%4,4980.0%Retail/WholesaleDHRDanaher$4,045,675$4,116,195 ▼-50.4%19,7350.0%MedicalIBMInternational Business Machines$3,729,9000.0%15,0000.0%Computer and TechnologyORLYO'Reilly Automotive$3,653,0790.0%2,5500.0%Retail/WholesaleABNBAirbnb$3,648,0690.0%30,5380.0%Consumer DiscretionaryHDViShares Core High Dividend ETF$3,536,0980.0%29,1950.0%ETFMAPLEBEAR INC$3,413,108$3,413,108 ▼-50.0%85,5630.0%COMEFAiShares MSCI EAFE ETF$3,136,879$12,868,960 ▼-80.4%38,3810.0%FinanceShowing 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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