§ 13F · FUND PROFILE
Allen Investment Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $9172.1T (13F)Positions · 199Turnover · — · Q4Filed · Feb 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$79.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 2.75M | $635.8T | 7.0% | −2% |
| 2 | MSFT | MICROSOFT CORP | 1.22M | $589.3T | 6.5% | −4% |
| 3 | SCHW | SCHWAB CHARLES CORP | 5.58M | $557.9T | 6.2% | −5% |
| 4 | META | META PLATFORMS INC | 740K | $488.2T | 5.4% | +8% |
| 5 | V | VISA INC | 1.13M | $396.2T | 4.4% | −3% |
| 6 | UNH | UNITEDHEALTH GROUP INC | 1.15M | $380.0T | 4.2% | +13% |
| 7 | SPGI | S&P GLOBAL INC | 705K | $368.3T | 4.1% | −5% |
| 8 | MCO | MOODYS CORP | 720K | $367.8T | 4.1% | −1% |
| 9 | APO | APOLLO GLOBAL MGMT INC | 2.42M | $350.1T | 3.9% | −7% |
| 10 | GOOG | ALPHABET INC | 1.01M | $317.6T | 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 $9172103.8 trillion in assets. The fund runs a portfolio of 199 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed