Allen Investment Management LLC Top Holdings and 13F Report (2026) About Allen Investment Management LLCInvestment ActivityAllen Investment Management LLC has $8.84 billion in total holdings as of September 30, 2026.Allen Investment Management LLC owns shares of 225 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 5.85% of the portfolio was purchased this quarter.About 3.38% of the portfolio was sold this quarter.This quarter, Allen Investment Management LLC has purchased 227 new stocks and bought additional shares in 53 stocks.Allen Investment Management LLC sold shares of 46 stocks and completely divested from 6 stocks this quarter.Largest Holdings Amazon.com $563,165,953Microsoft $481,272,127Meta Platforms $475,146,638Alphabet $427,656,641Charles Schwab $320,603,458 Largest New Holdings this Quarter 46434G103 - iShares Core MSCI Emerging Markets ETF $14,658,956 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $2,537,924 Holding30347G103 - FACTORIAL ENERGY INC $1,020,455 Holding315948109 - FIDELITY WISE ORIGIN BITCOIN $225,277 Holding Largest Purchases this Quarter CrowdStrike 390,725 shares (about $103.44M)iShares Core S&P Total U.S. Stock Market ETF 342,214 shares (about $56.90M)Vanguard Total Bond Market ETF 622,833 shares (about $43.69M)Meta Platforms 48,894 shares (about $35.46M)Energy Select Sector SPDR Fund 492,269 shares (about $30.27M) Largest Sales this Quarter Moody's 107,297 shares (about $48.73M)Vanguard Total Stock Market ETF 68,924 shares (about $25.79M)NVIDIA 81,764 shares (about $18.67M)UnitedHealth Group 47,693 shares (about $17.51M)Coupang 1,239,835 shares (about $17.20M) 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 PortfolioSectorAMZNAmazon.com$563,165,953$13,966,352 ▼-2.4%2,260,3496.4%Consumer DiscretionaryMSFTMicrosoft$481,272,127$9,577,384 ▼-2.0%938,3355.4%TechnologyMETAMeta Platforms$475,146,638$35,456,951 ▲8.1%655,2125.4%Communication ServicesGOOGAlphabet$427,656,641$13,210,831 ▼-3.0%1,255,0824.8%Communication ServicesSCHWCharles Schwab$320,603,458$13,164,211 ▼-3.9%3,280,1663.6%FinanceVVisa$317,835,098$10,815,479 ▼-3.3%884,5213.6%FinanceUNHUnitedHealth Group$304,150,007$17,507,146 ▼-5.4%828,5663.4%HealthcareTSMTaiwan Semiconductor Manufacturing$286,007,864$6,892,119 ▼-2.4%626,9493.2%TechnologyNVDANVIDIA$274,909,545$18,673,268 ▼-6.4%1,203,7373.1%TechnologyGE VERNOVA INC$263,024,345$8,881,379 ▼-3.3%276,7253.0%COMAMLPAlerian MLP ETF$254,371,651$24,048,382 ▲10.4%4,904,0232.9%ETFQQQInvesco QQQ$250,733,945$10,680,059 ▲4.4%338,9352.8%ETFGLDSPDR Gold Shares$221,238,338$18,877,477 ▲9.3%580,9222.5%ETFXLEEnergy Select Sector SPDR Fund$208,666,875$30,274,546 ▲17.0%3,392,9572.4%ETFAVGOBroadcom$202,609,237$2,237,080 ▼-1.1%576,9222.3%TechnologyMCOMoody's$198,711,280$48,726,759 ▼-19.7%437,5652.2%FinanceVTIVanguard Total Stock Market ETF$186,004,787$25,794,121 ▼-12.2%497,0202.1%ETFVOOVanguard S&P 500 ETF$182,816,624$891,494 ▲0.5%260,8462.1%ETFBABoeing$157,608,537$16,615,381 ▼-9.5%847,1301.8%IndustrialsSPYSPDR S&P 500 ETF Trust$154,597,570$3,415,826 ▲2.3%202,7161.7%ETFCRWDCrowdStrike$138,012,851$103,444,444 ▲299.2%521,2951.6%TechnologyVXUSVanguard Total International Stock ETF$133,586,686$15,056,271 ▲12.7%1,572,3481.5%ETFVEAVanguard FTSE Developed Markets ETF$125,579,744$4,470,884 ▲3.7%1,778,4981.4%ETFASMLASML$120,992,381$2,355,171 ▲2.0%66,7851.4%TechnologyNETCloudflare$115,925,537$1,897,191 ▲1.7%333,8101.3%TechnologyAPOApollo Global Management$115,175,739$14,580,502 ▼-11.2%992,3811.3%FinanceAAPLApple$101,593,785$3,094,090 ▼-3.0%305,0681.1%TechnologyPANWPalo Alto Networks$90,012,133$25,839,634 ▲40.3%226,5141.0%TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$86,832,746$56,903,344 ▲190.1%522,2081.0%ETFAMDAdvanced Micro Devices$81,844,923$2,143,607 ▲2.7%133,7860.9%TechnologyRSPInvesco S&P 500 Equal Weight ETF$80,855,424$19,713,616 ▲32.2%388,7280.9%ETFSHOPIFY INC$78,551,205$1,505,643 ▲2.0%529,6420.9%CL A SUB VTG SHSWWayfair$75,766,200$1,076,880 ▼-1.4%738,7500.9%Consumer DiscretionarySNOWSnowflake$64,965,638$102,887 ▲0.2%191,3230.7%TechnologyXLUUtilities Select Sector SPDR Fund$63,038,451$21,648,379 ▲52.3%1,598,3380.7%ETFNOWServiceNow$59,373,8010.0%443,0550.7%TechnologyVWOVanguard FTSE Emerging Markets ETF$57,427,560$4,923,382 ▲9.4%968,2610.6%ETFMUMicron Technology$51,768,606$1,475,177 ▲2.9%48,6040.6%TechnologyJPMJPMorgan Chase & Co.$51,753,804$258,379 ▲0.5%156,4360.6%FinanceMELIMercadoLibre$49,328,789$9,550,128 ▼-16.2%28,5380.6%Consumer DiscretionaryVYMVanguard High Dividend Yield ETF$48,682,670$7,085,035 ▲17.0%313,6770.6%ETFPALANTIR TECHNOLOGIES INC$48,373,242$29,720,556 ▲159.3%258,5560.5%CL AIXUSiShares Core MSCI Total International Stock ETF$45,798,709$127,002 ▲0.3%482,1420.5%ETFNUNU$45,715,969$857,019 ▲1.9%3,611,0560.5%FinanceBNDVanguard Total Bond Market ETF$43,977,105$43,691,735 ▲15,310.5%626,9010.5%ETFVTEBVanguard Tax-Exempt Bond ETF$38,452,342$6,553,914 ▲20.5%811,9160.4%ETFISHARES BITCOIN TRUST ETF$35,233,647$954,611 ▼-2.6%744,2680.4%SHS BEN INTARCCAres Capital$34,839,222$11,795,052 ▼-25.3%1,824,0430.4%FinanceVIGVanguard Dividend Appreciation ETF$31,886,944$1,560,611 ▲5.1%136,6720.4%ETFLAM RESEARCH CORP$31,013,972$548,940 ▲1.8%94,4080.4%COM NEWJNJJohnson & Johnson$30,137,689$82,069 ▼-0.3%113,8390.3%HealthcareVCSHVanguard Short-Term Corporate Bond ETF$29,775,626$295,867 ▲1.0%385,4450.3%ETFIWBiShares Russell 1000 ETF$29,579,2640.0%71,1040.3%ETFKKRKKR & Co. Inc.$29,379,701$557,752 ▲1.9%321,7930.3%FinanceKOCoca-Cola$29,354,694$8,932,705 ▲43.7%341,0160.3%Consumer StaplesGBDCGolub Capital BDC$29,211,660$10,876,690 ▼-27.1%2,312,8790.3%FinanceEWJiShares MSCI Japan ETF$29,115,395$3,559,532 ▲13.9%298,7420.3%ETFGOOGLAlphabet$28,584,023$883,939 ▲3.2%83,0740.3%Communication ServicesACWIiShares MSCI ACWI ETF$28,168,404$924,171 ▼-3.2%177,4220.3%ETFBXBlackstone$27,883,060$2,272,849 ▼-7.5%248,7560.3%FinanceCOINCoinbase Global$27,383,443$1,577,029 ▲6.1%146,8990.3%FinanceBRK.BBerkshire Hathaway$26,513,348$1,244,377 ▼-4.5%53,2450.3%FinanceLITELumentum$24,665,148$676,968 ▲2.8%25,3950.3%TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$22,892,597$715,284 ▼-3.0%292,3330.3%ETFPWRQuanta Services$20,368,8520.0%31,7020.2%IndustrialsTSLXSixth Street Specialty Lending$20,368,132$4,300,149 ▼-17.4%1,130,3070.2%FinanceHDEFXtrackers MSCI EAFE High Dividend Yield Equity ETF$19,289,8170.0%596,2850.2%ETFWALMART INC$18,806,478$237,480 ▲1.3%180,9530.2%COMCIENCiena$18,621,833$498,529 ▲2.8%52,9300.2%TechnologyAURAurora Innovation$16,872,7070.0%3,045,6150.2%TechnologyVGSHVanguard Short-Term Treasury ETF$16,221,1560.0%281,8130.2%ETFIWViShares Russell 3000 ETF$15,264,7930.0%35,3630.2%ETFMAMastercard$15,123,164$759,384 ▼-4.8%27,4230.2%FinanceIEFAiShares Core MSCI EAFE ETF$14,907,0840.0%153,8240.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$14,658,956$14,658,956 ▲New Holding180,6180.2%ETFBXSLBlackstone Secured Lending Fund$13,588,315$311,740 ▼-2.2%566,6520.2%FinanceIWFiShares Russell 1000 Growth ETF$13,560,8350.0%108,2610.2%ETFQQQMInvesco NASDAQ 100 ETF$11,969,915$2,828,582 ▲30.9%39,2920.1%ETFWDAYWorkday$11,719,5750.0%61,5330.1%TechnologyGDGeneral Dynamics$11,455,9070.0%34,5230.1%IndustrialsDESWisdomTree U.S. SmallCap Dividend Fund$11,149,1260.0%293,4750.1%ETFDVYiShares Select Dividend ETF$11,097,0040.0%72,9730.1%ETFVFHVanguard Financials ETF$10,560,446$1,910,111 ▼-15.3%81,1780.1%ETFLLYEli Lilly and Company$10,270,920$305,455 ▲3.1%8,8770.1%HealthcarePGProcter & Gamble$10,115,165$10,605 ▼-0.1%69,6250.1%Consumer StaplesSPINNAKER ETF SERIES$9,174,3710.0%219,0110.1%SELE STO EUR ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$8,905,7320.0%300,9710.1%ETFOBDCBlue Owl Capital$8,756,569$280,083 ▼-3.1%834,7540.1%FinanceAFRMAffirm$8,077,9640.0%116,6830.1%FinanceCARGCarGurus$8,033,8890.0%257,8270.1%Communication ServicesIWDiShares Russell 1000 Value ETF$7,838,555$377,597 ▲5.1%31,6160.1%ETFIJRiShares Core S&P Small-Cap ETF$7,603,1400.0%55,8890.1%ETFBRK.ABerkshire Hathaway$7,470,0500.0%100.1%FinanceHDHome Depot$5,994,138$5,974 ▼-0.1%21,0700.1%Consumer DiscretionaryCRMSalesforce$5,751,1880.0%25,0520.1%TechnologyVUGVanguard Growth ETF$5,305,136$20,545 ▲0.4%58,8740.1%ETFMCDMcDonald's$5,199,8440.0%22,5160.1%Consumer DiscretionaryVEUVanguard FTSE All-World ex-US ETF$5,146,712$698,856 ▲15.7%62,0310.1%ETFMDLZMondelez International$5,137,5960.0%88,8550.1%Consumer StaplesCOSTCostco Wholesale$5,057,728$60,081 ▲1.2%5,5560.1%Consumer StaplesShowing largest 100 holdings. 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