Sponsored

The Analysis of Allied Investment Advisors, LLC's Holdings & P&L

Currently, Allied Investment Advisors, LLC holds 100 types of securities in its portfolio with a total value $697.4M. In the most recent quarter, they have increased their positions in N/A (+191.1K shares, valued at $17.4M), VGK (+22.6K shares, valued at $1.9M), DEO (+19.9K shares, valued at $1.5M); decreased their positions in CAT (-2.3K shares, valued at $1.7M), GS (-568 shares, valued at $480.5K), RTX (-2.1K shares, valued at $413.0K); initiated new positions in N/A (+191.1K shares, valued at $17.4M), GLW (+1.5K shares, valued at $209.9K), VTIP (+4.0K shares, valued at $200.5K).

1M P&L

+6.6M+0.97%

3M P&L

-25.8M-3.61%

HY P&L

+49.7M+7.78%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A155.4M

23.5%

2Oil & Gas Integrated59.1M

8.9%

3Banks - Diversified52.5M

7.9%

Top Industries by Stock Count

1N/A22 stocks

24.4%

2Banks - Regional4 stocks

4.4%

3Drug Manufacturers - General4 stocks

4.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHD SCHWAB US DIVIDEND EQUITY ETF1.8M shares1.84%2026-03-312026-04-27

VHT VANGUARD HEALTH CARE ETF171.7K shares2.65%2026-03-312026-04-27

CAT CATERPILLAR INC COM38.7K shares-5.68%2026-03-312026-04-27

MSFT MICROSOFT CORP COM66.1K shares2.73%2026-03-312026-04-27

XOM EXXON MOBIL CORP COM126.4K shares0.17%2026-03-312026-04-27

JPM JPMORGAN CHASE & CO COM69.5K shares0.15%2026-03-312026-04-27

RTX RTX CORPORATION COM98.9K shares-2.12%2026-03-312026-04-27

CVX CHEVRON CORPORATION COM91.8K shares1.99%2026-03-312026-04-27

Sponsored

SHEL SHELL PLC SPON ADS200.2K shares1.90%2026-03-312026-04-27

JNJ JOHNSON & JOHNSON COM74.5K shares-0.07%2026-03-312026-04-27

VPU VANGUARD UTILITIES ETF89.6K shares1.44%2026-03-312026-04-27

GS GOLDMAN SACHS GROUP INC COM20.8K shares-2.66%2026-03-312026-04-27

FDX FEDEX CORP COM49.0K shares-1.42%2026-03-312026-04-27

TOTALENERGIES SE ACT TOTALENERGIES SE ACT191.1K sharesnew addition2026-03-312026-04-27

DE DEERE & CO COM29.4K shares0.88%2026-03-312026-04-27

STT STATE STR CORP COM128.0K shares-0.03%2026-03-312026-04-27

Sponsored

WFC WELLS FARGO & CO COM202.7K shares0.97%2026-03-312026-04-27

BAC BANK OF AMER CORP COM326.7K shares1.95%2026-03-312026-04-27

LOW LOWES COS INC COM62.5K shares2.95%2026-03-312026-04-27

LMT LOCKHEED MARTIN CORP COM23.9K shares1.42%2026-03-312026-04-27

USB US BANCORP COM NEW272.4K shares1.60%2026-03-312026-04-27

AAON AAON INC COM PAR $0.004160.0K shares3.54%2026-03-312026-04-27

MMM 3M CO COM87.0K shares3.07%2026-03-312026-04-27

PEP PEPSICO INC COM81.3K shares5.70%2026-03-312026-04-27

Sponsored

AMRZ AMRIZE LTD SHS220.3K shares6.08%2026-03-312026-04-27

PG PROCTER & GAMBLE CO COM85.2K shares13.40%2026-03-312026-04-27

AAPL APPLE INC COM48.2K shares-1.94%2026-03-312026-04-27

TGT TARGET CORP COM100.4K shares6.67%2026-03-312026-04-27

O REALTY INCOME CORP COM197.7K shares7.08%2026-03-312026-04-27

VGK VANGUARD FTSE EUROPE ETF143.4K shares18.73%2026-03-312026-04-27

MEDTRONIC PLC SHS MEDTRONIC PLC SHS135.6K shares4.85%2026-03-312026-04-27

SYY SYSCO CORP COM162.6K shares4.38%2026-03-312026-04-27

Sponsored

PFE PFIZER INC COM404.1K shares8.85%2026-03-312026-04-27

ABT ABBOTT LABORATORIES COM105.3K shares7.44%2026-03-312026-04-27

OTIS OTIS WORLDWIDE CORP COM133.0K shares6.83%2026-03-312026-04-27

KMB KIMBERLY-CLARK CORP COM102.5K shares15.60%2026-03-312026-04-27

GPC GENUINE PARTS CO COM90.7K shares9.74%2026-03-312026-04-27

DEO DIAGEO PLC SPON ADR NEW113.4K shares21.29%2026-03-312026-04-27

VTI VANGUARD TOTAL STOCK MARKET ETF21.8K shares0.00%2026-03-312026-04-27

PICK ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF70.4K shares0.00%2026-03-312026-04-27

Sponsored

EMR EMERSON ELEC CO COM26.3K shares-7.64%2026-03-312026-04-27

GLD SPDR GOLD SHARES6.6K shares0.00%2026-03-312026-04-27

WMT WALMART INC COM20.5K shares0.00%2026-03-312026-04-27

NVDA NVIDIA CORPORATION COM11.2K shares3.44%2026-03-312026-04-27

BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW3.5K shares-10.32%2026-03-312026-04-27

VTV VANGUARD VALUE ETF8.2K shares8.05%2026-03-312026-04-27

BRK.A 1/100 BERKSHIRE HTWY CLA100 SHS2 shares0.00%2026-03-312026-04-27

COST COSTCO WHOLESALE CORPORATION COM1.4K shares0.00%2026-03-312026-04-27

Sponsored

VGT VANGUARD INFORMATION TECHNOLOGY ETF1.9K shares0.00%2026-03-312026-04-27

NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF12.6K shares-18.83%2026-03-312026-04-27

IBM INTERNATIONAL BUSINESS MACHS COM5.1K shares-0.89%2026-03-312026-04-27

ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A3.7K shares0.24%2026-03-312026-04-27

BROADCOM INC COM BROADCOM INC COM2.9K shares0.00%2026-03-312026-04-27

INVESCO S&P 500 LOW VOLATILITY ETF INVESCO S&P 500 LOW VOLATILITY ETF12.2K shares0.00%2026-03-312026-04-27

SPY STATE STREET SPDR S&P 500 ETF1.3K shares0.39%2026-03-312026-04-27

GBCI GLACIER BANCORP INC NEW COM18.5K shares0.00%2026-03-312026-04-27

Sponsored

MERCK & CO INC COM MERCK & CO INC COM6.4K shares-1.54%2026-03-312026-04-27

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C2.4K shares0.00%2026-03-312026-04-27

AMZN AMAZON COM INC COM3.2K shares3.41%2026-03-312026-04-27

ECG EVERUS CONSTR GROUP COM5.6K shares0.00%2026-03-312026-04-27

META META PLATFORMS INC CL A1.1K shares3.51%2026-03-312026-04-27

HD HOME DEPOT INC COM2.0K shares6.43%2026-03-312026-04-27

SBUX STARBUCKS CORP COM7.1K shares0.00%2026-03-312026-04-27

EBMT EAGLE BANCORP MONT INC COM29.7K shares-6.61%2026-03-312026-04-27

Sponsored

DFUS DIMENSIONAL U.S. EQUITY MARKET ETF7.8K shares0.00%2026-03-312026-04-27

ABBV ABBVIE INC COM2.3K shares0.00%2026-03-312026-04-27

FIBK FIRST INTST BANCSYSTEM INC COM14.1K shares-9.76%2026-03-312026-04-27

MDU MDU RES GROUP INC COM22.3K shares0.00%2026-03-312026-04-27

MCD MCDONALDS CORP COM1.4K shares0.00%2026-03-312026-04-27

CITIGROUP INC COM NEW CITIGROUP INC COM NEW3.7K shares0.22%2026-03-312026-04-27

MCK MCKESSON CORP COM479 shares0.00%2026-03-312026-04-27

SCHV SCHWAB U.S. LARGE-CAP VALUE ETF12.5K shares0.00%2026-03-312026-04-27

Sponsored

KNF KNIFE RIVER CORP COMMON STOCK4.6K shares0.00%2026-03-312026-04-27

BA BOEING CO COM1.8K shares0.00%2026-03-312026-04-27

COP CONOCOPHILLIPS COM2.7K shares0.00%2026-03-312026-04-27

POWL POWELL INDS INC COM642 shares0.00%2026-03-312026-04-27

CSCO CISCO SYS INC COM4.4K shares0.00%2026-03-312026-04-27

STLD STEEL DYNAMICS INC COM1.8K shares0.00%2026-03-312026-04-27

ORCL ORACLE CORP COM2.0K shares0.00%2026-03-312026-04-27

AXP AMERICAN EXPRESS CO COM989 shares0.00%2026-03-312026-04-27

Sponsored

AMD ADVANCED MICRO DEVICES INC COM1.4K shares0.00%2026-03-312026-04-27

LLY ELI LILLY & CO COM312 shares0.00%2026-03-312026-04-27

SLV ISHARES SILVER TRUST4.1K shares19.32%2026-03-312026-04-27

IVV ISHARES CORE S&P 500 ETF428 shares-11.20%2026-03-312026-04-27

CSL CARLISLE COS INC COM820 shares0.00%2026-03-312026-04-27

INVESCO QQQ TRUST SERIES I INVESCO QQQ TRUST SERIES I472 shares0.00%2026-03-312026-04-27

MGK VANGUARD MEGA CAP GROWTH ETF734 shares0.00%2026-03-312026-04-27

SCHW SCHWAB CHARLES CORP COM2.6K shares0.00%2026-03-312026-04-27

Sponsored

VIS VANGUARD INDUSTRIALS ETF778 shares-22.66%2026-03-312026-04-27

IWM ISHARES RUSSELL 2000 ETF948 shares0.00%2026-03-312026-04-27

AGG ISHARES CORE U.S. AGGREGATE BOND ETF2.3K shares0.00%2026-03-312026-04-27

VFH VANGUARD FINANCIALS ETF1.9K shares-47.99%2026-03-312026-04-27

WPC WP CAREY INC COM3.3K shares0.00%2026-03-312026-04-27

CMI CUMMINS INC COM413 shares0.00%2026-03-312026-04-27

MLI MUELLER INDS INC COM2.0K shares0.00%2026-03-312026-04-27

GLW CORNING INC COM1.5K sharesnew addition2026-03-312026-04-27

Sponsored

FSLR FIRST SOLAR INC COM1.0K shares0.00%2026-03-312026-04-27

VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF4.0K sharesnew addition2026-03-312026-04-27

F FORD MTR CO COM12.3K shares0.00%2026-03-312026-04-27

GERN GERON CORP COM16.0K shares0.00%2026-03-312026-04-27

SCHD

SCHWAB US DIVIDEND EQUITY ETF

1.84%

Shares1.8M

Event2026-03-31

Filed2026-04-27

VHT

VANGUARD HEALTH CARE ETF

2.65%

Shares171.7K

Event2026-03-31

Filed2026-04-27

CAT

CATERPILLAR INC COM

-5.68%

Shares38.7K

Event2026-03-31

Filed2026-04-27

MSFT

MICROSOFT CORP COM

2.73%

Shares66.1K

Event2026-03-31

Filed2026-04-27

XOM

EXXON MOBIL CORP COM

0.17%

Shares126.4K

Event2026-03-31

Filed2026-04-27

JPM

JPMORGAN CHASE & CO COM

0.15%

Shares69.5K

Event2026-03-31

Filed2026-04-27

RTX

RTX CORPORATION COM

-2.12%

Shares98.9K

Event2026-03-31

Filed2026-04-27

CVX

CHEVRON CORPORATION COM

1.99%

Shares91.8K

Event2026-03-31

Filed2026-04-27

SHEL

SHELL PLC SPON ADS

1.90%

Shares200.2K

Event2026-03-31

Filed2026-04-27

JNJ

JOHNSON & JOHNSON COM

-0.07%

Shares74.5K

Event2026-03-31

Filed2026-04-27

VPU

VANGUARD UTILITIES ETF

1.44%

Shares89.6K

Event2026-03-31

Filed2026-04-27

GOLDMAN SACHS GROUP INC COM

-2.66%

Shares20.8K

Event2026-03-31

Filed2026-04-27

FDX

FEDEX CORP COM

-1.42%

Shares49.0K

Event2026-03-31

Filed2026-04-27

TOTALENERGIES SE ACT

New

Shares191.1K

Event2026-03-31

Filed2026-04-27

DEERE & CO COM

0.88%

Shares29.4K

Event2026-03-31

Filed2026-04-27

STT

STATE STR CORP COM

-0.03%

Shares128.0K

Event2026-03-31

Filed2026-04-27

WFC

WELLS FARGO & CO COM

0.97%

Shares202.7K

Event2026-03-31

Filed2026-04-27

BAC

BANK OF AMER CORP COM

1.95%

Shares326.7K

Event2026-03-31

Filed2026-04-27

LOW

LOWES COS INC COM

2.95%

Shares62.5K

Event2026-03-31

Filed2026-04-27

LMT

LOCKHEED MARTIN CORP COM

1.42%

Shares23.9K

Event2026-03-31

Filed2026-04-27

USB

US BANCORP COM NEW

1.60%

Shares272.4K

Event2026-03-31

Filed2026-04-27

AAON

AAON INC COM PAR $0.004

3.54%

Shares160.0K

Event2026-03-31

Filed2026-04-27

MMM

3M CO COM

3.07%

Shares87.0K

Event2026-03-31

Filed2026-04-27

PEP

PEPSICO INC COM

5.70%

Shares81.3K

Event2026-03-31

Filed2026-04-27

AMRZ

AMRIZE LTD SHS

6.08%

Shares220.3K

Event2026-03-31

Filed2026-04-27

PROCTER & GAMBLE CO COM

13.40%

Shares85.2K

Event2026-03-31

Filed2026-04-27

AAPL

APPLE INC COM

-1.94%

Shares48.2K

Event2026-03-31

Filed2026-04-27

TGT

TARGET CORP COM

6.67%

Shares100.4K

Event2026-03-31

Filed2026-04-27

REALTY INCOME CORP COM

7.08%

Shares197.7K

Event2026-03-31

Filed2026-04-27

VGK

VANGUARD FTSE EUROPE ETF

18.73%

Shares143.4K

Event2026-03-31

Filed2026-04-27

MEDTRONIC PLC SHS

4.85%

Shares135.6K

Event2026-03-31

Filed2026-04-27

SYY

SYSCO CORP COM

4.38%

Shares162.6K

Event2026-03-31

Filed2026-04-27

PFE

PFIZER INC COM

8.85%

Shares404.1K

Event2026-03-31

Filed2026-04-27

ABT

ABBOTT LABORATORIES COM

7.44%

Shares105.3K

Event2026-03-31

Filed2026-04-27

OTIS

OTIS WORLDWIDE CORP COM

6.83%

Shares133.0K

Event2026-03-31

Filed2026-04-27

KMB

KIMBERLY-CLARK CORP COM

15.60%

Shares102.5K

Event2026-03-31

Filed2026-04-27

GPC

GENUINE PARTS CO COM

9.74%

Shares90.7K

Event2026-03-31

Filed2026-04-27

DEO

DIAGEO PLC SPON ADR NEW

21.29%

Shares113.4K

Event2026-03-31

Filed2026-04-27

VTI

VANGUARD TOTAL STOCK MARKET ETF

0.00%

Shares21.8K

Event2026-03-31

Filed2026-04-27

PICK

ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF

0.00%

Shares70.4K

Event2026-03-31

Filed2026-04-27

EMR

EMERSON ELEC CO COM

-7.64%

Shares26.3K

Event2026-03-31

Filed2026-04-27

GLD

SPDR GOLD SHARES

0.00%

Shares6.6K

Event2026-03-31

Filed2026-04-27

WMT

WALMART INC COM

0.00%

Shares20.5K

Event2026-03-31

Filed2026-04-27

NVDA

NVIDIA CORPORATION COM

3.44%

Shares11.2K

Event2026-03-31

Filed2026-04-27

BERKSHIRE HATHAWAY INC DEL CL B NEW

-10.32%

Shares3.5K

Event2026-03-31

Filed2026-04-27

VTV

VANGUARD VALUE ETF

8.05%

Shares8.2K

Event2026-03-31

Filed2026-04-27

BRK.A

1/100 BERKSHIRE HTWY CLA100 SHS

0.00%

Shares2

Event2026-03-31

Filed2026-04-27

COST

COSTCO WHOLESALE CORPORATION COM

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-27

VGT

VANGUARD INFORMATION TECHNOLOGY ETF

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-27

NOBL

PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF

-18.83%

Shares12.6K

Event2026-03-31

Filed2026-04-27

IBM

INTERNATIONAL BUSINESS MACHS COM

-0.89%

Shares5.1K

Event2026-03-31

Filed2026-04-27

ALPHABET INC CAP STK CL A

0.24%

Shares3.7K

Event2026-03-31

Filed2026-04-27

BROADCOM INC COM

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-27

INVESCO S&P 500 LOW VOLATILITY ETF

0.00%

Shares12.2K

Event2026-03-31

Filed2026-04-27

SPY

STATE STREET SPDR S&P 500 ETF

0.39%

Shares1.3K

Event2026-03-31

Filed2026-04-27

GBCI

GLACIER BANCORP INC NEW COM

0.00%

Shares18.5K

Event2026-03-31

Filed2026-04-27

MERCK & CO INC COM

-1.54%

Shares6.4K

Event2026-03-31

Filed2026-04-27

ALPHABET INC CAP STK CL C

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-27

AMZN

AMAZON COM INC COM

3.41%

Shares3.2K

Event2026-03-31

Filed2026-04-27

ECG

EVERUS CONSTR GROUP COM

0.00%

Shares5.6K

Event2026-03-31

Filed2026-04-27