§ 13F · FUND PROFILE
Allen Investment Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $9.0B (13F)Positions · 202Turnover · — · Q1Filed · May 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$45M 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 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AMZN | 3M CO | 2.56M | $534M | 6.6% | −7% |
| 2 | SCHW | ABBOTT LABORATORIES | 5.33M | $501M | 6.2% | −5% |
| 3 | MSFT | ABBVIE INC | 1.14M | $420M | 5.2% | −7% |
| 4 | META | ACUITY INC | 704K | $403M | 5.0% | −5% |
| 5 | GOOG | ADVANCED MICRO DEVICES INC | 1.19M | $340M | 4.2% | +17% |
| 6 | GEV | AFFIRM HLDGS INC | 388K | $339M | 4.2% | −3% |
| 7 | V | AIRBNB INC | 1.08M | $327M | 4.0% | −4% |
| 8 | MCO | ALIBABA GROUP HLDG LTD | 702K | $306M | 3.8% | −3% |
| 9 | UNH | ALICO INC | 1.10M | $297M | 3.7% | −5% |
| 10 | SPGI | ALLSTATE CORP | 671K | $285M | 3.5% | −5% |
§ 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 $9.0 billion in assets. The fund runs a broad portfolio of 202 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