AIAllen Investment Management, LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings199 positions
VISA INC | 1.8M | $644.9M | 7.5% | $197.92 | +75.07% | 25 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB CHARLES CORP | 8.2M | $642.6M | 7.5% | $55.05 | +39.56% | 25 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 3.2M | $610.9M | 7.1% | $115.41 | +64.86% | 25 qtrssince 2019-Q1 | Increased 61 |
MICROSOFT CORP | 1.5M | $551.6M | 6.4% | $208.59 | +77.88% | 25 qtrssince 2019-Q1 | Increased 61 |
UNITEDHEALTH GROUP INC | 1M | $540M | 6.3% | $305.36 | +64.85% | 25 qtrssince 2019-Q1 | Increased 65 |
S&P GLOBAL INC | 909,052 | $461.9M | 5.4% | $313.36 | +51.50% | 25 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC | 763,147 | $439.8M | 5.1% | $540.45 | +6.13% | 25 qtrssince 2019-Q1 | Increased 70 |
MOODYS CORP | 903,702 | $420.8M | 4.9% | $278.49 | +65.16% | 25 qtrssince 2019-Q1 | Decreased 0 |
UBER TECHNOLOGIES INC | 5.3M | $386.5M | 4.5% | $76.37 | -4.74% | 6 qtrssince 2023-Q4 | Increased 59 |
APOLLO GLOBAL MGMT INC | 2.6M | $361.7M | 4.2% | $155.02 | -13.36% | 13 qtrssince 2022-Q1 | Increased 65 |
ALPHABET INC | 2.2M | $347.8M | 4.1% | $66.50 | +133.84% | 25 qtrssince 2019-Q1 | Decreased 0 |
STARBUCKS CORP | 2.4M | $238.1M | 2.8% | $89.57 | +5.34% | 2 qtrssince 2024-Q4 | Increased 72 |
VANGUARD INDEX FDS | 605,653 | $166.5M | 1.9% | $179.65 | +50.38% | 25 qtrssince 2019-Q1 | Decreased 0 |
ALPS ETF TR | 3.1M | $160M | 1.9% | $35.43 | +30.10% | 25 qtrssince 2019-Q1 | Increased 61 |
VANGUARD INDEX FDS | 251,230 | $129.1M | 1.5% | $340.86 | +48.17% | 25 qtrssince 2019-Q1 | Increased 48 |
SERVICENOW INC | 149,505 | $119M | 1.4% | $80.69 | +97.32% | 25 qtrssince 2019-Q1 | Increased 51 |
SPDR GOLD TR | 348,085 | $100.3M | 1.2% | $243.91 | +16.46% | 23 qtrssince 2019-Q3 | Increased 73 |
STATE STR SPDR S&P 500 ETF T | 153,043 | $85.6M | 1.0% | $429.94 | +27.99% | 25 qtrssince 2019-Q1 | Increased 44 |
SELECT SECTOR SPDR TR | 829,570 | $77.5M | 0.9% | $41.61 | +7.38% | 13 qtrssince 2022-Q1 | Increased 68 |
NVIDIA CORPORATION | 670,456 | $72.7M | 0.8% | $54.47 | +98.47% | 25 qtrssince 2019-Q1 | Increased 48 |
Allen Investment Management, LLC manages $8.6B across 199 positions as of Q1 2025. Top holdings: V (7.5%), SCHW (7.5%), AMZN (7.1%). Fund DNA: Steady Compounder. HoldingsIntel Score: 4/5.0.
Active quarter - 7 new positions, 7 exits, 47 increased. Top move: GLD (INCREASED, conviction 73). Portfolio: $8.6B across 199 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR