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CIK: 0001729869
Total reported value
$796.5M
$796.5M
87 檔
19.8%
According to the latest 13F quarterly dataset, Allied Investment Advisors, LLC managed an equity portfolio of $796.5M at the end of Q2 2025, spanning 87 distinct U.S. exchange-listed positions.
In Q2 2025, Allied Investment Advisors, LLC displayed an active expansion posture, initiating 5 new positions and adding to 33 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 7.56% | -0.54% | +6.61% | |
| 2 | VHT | Vanguard Health Care ETF | ETF-Other | 6.73% | +0.09% | +5.72% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.42% | -0.32% | -0.22% | |
| 4 | VPU | Vanguard Utilities ETF | ETF-Other | 4.28% | -0.30% | +1.22% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.52% | -0.03% | -1.05% | |
| 6 | AAON | Aaon Inc | Stock-Industrials | 3.13% | +0.49% | +110.54% | |
| 7 | CAT | Caterpillar Inc | Stock-Industrials | 2.97% | -1.26% | +1.74% | |
| 8 | WFC | Wells Fargo & Co | Stock-Financials | 2.75% | -0.13% | -0.49% | |
| 9 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.74% | +0.09% | +0.32% | |
| 10 | RTX | Rtx CORP | Stock-Industrials | 2.66% | -0.33% | -1.24% | |
| 11 | BAC | Bank Of America CORP | Stock-Financials | 2.57% | +0.11% | +0.96% | |
| 12 | EMR | Emerson Electric Co | Stock-Industrials | 2.45% | -0.05% | +1.49% | |
| 13 | DE | Deere & Co | Stock-Industrials | 2.43% | +0.02% | +1.84% | |
| 14 | STT | State Street CORP | Stock-Financials | 2.31% | +0.29% | +2.69% | |
| 15 | SHEL | Shell Plc-adr | Stock-Energy | 2.28% | -0.68% | +1.96% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 2.23% | -3.08% | EXIT | |
| 17 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 2.21% | -0.28% | +3.37% | |
| 18 | MMM | 3m Co | Stock-Industrials | 2.15% | +0.03% | -0.38% | |
| 19 | ABT | Abbott Laboratories | Stock-Healthcare | 2.13% | -0.15% | -0.47% | |
| 20 | CVX | Chevron CORP | Stock-Energy | 2.08% | -0.76% | +4.70% | |
| 21 | USB | US Bancorp | Stock-Financials | 1.97% | +0.09% | +6.09% | |
| 22 | OTIS | Otis Worldwide CORP | Stock-Industrials | 1.94% | -0.12% | +2.43% | |
| 23 | SYY | Sysco CORP | Stock-Consumer Staples | 1.89% | +0.15% | +3.39% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.87% | -0.19% | +1.85% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.86% | -0.08% | +1.10% | |
| 26 | TTEN | Totalenergies Se -spon Adr | Stock-Other | 1.84% | — | +4.38% | |
| 27 | FDX | Fedex CORP | Stock-Industrials | 1.84% | -0.56% | +6.39% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 1.81% | -0.02% | -1.36% | |
| 29 | MDT | Medtronic plc | Stock-Healthcare | 1.80% | -0.22% | +2.41% | |
| 30 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 1.71% | +0.15% | +2.50% | |
| 31 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.71% | -0.47% | +3.00% | |
| 32 | GPC | Genuine Parts Co | Stock-Consumer Disc | 1.58% | +0.14% | +11.57% | |
| 33 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.57% | -0.34% | +6.74% | |
| 34 | TGT | Target CORP | Stock-Consumer Disc | 1.45% | -0.02% | +20.66% | |
| 35 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 1.40% | +0.04% | +6.28% | |
| 36 | PFE | Pfizer Inc | Stock-Healthcare | 1.40% | -0.27% | +8.83% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.14% | +0.02% | +44.20% | |
| 38 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.01% | +0.21% | +33.37% | |
| 39 | PICK | Ishares Msci Global Metals & | ETF-Other | 0.45% | -0.06% | +109.44% | |
| 40 | GLD | Spdr Gold Shares | ETF-Commodities | 0.35% | -0.09% | +7.28% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.35% | -0.08% | +6.85% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.32% | -0.01% | -2.03% | |
| 43 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.29% | -0.01% | +0.10% | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.27% | -0.04% | +2.94% | |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.25% | -0.02% | — | |
| 46 | IBM | Intl Business Machines CORP | Stock-Tech | 0.25% | — | -4.91% | |
| 47 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.23% | +0.04% | -10.11% | |
| 48 | VTV | Vanguard Value ETF | ETF-Other | 0.16% | — | +30.47% | |
| 49 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.16% | -0.02% | — | |
| 50 | NVDA | Nvidia CORP | Stock-Tech | 0.15% | -0.06% | +10.20% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAON | Aaon Inc | +1.4% | +110.54% | Add |
| 2 | MSFT | Microsoft CORP | +1% | -0.22% | Trim |
| 3 | GS | Goldman Sachs Group Inc | +0.5% | +0.32% | Add |
| 4 | VTI | Vanguard Total Stock Mkt ETF | +0.4% | +44.20% | Add |
| 5 | EMR | Emerson Electric Co | +0.3% | +1.49% | Add |
| 6 | CAT | Caterpillar Inc | +0.3% | +1.74% | Add |
| 7 | VGK | Vanguard Ftse Europe ETF | +0.3% | +33.37% | Add |
| 8 | JPM | Jpmorgan Chase & Co | +0.3% | -1.05% | Trim |
| 9 | STT | State Street CORP | +0.3% | +2.69% | Add |
| 10 | PICK | Ishares Msci Global Metals & | +0.2% | +109.44% | Add |
| 11 | BAC | Bank Of America CORP | +0.1% | +0.96% | Add |
| 12 | USB | US Bancorp | +0.1% | +6.09% | Add |
| 13 | EBMT | Eagle Bancorp Montana Inc | +0.1% | NEW | New buy |
| 14 | GPC | Genuine Parts Co | +0.1% | +11.57% | Add |
| 15 | TGT | Target CORP | +0.1% | +20.66% | Add |
| 16 | WFC | Wells Fargo & Co | +0.1% | -0.49% | Trim |
| 17 | NVDA | Nvidia CORP | +0.1% | +10.20% | Add |
| 18 | DE | Deere & Co | 0% | +1.84% | Add |
| 19 | AVGO | Broadcom Inc | 0% | NEW | New buy |
| 20 | GOOG | Alphabet Inc-cl C | 0% | NEW | New buy |
| 21 | AMD | Advanced Micro Devices | 0% | NEW | New buy |
| 22 | VTIP | Vanguard Short-term Tips | 0% | NEW | New buy |
| 23 | WMT | Walmart Inc | 0% | +6.85% | Add |
| 24 | VTV | Vanguard Value ETF | 0% | +30.47% | Add |
| 25 | RTX | Rtx CORP | 0% | -1.24% | Trim |
| 26 | GLD | Spdr Gold Shares | 0% | +7.28% | Add |
| 27 | LMT | Lockheed Martin CORP | 0% | +3.00% | Add |
| 28 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | EXIT | Sold out |
| 29 | ECL | Ecolab Inc | 0% | EXIT | Sold out |
| 30 | SPDW | Ste Str Spdr Pt Dw EU ETF | -0.1% | EXIT | Sold out |
| 31 | PFE | Pfizer Inc | -0.1% | +8.83% | Add |
| 32 | SPMD | Ss Spdr P S&p 400 Midcap ETF | -0.1% | EXIT | Sold out |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -2.03% | Trim |
| 34 | SYY | Sysco CORP | -0.1% | +3.39% | Add |
| 35 | DEO | Diageo Plc-sponsored Adr | -0.1% | +6.28% | Add |
| 36 | MMM | 3m Co | -0.1% | -0.38% | Trim |
| 37 | ABT | Abbott Laboratories | -0.1% | -0.47% | Trim |
| 38 | VPU | Vanguard Utilities ETF | -0.2% | +1.22% | Add |
| 39 | OTIS | Otis Worldwide CORP | -0.2% | +2.43% | Add |
| 40 | LOW | Lowe's Cos Inc | -0.2% | +3.37% | Add |
| 41 | SHEL | Shell Plc-adr | -0.2% | +1.96% | Add |
| 42 | PEP | Pepsico Inc | -0.3% | +6.74% | Add |
| 43 | PG | Procter & Gamble Co/the | -0.3% | +1.10% | Add |
| 44 | KMB | Kimberly-clark CORP | -0.3% | +2.50% | Add |
| 45 | JNJ | Johnson & Johnson | -0.3% | +1.85% | Add |
| 46 | AAPL | Apple Inc | -0.3% | -1.36% | Trim |
| 47 | XOM | Exxon Mobil CORP | -0.4% | +2.40% | Add |
| 48 | CVX | Chevron CORP | -0.4% | +4.70% | Add |
| 49 | SCHD | Schwab US Dvd Equity ETF | -0.6% | +6.61% | Add |
| 50 | VHT | Vanguard Health Care ETF | -0.6% | +5.72% | Add |
According to official SEC Form 13F filings, Allied Investment Advisors, LLC reported a total U.S. public equity portfolio value of $796.5M across 87 disclosed positions in Q2 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 SCHD, VHT, MSFT) accounted for 19.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
EBMT
市值: $529.6K
Top Position Liquidated / Trimmed
SPMD
前期市值: $292.4K
During Q2 2025, Allied Investment Advisors, LLC's top holdings by market value included SCHD (7.6%)、VHT (6.7%)、MSFT (5.4%). The largest single position, SCHD, represented 7.6% of total portfolio value.
In Q2 2025, Allied Investment Advisors, LLC made 50 total portfolio adjustments, initiating 5 new buys, adding to 33 positions, trimming 8 holdings, and fully liquidating 4 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.
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