The Analysis of Allen Investment Management, LLC's Holdings
Currently, Allen Investment Management, LLC holds 202 types of securities in its portfolio with a total value $9.0B. In the most recent quarter, they have increased their positions in BA (+606.5K shares, valued at $130.9M), IBIT (+670.9K shares, valued at $43.6M), RBLX (+247.2K shares, valued at $34.2M); decreased their positions in UBER (-1.9M shares, valued at $190.9M), SCHW (-1.8M shares, valued at $174.2M), SBUX (-2.0M shares, valued at $166.0M); initiated new positions in BA (+606.5K shares, valued at $130.9M), RBLX (+247.2K shares, valued at $34.2M), EWJ (+151.4K shares, valued at $12.1M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MSFT 3M CO1.3M shares-7.46%2025-09-302025-11-06
AMZN ABBOTT LABS2.8M shares-7.46%2025-09-302025-11-06 SCHW ABBVIE INC5.8M shares-23.78%2025-09-302025-11-06 META ACUITY INC683.1K shares-6.13%2025-09-302025-11-06 V ADVANCED MICRO DEVICES INC1.2M shares-12.87%2025-09-302025-11-06 SPGI AFFIRM HLDGS INC738.3K shares-13.64%2025-09-302025-11-06 UNH AIRBNB INC1.0M shares-19.41%2025-09-302025-11-06 MCO ALIBABA GROUP HLDG LTD728.9K shares-11.89%2025-09-302025-11-06 APO ALICO INC2.6M shares-9.00%2025-09-302025-11-06 GOOG ALPHABET INC1.1M shares-3.92%2025-09-302025-11-06 GEV ALPHABET INC395.7K shares-12.46%2025-09-302025-11-06 UBER ALPS ETF TR2.3M shares-45.68%2025-09-302025-11-06 VTI AMAZON COM INC608.6K shares0.47%2025-09-302025-11-06 AMLP AMERICAN EXPRESS CO3.5M shares9.06%2025-09-302025-11-06 QQQ ANGI INC269.2K shares13.01%2025-09-302025-11-06 GLD APOLLO GLOBAL MGMT INC446.4K shares21.24%2025-09-302025-11-06 VOO APPLE INC257.7K shares2.55%2025-09-302025-11-06 NVDA APPLIED MATLS INC786.0K shares19.15%2025-09-302025-11-06 BA APPLOVIN CORP606.5K sharesnew addition2025-09-302025-11-06 NOW ARES CAPITAL CORP132.4K shares-11.31%2025-09-302025-11-06 AVGO ARISTA NETWORKS INC350.1K shares18.27%2025-09-302025-11-06 NET ASML HOLDING N V526.3K shares12.43%2025-09-302025-11-06 SPY ASTERA LABS INC162.9K shares8.71%2025-09-302025-11-06 SHOP AURORA INNOVATION INC723.8K shares20.95%2025-09-302025-11-06 CRWD AUTOMATIC DATA PROCESSING IN211.1K shares18.03%2025-09-302025-11-06 MELI BANK AMERICA CORP43.6K shares18.73%2025-09-302025-11-06 XLE BERKSHIRE HATHAWAY INC DEL984.2K shares16.45%2025-09-302025-11-06 ASML BERKSHIRE HATHAWAY INC DEL86.0K shares10.58%2025-09-302025-11-06 VEA BLACKSTONE INC1.3M shares41.23%2025-09-302025-11-06 AAPL BLACKSTONE SECD LENDING FD301.6K shares0.55%2025-09-302025-11-06 ITOT BLUE OWL CAPITAL CORPORATION525.6K shares0.00%2025-09-302025-11-06 COIN BOEING CO218.4K shares-6.04%2025-09-302025-11-06 NU BRAZE INC4.0M shares20.24%2025-09-302025-11-06 CPNG BROADCOM INC2.0M shares40.68%2025-09-302025-11-06 ARCC BROOKFIELD ASSET MANAGMT LTD3.1M shares3.41%2025-09-302025-11-06 TSM BROOKFIELD CORP208.7K shares59.00%2025-09-302025-11-06 GBDC CAMECO CORP4.2M shares-1.54%2025-09-302025-11-06 BX CANADIAN NATL RY CO324.7K shares-18.29%2025-09-302025-11-06 SNOW CANADIAN PACIFIC KANSAS CITY234.9K shares0.00%2025-09-302025-11-06 IBIT CARGURUS INC795.3K shares539.27%2025-09-302025-11-06 W CINTAS CORP566.3K shares-3.62%2025-09-302025-11-06 ANET CLOUDFLARE INC344.1K shares11.71%2025-09-302025-11-06 JPM COCA COLA CO156.5K shares0.13%2025-09-302025-11-06 BRK.B COCA-COLA EUROPACIFIC PARTNE91.3K shares-17.35%2025-09-302025-11-06 VXUS COINBASE GLOBAL INC588.1K shares20.84%2025-09-302025-11-06 VCSH CONOCOPHILLIPS479.1K shares0.00%2025-09-302025-11-06 PANW COPART INC184.2K shares0.00%2025-09-302025-11-06 TSLX COSTCO WHSL CORP NEW1.6M shares0.10%2025-09-302025-11-06 VCIT COUPANG INC420.2K shares-0.17%2025-09-302025-11-06 RBLX CREDIT ACCEP CORP MICH247.2K sharesnew addition2025-09-302025-11-06 SPOT CROWDSTRIKE HLDGS INC46.9K shares17257.04%2025-09-302025-11-06 KKR D R HORTON INC247.4K shares164.95%2025-09-302025-11-06 IXUS DANAHER CORPORATION387.8K shares-2.25%2025-09-302025-11-06 VTEB DATADOG INC622.9K shares-1.13%2025-09-302025-11-06 IWB DISNEY WALT CO83.5K shares0.00%2025-09-302025-11-06 NFLX DONALDSON INC25.3K shares-0.03%2025-09-302025-11-06 HUBS DOVER CORP64.7K shares18.21%2025-09-302025-11-06 AMD DUOLINGO INC184.3K shares8290.80%2025-09-302025-11-06 IEFA ELEVANCE HEALTH INC FORMERLY341.0K shares0.00%2025-09-302025-11-06 DUOL ELI LILLY & CO78.4K shares0.00%2025-09-302025-11-06 SBUX ENTERPRISE PRODS PARTNERS L282.0K shares-87.43%2025-09-302025-11-06 JNJ EPAM SYS INC117.5K shares-10.66%2025-09-302025-11-06 ACWI EXXON MOBIL CORP156.5K shares4.01%2025-09-302025-11-06 RSP FAIR ISAAC CORP107.2K shares11.25%2025-09-302025-11-06 MA GALLAGHER ARTHUR J & CO34.5K shares-11.34%2025-09-302025-11-06 GOOGL GE AEROSPACE77.7K shares0.10%2025-09-302025-11-06 BXSL GE VERNOVA INC715.4K shares27.10%2025-09-302025-11-06 WDAY GENERAL DYNAMICS CORP72.6K shares-64.59%2025-09-302025-11-06 PLTR GOLUB CAP BDC INC94.2K shares-16.25%2025-09-302025-11-06 WMT HERSHEY CO163.5K shares0.00%2025-09-302025-11-06 VGSH HOME DEPOT INC281.8K shares0.00%2025-09-302025-11-06 KO HONEYWELL INTL INC238.0K shares0.00%2025-09-302025-11-06 VIG HUBSPOT INC64.8K shares31.58%2025-09-302025-11-06 IWV HUMANA INC35.3K shares0.00%2025-09-302025-11-06 PWR IAC INC32.0K shares0.00%2025-09-302025-11-06 VFH INTERNATIONAL BUSINESS MACHS95.9K shares0.00%2025-09-302025-11-06 EWJ INVESCO EXCH TRADED FD TR II151.4K sharesnew addition2025-09-302025-11-06 IWF INVESCO EXCHANGE TRADED FD T25.2K shares0.00%2025-09-302025-11-06 GD INVESCO EXCHANGE TRADED FD T34.0K shares0.00%2025-09-302025-11-06 LOW INVESCO QQQ TR42.5K shares-2.87%2025-09-302025-11-06 OBDC IRON MTN INC DEL822.2K shares63.16%2025-09-302025-11-06 DVY ISHARES BITCOIN TRUST ETF73.0K shares0.00%2025-09-302025-11-06 PG ISHARES INC65.4K shares-0.36%2025-09-302025-11-06 CARG ISHARES TR268.8K shares4.24%2025-09-302025-11-06 AFRM ISHARES TR116.7K shares0.00%2025-09-302025-11-06 APP ISHARES TR11.4K shares0.00%2025-09-302025-11-06 HD ISHARES TR18.6K shares0.00%2025-09-302025-11-06 BRK.A ISHARES TR10 shares0.00%2025-09-302025-11-06 IJR ISHARES TR56.3K shares-9.99%2025-09-302025-11-06 SPSB ISHARES TR204.6K shares0.00%2025-09-302025-11-06 CP ISHARES TR80.8K shares0.00%2025-09-302025-11-06 MCD ISHARES TR19.2K shares0.00%2025-09-302025-11-06 VYM ISHARES TR39.6K shares151.12%2025-09-302025-11-06 MDLZ ISHARES TR88.9K shares0.00%2025-09-302025-11-06 AUR ISHARES TR1.0M shares0.00%2025-09-302025-11-06 ABNB ISHARES TR44.9K shares-0.69%2025-09-302025-11-06 LLY ISHARES TR6.6K shares1.01%2025-09-302025-11-06 IBM ISHARES TR15.0K shares0.00%2025-09-302025-11-06 COST ISHARES TR4.5K shares0.38%2025-09-302025-11-06 VUG ISHARES TR8.6K shares55.59%2025-09-302025-11-06 ORLY ISHARES TR38.3K shares0.00%2025-09-302025-11-06 EFA ISHARES TR39.4K shares2.62%2025-09-302025-11-06 AYI ISHARES TR10.5K shares0.00%2025-09-302025-11-06 HDV ISHARES TR29.2K shares0.00%2025-09-302025-11-06 XLG ISHARES TR61.6K shares0.00%2025-09-302025-11-06 BN ISHARES TR46.7K shares0.00%2025-09-302025-11-06 QQQM ISHARES TR12.6K shares0.00%2025-09-302025-11-06 IWD ISHARES TR15.2K shares0.00%2025-09-302025-11-06 IWR ISHARES TR31.0K shares0.00%2025-09-302025-11-06 EEM JOHNSON & JOHNSON52.1K shares0.00%2025-09-302025-11-06 SYY JPMORGAN CHASE & CO.32.4K shares0.00%2025-09-302025-11-06 URI KKR & CO INC2.5K shares0.00%2025-09-302025-11-06 PRI KLA CORP8.5K shares-18.13%2025-09-302025-11-06 ACWX LENNAR CORP33.0K shares0.00%2025-09-302025-11-06 VEU LOWES COS INC28.3K shares0.00%2025-09-302025-11-06 RJF MARKEL GROUP INC11.2K shares0.00%2025-09-302025-11-06 CNI MASTERCARD INCORPORATED20.0K shares0.00%2025-09-302025-11-06 ABBV MATCH GROUP INC NEW8.1K shares0.00%2025-09-302025-11-06 ORCL MCDONALDS CORP6.4K shares0.00%2025-09-302025-11-06 CRM MERCADOLIBRE INC7.0K shares-0.51%2025-09-302025-11-06 CCJ MERCK & CO INC19.4K sharesnew addition2025-09-302025-11-06 IWM META PLATFORMS INC6.5K shares0.00%2025-09-302025-11-06 DHR MICROSOFT CORP7.9K shares0.00%2025-09-302025-11-06 OEF MONDELEZ INTL INC4.7K shares0.00%2025-09-302025-11-06 ABT MOODYS CORP11.6K shares0.00%2025-09-302025-11-06 KLAC MORGAN STANLEY1.4K shares0.00%2025-09-302025-11-06 BSV NETFLIX INC18.7K shares0.00%2025-09-302025-11-06 NKE NEW YORK TIMES CO20.5K shares175.52%2025-09-302025-11-06 DHI NIKE INC8.1K shares0.00%2025-09-302025-11-06 ELV NORFOLK SOUTHN CORP4.1K shares0.00%2025-09-302025-11-06 DCI NU HLDGS LTD16.0K shares0.00%2025-09-302025-11-06 DOV NVIDIA CORPORATION7.7K shares0.00%2025-09-302025-11-06 ALAB ORACLE CORP6.5K shares0.00%2025-09-302025-11-06 XOM OREILLY AUTOMOTIVE INC11.0K shares2.92%2025-09-302025-11-06 GE PALANTIR TECHNOLOGIES INC3.8K shares0.00%2025-09-302025-11-06 PGR PALO ALTO NETWORKS INC4.6K shares0.00%2025-09-302025-11-06 IYW PEPSICO INC5.5K shares0.00%2025-09-302025-11-06 AJG PHILLIPS 663.2K shares0.00%2025-09-302025-11-06 IAC PRIMERICA INC29.4K shares0.00%2025-09-302025-11-06 XLF PROCORE TECHNOLOGIES INC18.3K shares-34.24%2025-09-302025-11-06 BABA PROCTER AND GAMBLE CO5.3K shares0.00%2025-09-302025-11-06 WM PROGRESSIVE CORP4.3K shares0.00%2025-09-302025-11-06 VWO QUALCOMM INC15.7K shares-20.41%2025-09-302025-11-06 MTCH QUANTA SVCS INC22.5K shares0.00%2025-09-302025-11-06 IWP RAYMOND JAMES FINL INC5.4K shares0.00%2025-09-302025-11-06 ALCO ROBLOX CORP21.1K shares0.00%2025-09-302025-11-06 IJK RTX CORPORATION7.6K shares0.00%2025-09-302025-11-06 COP RUBRIK INC.7.6K shares0.00%2025-09-302025-11-06 IJT S&P GLOBAL INC5.0K shares0.00%2025-09-302025-11-06 BAM SALESFORCE INC11.8K shares0.00%2025-09-302025-11-06 AXP SCHWAB CHARLES CORP2.0K shares0.00%2025-09-302025-11-06 WAB SELECT SECTOR SPDR TR3.2K shares0.00%2025-09-302025-11-06 MS SELECT SECTOR SPDR TR3.9K shares0.00%2025-09-302025-11-06 VNQ SELECT SECTOR SPDR TR6.8K shares0.00%2025-09-302025-11-06 NYT SELECT SECTOR SPDR TR10.5K shares0.00%2025-09-302025-11-06 EPD SELECT SECTOR SPDR TR19.0K shares0.00%2025-09-302025-11-06 MRK SELECT SECTOR SPDR TR6.8K shares-46.86%2025-09-302025-11-06 IWO SERVICENOW INC1.7K shares0.00%2025-09-302025-11-06 XLV SHOPIFY INC3.9K shares0.00%2025-09-302025-11-06 XLY SIXTH STREET SPECIALTY LENDI2.3K shares0.00%2025-09-302025-11-06 LEN SNOWFLAKE INC4.1K shares-39.08%2025-09-302025-11-06 BIV SPDR GOLD TR6.5K shares0.00%2025-09-302025-11-06 MKL SPDR S&P 500 ETF TR262 shares0.00%2025-09-302025-11-06 MMM SPDR SERIES TRUST3.2K shares0.00%2025-09-302025-11-06 XLI SPOTIFY TECHNOLOGY S A3.2K shares0.00%2025-09-302025-11-06 DDOG STARBUCKS CORP3.5K shares0.00%2025-09-302025-11-06 BRZE SYSCO CORP17.2K shares0.00%2025-09-302025-11-06 NSC TAIWAN SEMICONDUCTOR MFG LTD1.6K shares0.00%2025-09-302025-11-06 HSY TEMPUS AI INC2.5K shares0.00%2025-09-302025-11-06 UL TERAWULF INC7.9K shares-1.25%2025-09-302025-11-06 XLP TESLA INC5.8K shares0.00%2025-09-302025-11-06 PSX THERMO FISHER SCIENTIFIC INC3.3K shares0.00%2025-09-302025-11-06 IWS UBER TECHNOLOGIES INC3.2K shares0.00%2025-09-302025-11-06 UI UBIQUITI INC616 shares0.00%2025-09-302025-11-06 HON UNILEVER PLC1.8K shares0.00%2025-09-302025-11-06 TSLA UNITED RENTALS INC872 sharesnew addition2025-09-302025-11-06 TEM UNITEDHEALTH GROUP INC4.7K sharesnew addition2025-09-302025-11-06 PCOR VANGUARD BD INDEX FDS5.1K shares0.00%2025-09-302025-11-06 CACC VANGUARD BD INDEX FDS800 shares0.00%2025-09-302025-11-06 HUM VANGUARD BD INDEX FDS1.4K shares0.00%2025-09-302025-11-06 IWN VANGUARD INDEX FDS2.0K shares0.00%2025-09-302025-11-06 PEP VANGUARD INDEX FDS2.5K shares-16.89%2025-09-302025-11-06 TMO VANGUARD INDEX FDS666 shares0.00%2025-09-302025-11-06 QCOM VANGUARD INDEX FDS1.9K shares0.00%2025-09-302025-11-06 AMAT VANGUARD INTL EQUITY INDEX F1.5K shares0.00%2025-09-302025-11-06 RBRK VANGUARD INTL EQUITY INDEX F3.4K sharesnew addition2025-09-302025-11-06 BAC VANGUARD MUN BD FDS5.4K shares0.00%2025-09-302025-11-06 IRM VANGUARD SCOTTSDALE FDS2.7K shares0.00%2025-09-302025-11-06 CCEP VANGUARD SCOTTSDALE FDS3.0K shares0.00%2025-09-302025-11-06 FICO VANGUARD SCOTTSDALE FDS178 shares0.00%2025-09-302025-11-06 ANGI VANGUARD SPECIALIZED FUNDS15.4K shares0.00%2025-09-302025-11-06 RTX VANGUARD STAR FDS1.5K shares0.00%2025-09-302025-11-06 EPAM VANGUARD TAX-MANAGED FDS1.6K shares0.00%2025-09-302025-11-06 ADP VANGUARD WHITEHALL FDS760 shares0.00%2025-09-302025-11-06 CPRT VANGUARD WORLD FD4.8K shares0.00%2025-09-302025-11-06 WULF VIMEO INC18.5K shares0.00%2025-09-302025-11-06 IJJ VISA INC1.6K sharesnew addition2025-09-302025-11-06 CTAS WABTEC1.0K shares0.00%2025-09-302025-11-06 VUSB WALMART INC4.1K shares0.00%2025-09-302025-11-06 IJS WASTE MGMT INC DEL1.8K sharesnew addition2025-09-302025-11-06 DIS WAYFAIR INC1.8K shares7.26%2025-09-302025-11-06 VMEO WORKDAY INC15.1K shares0.00%2025-09-302025-11-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available