§ 13F · FUND PROFILE
Allen Capital Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.1B (13F)Positions · 273Turnover · — · Q1Filed · May 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$31M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | JCPB | J P MORGAN EXCHANGE TRADED F | 1.47M | $69M | 3.1% | +142% |
| 2 | JCPB | J P MORGAN EXCHANGE TRADED F | 1.47M | $69M | 3.1% | — |
| 3 | SPYM | SPDR SERIES TRUST | 884K | $68M | 3.0% | — |
| 4 | SPYM | SPDR SERIES TRUST | 884K | $68M | 3.0% | +99% |
| 5 | UITB | VICTORY PORTFOLIOS II | 1.11M | $52M | 2.3% | +116% |
| 6 | UITB | VICTORY PORTFOLIOS II | 1.11M | $52M | 2.3% | — |
| 7 | IQLT | ISHARES TR | 1.02M | $47M | 2.1% | +101% |
| 8 | IQLT | ISHARES TR | 1.02M | $47M | 2.1% | — |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 90K | $43M | 1.9% | +99% |
| 10 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 90K | $43M | 1.9% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ALLEN SIGNAL
AC read
Allen Capital Group, LLC is a Other fund managing $1.1 billion in assets. The fund runs a broad portfolio of 273 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed