The Analysis of Allen Investment Management, LLC's Holdings

Currently, Allen Investment Management, LLC holds 220 types of securities in its portfolio with a total value $9.0B. In the most recent quarter, they have increased their positions in NOW (+658.5K shares, valued at $100.9M), BA (+362.0K shares, valued at $78.6M), XLE (+1.1M shares, valued at $51.3M); decreased their positions in UBER (-1.4M shares, valued at $115.4M), N/A (-280.3K shares, valued at $36.7M), MSFT (-56.6K shares, valued at $27.4M); initiated new positions in SE (+153.7K shares, valued at $19.6M), HDEF (+596.3K shares, valued at $18.5M), DES (+293.5K shares, valued at $9.8M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AMZN AMAZON COM INC2.8M shares-1.67%2025-12-312026-02-10

MSFT MICROSOFT CORP1.2M shares-4.44%2025-12-312026-02-10

SCHW SCHWAB CHARLES CORP5.6M shares-4.52%2025-12-312026-02-10

META META PLATFORMS INC739.7K shares8.28%2025-12-312026-02-10

V VISA INC1.1M shares-3.44%2025-12-312026-02-10

UNH UNITEDHEALTH GROUP INC1.2M shares13.14%2025-12-312026-02-10

SPGI S&P GLOBAL INC704.7K shares-4.55%2025-12-312026-02-10

MCO MOODYS CORP719.9K shares-1.23%2025-12-312026-02-10

Sponsored

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC2.4M shares-7.04%2025-12-312026-02-10

ALPHABET INC ALPHABET INC1.0M shares-4.89%2025-12-312026-02-10

GEV GE VERNOVA INC399.5K shares0.97%2025-12-312026-02-10

BA BOEING CO968.5K shares59.70%2025-12-312026-02-10

VTI VANGUARD INDEX FDS598.2K shares-1.71%2025-12-312026-02-10

GLD SPDR GOLD TR479.8K shares7.49%2025-12-312026-02-10

INVESCO QQQ TR INVESCO QQQ TR296.1K shares9.99%2025-12-312026-02-10

ALPS ETF TR ALPS ETF TR3.8M shares7.13%2025-12-312026-02-10

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS258.5K shares0.28%2025-12-312026-02-10

NVDA NVIDIA CORPORATION785.0K shares-0.12%2025-12-312026-02-10

SPY SPDR S&P 500 ETF TR183.8K shares12.84%2025-12-312026-02-10

BROADCOM INC BROADCOM INC359.3K shares2.64%2025-12-312026-02-10

NOW SERVICENOW INC790.9K shares497.16%2025-12-312026-02-10

SHOP SHOPIFY INC687.0K shares-5.09%2025-12-312026-02-10

CRWD CROWDSTRIKE HLDGS INC211.4K shares0.18%2025-12-312026-02-10

XLE SELECT SECTOR SPDR TR2.1M shares116.48%2025-12-312026-02-10

Sponsored

NET CLOUDFLARE INC463.9K shares-11.86%2025-12-312026-02-10

MELI MERCADOLIBRE INC43.7K shares0.13%2025-12-312026-02-10

AAPL APPLE INC314.9K shares4.44%2025-12-312026-02-10

VEA VANGUARD TAX-MANAGED FDS1.3M shares2.77%2025-12-312026-02-10

ASML ASML HOLDING N V76.3K shares-11.28%2025-12-312026-02-10

TSM TAIWAN SEMICONDUCTOR MFG LTD268.2K shares28.50%2025-12-312026-02-10

W WAYFAIR INC749.3K shares32.32%2025-12-312026-02-10

UBER UBER TECHNOLOGIES INC904.1K shares-60.98%2025-12-312026-02-10

Sponsored

ITOT ISHARES TR489.1K shares-6.94%2025-12-312026-02-10

NU NU HLDGS LTD4.1M shares1.89%2025-12-312026-02-10

VXUS VANGUARD STAR FDS864.3K shares46.97%2025-12-312026-02-10

ARCC ARES CAPITAL CORP3.1M shares-1.55%2025-12-312026-02-10

GBDC GOLUB CAP BDC INC4.1M shares-2.48%2025-12-312026-02-10

JPM JPMORGAN CHASE & CO.157.1K shares0.41%2025-12-312026-02-10

BLACKSTONE INC BLACKSTONE INC316.0K shares-2.68%2025-12-312026-02-10

CPNG COUPANG INC1.9M shares-5.29%2025-12-312026-02-10

Sponsored

IBIT ISHARES BITCOIN TRUST ETF895.9K shares12.65%2025-12-312026-02-10

SNOW SNOWFLAKE INC191.0K shares-18.70%2025-12-312026-02-10

AMD ADVANCED MICRO DEVICES INC186.5K shares1.23%2025-12-312026-02-10

VCSH VANGUARD SCOTTSDALE FDS494.0K shares3.11%2025-12-312026-02-10

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL72.8K shares-20.21%2025-12-312026-02-10

VCIT VANGUARD SCOTTSDALE FDS430.9K shares2.56%2025-12-312026-02-10

PANW PALO ALTO NETWORKS INC184.8K shares0.33%2025-12-312026-02-10

COIN COINBASE GLOBAL INC149.9K shares-31.34%2025-12-312026-02-10

Sponsored

TSLX SIXTH STREET SPECIALTY LENDI1.6M shares0.10%2025-12-312026-02-10

VTEB VANGUARD MUN BD FDS673.3K shares8.09%2025-12-312026-02-10

IXUS ISHARES TR388.3K shares0.12%2025-12-312026-02-10

KKR & CO INC KKR & CO INC248.4K shares0.40%2025-12-312026-02-10

IEFA ISHARES TR341.0K shares0.00%2025-12-312026-02-10

IWB ISHARES TR77.8K shares-6.78%2025-12-312026-02-10

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T142.4K shares32.85%2025-12-312026-02-10

JNJ JOHNSON & JOHNSON118.8K shares1.13%2025-12-312026-02-10

Sponsored

ALPHABET INC ALPHABET INC75.1K shares-3.40%2025-12-312026-02-10

VIG VANGUARD SPECIALIZED FUNDS105.6K shares62.86%2025-12-312026-02-10

ACWI ISHARES TR158.5K shares1.30%2025-12-312026-02-10

SPOT SPOTIFY TECHNOLOGY S A37.9K shares-19.21%2025-12-312026-02-10

NFLX NETFLIX INC216.4K shares755.25%2025-12-312026-02-10

BXSL BLACKSTONE SECD LENDING FD756.3K shares5.73%2025-12-312026-02-10

WMT WALMART INC176.3K shares7.84%2025-12-312026-02-10

SE SEA LTD153.7K sharesnew addition2025-12-312026-02-10

Sponsored

HDEF DBX ETF TR596.3K sharesnew addition2025-12-312026-02-10

MA MASTERCARD INCORPORATED32.2K shares-6.45%2025-12-312026-02-10

PLTR PALANTIR TECHNOLOGIES INC99.7K shares5.89%2025-12-312026-02-10

RBLX ROBLOX CORP212.2K shares-14.13%2025-12-312026-02-10

KO COCA COLA CO236.9K shares-0.45%2025-12-312026-02-10

VGSH VANGUARD SCOTTSDALE FDS281.8K shares0.00%2025-12-312026-02-10

WDAY WORKDAY INC72.6K shares0.00%2025-12-312026-02-10

VYM VANGUARD WHITEHALL FDS101.8K shares157.08%2025-12-312026-02-10

Sponsored

IWV ISHARES TR35.1K shares-0.55%2025-12-312026-02-10

PWR QUANTA SVCS INC32.0K shares0.00%2025-12-312026-02-10

IWF ISHARES TR27.1K shares7.60%2025-12-312026-02-10

VFH VANGUARD WORLD FD95.9K shares0.00%2025-12-312026-02-10

EWJ ISHARES INC151.4K shares0.00%2025-12-312026-02-10

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP34.5K shares1.68%2025-12-312026-02-10

OBDC BLUE OWL CAPITAL CORPORATION906.2K shares10.21%2025-12-312026-02-10

CARG CARGURUS INC268.8K shares0.00%2025-12-312026-02-10

Sponsored

DVY ISHARES TR73.0K shares0.00%2025-12-312026-02-10

PG PROCTER AND GAMBLE CO69.8K shares6.74%2025-12-312026-02-10

DES WISDOMTREE TR293.5K sharesnew addition2025-12-312026-02-10

LLY ELI LILLY & CO8.5K shares29.31%2025-12-312026-02-10

LOW LOWES COS INC36.1K shares-15.15%2025-12-312026-02-10

AFRM AFFIRM HLDGS INC116.7K shares0.00%2025-12-312026-02-10

ARISTA NETWORKS INC ARISTA NETWORKS INC63.8K shares-81.45%2025-12-312026-02-10

BRK.A BERKSHIRE HATHAWAY INC DEL10 shares0.00%2025-12-312026-02-10

Sponsored

SPSB SPDR SERIES TRUST244.7K shares19.60%2025-12-312026-02-10

HD HOME DEPOT INC21.4K shares14.50%2025-12-312026-02-10

MCD MCDONALDS CORP22.5K shares17.09%2025-12-312026-02-10

IJR ISHARES TR55.5K shares-1.53%2025-12-312026-02-10

MDLZ MONDELEZ INTL INC88.9K shares0.00%2025-12-312026-02-10

COST COSTCO WHSL CORP NEW5.5K shares21.26%2025-12-312026-02-10

APP APPLOVIN CORP6.8K shares-40.37%2025-12-312026-02-10

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO68.1K sharesnew addition2025-12-312026-02-10

Sponsored

IBM INTERNATIONAL BUSINESS MACHS15.0K shares0.00%2025-12-312026-02-10

CRM SALESFORCE INC16.7K shares138.82%2025-12-312026-02-10

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY59.3K shares-26.54%2025-12-312026-02-10

VUG VANGUARD INDEX FDS8.8K shares2.40%2025-12-312026-02-10

ABNB AIRBNB INC30.5K shares-31.97%2025-12-312026-02-10

IVV ISHARES TR6.0K sharesnew addition2025-12-312026-02-10

AUR AURORA INNOVATION INC1.0M shares0.00%2025-12-312026-02-10

AYI ACUITY INC10.5K shares0.00%2025-12-312026-02-10

Sponsored

EFA ISHARES TR39.4K shares0.00%2025-12-312026-02-10

XLG INVESCO EXCHANGE TRADED FD T61.6K shares0.00%2025-12-312026-02-10

ORLY OREILLY AUTOMOTIVE INC39.7K shares3.88%2025-12-312026-02-10

HDV ISHARES TR29.2K shares0.00%2025-12-312026-02-10

BN BROOKFIELD CORP73.2K shares56.69%2025-12-312026-02-10

ABBV ABBVIE INC14.0K shares73.61%2025-12-312026-02-10

IWD ISHARES TR15.2K shares0.00%2025-12-312026-02-10

QQQM INVESCO EXCH TRADED FD TR II12.6K shares0.00%2025-12-312026-02-10

Sponsored

CCJ CAMECO CORP32.7K shares68.28%2025-12-312026-02-10

IWR ISHARES TR31.0K shares0.00%2025-12-312026-02-10

EEM ISHARES TR52.1K shares0.00%2025-12-312026-02-10

MO ALTRIA GROUP INC48.4K sharesnew addition2025-12-312026-02-10

ORCL ORACLE CORP13.2K shares104.16%2025-12-312026-02-10

SYY SYSCO CORP32.4K shares0.00%2025-12-312026-02-10

ABT ABBOTT LABS18.3K shares57.76%2025-12-312026-02-10

ACWX ISHARES TR33.0K shares0.00%2025-12-312026-02-10

Sponsored

PRI PRIMERICA INC8.5K shares0.00%2025-12-312026-02-10

IYW ISHARES TR10.6K shares94.11%2025-12-312026-02-10

VEU VANGUARD INTL EQUITY INDEX F28.3K shares0.00%2025-12-312026-02-10

MS MORGAN STANLEY11.6K shares193.08%2025-12-312026-02-10

URI UNITED RENTALS INC2.5K shares0.00%2025-12-312026-02-10

IYF ISHARES TR15.8K sharesnew addition2025-12-312026-02-10

CNI CANADIAN NATL RY CO20.0K shares0.00%2025-12-312026-02-10

XOM EXXON MOBIL CORP16.1K shares47.22%2025-12-312026-02-10

Sponsored

VOOV VANGUARD ADMIRAL FDS INC8.9K sharesnew addition2025-12-312026-02-10

DHR DANAHER CORPORATION7.9K shares-0.24%2025-12-312026-02-10

RJF RAYMOND JAMES FINL INC11.2K shares0.00%2025-12-312026-02-10

SBUX STARBUCKS CORP20.3K shares-92.81%2025-12-312026-02-10

KLAC KLA CORP1.4K shares0.00%2025-12-312026-02-10

OEF ISHARES TR4.7K shares0.00%2025-12-312026-02-10

IWM ISHARES TR6.5K shares0.00%2025-12-312026-02-10

MERCK & CO INC MERCK & CO INC14.7K shares115.72%2025-12-312026-02-10

Sponsored

BSV VANGUARD BD INDEX FDS19.5K shares3.86%2025-12-312026-02-10

DOV DOVER CORP7.7K shares0.00%2025-12-312026-02-10

PM PHILIP MORRIS INTL INC9.2K sharesnew addition2025-12-312026-02-10

ELV ELEVANCE HEALTH INC FORMERLY4.1K shares0.00%2025-12-312026-02-10

DCI DONALDSON INC16.0K shares0.00%2025-12-312026-02-10

NKE NIKE INC20.5K shares0.00%2025-12-312026-02-10

GE AEROSPACE GE AEROSPACE4.1K shares9.89%2025-12-312026-02-10

AXP AMERICAN EXPRESS CO3.3K shares65.94%2025-12-312026-02-10

Sponsored

VWO VANGUARD INTL EQUITY INDEX F21.8K shares38.84%2025-12-312026-02-10

DHI D R HORTON INC8.1K shares0.00%2025-12-312026-02-10

CSCO CISCO SYS INC15.1K sharesnew addition2025-12-312026-02-10

IYE ISHARES TR23.6K sharesnew addition2025-12-312026-02-10

UNP UNION PAC CORP4.8K sharesnew addition2025-12-312026-02-10

CAT CATERPILLAR INC1.9K sharesnew addition2025-12-312026-02-10

PGR PROGRESSIVE CORP4.6K shares0.00%2025-12-312026-02-10

MMM 3M CO6.5K shares101.69%2025-12-312026-02-10

Sponsored

QCOM QUALCOMM INC6.0K shares210.54%2025-12-312026-02-10

XLF SELECT SECTOR SPDR TR18.3K shares0.00%2025-12-312026-02-10

IYH ISHARES TR15.0K sharesnew addition2025-12-312026-02-10

WM WASTE MGMT INC DEL4.3K shares0.00%2025-12-312026-02-10

ALAB ASTERA LABS INC5.2K shares-19.59%2025-12-312026-02-10

AJG GALLAGHER ARTHUR J & CO3.2K shares0.00%2025-12-312026-02-10

IYJ ISHARES TR5.6K sharesnew addition2025-12-312026-02-10

HON HONEYWELL INTL INC4.3K shares131.55%2025-12-312026-02-10

Sponsored

AMGN AMGEN INC2.5K sharesnew addition2025-12-312026-02-10

COP CONOCOPHILLIPS8.4K shares10.10%2025-12-312026-02-10

ALCO ALICO INC21.1K shares0.00%2025-12-312026-02-10

IWP ISHARES TR5.4K shares0.00%2025-12-312026-02-10

IJK ISHARES TR7.6K shares0.00%2025-12-312026-02-10

ALL ALLSTATE CORP3.4K sharesnew addition2025-12-312026-02-10

IJT ISHARES TR5.0K shares0.00%2025-12-312026-02-10

GS GOLDMAN SACHS GROUP INC774 sharesnew addition2025-12-312026-02-10

Sponsored

NEE NEXTERA ENERGY INC8.1K sharesnew addition2025-12-312026-02-10

IYC ISHARES TR6.3K sharesnew addition2025-12-312026-02-10

BABA ALIBABA GROUP HLDG LTD4.3K shares-18.87%2025-12-312026-02-10

LMT LOCKHEED MARTIN CORP1.3K sharesnew addition2025-12-312026-02-10

BROOKFIELD ASSET MANAGMT LTD BROOKFIELD ASSET MANAGMT LTD11.8K shares0.00%2025-12-312026-02-10

TXN TEXAS INSTRS INC3.5K sharesnew addition2025-12-312026-02-10

XLV SELECT SECTOR SPDR TR3.9K shares0.00%2025-12-312026-02-10

EPD ENTERPRISE PRODS PARTNERS L19.0K shares0.00%2025-12-312026-02-10

Sponsored

VNQ VANGUARD INDEX FDS6.8K shares0.00%2025-12-312026-02-10

GILD GILEAD SCIENCES INC4.8K sharesnew addition2025-12-312026-02-10

EGP EASTGROUP PPTYS INC3.3K sharesnew addition2025-12-312026-02-10

BLACKROCK INC BLACKROCK INC538 sharesnew addition2025-12-312026-02-10

MKL MARKEL GROUP INC262 shares0.00%2025-12-312026-02-10

IWO ISHARES TR1.7K shares0.00%2025-12-312026-02-10

XLY SELECT SECTOR SPDR TR4.6K shares100.00%2025-12-312026-02-10

IAC IAC INC13.8K shares-53.08%2025-12-312026-02-10

Sponsored

TSLA TESLA INC1.1K shares30.73%2025-12-312026-02-10

BIV VANGUARD BD INDEX FDS6.5K shares0.00%2025-12-312026-02-10

XLI SELECT SECTOR SPDR TR3.2K shares0.00%2025-12-312026-02-10

UNILEVER PLC UNILEVER PLC7.0K sharesnew addition2025-12-312026-02-10

NSC NORFOLK SOUTHN CORP1.6K shares0.00%2025-12-312026-02-10

HSY HERSHEY CO2.5K shares0.00%2025-12-312026-02-10

IWS ISHARES TR3.2K shares0.00%2025-12-312026-02-10

XLP SELECT SECTOR SPDR TR5.8K shares0.00%2025-12-312026-02-10

Sponsored

PSX PHILLIPS 663.3K shares0.00%2025-12-312026-02-10

LEN LENNAR CORP4.1K shares0.00%2025-12-312026-02-10

TMO THERMO FISHER SCIENTIFIC INC666 shares0.00%2025-12-312026-02-10

AMAT APPLIED MATLS INC1.5K shares0.00%2025-12-312026-02-10

IWN ISHARES TR2.0K shares0.00%2025-12-312026-02-10

HUM HUMANA INC1.4K shares0.00%2025-12-312026-02-10

CACC CREDIT ACCEP CORP MICH800 shares0.00%2025-12-312026-02-10

PEP PEPSICO INC2.5K shares0.00%2025-12-312026-02-10

Sponsored

VB VANGUARD INDEX FDS1.3K sharesnew addition2025-12-312026-02-10

EPAM EPAM SYS INC1.6K shares0.00%2025-12-312026-02-10

BND VANGUARD BD INDEX FDS4.1K sharesnew addition2025-12-312026-02-10

FICO FAIR ISAAC CORP178 shares0.00%2025-12-312026-02-10

BAC BANK AMERICA CORP5.4K shares0.00%2025-12-312026-02-10

USB US BANCORP DEL5.3K sharesnew addition2025-12-312026-02-10

PH PARKER-HANNIFIN CORP323 sharesnew addition2025-12-312026-02-10

TEM TEMPUS AI INC4.7K shares0.00%2025-12-312026-02-10

Sponsored

RTX RTX CORPORATION1.5K shares0.00%2025-12-312026-02-10

CCEP COCA-COLA EUROPACIFIC PARTNE3.0K shares0.00%2025-12-312026-02-10

ADP AUTOMATIC DATA PROCESSING IN978 shares28.68%2025-12-312026-02-10

APH AMPHENOL CORP NEW1.8K sharesnew addition2025-12-312026-02-10

EXPE EXPEDIA GROUP INC812 sharesnew addition2025-12-312026-02-10

IRM IRON MTN INC DEL2.7K shares0.00%2025-12-312026-02-10

WULF TERAWULF INC18.5K shares0.00%2025-12-312026-02-10

IJJ ISHARES TR1.6K shares0.00%2025-12-312026-02-10

Sponsored

IJS ISHARES TR1.8K shares0.00%2025-12-312026-02-10

RBRK RUBRIK INC.2.7K shares-20.62%2025-12-312026-02-10

VUSB VANGUARD BD INDEX FDS4.1K shares0.00%2025-12-312026-02-10

ANGI INC ANGI INC15.4K shares0.00%2025-12-312026-02-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available