Institutional Fund
Allen Investment Management, LLC
New York, NYCIK 13262345 filings on record
Portfolio Value
$8.09B
Q1 2026
Holdings
221
Reported positions
New Buys
9
Opened this quarter
QoQ Change
-10.4%
from $9.03B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Amazon Com Inc6.6%
- Schwab Charles Corp6.2%
- Microsoft Corp5.2%
- Meta Platforms Inc5.0%
- Alphabet Inc4.2%
- Ge Vernova Inc4.2%
- Other68.6%
Portfolio Holdings
221 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Amazon Com Inc | 2.56M | $533.87M | 6.6% | −191.0K | Reduced |
| 2 | Schwab Charles Corp | 5.33M | $500.77M | 6.2% | −255.8K | Reduced |
| 3 | Microsoft Corp | 1.14M | $420.35M | 5.2% | −82.9K | Reduced |
| 4 | Meta Platforms Inc | 704.2K | $402.90M | 5.0% | −35.5K | Reduced |
| 5 | Alphabet Inc | 1.19M | $340.46M | 4.2% | +174.6K | Added |
| 6 | Ge Vernova Inc | 388.4K | $339.08M | 4.2% | −11.1K | Reduced |
| 7 | Visa Inc | 1.08M | $326.63M | 4.0% | −48.9K | Reduced |
| 8 | Moodys Corp | 701.8K | $306.17M | 3.8% | −18.1K | Reduced |
| 9 | Unitedhealth Group Inc | 1.10M | $297.28M | 3.7% | −52.4K | Reduced |
| 10 | S&P Global Inc | 670.6K | $285.24M | 3.5% | −34.1K | Reduced |
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