Allen Investment Management, LLC Q1 2023 Filing

Filed May 9, 2023

Portfolio Value

$6.0B

Holdings

213

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (213 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
1,774,299$511.5T8576356.92%
2
GOOGALPHABET INC
4,421,937$459.9T7710405.80%
3
VVISA INC
1,842,015$415.3T6962961.77%
4
UNHUNITEDHEALTH GROUP INC
823,227$389.0T6522821.27%
5
SCHWSCHWAB CHARLES CORP
6,466,671$338.7T5679075.72%
6
ADIANALOG DEVICES INC
1,566,432$308.9T5179571.66%
7
AMZNAMAZON COM INC
2,618,287$270.4T4534264.72%
8
CHTRCHARTER COMMUNICATIONS INC N
728,954$260.7T4370600.62%
9
SLBSCHLUMBERGER LTD
5,221,942$256.4T4298776.65%
10
LOWLOWES COS INC
1,235,904$247.1T4143629.73%
11
NOCNORTHROP GRUMMAN CORP
511,433$236.1T3959117.37%
12
SPGIS&P GLOBAL INC
667,463$230.1T3858228.67%
13
MCOMOODYS CORP
494,628$151.4T2537813.09%
14
VTIVANGUARD INDEX FDS
609,841$124.5T2086848.73%
15
VEAVANGUARD TAX-MANAGED FDS
2,654,660$119.9T2010436.41%
16
MAMASTERCARD INCORPORATED
275,198$100.0T1676769.99%
17
VOOVANGUARD INDEX FDS
241,413$90.8T1522161.34%
18
VWOVANGUARD INTL EQUITY INDEX F
2,072,229$83.7T1403622.95%
19
BRK/BBERKSHIRE HATHAWAY INC DEL
228,057$70.4T1180619.22%
20
ORLYOREILLY AUTOMOTIVE INC
78,421$66.6T1116249.26%
21
SPYSPDR S&P 500 ETF TR
139,644$57.2T958497.21%
22
ITOTISHARES TR
618,791$56.0T939428.62%
23
NOWSERVICENOW INC
118,963$55.3T926903.70%
24
AAPLAPPLE INC
327,408$54.0T905194.03%
25
IWFISHARES TR
207,762$50.8T851087.58%
26
SYYSYSCO CORP
590,782$45.6T764970.41%
27
METAMETA PLATFORMS INC
210,658$44.6T748552.45%
28
AMLPALPS ETF TR
1,072,443$41.4T694952.41%
29
IXUSISHARES TR
584,119$36.2T606699.99%
30
VXUSVANGUARD STAR FDS
601,241$33.2T556541.67%
31
MDBMONGODB INC
124,335$29.0T485964.20%
32
CMCSACOMCAST CORP NEW
741,425$28.1T471251.08%
33
JNJJOHNSON & JOHNSON
173,135$26.8T449933.09%
34
WWAYFAIR INC
738,038$25.3T424923.12%
35
AQLTISHARES TR
364,604$24.4T408744.21%
36
COINCOINBASE GLOBAL INC
348,673$23.6T395005.91%
37
VTVANGUARD INTL EQUITY INDEX F
249,250$23.0T384838.93%
38
LBRDKLIBERTY BROADBAND CORP
245,089$20.0T335720.00%
39
JPMJPMORGAN CHASE & CO
151,004$19.7T329911.56%
40
WDAYWORKDAY INC
95,001$19.6T328975.61%
41
EFAISHARES TR
267,465$19.1T320719.83%
42
PANWPALO ALTO NETWORKS INC
95,589$19.1T320017.58%
43
DHRDANAHER CORPORATION
71,423$18.0T301815.33%
44
GOOGLALPHABET INC
172,116$17.9T299334.64%
45
IWBISHARES TR
75,966$17.1T286915.47%
46
SNOWSNOWFLAKE INC
104,096$16.1T269279.42%
47
MLB1MERCADOLIBRE INC
11,839$15.6T261626.38%
48
GQ9SPDR GOLD TR
74,802$13.7T229782.75%
49
ASMLASML HOLDING N V
19,073$13.0T217676.97%
50
XLESELECT SECTOR SPDR TR
154,886$12.8T215095.42%
51
EEMISHARES TR
306,369$12.1T202690.43%
52
NETCLOUDFLARE INC
195,490$12.1T202096.78%
53
DUOLDUOLINGO INC
78,507$11.2T187684.67%
54
VCSHVANGUARD SCOTTSDALE FDS
140,599$10.7T179696.45%
55
PGPROCTER AND GAMBLE CO
71,103$10.6T177256.03%
56
ACWIISHARES TR
113,541$10.4T173535.53%
57
IEMGISHARES INC
203,677$9.9T166611.19%
58
UNPUNION PAC CORP
47,648$9.6T160780.53%
59
WMTWALMART INC
64,488$9.5T159424.49%
60
ADBEADOBE SYSTEMS INCORPORATED
23,186$8.9T149808.03%
61
IWVISHARES TR
35,383$8.3T139653.20%
62
NDQINVESCO QQQ TR
24,650$7.9T132635.14%
63
GDGENERAL DYNAMICS CORP
33,954$7.7T129914.30%
64
NVDANVIDIA CORPORATION
27,625$7.7T128652.72%
65
KOCOCA COLA CO
117,136$7.3T121821.66%
66
BABAALIBABA GROUP HLDG LTD
70,414$7.2T120630.27%
67
SHOPSHOPIFY INC
149,110$7.1T119849.47%
68
MDLZMONDELEZ INTL INC
94,057$6.6T109946.10%
69
CRMSALESFORCE INC
32,723$6.5T109606.54%
70
SPSBSPDR SER TR
204,584$6.1T101632.98%
71
IJRISHARES TR
62,587$6.1T101471.00%
72
VFHVANGUARD WORLD FDS
77,449$6.0T101141.38%
73
VIGVANGUARD SPECIALIZED FUNDS
39,145$6.0T101077.97%
74
MCDMCDONALDS CORP
20,019$5.6T93848.31%
75
BRK-BBERKSHIRE HATHAWAY INC DEL
10$4.7T78062.83%
76
ARCCARES CAPITAL CORP
242,994$4.4T74453.35%
77
ETSYETSY INC
38,618$4.3T72083.08%
78
GEHCGE HEALTHCARE TECHNOLOGIES I
50,164$4.1T68991.60%
79
BSVVANGUARD BD INDEX FDS
50,544$3.9T64819.50%
80
MRKMERCK & CO INC
36,338$3.9T64817.64%
81
DISDISNEY WALT CO
36,741$3.7T61680.30%
82
GBDCGOLUB CAP BDC INC
242,675$3.3T55171.66%
83
NUNU HLDGS LTD
656,892$3.1T52424.26%
84
PLTRPALANTIR TECHNOLOGIES INC
358,687$3.0T50816.37%
85
HDVISHARES TR
29,195$3.0T49761.10%
86
AQLTISHARES TR
24,681$2.9T48489.49%
87
XYZBLOCK INC
40,332$2.8T46421.77%
88
KWEBKRANESHARES TR
81,320$2.5T42524.98%
89
AVGOBROADCOM INC
3,937$2.5T42346.79%
90
APOAPOLLO GLOBAL MGMT INC
39,948$2.5T42302.75%
91
AGXARGAN INC
60,077$2.4T40763.62%
92
CNRCANADIAN NATL RY CO
20,000$2.4T39557.87%
93
IWDISHARES TR
15,188$2.3T38771.96%
94
BXBLACKSTONE INC
25,537$2.2T37609.15%
95
LLYLILLY ELI & CO
6,378$2.2T36723.28%
96
IWRISHARES TR
31,000$2.2T36340.80%
97
ILMNILLUMINA INC
8,970$2.1T34973.59%
98
CRWDCROWDSTRIKE HLDGS INC
14,768$2.0T33985.77%
99
INTUINTUIT
4,533$2.0T33883.34%
100
IBMINTERNATIONAL BUSINESS MACHS
15,000$2.0T32967.97%
Page 1 of 3Next