StockDriftsStockDriftsTop 50 Allied Investment Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BSV | VANGUARD SHORT-TERM BOND ETF | 12.88% | 1.78M | $136.4M | +551.45%(+1.51M) | $77.30(-1.00%) | 2026-09-30 | |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 7.59% | 1.63M | $80.4M | +37724.13%(+1.63M) | $49.73(-2.18%) | 2026-09-30 | |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | 6.17% | 896.8K | $65.3M | +476.85%(+741.38K) | $75.13(-2.44%) | 2026-09-30 | |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 4.73% | 1.54M | $50.1M | -17.66%(-330.51K) | $27.22(+25.78%) | 2026-09-30 | |
| VHT | VANGUARD HEALTH CARE ETF | 4.34% | 145.2K | $45.9M | -19.74%(-35.71K) | $174.24(+87.06%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP COM | 3.31% | 68.3K | $35.0M | +0.29%(+195) | $133.54(+299.52%) | 2026-09-30 | |
| JPM | JPMORGAN CHASE & CO COM | 2.21% | 70.9K | $23.4M | +0.30%(+213) | $117.68(+183.43%) | 2026-09-30 | |
| DE | DEERE & CO COM | 1.91% | 30.1K | $20.2M | -0.17%(-50) | $229.81(+172.83%) | 2026-09-30 | |
| JNJ | JOHNSON & JOHNSON COM | 1.9% | 75.8K | $20.1M | -0.23%(-178) | $149.99(+69.21%) | 2026-09-30 | |
| STT | STATE STR CORP COM | 1.87% | 113.5K | $19.8M | -7.55%(-9.27K) | $87.39(+89.31%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.68% | +50.81% | +8.64% | +51.30% |
| Top 20 Holdings Unweighted | +15.50% | +54.08% | +9.04% | +54.18% |
Allied Investment Advisors LLC reports $1.06B in US-listed equity holdings across 112 positions in its most recent 13F filing. Its largest disclosed positions are BSV (12.9%), VTIP (7.6%) and BIV (6.2%). The top 20 holdings account for 63.96% of reported assets. Its disclosed equity book has returned +50.81% on a three-year cumulative basis. Figures reflect the Q3 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 Allied Investment Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1729869). View Allied Investment Advisors LLC’s 13F filings on SEC