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Allen Investment Management, LLC13F | |
| Allen Investment Management, LLC | |
| Last update 2025-05-07 | 200 Stocks (7 new) |
| Value $8.57 Bil | Turnover 7 % |
Allen Investment Management, L... Top Holdings of 2025-03-31
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| 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 | +4.53% | +10.46% | 679,681.4 | Credit Services | |
SCHW | Charles Schwab Corp | 8,208,961 | 642,597.5 | -0.35% | 7.500 | -0.02% | 0.450 | +19.89% | +25.08% | 167,106.8 | Capital Markets | |
AMZN | Amazon.com Inc | 3,211,038 | 610,932.1 | +0.32% | 7.130 | +0.02% | 0.030 | +21.72% | +2.57% | 2,388,891.6 | Retail - Cyclical | |
MSFT | Microsoft Corp | 1,469,390 | 551,594.4 | +0.48% | 6.430 | +0.03% | 0.020 | +29.81% | +19.87% | 3,740,948.0 | Software | |
UNH | UnitedHealth Group Inc | 1,030,968 | 539,969.5 | +6.66% | 6.300 | +0.39% | 0.110 | -48.91% | -39.20% | 275,861.4 | Healthcare Plans | |
SPGI | S&P Global Inc | 909,052 | 461,889.5 | -0.47% | 5.390 | -0.02% | 0.300 | +13.53% | +6.22% | 161,643.3 | Capital Markets | |
META | Meta Platforms Inc | 763,147 | 439,847.4 | +15.52% | 5.130 | +0.69% | 0.030 | +32.10% | +22.75% | 1,804,054.9 | Interactive Media | |
MCO | Moodys Corp | 903,702 | 420,844.9 | -2.72% | 4.910 | -0.14% | 0.500 | +16.82% | +5.93% | 89,884.3 | Capital Markets | |
UBER | Uber Technologies Inc | 5,304,178 | 386,462.4 | +2.76% | 4.510 | +0.12% | 0.250 | +31.97% | +58.14% | 199,476.5 | Software | |
APO | Apollo Global Management Inc | 2,641,043 | 361,664.4 | +14.45% | 4.220 | +0.53% | 0.460 | +17.30% | -10.31% | 84,112.5 | Asset Management |
Allen Investment Management, LLC's Historical Top Holdings Breakdowns
Allen Investment Management, LLC's Top Stock Picks
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| 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 | $224.13 | -8.91% | Reduce -91.84% | 57,094 | -642,589 | |
GOOG | Alphabet Inc | 2025-03-31 | Reduce Reduce | -1.09% | 156.06 ($183.12) 207.71 | $181.31 | -0.99% | 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 | $56.87 | 12.39% | Reduce -67.6% | 800,481 | -1,669,777 | |
SBUX | Starbucks Corp | 2025-03-31 | Add Add | +0.89% | 92.17 ($103.37) 115.81 | $94.94 | -8.16% | 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 | $717.51 | 11.21% | 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 | $147.18 | -4.29% | 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 | $309.14 | 16.90% | 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 | $89.13 | -1.15% | Add 135.42% | 829,570 | 477,192 | |
AMLP | Alerian MLP ETF | 2025-03-31 | Add Add | +0.45% | 48.65 ($51.34) 53.06 | $48.82 | -4.91% | 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 | $304.10 | -40.51% | Add 6.66% | 1,030,968 | 64,418 |
Allen Investment Management, LLC Total Holding History ($B)
Allen Investment Management, LLC's Asset Allocation
Allen Investment Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Allen Investment Management, LLC's Hypothetical Growth since 2025-03-31
Allen Investment Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Allen Investment Management, LLC's Holdings Heat Map
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Allen Investment Management, LLC's Holdings Bubble Chart
Allen Investment Management, LLC News
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