Institutional Fund
Allen Capital Group, LLC
Grand Island, NECIK 16013845 filings on record
Portfolio Value
$1.11B
Q1 2026
Holdings
282
Reported positions
New Buys
25
Opened this quarter
QoQ Change
+2.1%
from $1.09B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- J P Morgan Exchange Traded F6.2%
- Spdr Series Trust6.1%
- Victory Portfolios II4.7%
- Ishares Tr4.2%
- Berkshire Hathaway Inc Del3.9%
- ETF Ser Solutions2.9%
- Other72.0%
Portfolio Holdings
282 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | J P Morgan Exchange Traded F | 1.47M | $69.24M | 6.2% | +253.1K | Added |
| 2 | Spdr Series Trust | 884.2K | $67.68M | 6.1% | −4.2K | Reduced |
| 3 | Victory Portfolios II | 1.11M | $52.37M | 4.7% | +84.5K | Added |
| 4 | Ishares Tr | 1.02M | $47.00M | 4.2% | +6.2K | Added |
| 5 | Berkshire Hathaway Inc Del | 89.6K | $42.92M | 3.9% | −600 | Reduced |
| 6 | ETF Ser Solutions | 554.6K | $32.10M | 2.9% | +3.7K | Added |
| 7 | Apple Inc | 112.7K | $28.60M | 2.6% | +3.0K | Added |
| 8 | Pimco ETF Tr | 1.09M | $28.54M | 2.6% | +381.9K | Added |
| 9 | Dimensional ETF Trust | 418.6K | $26.14M | 2.4% | +9.8K | Added |
| 10 | Etfs Gold Tr | 463.2K | $20.67M | 1.9% | −1.0K | Reduced |
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