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CIK: 0001326234
Total reported value
$8.4B
$8.4B
199 檔
35.5%
In Q1 2025, Allen Investment Management, LLC's U.S. equity holdings reached a combined market value of $8.4B, distributed across 199 disclosed stock positions.
In Q1 2025, Allen Investment Management, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | V | Visa Inc-class A Shares | Stock-Financials | 7.52% | -0.32% | -0.24% | |
| 2 | SCHW | Schwab (charles) CORP | Stock-Financials | 7.50% | -2.45% | -0.35% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.13% | -0.05% | +0.32% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 6.43% | -0.96% | +0.48% | |
| 5 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 6.30% | +0.64% | +6.66% | |
| 6 | SPGI | S&p Global Inc | Stock-Financials | 5.39% | -3.49% | -0.47% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 5.13% | -0.93% | +15.52% | |
| 8 | MCO | Moody's CORP | Stock-Financials | 4.91% | -0.86% | -2.72% | |
| 9 | UBER | Uber Technologies Inc | Stock-Industrials | 4.51% | -0.31% | +2.76% | |
| 10 | APO | Apollo Global Management Inc | Stock-Financials | 4.22% | -1.48% | +14.45% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.06% | +1.22% | -18.19% | |
| 12 | SBUX | Starbucks CORP | Stock-Consumer Disc | 2.78% | — | +47.42% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.94% | +0.13% | -0.05% | |
| 14 | AMLP | Alerian Mlp ETF | ETF-Other | 1.87% | +0.12% | +31.65% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.51% | +0.22% | +0.83% | |
| 16 | NOW | Servicenow Inc | Stock-Tech | 1.39% | -0.29% | +6.66% | |
| 17 | GLD | Spdr Gold Shares | ETF-Commodities | 1.17% | -0.33% | +83.98% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.00% | +0.27% | +3.68% | |
| 19 | XLE | Ss Energy Select Sector | ETF-Other | 0.90% | +0.04% | +135.42% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.85% | +1.56% | +16.19% | |
| 21 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.84% | -0.26% | +19.60% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.80% | +0.09% | +11.38% | |
| 23 | ARCC | Ares Capital CORP | Stock-Financials | 0.77% | -0.04% | +8.41% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.75% | +0.01% | +0.17% | |
| 25 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.75% | -0.08% | -0.51% | |
| 26 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.74% | +0.34% | +17.94% | |
| 27 | GBDC | Golub Capital Bdc Inc | Stock-Financials | 0.73% | -0.04% | +11.94% | |
| 28 | BX | Blackstone Inc | Stock-Financials | 0.63% | -0.03% | +124.39% | |
| 29 | WDAY | Workday Inc-class A | Stock-Tech | 0.62% | -0.03% | +3.35% | |
| 30 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.59% | +0.08% | +8.97% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.58% | +0.59% | -3.64% | |
| 32 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.57% | -0.12% | +18.51% | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.57% | +1.46% | +25.94% | |
| 34 | ASML | ASML Holding N.V. | Stock-Tech | 0.51% | +0.52% | +24.45% | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.47% | +0.04% | -67.60% | |
| 36 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.47% | -0.11% | — | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.45% | +0.03% | +0.18% | |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.44% | -0.11% | — | |
| 39 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.40% | -0.10% | -0.07% | |
| 40 | SNOW | Snowflake Inc | Stock-Tech | 0.40% | +0.57% | — | |
| 41 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.39% | +0.29% | -1.91% | |
| 42 | ANET | Arista Networks Inc | Stock-Tech | 0.38% | -0.09% | EXIT | |
| 43 | TSLX | Sixth Street Specialty Lendi | Stock-Other | 0.37% | -0.04% | +24.39% | |
| 44 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.37% | -0.02% | — | |
| 45 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.35% | +0.27% | — | |
| 46 | NU | Nu Holdings Ltd. | Stock-Financials | 0.35% | -0.19% | +50.89% | |
| 47 | MA | Mastercard Inc - A | Stock-Financials | 0.33% | -0.02% | -2.29% | |
| 48 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.32% | +0.03% | -1.03% | |
| 49 | HUBS | Hubspot Inc | Stock-Tech | 0.31% | — | +19.07% | |
| 50 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.30% | -0.20% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 2 | SCHW | Schwab (charles) CORP | — | NEW | New buy |
| 3 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 4 | MSFT | Microsoft CORP | — | NEW | New buy |
| 5 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 6 | SPGI | S&p Global Inc | — | NEW | New buy |
| 7 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 8 | MCO | Moody's CORP | — | NEW | New buy |
| 9 | UBER | Uber Technologies Inc | — | NEW | New buy |
| 10 | APO | Apollo Global Management Inc | — | NEW | New buy |
| 11 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 12 | SBUX | Starbucks CORP | — | NEW | New buy |
| 13 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 14 | AMLP | Alerian Mlp ETF | — | NEW | New buy |
| 15 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 16 | NOW | Servicenow Inc | — | NEW | New buy |
| 17 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 19 | XLE | Ss Energy Select Sector | — | NEW | New buy |
| 20 | NVDA | Nvidia CORP | — | NEW | New buy |
| 21 | MELI | Mercadolibre Inc | — | NEW | New buy |
| 22 | AAPL | Apple Inc | — | NEW | New buy |
| 23 | ARCC | Ares Capital CORP | — | NEW | New buy |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 25 | ITOT | Ishares Core S&p Total U.s. | — | NEW | New buy |
| 26 | CRWD | Crowdstrike Holdings Inc - A | — | NEW | New buy |
| 27 | GBDC | Golub Capital Bdc Inc | — | NEW | New buy |
| 28 | BX | Blackstone Inc | — | NEW | New buy |
| 29 | WDAY | Workday Inc-class A | — | NEW | New buy |
| 30 | NET | Cloudflare Inc - Class A | — | NEW | New buy |
| 31 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 32 | SHOP | Shopify Inc - Class A | — | NEW | New buy |
| 33 | AVGO | Broadcom Inc | — | NEW | New buy |
| 34 | ASML | ASML Holding N.V. | — | NEW | New buy |
| 35 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
| 36 | COIN | Coinbase Global Inc -class A | — | NEW | New buy |
| 37 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | — | NEW | New buy |
| 39 | VCIT | Vanguard Int-term Corporate | — | NEW | New buy |
| 40 | SNOW | Snowflake Inc | — | NEW | New buy |
| 41 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 42 | ANET | Arista Networks Inc | — | NEW | New buy |
| 43 | TSLX | Sixth Street Specialty Lendi | — | NEW | New buy |
| 44 | VTEB | Vanguard Tax-exempt Bond ETF | — | NEW | New buy |
| 45 | VXUS | Vanguard Total Intl Stock | — | NEW | New buy |
| 46 | NU | Nu Holdings Ltd. | — | NEW | New buy |
| 47 | MA | Mastercard Inc - A | — | NEW | New buy |
| 48 | IXUS | Ishares Core Intl Stock ETF | — | NEW | New buy |
| 49 | HUBS | Hubspot Inc | — | NEW | New buy |
| 50 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Allen Investment Management, LLC reported a total U.S. public equity portfolio value of $8.4B across 199 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including V, SCHW, AMZN) accounted for 35.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
V
市值: $644.9M
During Q1 2025, Allen Investment Management, LLC's top holdings by market value included V (7.5%)、SCHW (7.5%)、AMZN (7.1%). The largest single position, V, represented 7.5% of total portfolio value.
In Q1 2025, Allen Investment Management, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
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