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Allen Investment Management, LLC

13F
Allen Investment Management, LLC
Last update 2025-05-07 200 Stocks (7 new)
Value $8.57 Bil Turnover 7 %
Countries:
Top Holdings: V(7.52%)SCHW(7.50%)AMZN(7.13%)MSFT(6.43%)UNH(6.30%)
Summary Stock Picks Current Portfolio
Allen Investment Management, L... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
V
Visa Inc
1,840,108
644,884.3
-0.24%
7.520
-0.02%
0.100
+9.82%
+11.41%
685,561.4
Credit Services
SCHW
Charles Schwab Corp
8,208,961
642,597.5
-0.35%
7.500
-0.02%
0.450
+28.83%
+30.90%
174,883.4
Capital Markets
AMZN
Amazon.com Inc
3,211,038
610,932.1
+0.32%
7.130
+0.02%
0.030
+37.09%
+4.55%
2,434,329.6
Retail - Cyclical
MSFT
Microsoft Corp
1,469,390
551,594.4
+0.48%
6.430
+0.03%
0.020
+42.29%
+21.48%
3,791,043.3
Software
UNH
UnitedHealth Group Inc
1,030,968
539,969.5
+6.66%
6.300
+0.39%
0.110
-33.19%
-43.59%
255,940.6
Healthcare Plans
SPGI
S&P Global Inc
909,052
461,889.5
-0.47%
5.390
-0.02%
0.300
+16.50%
+5.22%
160,125.2
Capital Markets
META
Meta Platforms Inc
763,147
439,847.4
+15.52%
5.130
+0.69%
0.030
+47.22%
+21.97%
1,792,627.3
Interactive Media
MCO
Moodys Corp
903,702
420,844.9
-2.72%
4.910
-0.14%
0.500
+21.25%
+6.06%
89,997.7
Capital Markets
UBER
Uber Technologies Inc
5,304,178
386,462.4
+2.76%
4.510
+0.12%
0.250
+25.01%
+51.13%
190,630.9
Software
APO
Apollo Global Management Inc
2,641,043
361,664.4
+14.45%
4.220
+0.53%
0.460
+24.73%
-9.39%
84,975.5
Asset Management

Allen Investment Management, LLC's Historical Top Holdings Breakdowns

Allen Investment Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
LOW
Lowe's Companies Inc
2025-03-31
Reduce
Reduce
-1.83%
●
222.66 ($246.05) 268.42
$220.91
-10.22%
Reduce -91.84%
57,094
-642,589
GOOG
Alphabet Inc
2025-03-31
Reduce
Reduce
-1.09%
●
156.06 ($183.12) 207.71
$191.15
4.39%
Reduce -18.19%
2,226,472
-495,191
VEA
Vanguard FTSE Developed Markets ETF
2025-03-31
Reduce
Reduce
-0.92%
●
47.4 ($50.6) 52.99
$57.01
12.67%
Reduce -67.6%
800,481
-1,669,777
SBUX
Starbucks Corp
2025-03-31
Add
Add
+0.89%
●
92.17 ($103.37) 115.81
$92.66
-10.36%
Add 47.42%
2,426,879
780,658
META
Meta Platforms Inc
2025-03-31
Add
Add
+0.69%
●
576.36 ($645.17) 736.67
$712.97
10.51%
Add 15.52%
763,147
102,540
APO
Apollo Global Management Inc
2025-03-31
Add
Add
+0.53%
●
126.01 ($153.77) 172.06
$148.69
-3.30%
Add 14.45%
2,641,043
333,428
GLD
SPDR Gold Shares ETF
2025-03-31
Add
Add
+0.53%
●
243.19 ($264.45) 288.14
$313.13
18.41%
Add 83.98%
348,085
158,886
XLE
The Energy Select Sector SPDR Fund
2025-03-31
Add
Add
+0.52%
●
85.7 ($90.17) 93.96
$85.07
-5.66%
Add 135.42%
829,570
477,192
AMLP
Alerian MLP ETF
2025-03-31
Add
Add
+0.45%
●
48.65 ($51.34) 53.06
$48.40
-5.73%
Add 31.65%
3,080,512
740,605
UNH
UnitedHealth Group Inc
2025-03-31
Add
Add
+0.39%
●
461.52 ($511.2) 548.18
$282.14
-44.81%
Add 6.66%
1,030,968
64,418

Allen Investment Management, LLC Total Holding History ($B)

To

Allen Investment Management, LLC's Asset Allocation

To

Allen Investment Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Allen Investment Management, LLC's Hypothetical Growth since 2025-03-31

Allen Investment Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Allen Investment Management, LLC's Holdings Heat Map

Size field:

Allen Investment Management, LLC's Holdings Bubble Chart

Allen Investment Management, LLC News

  • 1

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