Allen Investment Management, LLC Q1 2025 Filing

Filed May 7, 2025

Portfolio Value

$8.6T

Holdings

199

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (199 positions)

#StockSharesValue% PortfolioType
101
OBDCBLUE OWL CAPITAL CORPORATION
209,140$3.1B0.04%
102
APPAPPLOVIN CORP
11,420$3.0B0.04%
103
PRIPRIMERICA INC
10,398$3.0B0.03%
104
IWDISHARES TR
15,188$2.9B0.03%
105
AYIACUITY INC
10,530$2.8B0.03%
106
IWRISHARES TR
31,000$2.6B0.03%
107
BNBROOKFIELD CORP
46,719$2.4B0.03%
108
QQQMINVESCO EXCH TRADED FD TR II
12,588$2.4B0.03%
109
SYYSYSCO CORP
32,368$2.4B0.03%
110
TWLOTWILIO INC
23,400$2.3B0.03%
111
EEMISHARES TR
52,101$2.3B0.03%
112
VUGVANGUARD INDEX FDS
5,539$2.1B0.02%
113
CNRCANADIAN NATL RY CO
20,000$1.9B0.02%
114
CRMSALESFORCE INC
7,009$1.9B0.02%
115
ACWXISHARES TR
32,989$1.8B0.02%
116
ETSYETSY INC
38,618$1.8B0.02%
117
ELVELEVANCE HEALTH INC
4,098$1.8B0.02%
118
VEUVANGUARD INTL EQUITY INDEX F
28,293$1.7B0.02%
119
INTUINTUIT
2,787$1.7B0.02%
120
ABBVABBVIE INC
8,060$1.7B0.02%
121
URIUNITED RENTALS INC
2,537$1.6B0.02%
122
RJFRAYMOND JAMES FINL INC
11,150$1.5B0.02%
123
ABTABBOTT LABS
11,600$1.5B0.02%
124
BSVVANGUARD BD INDEX FDS
18,728$1.5B0.02%
125
XLFSELECT SECTOR SPDR TR
27,791$1.4B0.02%
126
DOVDOVER CORP
7,743$1.4B0.02%
127
0J7QIAC INC
29,357$1.3B0.02%
128
IWMISHARES TR
6,500$1.3B0.02%
129
XOMEXXON MOBIL CORP
10,894$1.3B0.02%
130
PGRPROGRESSIVE CORP
4,562$1.3B0.02%
131
OEFISHARES TR
4,689$1.3B0.01%
132
FGF&G ANNUITIES & LIFE INC
32,901$1.2B0.01%
133
VWOVANGUARD INTL EQUITY INDEX F
26,163$1.2B0.01%
134
MRKMERCK & CO INC
12,901$1.2B0.01%
135
AJGGALLAGHER ARTHUR J & CO
3,242$1.1B0.01%
136
IBITISHARES BITCOIN TRUST ETF
23,902$1.1B0.01%
137
DCIDONALDSON INC
16,000$1.1B0.01%
138
DHID R HORTON INC
8,117$1.0B0.01%
139
WMWASTE MGMT INC DEL
4,250$983.9M0.01%
140
KLACKLA CORP
1,386$941.2M0.01%
141
ORCLORACLE CORP
6,449$901.6M0.01%
142
COPCONOCOPHILLIPS
7,640$802.4M0.01%
143
IYWISHARES TR
5,464$767.4M0.01%
144
LENLENNAR CORP
6,666$765.1M0.01%
145
GEGE AEROSPACE
3,750$750.6M0.01%
146
MTCHMATCH GROUP INC NEW
22,479$701.3M0.01%
147
BABAALIBABA GROUP HLDG LTD
5,268$696.6M0.01%
148
EPDENTERPRISE PRODS PARTNERS L
18,987$648.2M0.01%
149
IWPISHARES TR
5,439$639.0M0.01%
150
AGIOAGIOS PHARMACEUTICALS INC
21,781$638.2M0.01%
151
ALCOALICO INC
21,106$629.8M0.01%
152
IJKISHARES TR
7,556$629.3M0.01%
153
IJTISHARES TR
5,000$622.5M0.01%
154
BRZEBRAZE INC
17,154$618.9M0.01%
155
VNQVANGUARD INDEX FDS
6,781$614.0M0.01%
156
XLVSELECT SECTOR SPDR TR
3,943$575.7M0.01%
157
BAMBROOKFIELD ASSET MANAGMT LTD
11,759$569.7M0.01%
158
ESGRENSTAR GROUP LIMITED
1,600$531.8M0.01%
159
AXPAMERICAN EXPRESS CO
1,976$531.6M0.01%
160
NYTNEW YORK TIMES CO
10,520$521.8M0.01%
161
BIVVANGUARD BD INDEX FDS
6,549$501.5M0.01%
162
MKLMARKEL GROUP INC
262$489.8M0.01%
163
ULUNILEVER PLC
8,005$476.7M0.01%
164
NKENIKE INC
7,499$476.0M0.01%
165
XLFISELECT SECTOR SPDR TR
5,813$474.7M0.01%
166
DWDMORGAN STANLEY
4,034$470.6M0.01%
167
MMM3M CO
3,200$470.0M0.01%
168
XLYSELECT SECTOR SPDR TR
2,278$449.8M0.01%
169
PEPPEPSICO INC
2,961$444.0M0.01%
170
IWOISHARES TR
1,720$439.5M0.01%
171
HSYHERSHEY CO
2,520$431.0M0.01%
172
XLISELECT SECTOR SPDR TR
3,202$419.7M0.00%
173
CACCCREDIT ACCEP CORP MICH
800$413.1M0.00%
174
PSXPHILLIPS 66
3,318$409.7M0.00%
175
IWSISHARES TR
3,231$407.0M0.00%
176
HONHONEYWELL INTL INC
1,848$391.3M0.00%
177
ALABASTERA LABS INC
6,463$385.6M0.00%
178
NSCNORFOLK SOUTHN CORP
1,589$376.4M0.00%
179
HUMHUMANA INC
1,408$372.6M0.00%
180
TMOTHERMO FISHER SCIENTIFIC INC
698$347.3M0.00%
181
PCORPROCORE TECHNOLOGIES INC
5,133$338.9M0.00%
182
FICOFAIR ISAAC CORP
178$328.3M0.00%
183
IWNISHARES TR
2,041$308.1M0.00%
184
QCOMQUALCOMM INC
1,935$297.2M0.00%
185
CPRTCOPART INC
4,808$272.1M0.00%
186
EPAMEPAM SYS INC
1,610$271.8M0.00%
187
DEDEERE & CO
566$265.7M0.00%
188
CCEPCOCA-COLA EUROPACIFIC PARTNE
3,000$261.1M0.00%
189
BACBANK AMERICA CORP
5,726$238.9M0.00%
190
SGSWEETGREEN INC
9,364$234.3M0.00%
191
ADPAUTOMATIC DATA PROCESSING IN
760$232.2M0.00%
192
IRMIRON MTN INC DEL
2,696$232.0M0.00%
193
AMDADVANCED MICRO DEVICES INC
2,236$229.7M0.00%
194
TSLATESLA INC
846$219.2M0.00%
195
AMATAPPLIED MATLS INC
1,483$215.2M0.00%
196
CITCINTAS CORP
1,000$205.5M0.00%
197
VUSBVANGUARD BD INDEX FDS
4,089$203.9M0.00%
198
VMEO*VIMEO INC
15,067$79.3M0.00%
199
WULFTERAWULF INC
18,503$50.5M0.00%
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