§ 13F · FUND PROFILE
Allen Investment Management, LLC.
AUM · $8.4B (13F)Positions · 227Turnover · n/a · Q2Filed · Aug 5, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$92M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 2.32M | $552M | 6.6% | −10% |
| 2 | GOOG | ALPHABET INC | 1.29M | $457M | 5.4% | +9% |
| 3 | UNH | UNITEDHEALTH GROUP INC | 876K | $364M | 4.3% | −20% |
| 4 | MSFT | MICROSOFT CORP | 957K | $357M | 4.2% | −16% |
| 5 | META | META PLATFORMS INC | 606K | $342M | 4.1% | −14% |
| 6 | GEV | GE VERNOVA INC | 286K | $336M | 4.0% | −26% |
| 7 | SCHW | SCHWAB CHARLES CORP | 3.41M | $315M | 3.7% | −36% |
| 8 | V | VISA INC | 915K | $314M | 3.7% | −15% |
| 9 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 642K | $307M | 3.6% | +90% |
| 10 | NVDA | NVIDIA CORPORATION | 1.29M | $257M | 3.1% | +86% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ALLEN SIGNAL
AC read
Allen Investment Management, LLC is a Other fund managing $8.4 billion in assets. The fund runs a broad portfolio of 227 positions.
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