StockDriftsStockDriftsTop 50 Allen Investment Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMZN | 3M CO | 6.6% | 2.56M | $533.9M | -6.93%(-190.99K) | $108.35(+123.98%) | 2026-03-31 | |
| SCHW | ABBOTT LABORATORIES | 6.19% | 5.33M | $500.8M | -4.58%(-255.78K) | $55.66(+74.26%) | 2026-03-31 | |
| MSFT | ABBVIE INC | 5.2% | 1.14M | $420.4M | -6.81%(-82.94K) | $185.87(+110.09%) | 2026-03-31 | |
| META | ACUITY INC | 4.98% | 704.2K | $402.9M | -4.79%(-35.45K) | $537.09(+8.53%) | 2026-03-31 | |
| GOOG | ADVANCED MICRO DEVICES INC | 4.21% | 1.19M | $340.5M | +17.25%(+174.62K) | $94.47(+277.02%) | 2026-03-31 | |
| GEV | AFFIRM HLDGS INC | 4.19% | 388.4K | $339.1M | -2.77%(-11.07K) | $390.28(+185.21%) | 2026-03-31 | |
| V | AIRBNB INC | 4.04% | 1.08M | $326.6M | -4.33%(-48.94K) | $201.73(+79.51%) | 2026-03-31 | |
| MCO | ALIBABA GROUP HLDG LTD | 3.79% | 701.8K | $306.2M | -2.52%(-18.11K) | $244.76(+100.41%) | 2026-03-31 | |
| UNH | ALICO INC | 3.68% | 1.10M | $297.3M | -4.56%(-52.45K) | $345.83(+23.00%) | 2026-03-31 | |
| SPGI | ALLSTATE CORP | 3.53% | 670.6K | $285.2M | -4.84%(-34.08K) | $327.54(+34.30%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.08% | +33.38% |
| Top 20 Holdings Unweighted | +10.86% | +36.25% |
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