Allen Investment Management LLC Top Holdings and 13F Report (2026)

About Allen Investment Management LLC

Investment Activity

Allen 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: $533,869,946
Charles Schwab: $500,767,763
Microsoft: $420,351,432
Meta Platforms: $402,898,523
Alphabet: $340,455,488

Largest New Holdings this Quarter

595112103 - Micron Technology: $21,692,031 Holding
81369Y886 - Utilities Select Sector SPDR Fund: $11,555,423 Holding
84858T772 - ISHARES TR: $6,225,928 Holding
922908611 - Vanguard Small-Cap Value ETF: $3,311,540 Holding
893641100 - 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 Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AMZN Amazon.com	$533,869,946	$39,776,446 â–¼	-6.9%	2,563,355	6.6%	Retail/Wholesale
SCHW Charles Schwab	$500,767,763	$24,038,112 â–¼	-4.6%	5,328,450	6.2%	Finance
MSFT Microsoft	$420,351,432	$30,701,905 â–¼	-6.8%	1,135,563	5.2%	Computer and Technology
META Meta Platforms	$402,898,523	$20,282,581 â–¼	-4.8%	704,208	5.0%	Computer and Technology
GOOG Alphabet	$340,455,488	$50,092,927 â–²	17.3%	1,186,835	4.2%	Computer and Technology
AFFIRM HLDGS INC	$339,076,260	$9,665,622 â–¼	-2.8%	388,448	4.2%	COM
V Visa	$326,633,931	$14,790,423 â–¼	-4.3%	1,080,710	4.0%	Business Services
MCO Moody's	$306,165,813	$7,899,176 â–¼	-2.5%	701,813	3.8%	Finance
UNH UnitedHealth Group	$297,281,809	$14,191,634 â–¼	-4.6%	1,098,643	3.7%	Medical
SPGI S&P Global	$285,239,920	$14,493,891 â–¼	-4.8%	670,616	3.5%	Finance
APO Apollo Global Management	$247,087,332	$22,346,061 â–¼	-8.3%	2,217,621	3.1%	Finance
BA Boeing	$237,492,548	$44,731,993 â–²	23.2%	1,193,250	2.9%	Aerospace
GLD SPDR Gold Shares	$214,481,497	$8,030,933 â–²	3.9%	498,458	2.7%	Finance
AMLP Alerian MLP ETF	$210,851,340	$13,393,931 â–²	6.8%	4,005,535	2.6%	ETF
VTI Vanguard Total Stock Market ETF	$190,784,764	$1,111,928 â–¼	-0.6%	594,697	2.4%	ETF
QQQ Invesco QQQ	$182,107,793	$11,181,131 â–²	6.5%	315,513	2.3%	Finance
VOO Vanguard S&P 500 ETF	$153,909,758	$530,027 â–¼	-0.3%	257,568	1.9%	ETF
XLE Energy Select Sector SPDR Fund	$144,878,878	$14,355,609 â–²	11.0%	2,364,983	1.8%	ETF
SPY SPDR S&P 500 ETF Trust	$120,528,390	$990,470 â–²	0.8%	185,331	1.5%	Finance
NVDA NVIDIA	$120,268,750	$16,635,677 â–¼	-12.2%	689,614	1.5%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$113,945,250	$23,320,578 â–²	25.7%	337,166	1.4%	Computer and Technology
VEA Vanguard FTSE Developed Markets ETF	$113,881,502	$27,983,608 â–²	32.6%	1,777,177	1.4%	ETF
AVGO Broadcom	$92,921,402	$18,297,922 â–¼	-16.5%	300,221	1.1%	Computer and Technology
VXUS Vanguard Total International Stock ETF	$92,767,648	$26,120,704 â–²	39.2%	1,203,056	1.1%	ETF
ASML ASML	$83,023,411	$17,783,655 â–¼	-17.6%	62,857	1.0%	Computer and Technology
AAPL Apple	$79,860,383	$70,554 â–¼	-0.1%	314,671	1.0%	Computer and Technology
MELI MercadoLibre	$76,623,250	$1,061,618 â–²	1.4%	44,316	0.9%	Retail/Wholesale
NET Cloudflare	$70,783,905	$24,940,728 â–¼	-26.1%	343,045	0.9%	Computer and Technology
CRWD CrowdStrike	$67,871,217	$14,673,950 â–¼	-17.8%	173,846	0.8%	Computer and Technology
BERKSHIRE HATHAWAY INC DEL	$66,578,786	$14,932,340 â–¼	-18.3%	561,136	0.8%	CL A SUB VTG SHS
NOW ServiceNow	$65,724,835	$16,962,924 â–¼	-20.5%	628,645	0.8%	Computer and Technology
NU NU	$60,650,065	$1,565,841 â–²	2.7%	4,220,603	0.7%	Finance
W Wayfair	$56,351,093		0.0%	749,250	0.7%	Retail/Wholesale
ARCC Ares Capital	$46,824,647	$8,793,166 â–¼	-15.8%	2,598,482	0.6%	Finance
JPM JPMorgan Chase & Co.	$45,759,897	$466,539 â–¼	-1.0%	155,561	0.6%	Finance
RSP Invesco S&P 500 Equal Weight ETF	$44,656,905	$17,317,901 â–²	63.3%	232,685	0.6%	ETF
GBDC Golub Capital BDC	$42,612,292	$8,912,513 â–¼	-17.3%	3,365,900	0.5%	Finance
VWO Vanguard FTSE Emerging Markets ETF	$42,411,360	$41,234,151 â–²	3,502.7%	784,669	0.5%	ETF
IXUS iShares Core MSCI Total International Stock ETF	$41,282,784	$7,641,135 â–²	22.7%	476,486	0.5%	Manufacturing
AMD Advanced Micro Devices	$38,677,332	$730,314 â–²	1.9%	190,126	0.5%	Computer and Technology
VCSH Vanguard Short-Term Corporate Bond ETF	$38,119,199	$1,043,035 â–¼	-2.7%	480,878	0.5%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$34,982,802	$34,680,708 â–¼	-49.8%	245,614	0.4%	ETF
CASEYS GEN STORES INC	$34,282,089	$139,772 â–¼	-0.4%	892,298	0.4%	SHS BEN INT
VTEB Vanguard Tax-Exempt Bond ETF	$33,592,234		0.0%	673,326	0.4%	ETF
BX Blackstone	$32,902,319	$3,433,141 â–¼	-9.4%	286,132	0.4%	Finance
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$32,705,862	$2,952,272 â–¼	-8.3%	395,237	0.4%	ETF
CPNG Coupang	$31,016,744	$4,631,509 â–¼	-13.0%	1,642,836	0.4%	Retail/Wholesale
IEFA iShares Core MSCI EAFE ETF	$30,892,610	$22,182 â–²	0.1%	341,204	0.4%	ETF
KKR KKR & Co. Inc.	$30,095,523	$7,121,853 â–²	31.0%	325,357	0.4%	Finance
UBER Uber Technologies	$30,063,215	$34,968,697 â–¼	-53.8%	417,951	0.4%	Computer and Technology
PANW Palo Alto Networks	$28,762,561	$866,584 â–¼	-2.9%	179,396	0.4%	Computer and Technology
COIN Coinbase Global	$28,459,509	$2,281,803 â–²	8.7%	162,989	0.4%	Finance
JNJ Johnson & Johnson	$28,151,897	$899,539 â–¼	-3.1%	115,169	0.3%	Medical
IWB iShares Russell 1000 ETF	$26,398,866	$1,355,764 â–¼	-4.9%	73,992	0.3%	ETF
BRK.B Berkshire Hathaway	$26,100,107	$8,800,508 â–¼	-25.2%	54,466	0.3%	Finance
TSLX Sixth Street Specialty Lending	$25,657,763	$3,019,577 â–¼	-10.5%	1,395,961	0.3%	Finance
VIG Vanguard Dividend Appreciation ETF	$25,000,940	$2,288,453 â–²	10.1%	116,251	0.3%	ETF
VYM Vanguard High Dividend Yield ETF	$24,319,205	$9,243,217 â–²	61.3%	164,208	0.3%	Financial Services
ACWI iShares MSCI ACWI ETF	$22,983,534	$1,048,014 â–²	4.8%	166,102	0.3%	Manufacturing
GOOGL Alphabet	$22,625,730	$1,031,187 â–²	4.8%	78,682	0.3%	Computer and Technology
ELEVANCE HEALTH INC FORMERLY	$22,200,502	$294,769 â–²	1.3%	178,647	0.3%	COM
MU Micron Technology	$21,692,031	$21,692,031 â–²	New Holding	64,208	0.3%	Computer and Technology
EWJ iShares MSCI Japan ETF	$19,289,136	$6,501,458 â–²	50.8%	228,436	0.2%	ETF
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF	$19,212,300		0.0%	596,285	0.2%	ETF
KO CocaCola	$18,041,678	$23,576 â–²	0.1%	237,234	0.2%	Consumer Staples
PWR Quanta Services	$17,405,032	$163,608 â–¼	-0.9%	31,702	0.2%	Construction
VGSH Vanguard Short-Term Treasury ETF	$16,497,333		0.0%	281,813	0.2%	ETF
MA Mastercard	$15,976,811	$135,409 â–¼	-0.8%	31,975	0.2%	Business Services
BXSL Blackstone Secured Lending Fund	$15,785,026	$2,132,645 â–¼	-11.9%	666,316	0.2%	Finance
GILEAD SCIENCES INC	$14,581,666	$9,364 â–¼	-0.1%	99,656	0.2%	CL A
SE SEA	$13,096,816	$366,020 â–²	2.9%	158,155	0.2%	Computer and Technology
IWV iShares Russell 3000 ETF	$13,022,359		0.0%	35,131	0.2%	ETF
IWF iShares Russell 1000 Growth ETF	$12,287,492	$747,048 â–²	6.5%	28,817	0.2%	ETF
RBLX Roblox	$12,269,787	$265,549 â–²	2.2%	216,934	0.2%	Consumer Discretionary
GD General Dynamics	$11,849,129		0.0%	34,523	0.1%	Aerospace
VFH Vanguard Financials ETF	$11,580,967		0.0%	95,861	0.1%	ETF
XLU Utilities Select Sector SPDR Fund	$11,555,423	$11,555,423 â–²	New Holding	251,807	0.1%	ETF
DVY iShares Select Dividend ETF	$11,048,842		0.0%	72,973	0.1%	ETF
DES WisdomTree U.S. SmallCap Dividend Fund	$10,544,567		0.0%	293,475	0.1%	Finance
PG Procter & Gamble	$10,086,700	$10,544 â–²	0.1%	69,833	0.1%	Consumer Staples
OBDC Blue Owl Capital	$10,022,218		0.0%	906,168	0.1%	Finance
WDAY Workday	$9,377,366	$53,267 â–¼	-0.6%	72,178	0.1%	Computer and Technology
CARG CarGurus	$9,151,584		0.0%	268,769	0.1%	Auto/Tires/Trucks
SPSB SPDR Portfolio Short Term Corporate Bond ETF	$9,050,198	$1,692,640 â–²	23.0%	300,971	0.1%	ETF
LLY Eli Lilly and Company	$7,905,043	$49,665 â–²	0.6%	8,595	0.1%	Medical
ISHARES TR	$7,366,309	$471,721 â–¼	-6.0%	59,996	0.1%	COM SHS
BRK.A Berkshire Hathaway	$7,181,400		0.0%	10	0.1%	Finance
HD Home Depot	$7,076,649	$54,595 â–²	0.8%	21,517	0.1%	Retail/Wholesale
MCD McDonald's	$6,997,746		0.0%	22,516	0.1%	Retail/Wholesale
IJR iShares Core S&P Small-Cap ETF	$6,944,578	$49,600 â–²	0.7%	55,865	0.1%	ETF
ISHARES TR	$6,225,928	$6,225,928 â–²	New Holding	152,821	0.1%	SELECT STOXX EUR
LOW Lowe's Companies	$5,916,422	$2,612,771 â–¼	-30.6%	25,040	0.1%	Retail/Wholesale
QQQM Invesco NASDAQ 100 ETF	$5,605,456	$2,614,295 â–²	87.4%	23,590	0.1%	ETF
COST Costco Wholesale	$5,461,300	$5,978 â–²	0.1%	5,481	0.1%	Retail/Wholesale
AFRM Affirm	$5,346,415		0.0%	116,683	0.1%	Computer and Technology
MDLZ Mondelez International	$5,123,158		0.0%	88,882	0.1%	Consumer Staples
CRM Salesforce	$4,975,316	$1,866,700 â–²	60.0%	26,653	0.1%	Computer and Technology
CP Canadian Pacific Kansas City	$4,668,314		0.0%	59,348	0.1%	Transportation
IWD iShares Russell 1000 Value ETF	$4,333,655	$1,088,435 â–²	33.5%	20,282	0.1%	ETF
AUR Aurora Innovation	$4,211,320		0.0%	1,022,165	0.1%	Business Services

Showing largest 100 holdings. View all holdings.

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Allen Investment Management LLC Top Holdings and 13F Report (2026)

About Allen Investment Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Allen Investment Management LLC Top Holdings and 13F Report (2026)

About Allen Investment Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofAllen Investment Management LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools