Allen Investment Management, LLC holds a diversified book of 221 stocks worth $8.1B as of Q1 2026 (disclosed May 7, 2026, a ~45-day 13F lag). This quarter they opened Micron Technology Inc and trimmed Amazon.com Inc. Their largest long position is Amazon.com Inc at 7% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1326234/holdings"
Use Arkolith to show Allen Investment Management, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
76% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | 3M Co COM | $533.9M | 2.56M | 6.6% | ▼−6.9% Reduced · −191K sh | |
| 2 | Abbott Laboratories COM | $500.8M | 5.33M | 6.2% | ▼−4.6% Reduced · −256K sh | |
| 3 | Abbvie Inc COM | $420.4M | 1.14M | 5.2% | ▼−6.8% Reduced · −83K sh | |
| 4 | Acuity Inc CL A | $402.9M | 704.2K | 5.0% | ▼−4.8% Reduced · −35K sh | |
| 5 | Advanced Micro Devices Inc CAP STK CL C | $340.5M | 1.19M | 4.2% | ▲+17% Added · +175K sh | |
| 6 | Affirm Hldgs Inc COM | $339.1M | 388.4K | 4.2% | ▼−2.8% Reduced · −11K sh | |
| 7 | Airbnb Inc COM CL A | $326.6M | 1.08M | 4.0% | ▼−4.3% Reduced · −49K sh | |
| 8 | Alibaba Group Hldg Ltd COM | $306.2M | 701.8K | 3.8% | ▼−2.5% Reduced · −18K sh | |
| 9 | Alico Inc COM | $297.3M | 1.10M | 3.7% | ▼−4.5% Reduced · −52K sh | |
| 10 | Allstate Corp COM | $285.2M | 670.6K | 3.5% | ▼−4.8% Reduced · −34K sh | |
| 11 | Alphabet Inc COM | $247.1M | 2.22M | 3.1% | ▼−8.3% Reduced · −201K sh | |
| 12 | Alphabet Inc COM | $237.5M | 1.19M | 2.9% | ▲+23% Added · +225K sh | |
| 13 | ALPS ETF TR GOLD SHS | $214.5M | 498.5K | 2.7% | ▲+3.9% Added · +19K sh | |
| 14 | Altria Group Inc ALERIAN MLP | $210.9M | 4.01M | 2.6% | ▲+6.8% Added · +254K sh | |
| 15 | Amazon Com Inc TOTAL STK MKT | $190.8M | 594.7K | 2.4% | ▼−0.6% Reduced · −3K sh | |
| 16 | American Express Co UNIT SER 1 | $182.1M | 315.5K | 2.3% | ▲+6.5% Added · +19K sh | |
| 17 | Amgen Inc S&P 500 ETF SHS | $153.9M | 257.6K | 1.9% | ▼−0.3% Reduced · −887 sh | |
| 18 | Amphenol Corp STATE STREET ENE | $144.9M | 2.36M | 1.8% | ▲+11% Added · +234K sh | |
| 19 | Apollo Global Mgmt Inc TR UNIT | $120.5M | 185.3K | 1.5% | ▲+0.8% Added · +2K sh | |
| 20 | Apple Inc COM | $120.3M | 689.6K | 1.5% | ▼−12% Reduced · −95K sh | |
| 21 | Applied Matls Inc SPONSORED ADS | $113.9M | 337.2K | 1.4% | ▲+26% Added · +69K sh | |
| 22 | Applovin Corp VAN FTSE DEV MKT | $113.9M | 1.78M | 1.4% | ▲+33% Added · +437K sh | |
| 23 | Ares Capital Corp COM | $92.9M | 300.2K | 1.1% | ▼−16% Reduced · −59K sh | |
| 24 | Arista Networks Inc VG TL INTL STK F | $92.8M | 1.20M | 1.1% | ▲+39% Added · +339K sh | |
| 25 | ASML Hldg NV N Y REGISTRY SHS | $83.0M | 62.9K | 1.0% | ▼−18% Reduced · −13K sh | |
| 26 | Astera Labs Inc COM | $79.9M | 314.7K | 1.0% | ▼−0.1% Reduced · −278 sh | |
| 27 | Aurora Innovation Inc COM | $76.6M | 44.3K | 0.9% | ▲+1.4% Added · +614 sh | |
| 28 | Bank America Corp CL A COM | $70.8M | 343.0K | 0.9% | ▼−26% Reduced · −121K sh | |
| 29 | Berkshire Hathaway Inc Del CL A | $67.9M | 173.8K | 0.8% | ▼−18% Reduced · −38K sh | |
| 30 | Berkshire Hathaway Inc Del CL A SUB VTG SHS | $66.6M | 561.1K | 0.8% | ▼−18% Reduced · −126K sh | |
| 31 | BlackRock Inc COM | $65.7M | 628.6K | 0.8% | ▼−21% Reduced · −162K sh | |
| 32 | Blackstone Inc ORD SHS CL A | $60.7M | 4.22M | 0.7% | ▲+2.6% Added · +109K sh | |
| 33 | Blackstone Secd Lending FD CL A | $56.4M | 749.3K | 0.7% | —Held | |
| 34 | Blue Owl Capital Corporation COM | $46.8M | 2.60M | 0.6% | ▼−16% Reduced · −488K sh | |
| 35 | Boeing Co COM | $45.8M | 155.6K | 0.6% | ▼−1.0% Reduced · −2K sh | |
| 36 | Broadcom Inc S&P500 EQL WGT | $44.7M | 232.7K | 0.6% | ▲+63% Added · +90K sh | |
| 37 | Brookfield Asset Managmt Ltd COM | $42.6M | 3.37M | 0.5% | ▼−17% Reduced · −704K sh | |
| 38 | Brookfield Corp FTSE EMR MKT ETF | $42.4M | 784.7K | 0.5% | ▲36× Added · +763K sh | |
| 39 | Cameco Corp CORE MSCI TOTAL | $41.3M | 476.5K | 0.5% | ▲+23% Added · +88K sh | |
| 40 | Canadian Natl Ry Co COM | $38.7M | 190.1K | 0.5% | ▲+1.9% Added · +4K sh | |
| 41 | Canadian Pacific Kansas City SHRT TRM CORP BD | $38.1M | 480.9K | 0.5% | ▼−2.7% Reduced · −13K sh | |
| 42 | Cargurus Inc CORE S&P TTL STK | $35.0M | 245.6K | 0.4% | ▼−50% Reduced · −243K sh | |
| 43 | Caseys Gen Stores Inc SHS BEN INT | $34.3M | 892.3K | 0.4% | ▼−0.4% Reduced · −4K sh | |
| 44 | Caterpillar Inc TAX EXEMPT BD | $33.6M | 673.3K | 0.4% | —Held | |
| 45 | Cisco Sys Inc COM | $32.9M | 286.1K | 0.4% | ▼−9.4% Reduced · −30K sh | |
| 46 | Cloudflare Inc INT-TERM CORP | $32.7M | 395.2K | 0.4% | ▼−8.3% Reduced · −36K sh | |
| 47 | Coca Cola Co CL A | $31.0M | 1.64M | 0.4% | ▼−13% Reduced · −245K sh | |
| 48 | Coca-Cola Europacific Partne CORE MSCI EAFE | $30.9M | 341.2K | 0.4% | ▲+0.1% Added · +245 sh | |
| 49 | Coinbase Global Inc COM | $30.1M | 325.4K | 0.4% | ▲+31% Added · +77K sh | |
| 50 | ConocoPhillips COM | $30.1M | 418.0K | 0.4% | ▼−54% Reduced · −486K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 7, 2026 | 221 | $8.1B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 10, 2026 | 220 | $9.0B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 6, 2025 | 202 | $9.0B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 7, 2025 | 199 | $9.2B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 7, 2025 | 199 | $8.6B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 10, 2025 | 199 | $8.7B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 7, 2024 | 215 | $8.4B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 8, 2024 | 215 | $8.2B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 7, 2024 | 207 | $8.0B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 214 | $7.5B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 13, 2023 | 218 | $6.8B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 7, 2023 | 215 | $6.8B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 9, 2023 | 213 | $6.0B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 13, 2023 | 212 | $6.2B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 7, 2022 | 213 | $5.8B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 8, 2022 | 224 | $6.2B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 5, 2022 | 231 | $7.5B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 10, 2022 | 241 | $8.0B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 5, 2021 | 201 | $7.3B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 11, 2021 | 177 | $7.4B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 188 | $6.5B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 3, 2021 | 186 | $5.9B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 3, 2020 | 179 | $5.4B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 10, 2020 | 172 | $4.8B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.