Allen, TXCIK 20975955 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
121 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Agnico Eagle Mines Ltd | 76.6K | $12.99M | 8.0% | −12.0K | Reduced |
| 2 | Exxon Mobil Corp | 75.8K | $9.13M | 5.6% | +110 | Added |
| 3 | Hecla Mng Co | 465.9K | $8.94M | 5.5% | −63.2K | Reduced |
| 4 | Apple Inc |
| 26.6K |
| $7.24M |
| 4.5% |
| −329 |
| Reduced |
| 5 | Pan Amern Silver Corp | 134.8K | $6.98M | 4.3% | −14.1K | Reduced |
| 6 | Microsoft Corp | 11.3K | $5.49M | 3.4% | +13 | Added |
| 7 | Coherent Corp | 24.1K | $4.46M | 2.7% | −220 | Reduced |
| 8 | Alphabet Inc | 13.6K | $4.26M | 2.6% | −1.0K | Reduced |
| 9 | Corning Inc | 43.9K | $3.85M | 2.4% | +882 | Added |
| 10 | Blackstone Inc | 20.0K | $3.08M | 1.9% | +2 | Added |
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