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CIK: 0001729869
Total reported value
$796.5M
$796.5M
102 檔
21.9%
According to the latest 13F quarterly dataset, Allied Investment Advisors, LLC managed an equity portfolio of $796.5M at the end of Q4 2025, spanning 102 distinct U.S. exchange-listed positions.
In Q4 2025, Allied Investment Advisors, LLC displayed an active expansion posture, initiating 9 new positions and adding to 27 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% | +4.43% | |
| 2 | VHT | Vanguard Health Care ETF | ETF-Other | 7.44% | +0.09% | +2.30% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.81% | -0.32% | +0.51% | |
| 4 | CAT | Caterpillar Inc | Stock-Industrials | 3.64% | -1.26% | -5.61% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.46% | -0.03% | -1.14% | |
| 6 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.90% | +0.09% | -2.05% | |
| 7 | WFC | Wells Fargo & Co | Stock-Financials | 2.89% | -0.13% | +0.10% | |
| 8 | RTX | Rtx CORP | Stock-Industrials | 2.86% | -0.33% | -4.34% | |
| 9 | BAC | Bank Of America CORP | Stock-Financials | 2.72% | +0.11% | +0.42% | |
| 10 | STT | State Street CORP | Stock-Financials | 2.55% | +0.29% | +1.00% | |
| 11 | VPU | Vanguard Utilities ETF | ETF-Other | 2.53% | -0.30% | -0.35% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.38% | -0.19% | +1.67% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 2.35% | -3.08% | EXIT | |
| 14 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 2.26% | -0.28% | +2.88% | |
| 15 | SHEL | Shell Plc-adr | Stock-Energy | 2.23% | -0.68% | +2.46% | |
| 16 | FDX | Fedex CORP | Stock-Industrials | 2.22% | -0.56% | +2.42% | |
| 17 | USB | US Bancorp | Stock-Financials | 2.21% | +0.09% | +3.31% | |
| 18 | CVX | Chevron CORP | Stock-Energy | 2.12% | -0.76% | +3.72% | |
| 19 | DE | Deere & Co | Stock-Industrials | 2.10% | +0.02% | +2.88% | |
| 20 | MMM | 3m Co | Stock-Industrials | 2.09% | +0.03% | +1.37% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 2.07% | -0.02% | -0.89% | |
| 22 | MDT | Medtronic plc | Stock-Healthcare | 1.92% | -0.22% | +3.63% | |
| 23 | ABT | Abbott Laboratories | Stock-Healthcare | 1.90% | -0.15% | +3.63% | |
| 24 | AAON | Aaon Inc | Stock-Industrials | 1.82% | +0.49% | -22.19% | |
| 25 | SYY | Sysco CORP | Stock-Consumer Staples | 1.77% | +0.15% | +4.03% | |
| 26 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.76% | -0.47% | +3.64% | |
| 27 | AMRZ | Amrize Ltd | Stock-Materials | 1.74% | -0.16% | +5.90% | |
| 28 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.71% | -0.34% | +4.89% | |
| 29 | OTIS | Otis Worldwide CORP | Stock-Industrials | 1.68% | -0.12% | +4.81% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.66% | -0.08% | +6.77% | |
| 31 | O | Realty Income CORP | Stock-Real Estate | 1.61% | -0.05% | +3.27% | |
| 32 | GPC | Genuine Parts Co | Stock-Consumer Disc | 1.57% | +0.14% | +3.75% | |
| 33 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.56% | +0.21% | +21.20% | |
| 34 | PFE | Pfizer Inc | Stock-Healthcare | 1.43% | -0.27% | +3.69% | |
| 35 | TGT | Target CORP | Stock-Consumer Disc | 1.42% | -0.02% | +5.05% | |
| 36 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 1.38% | +0.15% | +10.06% | |
| 37 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 1.25% | +0.04% | +7.69% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.13% | +0.02% | — | |
| 39 | EMR | Emerson Electric Co | Stock-Industrials | 0.58% | -0.05% | -4.63% | |
| 40 | PICK | Ishares Msci Global Metals & | ETF-Other | 0.56% | -0.06% | — | |
| 41 | GLD | Spdr Gold Shares | ETF-Commodities | 0.41% | -0.09% | +526.56% | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.35% | -0.08% | +0.23% | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.31% | -0.06% | +2.11% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.31% | -0.01% | -4.50% | |
| 45 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.25% | -0.01% | -13.41% | |
| 46 | IBM | Intl Business Machines CORP | Stock-Tech | 0.24% | — | -0.19% | |
| 47 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.23% | -0.02% | — | |
| 48 | VTV | Vanguard Value ETF | ETF-Other | 0.22% | — | -8.23% | |
| 49 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.22% | +0.04% | — | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.19% | -0.04% | +5.35% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VHT | Vanguard Health Care ETF | +0.7% | +2.30% | Add |
| 2 | FDX | Fedex CORP | +0.4% | +2.42% | Add |
| 3 | GLD | Spdr Gold Shares | +0.4% | +526.56% | Add |
| 4 | CAT | Caterpillar Inc | +0.3% | -5.61% | Trim |
| 5 | VGK | Vanguard Ftse Europe ETF | +0.3% | +21.20% | Add |
| 6 | AMRZ | Amrize Ltd | +0.2% | +5.90% | Add |
| 7 | JNJ | Johnson & Johnson | +0.2% | +1.67% | Add |
| 8 | WFC | Wells Fargo & Co | +0.2% | +0.10% | Add |
| 9 | STT | State Street CORP | +0.2% | +1.00% | Add |
| 10 | USB | US Bancorp | +0.2% | +3.31% | Add |
| 11 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +4.43% | Add |
| 12 | GS | Goldman Sachs Group Inc | +0.1% | -2.05% | Trim |
| 13 | XOM | Exxon Mobil CORP | +0.1% | +2.61% | Add |
| 14 | TGT | Target CORP | +0.1% | +5.05% | Add |
| 15 | BAC | Bank Of America CORP | +0.1% | +0.42% | Add |
| 16 | PEP | Pepsico Inc | +0.1% | +4.89% | Add |
| 17 | AAPL | Apple Inc | +0.1% | -0.89% | Trim |
| 18 | RTX | Rtx CORP | +0.1% | -4.34% | Trim |
| 19 | SHEL | Shell Plc-adr | +0.1% | +2.46% | Add |
| 20 | DE | Deere & Co | 0% | +2.88% | Add |
| 21 | GOOGL | Alphabet Inc-cl A | 0% | +2.29% | Add |
| 22 | MMM | 3m Co | 0% | +1.37% | Add |
| 23 | MDT | Medtronic plc | 0% | +3.63% | Add |
| 24 | CVX | Chevron CORP | 0% | +3.72% | Add |
| 25 | NOBL | Proshares S&p 500 Dividend A | 0% | -13.41% | Trim |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -24.79% | Trim |
| 27 | JPM | Jpmorgan Chase & Co | -0.1% | -1.14% | Trim |
| 28 | DEO | Diageo Plc-sponsored Adr | -0.1% | +7.69% | Add |
| 29 | O | Realty Income CORP | -0.1% | +3.27% | Add |
| 30 | ABT | Abbott Laboratories | -0.1% | +3.63% | Add |
| 31 | VPU | Vanguard Utilities ETF | -0.1% | -0.35% | Trim |
| 32 | GPC | Genuine Parts Co | -0.2% | +3.75% | Add |
| 33 | SYY | Sysco CORP | -0.2% | +4.03% | Add |
| 34 | KMB | Kimberly-clark CORP | -0.2% | +10.06% | Add |
| 35 | MSFT | Microsoft CORP | -0.5% | +0.51% | Add |
| 36 | AAON | Aaon Inc | -1.1% | -22.19% | Trim |
| 37 | TTEN | Totalenergies Se -spon Adr | — | EXIT | Sold out |
| 38 | PICK | Ishares Msci Global Metals & | — | NEW | New buy |
| 39 | EBMT | Eagle Bancorp Montana Inc | — | NEW | New buy |
| 40 | MO | Altria Group Inc | — | NEW | New buy |
| 41 | WDC | Western Digital CORP | — | EXIT | Sold out |
| 42 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
| 43 | IJJ | Ishares S&p Mid-cap 400 Valu | — | EXIT | Sold out |
| 44 | AXON | Axon Enterprise Inc | — | EXIT | Sold out |
| 45 | MLI | Mueller Industries Inc | — | NEW | New buy |
| 46 | BROS | Dutch Bros Inc-class A | — | EXIT | Sold out |
| 47 | SLV | Ishares Silver Trust | — | NEW | New buy |
| 48 | PSX | Phillips 66 | — | NEW | New buy |
| 49 | WPC | Wp Carey Inc | — | NEW | New buy |
| 50 | CMI | Cummins Inc | — | 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 102 disclosed positions in Q4 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 21.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
PICK
市值: $3.6M
Top Position Liquidated / Trimmed
TTEN
前期市值: $10.7M
During Q4 2025, Allied Investment Advisors, LLC's top holdings by market value included SCHD (7.6%)、VHT (7.4%)、MSFT (4.8%). The largest single position, SCHD, represented 7.6% of total portfolio value.
In Q4 2025, Allied Investment Advisors, LLC made 50 total portfolio adjustments, initiating 9 new buys, adding to 27 positions, trimming 9 holdings, and fully liquidating 5 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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