Allen Investment Management, LLC 13F Holdings

CIK 0001326234 · NEW YORK, NY

As of Sep 30, 2025, Allen Investment Management, LLC reported 202 positions worth $9.0B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology1,275,076$660.4M7.34%
AMAZON.COM INCAMZNEquity2,801,115$615.0M6.83%
SCHWAB CHARLES CORPSCHWEquity5,848,558$558.4M6.20%
META PLATFORMS INCMETACommunication Services683,084$501.6M5.57%
VISA INC-CLASS A SHARESVFinancial Services1,169,922$399.4M4.44%
S&P GLOBAL INCSPGIFinancial Services738,262$359.3M3.99%
UNITEDHEALTH GROUP INCUNHHealthcare1,017,401$351.3M3.90%
MOODYS CORPMCOFinancial Services728,862$347.3M3.86%
APOLLO GLOBAL MANAGEMENT INCAPOFinancial Services2,601,260$346.7M3.85%
ALPHABET INCGOOGEquity1,064,291$259.2M2.88%
GE VERNOVA INCGEVUtilities395,684$243.3M2.70%
UBER TECHNOLOGIES INCUBERTechnology2,316,957$227.0M2.52%
VANGUARD TOTAL STOCK MKT ETFVTI—608,561 99.7M2.22%
ALERIAN MLP ETFAMLP—3,501,325 64.3M1.83%
INVESCO QQQ TRUST SERIES 1QQQ—269,233 61.6M1.80%
SPDR GOLD TRUSTGQ9—446,363 58.7M1.76%
VANGUARD 500 INDEX FUNDVOO—257,722 57.8M1.75%
NVIDIA CORPNVDATechnology785,983 46.6M1.63%
BOEING COBAIndustrials606,453 30.9M1.45%
SERVICENOW INCNOWTechnology132,442 21.9M1.35%
BROADCOM INCAVGOTechnology350,104 15.5M1.28%
CLOUDFLARE INCNETTechnology526,335 12.9M1.25%
SPDR S&P 500 ETF TRUSTSPY—162,890 08.5M1.21%
SHOPIFY INCSHOPTechnology723,848 07.6M1.19%
CROWDSTRIKE HOLDINGS INCCRWDTechnology211,053 03.5M1.15%