Allen Investment Management, LLC Q3 2025 Filing
Filed November 6, 2025
Portfolio Value
$9.0B
Holdings
202
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (202 positions)
| Stock | Value |
|---|---|
AMZNABBOTT LABS | $615.0M |
SCHWABBVIE INC | $558.4M |
VADVANCED MICRO DEVICES INC | $399.4M |
SPGIAFFIRM HLDGS INC | $359.3M |
UNHAIRBNB INC | $351.3M |
MCOALIBABA GROUP HLDG LTD | $347.3M |
APOALICO INC | $346.7M |
GOOGALPHABET INC | $259.2M |
UBERALPS ETF TR | $227.0M |
VTIAMAZON COM INC | $199.7M |
AMLPAMERICAN EXPRESS CO | $164.3M |
GQ9APOLLO GLOBAL MGMT INC | $158.7M |
NVDAAPPLIED MATLS INC | $146.6M |
BAAPPLOVIN CORP | $130.9M |
AVGOARISTA NETWORKS INC | $115.5M |
NETASML HOLDING N V | $112.9M |
SHOPAURORA INNOVATION INC | $107.6M |
CRWDAUTOMATIC DATA PROCESSING IN | $103.5M |
XLEBERKSHIRE HATHAWAY INC DEL | $87.9M |
VEABLACKSTONE INC | $78.2M |
AAPLBLACKSTONE SECD LENDING FD | $76.8M |
ITOTBLUE OWL CAPITAL CORPORATION | $76.6M |
COINBOEING CO | $73.7M |
NUBRAZE INC | $64.6M |
CPNGBROADCOM INC | $64.2M |
ARCCBROOKFIELD ASSET MANAGMT LTD | $64.0M |
TSMBROOKFIELD CORP | $58.3M |
GBDCCAMECO CORP | $57.1M |
BXCANADIAN NATL RY CO | $55.5M |
SNOWCANADIAN PACIFIC KANSAS CITY | $53.0M |
IBITCARGURUS INC | $51.7M |
WCINTAS CORP | $50.6M |
ANETCLOUDFLARE INC | $50.1M |
JPMCOCA COLA CO | $49.4M |
VXUSCOINBASE GLOBAL INC | $43.2M |
VCSHCONOCOPHILLIPS | $38.3M |
PANWCOPART INC | $37.5M |
TSLXCOSTCO WHSL CORP NEW | $35.6M |
VCITCOUPANG INC | $35.3M |
RBLXCREDIT ACCEP CORP MICH | $34.2M |
KKRD R HORTON INC | $32.1M |
IXUSDANAHER CORPORATION | $32.0M |
VTEBDATADOG INC | $31.2M |
IWBDISNEY WALT CO | $30.5M |
HUBSDOVER CORP | $30.3M |
AMDDUOLINGO INC | $29.8M |
AQLTELEVANCE HEALTH INC FORMERLY | $29.8M |
DUOLELI LILLY & CO | $25.2M |
SBUXENTERPRISE PRODS PARTNERS L | $23.9M |
JNJEPAM SYS INC | $21.8M |
ACWIEXXON MOBIL CORP | $21.6M |
RSPFAIR ISAAC CORP | $20.3M |
GOOGLGE AEROSPACE | $18.9M |
BXSLGE VERNOVA INC | $18.6M |
WDAYGENERAL DYNAMICS CORP | $17.5M |
PLTRGOLUB CAP BDC INC | $17.2M |
WMTHERSHEY CO | $16.8M |
VGSHHOME DEPOT INC | $16.6M |
KOHONEYWELL INTL INC | $15.8M |
VIGHUBSPOT INC | $14.0M |
IWVHUMANA INC | $13.4M |
PWRIAC INC | $13.3M |
VFHINTERNATIONAL BUSINESS MACHS | $12.6M |
EWJINVESCO EXCH TRADED FD TR II | $12.1M |
IWFINVESCO EXCHANGE TRADED FD T | $11.8M |
GDINVESCO EXCHANGE TRADED FD T | $11.6M |
LOWINVESCO QQQ TR | $10.7M |
OBDCIRON MTN INC DEL | $10.5M |
AQLTISHARES BITCOIN TRUST ETF | $10.4M |
PGISHARES INC | $10.0M |
CARGISHARES TR | $10.0M |
AFRMISHARES TR | $8.5M |
HDISHARES TR | $7.6M |
IJRISHARES TR | $6.7M |
SPSBISHARES TR | $6.2M |
CPISHARES TR | $6.0M |
MCDISHARES TR | $5.8M |
VYMISHARES TR | $5.6M |
MDLZISHARES TR | $5.6M |
AURISHARES TR | $5.5M |
ABNBISHARES TR | $5.5M |
IBMISHARES TR | $4.2M |
VUGISHARES TR | $4.1M |
ORLYISHARES TR | $4.1M |
EFAISHARES TR | $3.7M |
AYIISHARES TR | $3.6M |
HDVISHARES TR | $3.6M |
XLGISHARES TR | $3.5M |
BNISHARES TR | $3.2M |
QQQMISHARES TR | $3.1M |
IWDISHARES TR | $3.1M |
IWRISHARES TR | $3.0M |
EEMJOHNSON & JOHNSON | $2.8M |
SYYJPMORGAN CHASE & CO. | $2.7M |
PRIKLA CORP | $2.4M |
ACWXLENNAR CORP | $2.1M |
VEULOWES COS INC | $2.0M |
RJFMARKEL GROUP INC | $1.9M |
CNRMASTERCARD INCORPORATED | $1.9M |
ABBVMATCH GROUP INC NEW | $1.9M |
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