Allen Investment Management, LLC holds a diversified book of 227 stocks worth $8.4B as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened Lam Research Corp and trimmed Amazon.com Inc. Their largest long position is Amazon.com Inc at 7% of the equity book.
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.
73% 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
Other tracked managers holding the same core names as Allen Investment Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 80 / 80 | $800.6B |
| MORGAN STANLEY | 80 / 80 | $589.6B |
| JPMORGAN CHASE & CO | 80 / 80 | $532.4B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $412.7B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $163.0B |
| UBS Group AG | 80 / 80 | $157.2B |
| ROYAL BANK OF CANADA | 80 / 80 | $156.4B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $101.7B |
Ranked by how many of Allen Investment Management, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Amazon Com Inc COM | $552.1M | 2.32M | 6.6% | ▼−9.6% Reduced · −247K sh | |
| 2 | Alphabet Inc CAP STK CL C | $457.2M | 1.29M | 5.4% | ▲+9.0% Added · +107K sh | |
| 3 | Unitedhealth Group Inc COM | $364.2M | 876.3K | 4.3% | ▼−20% Reduced · −222K sh | |
| 4 | Microsoft Corp COM | $357.0M | 957.0K | 4.2% | ▼−16% Reduced · −179K sh | |
| 5 | Meta Platforms Inc CL A | $341.5M | 606.3K | 4.1% | ▼−14% Reduced · −98K sh | |
| 6 | Ge Vernova Inc COM | $336.1M | 286.1K | 4.0% | ▼−26% Reduced · −102K sh | |
| 7 | Schwab Charles Corp COM | $315.1M | 3.41M | 3.7% | ▼−36% Reduced · −1.9M sh | |
| 8 | Visa Inc COM CL A | $313.8M | 914.6K | 3.7% | ▼−15% Reduced · −166K sh | |
| 9 | Taiwan Semiconductor Manufac SPONSORED ADS | $306.6M | 642.1K | 3.6% | ▲+90% Added · +305K sh | |
| 10 | Nvidia Corporation COM | $257.2M | 1.29M | 3.1% | ▲+86% Added · +596K sh | |
| 11 | Moodys Corp COM | $246.8M | 544.9K | 2.9% | ▼−22% Reduced · −157K sh | |
| 12 | Invesco QQQ TR UNIT SER 1 | $239.0M | 324.5K | 2.8% | ▲+2.8% Added · +9K sh | |
| 13 | ALPS ETF TR ALERIAN MLP | $230.2M | 4.44M | 2.7% | ▲+11% Added · +435K sh | |
| 14 | Broadcom Inc COM | $220.3M | 583.3K | 2.6% | ▲+94% Added · +283K sh | |
| 15 | Vanguard Index FDS TOTAL STK MKT | $209.4M | 565.9K | 2.5% | ▼−4.8% Reduced · −29K sh | |
| 16 | Boeing Co COM | $202.7M | 936.4K | 2.4% | ▼−22% Reduced · −257K sh | |
| 17 | SPDR Gold TR GOLD SHS | $195.7M | 531.4K | 2.3% | ▲+6.6% Added · +33K sh | |
| 18 | Vanguard Index FDS S&P 500 ETF SHS | $178.3M | 259.6K | 2.1% | ▲+0.8% Added · +2K sh | |
| 19 | Select Sector SPDR TR ST STR ENERG ETF | $154.1M | 2.90M | 1.8% | ▲+23% Added · +536K sh | |
| 20 | State STR SPDR S&P 500 ETF T TR UNIT | $148.0M | 198.2K | 1.8% | ▲+7.0% Added · +13K sh | |
| 21 | Apollo Global Mgmt Inc COM | $132.3M | 1.12M | 1.6% | ▼−50% Reduced · −1.1M sh | |
| 22 | ASML Hldg NV N Y REGISTRY SHS | $130.3M | 65.5K | 1.5% | ▲+4.2% Added · +3K sh | |
| 23 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $122.2M | 1.72M | 1.5% | ▼−3.5% Reduced · −62K sh | |
| 24 | Vanguard Star FDS VG TL INTL STK F | $119.3M | 1.40M | 1.4% | ▲+16% Added · +192K sh | |
| 25 | Crowdstrike Hldgs Inc CL A | $99.6M | 130.6K | 1.2% | ▼−25% Reduced · −43K sh | |
| 26 | Apple Inc COM | $91.0M | 314.4K | 1.1% | ▼−0.1% Reduced · −312 sh | |
| 27 | Cloudflare Inc CL A COM | $80.5M | 328.3K | 1.0% | ▼−4.3% Reduced · −15K sh | |
| 28 | Advanced Micro Devices Inc COM | $75.7M | 130.3K | 0.9% | ▼−31% Reduced · −60K sh | |
| 29 | Wayfair Inc CL A | $69.2M | 749.3K | 0.8% | —Held | |
| 30 | Invesco Exchange Traded FD T S&P500 EQL WGT | $62.5M | 294.0K | 0.7% | ▲+26% Added · +61K sh | |
| 31 | Shopify Inc CL A SUB VTG SHS | $59.3M | 519.5K | 0.7% | ▼−7.4% Reduced · −42K sh | |
| 32 | Mercadolibre Inc COM | $57.8M | 34.1K | 0.7% | ▼−23% Reduced · −10K sh | |
| 33 | Palo Alto Networks Inc COM | $55.0M | 161.5K | 0.7% | ▼−10.0% Reduced · −18K sh | |
| 34 | Micron Technology Inc COM | $54.5M | 47.2K | 0.6% | ▼−26% Reduced · −17K sh | |
| 35 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $52.8M | 885.3K | 0.6% | ▲+13% Added · +101K sh | |
| 36 | JPMorgan Chase & Co COM | $51.0M | 155.7K | 0.6% | ▲+0.1% Added · +94 sh | |
| 37 | Snowflake Inc COM SHS | $48.6M | 191.0K | 0.6% | ▲30× Added · +185K sh | |
| 38 | Select Sector SPDR TR ST STR UTIL ETF | $47.6M | 1.05M | 0.6% | ▲+317% Added · +798K sh | |
| 39 | Nu Hldgs Ltd ORD SHS CL A | $47.3M | 3.54M | 0.6% | ▼−16% Reduced · −677K sh | |
| 40 | Ishares TR CORE MSCI TOTAL | $45.9M | 480.8K | 0.5% | ▲+0.9% Added · +4K sh | |
| 41 | Ares Capital Corp COM | $45.2M | 2.44M | 0.5% | ▼−6.0% Reduced · −157K sh | |
| 42 | Servicenow Inc COM | $44.0M | 443.1K | 0.5% | ▼−30% Reduced · −186K sh | |
| 43 | Vanguard Whitehall FDS HIGH DIV YLD | $42.4M | 268.0K | 0.5% | ▲+63% Added · +104K sh | |
| 44 | Golub Cap BDC Inc COM | $40.9M | 3.17M | 0.5% | ▼−5.7% Reduced · −192K sh | |
| 45 | Lam Research Corp COM NEW | $40.2M | 92.7K | 0.5% | ▲New New position | |
| 46 | Vanguard Mun BD FDS TAX EXEMPT BD | $34.1M | 673.5K | 0.4% | ▲~0% Added · +205 sh | |
| 47 | Blackstone Inc COM | $31.7M | 269.0K | 0.4% | ▼−6.0% Reduced · −17K sh | |
| 48 | Vanguard Specialized Funds DIV APP ETF | $30.8M | 130.0K | 0.4% | ▲+12% Added · +14K sh | |
| 49 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $30.2M | 381.6K | 0.4% | ▼−21% Reduced · −99K sh | |
| 50 | Ishares TR CORE S&P TTL STK | $29.6M | 180.0K | 0.4% | ▼−27% Reduced · −66K sh |
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.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 5, 2026 | 227 | $8.4B | 13F-HR |
| 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 |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.