Allied Investment Advisors, LLC 13F Holdings

CIK 0001729869 · BILLINGS, MT

As of Sep 30, 2025, Allied Investment Advisors, LLC reported 97 positions worth $628.3M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
SCHWAB US DIVIDEND EQUITY ETFSCHDEquity1,708,261$46.6M7.42%
VANGUARD HEALTH CARE INDEX FUNDVHT—163,525$42.5M6.76%
MICROSOFT CORPMSFTTechnology64,060$33.2M5.28%
JPMORGAN CHASE & COJPMFinancial Services70,214$22.1M3.52%
CATERPILLAR INCCATIndustrials43,509$20.8M3.30%
AAON INCAAONBasic Materials198,652 8.6M2.95%
RTX CORPRTXEquity105,624 7.7M2.81%
GOLDMAN SACHS GROUP INCGSFinancial Services21,786 7.3M2.76%
WELLS FARGO & COMPANYWFCFinancial Services200,547 6.8M2.68%
VANGUARD UTILITIES INDEX FUNDVPU—88,649 6.8M2.67%
BANK OF AMERICA CORPBACFinancial Services319,091 6.5M2.62%
LOWES COMPANIES INCLOWConsumer Cyclical59,003 4.8M2.36%
STATE STREET CORPSTTFinancial Services126,785 4.7M2.34%
EXXON MOBIL CORPXOMEnergy122,986 3.9M2.21%
SHELL PLCSHELEnergy191,732 3.7M2.18%
JOHNSON & JOHNSONJNJHealthcare73,313 3.6M2.16%
CHEVRON CORPCHVEnergy86,751 3.5M2.14%
DEERE & CODEIndustrials28,366 3.0M2.06%
3M COMMMIndustrials83,269 2.9M2.06%
ABBOTT LABORATORIESABTHealthcare94,598 2.7M2.02%
APPLE INCAAPLTechnology49,590 2.6M2.01%
US BANCORPUSBFinancial Services259,561 2.5M2.00%
SYSCO CORPSYYConsumer Defensive149,727 2.3M1.96%
MEDTRONIC PLCMDTHealthcare124,806 1.9M1.89%
FEDEX CORPFDXIndustrials48,534 1.4M1.82%