AIAllen Investment Management, LLC
Institutional investor · Portfolio as of Q4 2025
Top Holdings220 positions
Amazon.Com Inc | 2.8M | $635.8M | 7.0% | $115.41 | +100.01% | 28 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp | 1.2M | $589.3M | 6.5% | $208.59 | +130.39% | 28 qtrssince 2019-Q1 | Decreased 0 |
The Charles Schwab Corporation | 5.6M | $557.9M | 6.2% | $55.05 | +79.71% | 28 qtrssince 2019-Q1 | Decreased 0 |
Meta Platforms Inc | 739,659 | $488.2M | 5.4% | $549.47 | +19.82% | 28 qtrssince 2019-Q1 | Increased 66 |
Visa Inc Cl A | 1.1M | $396.2M | 4.4% | $197.92 | +76.14% | 28 qtrssince 2019-Q1 | Decreased 0 |
Unitedhealth Group Inc | 1.2M | $380M | 4.2% | $306.94 | +5.46% | 28 qtrssince 2019-Q1 | Increased 65 |
S&P Global Inc | 704,692 | $368.3M | 4.1% | $313.36 | +56.69% | 28 qtrssince 2019-Q1 | Decreased 0 |
Moodys Corp | 719,920 | $367.8M | 4.1% | $278.49 | +82.22% | 28 qtrssince 2019-Q1 | Decreased 0 |
Apollo Global Mgmt Inc | 2.4M | $350.1M | 3.9% | $153.85 | -6.68% | 16 qtrssince 2022-Q1 | Decreased 0 |
Alphabet Inc Cap Stock Cl C | 1M | $317.6M | 3.5% | $66.50 | +370.98% | 28 qtrssince 2019-Q1 | Decreased 0 |
GE Vernova Inc | 399,521 | $261.1M | 2.9% | $489.40 | +33.30% | 7 qtrssince 2024-Q2 | Increased 53 |
Boeing Co | 968,500 | $210.3M | 2.3% | $216.31 | +0.37% | 2 qtrssince 2025-Q3 | Increased 75 |
Vanguard Total Stock Market ET | 598,163 | $200.5M | 2.2% | $180.34 | +84.33% | 28 qtrssince 2019-Q1 | Decreased 0 |
SPDR GOLD TR | 479,794 | $190.1M | 2.1% | $274.80 | +45.16% | 26 qtrssince 2019-Q3 | Increased 56 |
INVESCO QQQ TR | 296,141 | $181.9M | 2.0% | $520.35 | +19.04% | 28 qtrssince 2019-Q1 | Increased 58 |
ALPS ETF TR | 3.8M | $176.4M | 2.0% | $36.95 | +20.10% | 28 qtrssince 2019-Q1 | Increased 51 |
VANGUARD INDEX FDS | 258,455 | $162.1M | 1.8% | $348.28 | +78.52% | 28 qtrssince 2019-Q1 | Increased 48 |
NVidia Corp | 785,002 | $146.4M | 1.6% | $75.64 | +146.00% | 28 qtrssince 2019-Q1 | Decreased 0 |
State Street Spdr S&P 500 Etf | 183,808 | $125.3M | 1.4% | $474.29 | +42.66% | 28 qtrssince 2019-Q1 | Increased 54 |
Broadcom Inc | 359,340 | $124.4M | 1.4% | $199.78 | +72.29% | 28 qtrssince 2019-Q1 | Increased 49 |
Allen Investment Management, LLC manages $9B across 220 positions as of Q4 2025. Top holdings: AMZN (7.0%), MSFT (6.5%), SCHW (6.2%). Fund DNA: Steady Compounder. HoldingsIntel Score: 4/5.0.
Active quarter - 32 new positions, 14 exits, 71 increased. Top move: BA (INCREASED, conviction 75). Portfolio: $9.0B across 220 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