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Investment manager · 13F filer · SEC CIK 1326234
Allen Investment Management, LLC
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Reported value$8.84Bas of Sep 30, 2026
Positions225 4 new, 6 sold out
Top 10 weight42.0%AMZN alone is 6%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AMZNAmazon.com Inc
6.4%Trimmed −2%
MSFTMicrosoft Corp
5.4%
METAMeta Platforms, Inc.
5.4%Added +8%
GOOGAlphabet Inc.
4.8%Trimmed −3%
SCHWCharles Schwab Corp
3.6%Trimmed −4%
VVisa Inc.
3.6%Trimmed −3%
UNHUnitedHealth Group Inc
3.4%Trimmed −5%
TSMTaiwan Semiconductor Manufacturing Co Ltd
3.2%Trimmed −2%
NVDANVIDIA Corp
3.1%Trimmed −6%
GEVGE Vernova Inc.
3.0%Trimmed −3%
AMLPAlps ETF Tr
2.9%Added +10%
QQQInvesco QQQ Tr
2.8%Added +4%
AMZNAmazon.com Inc
6.4%−2%
MSFTMicrosoft Corp
5.4%
METAMeta Platforms, Inc.
5.4%
GOOGAlphabet Inc.
4.8%−3%
SCHWCharles Schwab Corp
3.6%−4%
VVisa Inc.
3.6%−3%
UNHUnitedHealth Group Inc
3.4%
TSMTaiwan Semiconductor Manufacturing Co Ltd
3.2%
NVDANVIDIA Corp
3.1%
GEVGE Vernova Inc.
3.0%
AMLPAlps ETF Tr
2.9%
QQQInvesco QQQ Tr
2.8%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AMZN Amazon.com Inc 6.4% Trimmed −2%MSFT Microsoft Corp 5.4% HeldMETA Meta Platforms, Inc. 5.4% Added +8%GOOG Alphabet Inc. 4.8% Trimmed −3%SCHW Charles Schwab Corp 3.6% Trimmed −4%V Visa Inc. 3.6% Trimmed −3%UNH UnitedHealth Group Inc 3.4% Trimmed −5%TSM Taiwan Semiconductor Manufacturing Co Ltd 3.2% Trimmed −2%NVDA NVIDIA Corp 3.1% Trimmed −6%GEV GE Vernova Inc. 3.0% Trimmed −3%
AMLP Alps ETF Tr 2.9% Added +10%
QQQ Invesco QQQ Tr 2.8% Added +4%
What changed
Biggest moves since Jun 30, 2026
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