13F holdings
Allen Investment Management, LLC portfolio
Managed by . 221 reported positions worth $8.1B as of 2026-03-31, filed with the SEC on 2026-05-07. Parsed from the filing itself, not a reseller.
$8.1B
Book value
221
Positions
46%
Top 10 weight
+9
New this quarter
-8
Exited
134 days
Age today
How old this actually is
Every position on this page is a snapshot of 2026-03-31. It was already 37 days old on 2026-05-07, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
What changed
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
New positions (9)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| MU | ELI LILLY & CO | $21.7M | 64,208 | 0.27% |
| XLU | IAC INC | $11.6M | 251,807 | 0.14% |
| EUAD | ISHARES TR | $6.2M | 152,821 | 0.08% |
| VBR | ISHARES TR | $3.3M | 15,243 | 0.04% |
| TDG | SERVICENOW INC | $717,396 | 619 | 0.01% |
| IGV | UNITEDHEALTH GROUP INC | $500,633 | 6,254 | 0.01% |
| DE | VANGUARD SPECIALIZED FUNDS | $264,790 | 470 | 0.00% |
| CASY | VANGUARD WORLD FD | $229,276 | 315 | 0.00% |
| VO | WASTE MGMT INC DEL | $222,565 | 775 | 0.00% |
Closed out (8)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| MKL | MARKEL GROUP INC | $563,208 | 262 | 0.00% |
| CACC | CREDIT ACCEP CORP MICH | $354,768 | 800 | 0.00% |
| FICO | FAIR ISAAC CORP | $300,930 | 178 | 0.00% |
| TEM | TEMPUS AI INC | $275,350 | 4,663 | 0.00% |
| ADP | AUTOMATIC DATA PROCESSING IN | $251,571 | 978 | 0.00% |
| EXPE | EXPEDIA GROUP INC | $230,048 | 812 | 0.00% |
| RBRK | RUBRIK INC. | $204,966 | 2,680 | 0.00% |
| ANGI | ANGI INC | $199,303 | 15,414 | 0.00% |
Added to (49)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| GOOG | ADVANCED MICRO DEVICES INC | $340.5M | 1,186,835 | 4.21% | +17% |
| BA | ALPHABET INC | $237.5M | 1,193,250 | 2.94% | +23% |
| GLD | ALPS ETF TR | $214.5M | 498,458 | 2.65% | +4% |
| AMLP | ALTRIA GROUP INC | $210.9M | 4,005,535 | 2.61% | +7% |
| QQQ | AMERICAN EXPRESS CO | $182.1M | 315,513 | 2.25% | +7% |
| XLE | AMPHENOL CORP | $144.9M | 2,364,983 | 1.79% | +11% |
| TSM | APPLIED MATLS INC | $113.9M | 337,166 | 1.41% | +26% |
| VEA | APPLOVIN CORP | $113.9M | 1,777,177 | 1.41% | +33% |
| VXUS | ARISTA NETWORKS INC | $92.8M | 1,203,056 | 1.15% | +39% |
| MELI | AURORA INNOVATION INC | $76.6M | 44,316 | 0.95% | +1% |
| NU | BLACKSTONE INC | $60.7M | 4,220,603 | 0.75% | +3% |
| RSP | BROADCOM INC | $44.7M | 232,685 | 0.55% | +63% |
| VWO | BROOKFIELD CORP | $42.4M | 784,669 | 0.52% | +3503% |
| IXUS | CAMECO CORP | $41.3M | 476,486 | 0.51% | +23% |
| AMD | CANADIAN NATL RY CO | $38.7M | 190,126 | 0.48% | +2% |
Trimmed (46)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| SPOT | VANGUARD INDEX FDS | $367,562 | 758 | 0.00% | -98% |
| NFLX | VANGUARD BD INDEX FDS | $474,116 | 4,931 | 0.01% | -98% |
| SNOW | PROGRESSIVE CORP | $958,461 | 6,355 | 0.01% | -97% |
| AKRE | SALESFORCE INC | $880,534 | 16,661 | 0.01% | -76% |
| ORLY | NEXTERA ENERGY INC | $1.5M | 16,215 | 0.02% | -59% |
| UBER | CONOCOPHILLIPS | $30.1M | 417,951 | 0.37% | -54% |
| ITOT | CARGURUS INC | $35.0M | 245,614 | 0.43% | -50% |
| DHR | QUALCOMM INC | $947,431 | 4,997 | 0.01% | -36% |
| LOW | ISHARES TR | $5.9M | 25,040 | 0.07% | -31% |
| TMO | VANGUARD WHITEHALL FDS | $231,511 | 471 | 0.00% | -29% |
| DOV | OREILLY AUTOMOTIVE INC | $1.2M | 5,643 | 0.01% | -27% |
| NET | BANK AMERICA CORP | $70.8M | 343,045 | 0.88% | -26% |
| BRK/B | DANAHER CORP DEL | $26.1M | 54,466 | 0.32% | -25% |
| NOW | BLACKROCK INC | $65.7M | 628,645 | 0.81% | -21% |
| ABT | NETFLIX INC. | $1.5M | 14,821 | 0.02% | -19% |
The book
Largest 150 of 221 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| AMZN | 3M CO | $533.9M | 2,563,355 | 6.60% | — |
| SCHW | ABBOTT LABORATORIES | $500.8M | 5,328,450 | 6.19% | — |
| MSFT | ABBVIE INC | $420.4M | 1,135,563 | 5.20% | — |
| META | ACUITY INC | $402.9M | 704,208 | 4.98% | — |
| GOOG | ADVANCED MICRO DEVICES INC | $340.5M | 1,186,835 | 4.21% | — |
| GEV | AFFIRM HLDGS INC | $339.1M | 388,448 | 4.19% | — |
| V | AIRBNB INC | $326.6M | 1,080,710 | 4.04% | — |
| MCO | ALIBABA GROUP HLDG LTD | $306.2M | 701,813 | 3.79% | — |
| UNH | ALICO INC | $297.3M | 1,098,643 | 3.68% | — |
| SPGI | ALLSTATE CORP | $285.2M | 670,616 | 3.53% | — |
| APO | ALPHABET INC | $247.1M | 2,217,621 | 3.05% | — |
| BA | ALPHABET INC | $237.5M | 1,193,250 | 2.94% | — |
| GLD | ALPS ETF TR | $214.5M | 498,458 | 2.65% | — |
| AMLP | ALTRIA GROUP INC | $210.9M | 4,005,535 | 2.61% | — |
| VTI | AMAZON COM INC | $190.8M | 594,697 | 2.36% | — |
| QQQ | AMERICAN EXPRESS CO | $182.1M | 315,513 | 2.25% | — |
| VOO | AMGEN INC | $153.9M | 257,568 | 1.90% | — |
| XLE | AMPHENOL CORP | $144.9M | 2,364,983 | 1.79% | — |
| SPY | APOLLO GLOBAL MGMT INC | $120.5M | 185,331 | 1.49% | — |
| NVDA | APPLE INC | $120.3M | 689,614 | 1.49% | — |
| TSM | APPLIED MATLS INC | $113.9M | 337,166 | 1.41% | — |
| VEA | APPLOVIN CORP | $113.9M | 1,777,177 | 1.41% | — |
| AVGO | ARES CAPITAL CORP | $92.9M | 300,221 | 1.15% | — |
| VXUS | ARISTA NETWORKS INC | $92.8M | 1,203,056 | 1.15% | — |
| ASML | ASML HLDG NV | $83.0M | 62,857 | 1.03% | — |
| AAPL | ASTERA LABS INC | $79.9M | 314,671 | 0.99% | — |
| MELI | AURORA INNOVATION INC | $76.6M | 44,316 | 0.95% | — |
| NET | BANK AMERICA CORP | $70.8M | 343,045 | 0.88% | — |
| CRWD | BERKSHIRE HATHAWAY INC DEL | $67.9M | 173,846 | 0.84% | — |
| SHOP | BERKSHIRE HATHAWAY INC DEL | $66.6M | 561,136 | 0.82% | — |
| NOW | BLACKROCK INC | $65.7M | 628,645 | 0.81% | — |
| NU | BLACKSTONE INC | $60.7M | 4,220,603 | 0.75% | — |
| W | BLACKSTONE SECD LENDING FD | $56.4M | 749,250 | 0.70% | — |
| ARCC | BLUE OWL CAPITAL CORPORATION | $46.8M | 2,598,482 | 0.58% | — |
| JPM | BOEING CO | $45.8M | 155,561 | 0.57% | — |
| RSP | BROADCOM INC | $44.7M | 232,685 | 0.55% | — |
| GBDC | BROOKFIELD ASSET MANAGMT LTD | $42.6M | 3,365,900 | 0.53% | — |
| VWO | BROOKFIELD CORP | $42.4M | 784,669 | 0.52% | — |
| IXUS | CAMECO CORP | $41.3M | 476,486 | 0.51% | — |
| AMD | CANADIAN NATL RY CO | $38.7M | 190,126 | 0.48% | — |
| VCSH | CANADIAN PACIFIC KANSAS CITY | $38.1M | 480,878 | 0.47% | — |
| ITOT | CARGURUS INC | $35.0M | 245,614 | 0.43% | — |
| IBIT | CASEYS GEN STORES INC | $34.3M | 892,298 | 0.42% | — |
| VTEB | CATERPILLAR INC | $33.6M | 673,326 | 0.42% | — |
| BX | CISCO SYS INC | $32.9M | 286,132 | 0.41% | — |
| VCIT | CLOUDFLARE INC | $32.7M | 395,237 | 0.40% | — |
| CPNG | COCA COLA CO | $31.0M | 1,642,836 | 0.38% | — |
| IEFA | COCA-COLA EUROPACIFIC PARTNE | $30.9M | 341,204 | 0.38% | — |
| KKR | COINBASE GLOBAL INC | $30.1M | 325,357 | 0.37% | — |
| UBER | CONOCOPHILLIPS | $30.1M | 417,951 | 0.37% | — |
| PANW | COSTCO WHOLESALE CORPORATION | $28.8M | 179,396 | 0.36% | — |
| COIN | COUPANG INC | $28.5M | 162,989 | 0.35% | — |
| JNJ | CROWDSTRIKE HLDGS INC | $28.2M | 115,169 | 0.35% | — |
| IWB | D R HORTON INC | $26.4M | 73,992 | 0.33% | — |
| BRK/B | DANAHER CORP DEL | $26.1M | 54,466 | 0.32% | — |
| TSLX | DBX ETF TR | $25.7M | 1,395,961 | 0.32% | — |
| VIG | DEERE & CO | $25.0M | 116,251 | 0.31% | — |
| VYM | DONALDSON INC | $24.3M | 164,208 | 0.30% | — |
| ACWI | DOVER CORP | $23.0M | 166,102 | 0.28% | — |
| GOOGL | EASTGROUP PPTYS INC | $22.6M | 78,682 | 0.28% | — |
| WMT | ELEVANCE HEALTH INC FORMERLY | $22.2M | 178,647 | 0.27% | — |
| MU | ELI LILLY & CO | $21.7M | 64,208 | 0.27% | — |
| EWJ | ENTERPRISE PRODS PARTNERS L | $19.3M | 228,436 | 0.24% | — |
| HDEF | EPAM SYS INC | $19.2M | 596,285 | 0.24% | — |
| KO | EXXON MOBIL CORP | $18.0M | 237,234 | 0.22% | — |
| PWR | GALLAGHER ARTHUR J & CO | $17.4M | 31,702 | 0.22% | — |
| VGSH | GE AEROSPACE | $16.5M | 281,813 | 0.20% | — |
| MA | GE VERNOVA INC | $16.0M | 31,975 | 0.20% | — |
| BXSL | GENERAL DYNAMICS CORP | $15.8M | 666,316 | 0.20% | — |
| PLTR | GILEAD SCIENCES INC | $14.6M | 99,656 | 0.18% | — |
| SE | GOLDMAN SACHS GROUP INC | $13.1M | 158,155 | 0.16% | — |
| IWV | GOLUB CAP BDC INC | $13.0M | 35,131 | 0.16% | — |
| IWF | HERSHEY CO | $12.3M | 28,817 | 0.15% | — |
| RBLX | HOME DEPOT INC | $12.3M | 216,934 | 0.15% | — |
| GD | HONEYWELL INTL INC | $11.8M | 34,523 | 0.15% | — |
| VFH | HUMANA INC | $11.6M | 95,861 | 0.14% | — |
| XLU | IAC INC | $11.6M | 251,807 | 0.14% | — |
| DVY | INTERNATIONAL BUSINESS MACHS | $11.0M | 72,973 | 0.14% | — |
| DES | INVESCO EXCH TRADED FD TR II | $10.5M | 293,475 | 0.13% | — |
| PG | INVESCO EXCHANGE TRADED FD T | $10.1M | 69,833 | 0.12% | — |
| OBDC | INVESCO EXCHANGE TRADED FD T | $10.0M | 906,168 | 0.12% | — |
| WDAY | INVESCO QQQ TR | $9.4M | 72,178 | 0.12% | — |
| CARG | IRON MTN INC DEL | $9.2M | 268,769 | 0.11% | — |
| SPSB | ISHARES BITCOIN TRUST ETF | $9.1M | 300,971 | 0.11% | — |
| LLY | ISHARES INC | $7.9M | 8,595 | 0.10% | — |
| ANET | ISHARES TR | $7.4M | 59,996 | 0.09% | — |
| BRK/A | ISHARES TR | $7.2M | 10 | 0.09% | — |
| HD | ISHARES TR | $7.1M | 21,517 | 0.09% | — |
| MCD | ISHARES TR | $7.0M | 22,516 | 0.09% | — |
| IJR | ISHARES TR | $6.9M | 55,865 | 0.09% | — |
| EUAD | ISHARES TR | $6.2M | 152,821 | 0.08% | — |
| LOW | ISHARES TR | $5.9M | 25,040 | 0.07% | — |
| QQQM | ISHARES TR | $5.6M | 23,590 | 0.07% | — |
| COST | ISHARES TR | $5.5M | 5,481 | 0.07% | — |
| AFRM | ISHARES TR | $5.3M | 116,683 | 0.07% | — |
| MDLZ | ISHARES TR | $5.1M | 88,882 | 0.06% | — |
| CRM | ISHARES TR | $5.0M | 26,653 | 0.06% | — |
| CP | ISHARES TR | $4.7M | 59,348 | 0.06% | — |
| IWD | ISHARES TR | $4.3M | 20,282 | 0.05% | — |
| AUR | ISHARES TR | $4.2M | 1,022,165 | 0.05% | — |
| EEM | ISHARES TR | $4.2M | 73,856 | 0.05% | — |
| IVV | ISHARES TR | $4.1M | 6,301 | 0.05% | — |
| VEU | ISHARES TR | $4.1M | 54,625 | 0.05% | — |
| HDV | ISHARES TR | $4.0M | 29,195 | 0.05% | — |
| VUG | ISHARES TR | $3.9M | 8,850 | 0.05% | — |
| ABNB | ISHARES TR | $3.9M | 30,538 | 0.05% | — |
| EFA | ISHARES TR | $3.8M | 39,387 | 0.05% | — |
| CCJ | ISHARES TR | $3.7M | 33,901 | 0.05% | — |
| IBM | ISHARES TR | $3.6M | 15,000 | 0.04% | — |
| XLG | ISHARES TR | $3.4M | 61,636 | 0.04% | — |
| VBR | ISHARES TR | $3.3M | 15,243 | 0.04% | — |
| MO | ISHARES TR | $3.2M | 48,372 | 0.04% | — |
| ABBV | ISHARES TR | $3.1M | 14,068 | 0.04% | — |
| IWR | ISHARES TR | $3.0M | 31,000 | 0.04% | — |
| BN | ISHARES TR | $3.0M | 74,120 | 0.04% | — |
| AYI | ISHARES TR | $3.0M | 10,530 | 0.04% | — |
| APP | ISHARES TR | $2.7M | 6,810 | 0.03% | — |
| EXMOC | ISHARES TR | $2.6M | 15,293 | 0.03% | — |
| SYY | JOHNSON & JOHNSON | $2.3M | 32,365 | 0.03% | — |
| ACWX | JPMORGAN CHASE & CO | $2.3M | 32,989 | 0.03% | — |
| PRI | KKR & CO INC | $2.1M | 8,513 | 0.03% | — |
| CNI | KLA CORP | $2.1M | 20,000 | 0.03% | — |
| KLAC | LENNAR CORP | $2.0M | 1,386 | 0.03% | — |
| ORCL | LOCKHEED MARTIN CORP | $2.0M | 13,486 | 0.02% | — |
| MS | LOWES COS INC | $1.9M | 11,697 | 0.02% | — |
| IYW | MASTERCARD INCORPORATED | $1.9M | 10,606 | 0.02% | — |
| IYF | MCDONALDS CORP | $1.9M | 15,835 | 0.02% | — |
| URI | MERCADOLIBRE INC | $1.8M | 2,525 | 0.02% | — |
| SBUX | MERCK & CO INC | $1.8M | 20,269 | 0.02% | — |
| VOOV | META PLATFORMS INC | $1.8M | 8,891 | 0.02% | — |
| RJF | MICRON TECHNOLOGY INC | $1.6M | 11,150 | 0.02% | — |
| IWM | MICROSOFT CORP | $1.6M | 6,500 | 0.02% | — |
| BSV | MONDELEZ INTL INC | $1.5M | 19,766 | 0.02% | — |
| PM | MOODYS CORP | $1.5M | 9,240 | 0.02% | — |
| IYE | MORGAN STANLEY | $1.5M | 23,562 | 0.02% | — |
| ABT | NETFLIX INC. | $1.5M | 14,821 | 0.02% | — |
| ORLY | NEXTERA ENERGY INC | $1.5M | 16,215 | 0.02% | — |
| OEF | NIKE INC | $1.5M | 4,689 | 0.02% | — |
| MRK | NORFOLK SOUTHN CORP | $1.5M | 12,280 | 0.02% | — |
| DCI | NU HLDGS LTD | $1.4M | 16,000 | 0.02% | — |
| CAT | NVIDIA CORPORATION | $1.4M | 1,913 | 0.02% | — |
| ELV | ORACLE CORP | $1.2M | 4,098 | 0.01% | — |
| DOV | OREILLY AUTOMOTIVE INC | $1.2M | 5,643 | 0.01% | — |
| CSCO | PALANTIR TECHNOLOGIES INC | $1.2M | 15,108 | 0.01% | — |
| GE | PALO ALTO NETWORKS INC | $1.2M | 4,121 | 0.01% | — |
| UNP | PARKER-HANNIFIN CORP | $1.2M | 4,804 | 0.01% | — |
| DHI | PEPSICO INC | $1.1M | 8,117 | 0.01% | — |
| COP | PHILIP MORRIS INTL INC | $1.1M | 8,412 | 0.01% | — |
| NKE | PHILLIPS 66 | $1.1M | 20,496 | 0.01% | — |
| AXP | PRIMERICA INC | $991,832 | 3,279 | 0.01% | — |
This table is the 150 largest positions by value, out of 221 reported. The search box only searches what is on this page — a name absent from it may still be in the filing further down the book. The full info table is here.
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
Read the original
This page was built from one document: the 2026-03-31 Form 13F info table filed by Allen Investment Management, LLC (CIK 1326234, accession 0001214659-26-005739). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
What a 13F cannot show you
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
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