Allen Investment Management, LLC

CIK 0001326234 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-05 · Open the SEC source

Allen Investment Management, LLC reported 227 positions worth $8.43B as of June 30, 2026 (13F filed August 5, 2026). Largest holding: AMZN (6.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$8.43B
2026 Q2
Positions
227
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
42.7%
Est. Net Flow (Q)
2026 Q2
10 / 227 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AMZNAMAZON COM INCSH$552.1M6.55%2,316,405
2GOOGALPHABET INCSH$457.2M5.43%1,293,853
3UNHUNITEDHEALTH GROUP INCSH$364.2M4.32%876,259
4MSFTMICROSOFT CORPSH$357.0M4.24%957,008
5METAMETA PLATFORMS INCSH$341.5M4.05%606,318
6GEVGE VERNOVA INCSH$336.1M3.99%286,069
7SCHWSCHWAB CHARLES CORPSH$315.1M3.74%3,414,852
8VVISA INCSH$313.8M3.72%914,620
9TSMTAIWAN SEMICONDUCTOR MANUFACSH$306.6M3.64%642,057
10NVDANVIDIA CORPORATIONSH$257.2M3.05%1,285,501

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Allen Investment Management, LLC hold as of Q2 2026?

Allen Investment Management, LLC reported 227 positions worth $8.43B in its Q2 2026 13F filing. Largest positions: AMZN (6.6%), GOOG (5.4%), UNH (4.3%), MSFT (4.2%) and META (4.1%).

What did Allen Investment Management, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Allen Investment Management, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.