Allied Investment Advisors, LLC holds a diversified book of 110 stocks worth $796.5M as of Q2 2026 (disclosed Jul 20, 2026, a ~45-day 13F lag). This quarter they opened Vanguard Short-Term Bond ETF and trimmed Caterpillar Inc. Their largest long position is Schwab US DVD Equity ETF at 7% of the equity book. Cloning the disclosed picks since 2024 would be +33% (+17.2%/yr). That is a simulation of the disclosed long book, not audited returns.
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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/1729869/holdings"
Use Arkolith to show Allied Investment Advisors, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 9.3 points over this window.
Growth of $10,000 cloning Allied Investment Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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.
71% 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 | Schwab US Dividend Equity ETF ETF | $59.3M | 1.87M | 7.5% | ▲+3.0% Added · +55K sh | |
| 2 | Vanguard Health Care ETF ETF | $54.1M | 180.9K | 6.8% | ▲+5.4% Added · +9K sh | |
| 3 | Microsoft Corp Com Stock | $25.4M | 68.1K | 3.2% | ▲+3.0% Added · +2K sh | |
| 4 | JPMorgan Chase & Co Com Stock | $23.1M | 70.7K | 2.9% | ▲+1.6% Added · +1K sh | |
| 5 | Caterpillar Inc Com Stock | $21.4M | 20.1K | 2.7% | ▼−48% Reduced · −19K sh | |
| 6 | Vanguard Short-Term Bond ETF ETF | $21.3M | 274.0K | 2.7% | ▲New New position | |
| 7 | State STR Corp Com Stock | $20.8M | 122.7K | 2.6% | ▼−4.1% Reduced · −5K sh | |
| 8 | Goldman Sachs Group Inc Com Stock | $20.8M | 20.5K | 2.6% | ▼−1.1% Reduced · −222 sh | |
| 9 | Johnson & Johnson Com Stock | $19.3M | 76.0K | 2.4% | ▲+2.0% Added · +1K sh | |
| 10 | RTX Corporation Com Stock | $19.2M | 101.2K | 2.4% | ▲+2.3% Added · +2K sh | |
| 11 | Deere & Co Com Stock | $19.1M | 30.1K | 2.4% | ▲+2.3% Added · +665 sh | |
| 12 | Bank Of Amer Corp Com Stock | $19.0M | 334.1K | 2.4% | ▲+2.3% Added · +7K sh | |
| 13 | Aaon Inc Com Par $0.004 Stock | $19.0M | 149.8K | 2.4% | ▼−6.4% Reduced · −10K sh | |
| 14 | Vanguard Utilities ETF ETF | $17.9M | 91.5K | 2.2% | ▲+2.1% Added · +2K sh | |
| 15 | ExxonMobil Holdings Corp Com SHS Stock | $17.5M | 128.3K | 2.2% | ▲New New position | |
| 16 | Wells Fargo & Co Com Stock | $17.4M | 210.0K | 2.2% | ▲+3.6% Added · +7K sh | |
| 17 | US Bancorp Com New Stock | $16.9M | 279.2K | 2.1% | ▲+2.5% Added · +7K sh | |
| 18 | Shell PLC Spon Ads ADR | $15.8M | 204.3K | 2.0% | ▲+2.1% Added · +4K sh | |
| 19 | Chevron Corporation Com Stock | $15.6M | 93.9K | 2.0% | ▲+2.4% Added · +2K sh | |
| 20 | Fedex Corp Com Stock | $15.4M | 49.3K | 1.9% | ▲+0.5% Added · +251 sh | |
| 21 | Vanguard Ftse Europe ETF ETF | $15.2M | 171.7K | 1.9% | ▲+20% Added · +28K sh | |
| 22 | Totalenergies SE Act Stock | $15.0M | 192.6K | 1.9% | ▲+0.8% Added · +1K sh | |
| 23 | 3M Co Com Stock | $14.7M | 90.6K | 1.8% | ▲+4.1% Added · +4K sh | |
| 24 | Lowes Cos Inc Com Stock | $14.6M | 66.4K | 1.8% | ▲+6.2% Added · +4K sh | |
| 25 | Sysco Corp Com Stock | $14.4M | 172.6K | 1.8% | ▲+6.2% Added · +10K sh | |
| 26 | Apple Inc Com Stock | $13.8M | 47.6K | 1.7% | ▼−1.3% Reduced · −605 sh | |
| 27 | Target Corp Com Stock | $13.7M | 104.8K | 1.7% | ▲+4.5% Added · +4K sh | |
| 28 | Procter & Gamble Co Com Stock | $13.4M | 91.5K | 1.7% | ▲+7.3% Added · +6K sh | |
| 29 | Realty Income Corp Com REIT | $13.4M | 215.9K | 1.7% | ▲+9.2% Added · +18K sh | |
| 30 | Amrize Ltd SHS Stock | $12.8M | 240.4K | 1.6% | ▲+9.2% Added · +20K sh | |
| 31 | Lockheed Martin Corp Com Stock | $12.7M | 25.0K | 1.6% | ▲+4.3% Added · +1K sh | |
| 32 | Kimberly-Clark Corp Com Stock | $12.5M | 114.1K | 1.6% | ▲+11% Added · +12K sh | |
| 33 | Vanguard Short-Term Corporate Bond ETF ETF | $12.1M | 153.4K | 1.5% | ▲New New position | |
| 34 | Genuine Parts Co Com Stock | $12.1M | 102.5K | 1.5% | ▲+13% Added · +12K sh | |
| 35 | Vanguard Intermediate-Term Bond ETF ETF | $11.9M | 155.5K | 1.5% | ▲New New position | |
| 36 | Pepsico Inc Com Stock | $11.7M | 86.7K | 1.5% | ▲+6.6% Added · +5K sh | |
| 37 | Medtronic PLC SHS Stock | $11.6M | 148.3K | 1.5% | ▲+9.3% Added · +13K sh | |
| 38 | Abbott Laboratories Com Stock | $11.2M | 123.1K | 1.4% | ▲+17% Added · +18K sh | |
| 39 | Boeing Co Com Stock | $11.0M | 50.9K | 1.4% | ▲28× Added · +49K sh | |
| 40 | Pfizer Inc Com Stock | $10.8M | 449.4K | 1.4% | ▲+11% Added · +45K sh | |
| 41 | Otis Worldwide Corp Com Stock | $10.8M | 150.5K | 1.4% | ▲+13% Added · +18K sh | |
| 42 | Diageo PLC Spon ADR New ADR | $10.0M | 123.9K | 1.3% | ▲+9.2% Added · +10K sh | |
| 43 | Vanguard Total Stock Market ETF ETF | $8.1M | 21.9K | 1.0% | ▲+0.2% Added · +43 sh | |
| 44 | Ishares Msci Global Metals & Mining Producers ETF ETF | $4.1M | 70.1K | 0.5% | ▼−0.4% Reduced · −260 sh | |
| 45 | Emerson Elec Co Com Stock | $3.5M | 24.2K | 0.4% | ▼−8.0% Reduced · −2K sh | |
| 46 | SPDR Gold Shares ETF | $2.6M | 7.0K | 0.3% | ▲+4.9% Added · +328 sh | |
| 47 | Walmart Inc Com Stock | $2.3M | 20.3K | 0.3% | ▼−1.2% Reduced · −240 sh | |
| 48 | Vanguard Value ETF ETF | $1.8M | 8.4K | 0.2% | ▲+2.8% Added · +231 sh | |
| 49 | Vanguard Information Technology ETF ETF | $1.8M | 15.4K | 0.2% | ▲+700% Added · +13K sh | |
| 50 | Berkshire Hathaway Inc Del CL B New Stock | $1.8M | 3.6K | 0.2% | ▲+2.8% Added · +100 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 20, 2026 | 110 | $796.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 27, 2026 | 100 | $697.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 9, 2026 | 102 | $646.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 4, 2025 | 97 | $628.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 31, 2025 | 87 | $571.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 8, 2025 | 86 | $527.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 31, 2025 | 79 | $496.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 4, 2024 | 74 | $504.9M | 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. The performance line is a simulation of the disclosed long book, not an audited return.