Allen Investment Management LLC Top Holdings and 13F Report (2026) About Allen Investment Management LLCInvestment ActivityAllen Investment Management LLC has $8.09 billion in total holdings as of March 31, 2026.Allen Investment Management LLC owns shares of 221 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 4.66% of the portfolio was purchased this quarter.About 6.43% of the portfolio was sold this quarter.This quarter, Allen Investment Management LLC has purchased 220 new stocks and bought additional shares in 62 stocks.Allen Investment Management LLC sold shares of 55 stocks and completely divested from 8 stocks this quarter.Largest Holdings Amazon.com $533,869,946Charles Schwab $500,767,763Microsoft $420,351,432Meta Platforms $402,898,523Alphabet $340,455,488 Largest New Holdings this Quarter 595112103 - Micron Technology $21,692,031 Holding81369Y886 - Utilities Select Sector SPDR Fund $11,555,423 Holding84858T772 - ISHARES TR $6,225,928 Holding922908611 - Vanguard Small-Cap Value ETF $3,311,540 Holding893641100 - Transdigm Group $717,396 Holding Largest Purchases this Quarter Alphabet 174,625 shares (about $50.09M)Boeing 224,750 shares (about $44.73M)Vanguard FTSE Emerging Markets ETF 762,889 shares (about $41.23M)Vanguard FTSE Developed Markets ETF 436,698 shares (about $27.98M)Vanguard Total International Stock ETF 338,746 shares (about $26.12M) Largest Sales this Quarter Amazon.com 190,985 shares (about $39.78M)Uber Technologies 486,149 shares (about $34.97M)iShares Core S&P Total U.S. Stock Market ETF 243,493 shares (about $34.68M)Microsoft 82,940 shares (about $30.70M)Snowflake 184,665 shares (about $27.85M) 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$533,869,946$39,776,446 ▼-6.9%2,563,3556.6%Retail/WholesaleSCHWCharles Schwab$500,767,763$24,038,112 ▼-4.6%5,328,4506.2%FinanceMSFTMicrosoft$420,351,432$30,701,905 ▼-6.8%1,135,5635.2%Computer and TechnologyMETAMeta Platforms$402,898,523$20,282,581 ▼-4.8%704,2085.0%Computer and TechnologyGOOGAlphabet$340,455,488$50,092,927 ▲17.3%1,186,8354.2%Computer and TechnologyAFFIRM HLDGS INC$339,076,260$9,665,622 ▼-2.8%388,4484.2%COMVVisa$326,633,931$14,790,423 ▼-4.3%1,080,7104.0%Business ServicesMCOMoody's$306,165,813$7,899,176 ▼-2.5%701,8133.8%FinanceUNHUnitedHealth Group$297,281,809$14,191,634 ▼-4.6%1,098,6433.7%MedicalSPGIS&P Global$285,239,920$14,493,891 ▼-4.8%670,6163.5%FinanceAPOApollo Global Management$247,087,332$22,346,061 ▼-8.3%2,217,6213.1%FinanceBABoeing$237,492,548$44,731,993 ▲23.2%1,193,2502.9%AerospaceGLDSPDR Gold Shares$214,481,497$8,030,933 ▲3.9%498,4582.7%FinanceAMLPAlerian MLP ETF$210,851,340$13,393,931 ▲6.8%4,005,5352.6%ETFVTIVanguard Total Stock Market ETF$190,784,764$1,111,928 ▼-0.6%594,6972.4%ETFQQQInvesco QQQ$182,107,793$11,181,131 ▲6.5%315,5132.3%FinanceVOOVanguard S&P 500 ETF$153,909,758$530,027 ▼-0.3%257,5681.9%ETFXLEEnergy Select Sector SPDR Fund$144,878,878$14,355,609 ▲11.0%2,364,9831.8%ETFSPYSPDR S&P 500 ETF Trust$120,528,390$990,470 ▲0.8%185,3311.5%FinanceNVDANVIDIA$120,268,750$16,635,677 ▼-12.2%689,6141.5%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$113,945,250$23,320,578 ▲25.7%337,1661.4%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$113,881,502$27,983,608 ▲32.6%1,777,1771.4%ETFAVGOBroadcom$92,921,402$18,297,922 ▼-16.5%300,2211.1%Computer and TechnologyVXUSVanguard Total International Stock ETF$92,767,648$26,120,704 ▲39.2%1,203,0561.1%ETFASMLASML$83,023,411$17,783,655 ▼-17.6%62,8571.0%Computer and TechnologyAAPLApple$79,860,383$70,554 ▼-0.1%314,6711.0%Computer and TechnologyMELIMercadoLibre$76,623,250$1,061,618 ▲1.4%44,3160.9%Retail/WholesaleNETCloudflare$70,783,905$24,940,728 ▼-26.1%343,0450.9%Computer and TechnologyCRWDCrowdStrike$67,871,217$14,673,950 ▼-17.8%173,8460.8%Computer and TechnologyBERKSHIRE HATHAWAY INC DEL$66,578,786$14,932,340 ▼-18.3%561,1360.8%CL A SUB VTG SHSNOWServiceNow$65,724,835$16,962,924 ▼-20.5%628,6450.8%Computer and TechnologyNUNU$60,650,065$1,565,841 ▲2.7%4,220,6030.7%FinanceWWayfair$56,351,0930.0%749,2500.7%Retail/WholesaleARCCAres Capital$46,824,647$8,793,166 ▼-15.8%2,598,4820.6%FinanceJPMJPMorgan Chase & Co.$45,759,897$466,539 ▼-1.0%155,5610.6%FinanceRSPInvesco S&P 500 Equal Weight ETF$44,656,905$17,317,901 ▲63.3%232,6850.6%ETFGBDCGolub Capital BDC$42,612,292$8,912,513 ▼-17.3%3,365,9000.5%FinanceVWOVanguard FTSE Emerging Markets ETF$42,411,360$41,234,151 ▲3,502.7%784,6690.5%ETFIXUSiShares Core MSCI Total International Stock ETF$41,282,784$7,641,135 ▲22.7%476,4860.5%ManufacturingAMDAdvanced Micro Devices$38,677,332$730,314 ▲1.9%190,1260.5%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$38,119,199$1,043,035 ▼-2.7%480,8780.5%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$34,982,802$34,680,708 ▼-49.8%245,6140.4%ETFCASEYS GEN STORES INC$34,282,089$139,772 ▼-0.4%892,2980.4%SHS BEN INTVTEBVanguard Tax-Exempt Bond ETF$33,592,2340.0%673,3260.4%ETFBXBlackstone$32,902,319$3,433,141 ▼-9.4%286,1320.4%FinanceVCITVanguard Intermediate-Term Corporate Bond ETF$32,705,862$2,952,272 ▼-8.3%395,2370.4%ETFCPNGCoupang$31,016,744$4,631,509 ▼-13.0%1,642,8360.4%Retail/WholesaleIEFAiShares Core MSCI EAFE ETF$30,892,610$22,182 ▲0.1%341,2040.4%ETFKKRKKR & Co. Inc.$30,095,523$7,121,853 ▲31.0%325,3570.4%FinanceUBERUber Technologies$30,063,215$34,968,697 ▼-53.8%417,9510.4%Computer and TechnologyPANWPalo Alto Networks$28,762,561$866,584 ▼-2.9%179,3960.4%Computer and TechnologyCOINCoinbase Global$28,459,509$2,281,803 ▲8.7%162,9890.4%FinanceJNJJohnson & Johnson$28,151,897$899,539 ▼-3.1%115,1690.3%MedicalIWBiShares Russell 1000 ETF$26,398,866$1,355,764 ▼-4.9%73,9920.3%ETFBRK.BBerkshire Hathaway$26,100,107$8,800,508 ▼-25.2%54,4660.3%FinanceTSLXSixth Street Specialty Lending$25,657,763$3,019,577 ▼-10.5%1,395,9610.3%FinanceVIGVanguard Dividend Appreciation ETF$25,000,940$2,288,453 ▲10.1%116,2510.3%ETFVYMVanguard High Dividend Yield ETF$24,319,205$9,243,217 ▲61.3%164,2080.3%ETFACWIiShares MSCI ACWI ETF$22,983,534$1,048,014 ▲4.8%166,1020.3%ManufacturingGOOGLAlphabet$22,625,730$1,031,187 ▲4.8%78,6820.3%Computer and TechnologyELEVANCE HEALTH INC FORMERLY$22,200,502$294,769 ▲1.3%178,6470.3%COMMUMicron Technology$21,692,031$21,692,031 ▲New Holding64,2080.3%Computer and TechnologyEWJiShares MSCI Japan ETF$19,289,136$6,501,458 ▲50.8%228,4360.2%ETFHDEFXtrackers MSCI EAFE High Dividend Yield Equity ETF$19,212,3000.0%596,2850.2%ETFKOCocaCola$18,041,678$23,576 ▲0.1%237,2340.2%Consumer StaplesPWRQuanta Services$17,405,032$163,608 ▼-0.9%31,7020.2%ConstructionVGSHVanguard Short-Term Treasury ETF$16,497,3330.0%281,8130.2%ETFMAMastercard$15,976,811$135,409 ▼-0.8%31,9750.2%Business ServicesBXSLBlackstone Secured Lending Fund$15,785,026$2,132,645 ▼-11.9%666,3160.2%FinanceGILEAD SCIENCES INC$14,581,666$9,364 ▼-0.1%99,6560.2%CL ASESEA$13,096,816$366,020 ▲2.9%158,1550.2%Computer and TechnologyIWViShares Russell 3000 ETF$13,022,3590.0%35,1310.2%ETFIWFiShares Russell 1000 Growth ETF$12,287,492$747,048 ▲6.5%28,8170.2%ETFRBLXRoblox$12,269,787$265,549 ▲2.2%216,9340.2%Consumer DiscretionaryGDGeneral Dynamics$11,849,1290.0%34,5230.1%AerospaceVFHVanguard Financials ETF$11,580,9670.0%95,8610.1%ETFXLUUtilities Select Sector SPDR Fund$11,555,423$11,555,423 ▲New Holding251,8070.1%ETFDVYiShares Select Dividend ETF$11,048,8420.0%72,9730.1%ETFDESWisdomTree U.S. SmallCap Dividend Fund$10,544,5670.0%293,4750.1%FinancePGProcter & Gamble$10,086,700$10,544 ▲0.1%69,8330.1%Consumer StaplesOBDCBlue Owl Capital$10,022,2180.0%906,1680.1%FinanceWDAYWorkday$9,377,366$53,267 ▼-0.6%72,1780.1%Computer and TechnologyCARGCarGurus$9,151,5840.0%268,7690.1%Auto/Tires/TrucksSPSBSPDR Portfolio Short Term Corporate Bond ETF$9,050,198$1,692,640 ▲23.0%300,9710.1%ETFLLYEli Lilly and Company$7,905,043$49,665 ▲0.6%8,5950.1%MedicalISHARES TR$7,366,309$471,721 ▼-6.0%59,9960.1%COM SHSBRK.ABerkshire Hathaway$7,181,4000.0%100.1%FinanceHDHome Depot$7,076,649$54,595 ▲0.8%21,5170.1%Retail/WholesaleMCDMcDonald's$6,997,7460.0%22,5160.1%Retail/WholesaleIJRiShares Core S&P Small-Cap ETF$6,944,578$49,600 ▲0.7%55,8650.1%ETFISHARES TR$6,225,928$6,225,928 ▲New Holding152,8210.1%SELECT STOXX EURLOWLowe's Companies$5,916,422$2,612,771 ▼-30.6%25,0400.1%Retail/WholesaleQQQMInvesco NASDAQ 100 ETF$5,605,456$2,614,295 ▲87.4%23,5900.1%ETFCOSTCostco Wholesale$5,461,300$5,978 ▲0.1%5,4810.1%Retail/WholesaleAFRMAffirm$5,346,4150.0%116,6830.1%Computer and TechnologyMDLZMondelez International$5,123,1580.0%88,8820.1%Consumer StaplesCRMSalesforce$4,975,316$1,866,700 ▲60.0%26,6530.1%Computer and TechnologyCPCanadian Pacific Kansas City$4,668,3140.0%59,3480.1%TransportationIWDiShares Russell 1000 Value ETF$4,333,655$1,088,435 ▲33.5%20,2820.1%ETFAURAurora Innovation$4,211,3200.0%1,022,1650.1%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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