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CIK: 0001729869
Total reported value
$796.5M
$796.5M
97 檔
20.7%
In Q3 2025, Allied Investment Advisors, LLC's U.S. equity holdings reached a combined market value of $796.5M, distributed across 97 disclosed stock positions.
In Q3 2025, Allied Investment Advisors, LLC displayed an active expansion posture, initiating 7 new positions and adding to 35 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 | 7.42% | -0.54% | +4.63% | |
| 2 | VHT | Vanguard Health Care ETF | ETF-Other | 6.76% | +0.09% | +5.56% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.28% | -0.32% | +2.86% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.52% | -0.03% | +1.15% | |
| 5 | CAT | Caterpillar Inc | Stock-Industrials | 3.30% | -1.26% | -0.51% | |
| 6 | AAON | Aaon Inc | Stock-Industrials | 2.95% | +0.49% | -18.24% | |
| 7 | RTX | Rtx CORP | Stock-Industrials | 2.81% | -0.33% | +1.22% | |
| 8 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.76% | +0.09% | -1.76% | |
| 9 | WFC | Wells Fargo & Co | Stock-Financials | 2.68% | -0.13% | +2.09% | |
| 10 | VPU | Vanguard Utilities ETF | ETF-Other | 2.67% | -0.30% | -36.12% | |
| 11 | BAC | Bank Of America CORP | Stock-Financials | 2.62% | +0.11% | +2.79% | |
| 12 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 2.36% | -0.28% | +3.35% | |
| 13 | STT | State Street CORP | Stock-Financials | 2.34% | +0.29% | +1.93% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 2.21% | -3.08% | EXIT | |
| 15 | SHEL | Shell Plc-adr | Stock-Energy | 2.18% | -0.68% | +3.53% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.16% | -0.19% | +4.46% | |
| 17 | CVX | Chevron CORP | Stock-Energy | 2.14% | -0.76% | +4.38% | |
| 18 | DE | Deere & Co | Stock-Industrials | 2.06% | +0.02% | +3.64% | |
| 19 | MMM | 3m Co | Stock-Industrials | 2.06% | +0.03% | +3.27% | |
| 20 | ABT | Abbott Laboratories | Stock-Healthcare | 2.02% | -0.15% | +5.52% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 2.01% | -0.02% | -1.75% | |
| 22 | USB | US Bancorp | Stock-Financials | 2.00% | +0.09% | +4.13% | |
| 23 | SYY | Sysco CORP | Stock-Consumer Staples | 1.96% | +0.15% | +5.04% | |
| 24 | MDT | Medtronic plc | Stock-Healthcare | 1.89% | -0.22% | +5.60% | |
| 25 | FDX | Fedex CORP | Stock-Industrials | 1.82% | -0.56% | +5.00% | |
| 26 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.81% | -0.47% | +7.58% | |
| 27 | GPC | Genuine Parts Co | Stock-Consumer Disc | 1.76% | +0.14% | +6.87% | |
| 28 | O | Realty Income CORP | Stock-Real Estate | 1.73% | -0.05% | — | |
| 29 | OTIS | Otis Worldwide CORP | Stock-Industrials | 1.73% | -0.12% | +6.05% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.72% | -0.08% | +5.62% | |
| 31 | TTEN | Totalenergies Se -spon Adr | Stock-Other | 1.71% | — | +5.06% | |
| 32 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.64% | -0.34% | +7.59% | |
| 33 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 1.59% | +0.15% | +5.97% | |
| 34 | AMRZ | Amrize Ltd | Stock-Materials | 1.51% | -0.16% | — | |
| 35 | PFE | Pfizer Inc | Stock-Healthcare | 1.45% | -0.27% | +8.26% | |
| 36 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 1.32% | +0.04% | +9.18% | |
| 37 | TGT | Target CORP | Stock-Consumer Disc | 1.28% | -0.02% | +6.70% | |
| 38 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.27% | +0.21% | +34.24% | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.14% | +0.02% | +1.91% | |
| 40 | EMR | Emerson Electric Co | Stock-Industrials | 0.62% | -0.05% | -71.58% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.34% | -0.08% | — | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.33% | -0.01% | +10.96% | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.31% | -0.06% | +89.00% | |
| 44 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.29% | -0.01% | +10.12% | |
| 45 | VTV | Vanguard Value ETF | ETF-Other | 0.25% | — | +57.99% | |
| 46 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.24% | -0.02% | — | |
| 47 | IBM | Intl Business Machines CORP | Stock-Tech | 0.23% | — | +5.72% | |
| 48 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.23% | +0.04% | -2.14% | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.20% | -0.04% | -15.85% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.18% | — | +46.35% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAON | Aaon Inc | +1.2% | -18.24% | Add |
| 2 | MSFT | Microsoft CORP | +0.8% | +2.86% | Add |
| 3 | CAT | Caterpillar Inc | +0.6% | -0.51% | Add |
| 4 | VGK | Vanguard Ftse Europe ETF | +0.5% | +34.24% | Add |
| 5 | GS | Goldman Sachs Group Inc | +0.5% | -1.76% | Trim |
| 6 | VTI | Vanguard Total Stock Mkt ETF | +0.4% | +1.91% | Add |
| 7 | STT | State Street CORP | +0.3% | +1.93% | Add |
| 8 | JPM | Jpmorgan Chase & Co | +0.3% | +1.15% | Add |
| 9 | GPC | Genuine Parts Co | +0.3% | +6.87% | Add |
| 10 | NVDA | Nvidia CORP | +0.2% | +89.00% | Add |
| 11 | BAC | Bank Of America CORP | +0.2% | +2.79% | Add |
| 12 | RTX | Rtx CORP | +0.2% | +1.22% | Trim |
| 13 | USB | US Bancorp | +0.1% | +4.13% | Add |
| 14 | VTV | Vanguard Value ETF | +0.1% | +57.99% | Add |
| 15 | META | Meta Platforms Inc-class A | +0.1% | +106.92% | Add |
| 16 | LMT | Lockheed Martin CORP | +0.1% | +7.58% | Add |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +46.35% | Add |
| 18 | GOOGL | Alphabet Inc-cl A | 0% | — | Trim |
| 19 | WMT | Walmart Inc | 0% | — | Add |
| 20 | SYY | Sysco CORP | — | +5.04% | Add |
| 21 | WFC | Wells Fargo & Co | 0% | +2.09% | Add |
| 22 | JNJ | Johnson & Johnson | 0% | +4.46% | Add |
| 23 | PFE | Pfizer Inc | 0% | +8.26% | Add |
| 24 | LOW | Lowe's Cos Inc | -0.1% | +3.35% | Add |
| 25 | MDT | Medtronic plc | -0.1% | +5.60% | Add |
| 26 | TGT | Target CORP | -0.1% | +6.70% | Add |
| 27 | AAPL | Apple Inc | -0.1% | -1.75% | Trim |
| 28 | DEO | Diageo Plc-sponsored Adr | -0.2% | +9.18% | Add |
| 29 | PEP | Pepsico Inc | -0.2% | +7.59% | Add |
| 30 | MMM | 3m Co | -0.2% | +3.27% | Add |
| 31 | FDX | Fedex CORP | -0.2% | +5.00% | Add |
| 32 | ABT | Abbott Laboratories | -0.3% | +5.52% | Add |
| 33 | GLD | Spdr Gold Shares | -0.3% | -84.05% | Trim |
| 34 | DE | Deere & Co | -0.3% | +3.64% | Add |
| 35 | SHEL | Shell Plc-adr | -0.3% | +3.53% | Add |
| 36 | KMB | Kimberly-clark CORP | -0.4% | +5.97% | Add |
| 37 | OTIS | Otis Worldwide CORP | -0.4% | +6.05% | Add |
| 38 | PG | Procter & Gamble Co/the | -0.4% | +5.62% | Add |
| 39 | VHT | Vanguard Health Care ETF | -0.6% | +5.56% | Add |
| 40 | SCHD | Schwab US Dvd Equity ETF | -0.7% | +4.63% | Add |
| 41 | EMR | Emerson Electric Co | -1.5% | -71.58% | Trim |
| 42 | VPU | Vanguard Utilities ETF | -1.8% | -36.12% | Trim |
| 43 | O | Realty Income CORP | — | NEW | New buy |
| 44 | AMRZ | Amrize Ltd | — | NEW | New buy |
| 45 | PICK | Ishares Msci Global Metals & | — | EXIT | Sold out |
| 46 | AVGO | Broadcom Inc | — | NEW | New buy |
| 47 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 48 | MCK | Mckesson CORP | — | NEW | New buy |
| 49 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 50 | WDC | Western Digital CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Allied Investment Advisors, LLC reported a total U.S. public equity portfolio value of $796.5M across 97 disclosed positions in Q3 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 20.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
O
市值: $10.9M
Top Position Liquidated / Trimmed
PICK
前期市值: $1.2M
During Q3 2025, Allied Investment Advisors, LLC's top holdings by market value included SCHD (7.4%)、VHT (6.8%)、MSFT (5.3%). The largest single position, SCHD, represented 7.4% of total portfolio value.
In Q3 2025, Allied Investment Advisors, LLC made 50 total portfolio adjustments, initiating 7 new buys, adding to 35 positions, trimming 7 holdings, and fully liquidating 1 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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