How many stocks does Allen Investment Management, LLC own?

As of Q2 2026, Allen Investment Management, LLC holds 227 positions in their 13F portfolio.

What is Allen Investment Management, LLC's largest holding?

AMZN at 6.6% of portfolio, worth $552.1M.

What is Allen Investment Management, LLC's total portfolio value?

$8.4B as of Q2 2026, tracked across 227 holdings.

Is Allen Investment Management, LLC a hedge fund?

Allen Investment Management, LLC is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does Allen Investment Management, LLC report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has Allen Investment Management, LLC's portfolio changed in Q2 2026?

View Allen Investment Management, LLC's latest portfolio changes, new positions, and exits for Q2 2026 on HoldingsIntel.

What is Allen Investment Management, LLC's investment strategy?

Allen Investment Management, LLC is classified as a Steady Compounder fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

AIAllen Investment Management, LLC

Institutional investor · Portfolio as of Q2 2026

Top Holdings227 positions

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Activity:

				Price Trend
AMZN AMAZON COM INC	2.3M	$552.1M	6.6%	—	$115.41	+112.84%	30 qtrssince 2019-Q1	Decreased 0
GOOG ALPHABET INC	1.3M	$457.2M	5.4%	—	$119.90	+131.90%	30 qtrssince 2019-Q1	Increased 66
UNH UNITEDHEALTH GROUP INC	876,259	$364.2M	4.3%	—	$306.94	+30.46%	30 qtrssince 2019-Q1	Decreased 0
MSFT MICROSOFT CORP	957,008	$357M	4.2%	—	$208.59	+143.12%	30 qtrssince 2019-Q1	Decreased 0
META META PLATFORMS INC	606,318	$341.5M	4.1%	—	$549.47	+10.42%	30 qtrssince 2019-Q1	Decreased 0
GEV GE VERNOVA INC	286,069	$336.1M	4.0%	—	$489.12	+76.29%	9 qtrssince 2024-Q2	Decreased 0
SCHW CHARLES SCHWAB CORP (THE)	3.4M	$315.1M	3.7%	—	$55.05	+61.15%	30 qtrssince 2019-Q1	Decreased 0
V VISA INC	914,620	$313.8M	3.7%	—	$197.92	+114.99%	30 qtrssince 2019-Q1	Decreased 0
TSM ADR TAIWAN SEMICONDUCTOR MANUFAC	642,057	$306.6M	3.6%	—	$358.93	+11.06%	9 qtrssince 2024-Q2	Increased 89
NVDA NVIDIA CORPORATION	1.3M	$257.2M	3.1%	—	$133.22	+51.67%	30 qtrssince 2019-Q1	Increased 88
MCO MOODYS CORP	544,862	$246.8M	2.9%	—	$278.49	+81.70%	30 qtrssince 2019-Q1	Decreased 0
QQQ Unit INVESCO QQQ TR	324,498	$239M	2.8%	—	$528.35	+28.91%	30 qtrssince 2019-Q1	Increased 54
AMLP ETF ALPS ETF TR	4.4M	$230.2M	2.7%	—	$38.41	+37.31%	25 qtrssince 2020-Q2	Increased 58
AVGO BROADCOM INC	583,292	$220.3M	2.6%	—	$285.82	+12.74%	30 qtrssince 2019-Q1	Increased 84
VTI ETF VANGUARD INDEX FDS	565,944	$209.4M	2.5%	—	$180.34	+105.16%	30 qtrssince 2019-Q1	Decreased 0
BA BOEING CO	936,436	$202.7M	2.4%	—	$213.06	-17.67%	4 qtrssince 2025-Q3	Decreased 0
GLD ETF SPDR GOLD TR	531,354	$195.7M	2.3%	—	—	—	28 qtrssince 2019-Q3	Increased 56
VOO ETF VANGUARD INDEX FDS	259,574	$178.3M	2.1%	—	$350.88	+97.02%	30 qtrssince 2019-Q1	Increased 52
XLE ETF SELECT SECTOR SPDR TR	2.9M	$154.1M	1.8%	—	$45.49	+47.83%	18 qtrssince 2022-Q1	Increased 58
SPY Unit STATE STR SPDR S&P 500 ETF T	198,237	$148M	1.8%	—	$493.23	+52.48%	30 qtrssince 2019-Q1	Increased 51

$8.4B

AUM

227

Positions

Q2 2026

Filing

HI rating · 4.0/5

Quarterly 13F Value Change

Reported 13F value ($B)

Reported 13F values and quarter-over-quarter reported value changes; not investment returns.
Quarter	Reported value in US dollars	Reported value change
2025-Q1	$8,573,041,220	-1.01215674215%
2025-Q2	$9,172,103,849	6.98774931354%
2025-Q3	$9,003,958,232	-1.83322844756%
2025-Q4	$9,025,602,696	0.240388320806%
2026-Q1	$8,088,445,200	-10.3833231704%
2026-Q2	$8,426,742,084	4.18247111324%