Allen Investment Management, LLC Q3 2022 Filing
Filed November 7, 2022
Portfolio Value
$5.8B
Holdings
213
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (213 positions)
| Stock | Value |
|---|---|
UNHUNITEDHEALTH GROUP INC | $433.0M |
GOOGALPHABET INC | $426.8M |
SCHWSCHWAB CHARLES CORP | $407.3M |
MSFTMICROSOFT CORP | $407.0M |
AMZNAMAZON COM INC | $343.5M |
VVISA INC | $319.6M |
NOCNORTHROP GRUMMAN CORP | $295.0M |
LOWLOWES COS INC | $267.8M |
ADIANALOG DEVICES INC | $237.3M |
SLBSCHLUMBERGER LTD | $207.6M |
ORLYOREILLY AUTOMOTIVE INC | $205.1M |
CP.TOCANADIAN PAC RY LTD | $196.3M |
CHTRCHARTER COMMUNICATIONS INC N | $195.7M |
SPGIS&P GLOBAL INC | $164.4M |
MCOMOODYS CORP | $126.4M |
CMCSACOMCAST CORP NEW | $110.5M |
MAMASTERCARD INCORPORATED | $100.9M |
UNPUNION PAC CORP | $90.9M |
AWNADVANCE AUTO PARTS INC | $86.3M |
VEAVANGUARD TAX-MANAGED FDS | $77.0M |
VWOVANGUARD INTL EQUITY INDEX F | $67.1M |
VTIVANGUARD INDEX FDS | $58.7M |
SYYSYSCO CORP | $58.2M |
AAPLAPPLE INC | $44.9M |
NOWSERVICENOW INC | $44.5M |
AMLPALPS ETF TR | $37.8M |
SPYSPDR S&P 500 ETF TR | $31.5M |
METAMETA PLATFORMS INC | $30.6M |
IXUSISHARES TR | $30.4M |
JNJJOHNSON & JOHNSON | $28.4M |
WWAYFAIR INC | $27.1M |
MDBMONGODB INC | $24.7M |
VXUSVANGUARD STAR FDS | $23.0M |
COINCOINBASE GLOBAL INC | $22.4M |
VTVANGUARD INTL EQUITY INDEX F | $19.7M |
DHRDANAHER CORPORATION | $18.5M |
SNOWSNOWFLAKE INC | $17.7M |
TWTRUSDTWITTER INC | $17.5M |
IWFISHARES TR | $16.8M |
GOOGLALPHABET INC | $16.7M |
LBRDALIBERTY BROADBAND CORP | $16.2M |
JPMJPMORGAN CHASE & CO | $15.9M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $15.8M |
EFAISHARES TR | $15.0M |
IWBISHARES TR | $14.8M |
GQ9SPDR GOLD TR | $12.1M |
VCSHVANGUARD SCOTTSDALE FDS | $11.5M |
NETCLOUDFLARE INC | $10.8M |
LBRDKLIBERTY BROADBAND CORP | $10.4M |
XLESELECT SECTOR SPDR TR | $10.3M |
EEMISHARES TR | $9.9M |
DUOLDUOLINGO INC | $9.5M |
HDHOME DEPOT INC | $9.4M |
MLB1MERCADOLIBRE INC | $9.3M |
PGPROCTER AND GAMBLE CO | $8.9M |
WMTWALMART INC | $8.4M |
ACWIISHARES TR | $7.8M |
ASMLASML HOLDING N V | $7.5M |
WDAYWORKDAY INC | $7.4M |
IWVISHARES TR | $7.3M |
GDGENERAL DYNAMICS CORP | $7.2M |
NVDANVIDIA CORPORATION | $6.8M |
SPSBSPDR SER TR | $6.8M |
NDQINVESCO QQQ TR | $6.6M |
KOCOCA COLA CO | $6.6M |
BABAALIBABA GROUP HLDG LTD | $6.4M |
ADBEADOBE SYSTEMS INCORPORATED | $6.0M |
CRMSALESFORCE INC | $6.0M |
VFHVANGUARD WORLD FDS | $5.9M |
IJRISHARES TR | $5.5M |
MDLZMONDELEZ INTL INC | $5.2M |
VOOVANGUARD INDEX FDS | $4.7M |
MCDMCDONALDS CORP | $4.6M |
UBERUBER TECHNOLOGIES INC | $4.5M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $4.1M |
TWLOTWILIO INC | $4.0M |
BSVVANGUARD BD INDEX FDS | $4.0M |
MMM3M CO | $3.9M |
ARCCARES CAPITAL CORP | $3.9M |
ETSYETSY INC | $3.9M |
USRTISHARES TR | $3.8M |
XYZBLOCK INC | $3.7M |
SHOPSHOPIFY INC | $3.5M |
DISDISNEY WALT CO | $3.4M |
ILMNILLUMINA INC | $3.3M |
ITOTISHARES TR | $3.2M |
MRKMERCK & CO INC | $3.1M |
AFRMAFFIRM HLDGS INC | $3.0M |
PLTRPALANTIR TECHNOLOGIES INC | $2.9M |
NUNU HLDGS LTD | $2.9M |
GBDCGOLUB CAP BDC INC | $2.9M |
CARGCARGURUS INC | $2.8M |
HDVISHARES TR | $2.7M |
AQLTISHARES TR | $2.6M |
VUGVANGUARD INDEX FDS | $2.6M |
PANWPALO ALTO NETWORKS INC | $2.5M |
NFLXNETFLIX INC | $2.5M |
BXBLACKSTONE INC | $2.3M |
CNRCANADIAN NATL RY CO | $2.2M |
PYPLPAYPAL HLDGS INC | $2.1M |
Page 1 of 3Next