§ 13F · FUND PROFILE
Allied Investment Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $571.9T (13F)Positions · 87Turnover · — · Q4Filed · Feb 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6.1T 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 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB US DIVIDEND EQUITY ETF | 1.78M | $48.9T | 7.6% | +4% |
| 2 | VHT | VANGUARD HEALTH CARE ETF | 167K | $48.2T | 7.4% | +2% |
| 3 | MSFT | MICROSOFT CORP COM | 64K | $31.1T | 4.8% | +1% |
| 4 | CAT | CATERPILLAR INC COM | 41K | $23.5T | 3.6% | −6% |
| 5 | JPM | JPMORGAN CHASE & CO. COM | 69K | $22.4T | 3.5% | −1% |
| 6 | GS | GOLDMAN SACHS GROUP INC COM | 21K | $18.8T | 2.9% | −2% |
| 7 | WFC | WELLS FARGO CO NEW COM | 201K | $18.7T | 2.9% | ±0% |
| 8 | RTX | RTX CORPORATION COM | 101K | $18.5T | 2.9% | −4% |
| 9 | BAC | BANK AMERICA CORP COM | 320K | $17.6T | 2.7% | ±0% |
| 10 | STT | STATE STR CORP COM | 128K | $16.5T | 2.6% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ALLIED SIGNAL
AC read
Allied Investment Advisors, LLC is a Other fund managing $571939.4 trillion in assets. The fund runs a portfolio of 87 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