StockDriftsStockDriftsTop 50 Allen Investment Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 6.55% | 2.32M | $552.1M | -9.63%(-246.95K) | $108.35(+142.31%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 5.43% | 1.29M | $457.2M | +9.02%(+107.02K) | $111.80(+206.49%) | 2026-06-30 | |
| UNH | UNITEDHEALTH GROUP INC | 4.32% | 876.3K | $364.2M | -20.24%(-222.38K) | $288.36(+37.50%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.24% | 957.0K | $357.0M | -15.72%(-178.56K) | $185.87(+161.51%) | 2026-06-30 | |
| META | META PLATFORMS INC | 4.05% | 606.3K | $341.5M | -13.90%(-97.89K) | $537.09(+8.04%) | 2026-06-30 | |
| GEV | GE VERNOVA INC | 3.99% | 286.1K | $336.1M | -26.36%(-102.38K) | $390.28(+176.95%) | 2026-06-30 | |
| SCHW | SCHWAB CHARLES CORP | 3.74% | 3.41M | $315.1M | -35.91%(-1.91M) | $55.66(+99.81%) | 2026-06-30 | |
| V | VISA INC | 3.72% | 914.6K | $313.8M | -15.37%(-166.09K) | $201.73(+79.42%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 3.64% | 642.1K | $306.6M | +90.43%(+304.89K) | $316.93(+34.69%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.05% | 1.29M | $257.2M | +86.41%(+595.89K) | $122.23(+84.95%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.46% | +34.77% | +4.37% | +23.83% |
| Top 20 Holdings Unweighted | +11.46% | +38.46% | +5.39% | +30.01% |
Allen Investment Management, LLC reports $8.43B in US-listed equity holdings across 227 positions in its most recent 13F filing. Its largest disclosed positions are AMZN (6.5%), GOOG (5.4%) and UNH (4.3%). The top 20 holdings account for 66.77% of reported assets. Its disclosed equity book has returned +34.77% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Allen Investment Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1326234). View Allen Investment Management, LLC’s 13F filings on SEC