Q2 2026 13F · SEC CIK 1326234

Allen Investment Management, LLC

Wealth managerFiled 2026-08-05 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $8.4B
Reported positions: 227
Top holdings a year, 3 yrs: +11.8%
Assets under management: $16.9B

Allen Investment Management, LLC is a wealth manager that reported 227 positions worth $8.4B in its Q2 2026 13F, filed 2026-08-05. Its largest holdings were Amazon Com Inc Com (AMZN, 6.6%), Alphabet Inc (GOOG, 5.4%), Unitedhealth Group Inc Com (UNH, 4.3%). A portfolio copying its top holdings returned 11.8% a year over the last 3 years, against 20.4% for the S&P 500.

Allen Investment Management, LLC holdings largest 50 of 227 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Allen Investment Management, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AMZNAmazon Com Inc Com	6.6%	6.6%	2,316,405	-9.6%	$552.1M
GOOGAlphabet Inc	5.4%	4.2%	1,293,853	+9.0%	$457.2M
UNHUnitedhealth Group Inc Com	4.3%	3.7%	876,259	-20.2%	$364.2M
MSFTMicrosoft Corp	4.2%	5.2%	957,008	-15.7%	$357.0M
METAMeta Platforms Inc Class A	4.1%	5.0%	606,318	-13.9%	$341.5M
GEVGe Vernova Inc	4.0%	4.2%	286,069	-26.4%	$336.1M
SCHWSchwab Charles Corp	3.7%	6.2%	3,414,852	-35.9%	$315.1M
VVisa Inc Com Cl A	3.7%	4.0%	914,620	-15.4%	$313.8M
TSMTaiwan Semiconductor Manufac	3.6%	1.4%	642,057	+90.4%	$306.6M
NVDANvidia Corporation Com	3.1%	1.5%	1,285,501	+86.4%	$257.2M
MCOMoodys Corp	2.9%	3.8%	544,862	-22.4%	$246.8M
QQQInvesco Qqq Tr	2.8%	2.3%	324,498	+2.8%	$239.0M
AMLPAlps ETF Tr	2.7%	2.6%	4,440,395	+10.9%	$230.2M
AVGOBroadcom Inc	2.6%	1.1%	583,292	+94.3%	$220.3M
VTIVanguard Index Fds	2.5%	2.4%	565,944	-4.8%	$209.4M
BABoeing Co	2.4%	2.9%	936,436	-21.5%	$202.7M
GLDSpdr Gold Shares	2.3%	2.7%	531,354	+6.6%	$195.7M
VOOVanguard S&p 500 ETF	2.1%	1.9%	259,574	+0.8%	$178.3M
XLEState Street Energy Select Sector Spdr E	1.8%	1.8%	2,900,688	+22.7%	$154.1M
SPYSpdr S&p 500 ETF Tr	1.8%	1.5%	198,237	+7.0%	$148.0M
APOApollo Global Mgmt Inc Nclass	1.6%	3.1%	1,118,010	-49.6%	$132.3M
ASMLAsml Hldg NV	1.5%	1.0%	65,485	+4.2%	$130.3M
VEAVanguard Tax-Managed Fds	1.4%	1.4%	1,715,180	-3.5%	$122.2M
VXUSVanguard Star Fds Vanguard Total Intl St	1.4%	1.1%	1,395,132	+16.0%	$119.3M
CRWDCrowdstrike Hldgs Inc Class A	1.2%	0.8%	130,570	-24.9%	$99.6M
AAPLApple Inc	1.1%	1.0%	314,359	-0.1%	$91.0M
NETCloudflare Inc	1.0%	0.9%	328,347	-4.3%	$80.5M
AMDAdvanced Micro Devices Inc	0.9%	0.5%	130,282	-31.5%	$75.7M
WWayfair	0.8%	0.7%	749,250	+0.0%	$69.2M
RSPInvesco S&p 500 Equal Weight ETF	0.7%	0.6%	293,951	+26.3%	$62.5M
SHOPShopify Inc	0.7%	0.8%	519,490	-7.4%	$59.3M
MELIMercadolibre Inc	0.7%	0.9%	34,063	-23.1%	$57.8M
PANWPalo Alto Networks Inc	0.7%	—	161,489	—	$55.0M
MUMicron Technology Inc	0.6%	—	47,219	—	$54.5M
VWOVanguard Intl Equity Index F	0.6%	0.5%	885,250	+12.8%	$52.8M
JPMJpmorgan Chase & Co	0.6%	0.6%	155,655	+0.1%	$51.0M
SNOWSnowflake Inc	0.6%	—	191,020	—	$48.6M
XLUSpdr	0.6%	—	1,049,444	—	$47.6M
NUNu Hldgs Ltd	0.6%	0.8%	3,543,361	-16.0%	$47.3M
IXUSIshares Core Msci Total International St	0.5%	0.5%	480,805	+0.9%	$45.9M
ARCCAres Capital Corp.	0.5%	0.6%	2,441,585	-6.0%	$45.2M
NOWServicenow Inc Com	0.5%	0.8%	443,055	-29.5%	$44.0M
VYMVym	0.5%	—	268,026	—	$42.4M
GBDCGolub Cap Bdc Inc	0.5%	0.5%	3,174,058	-5.7%	$40.9M
LRCXLam Research Corp	0.5%	—	92,737	—	$40.2M
VTEBVanguard Tx Ex Bd	0.4%	0.4%	673,531	+0.0%	$34.1M
BXBlackstone Inc Com	0.4%	0.4%	269,033	-6.0%	$31.7M
VIGVanguard Dividend Appreciation ETF	0.4%	—	129,983	—	$30.8M
VCSHVanguard Scottsdale Fds	0.4%	0.5%	381,615	-20.6%	$30.2M
ITOTIshares Total US Stock Market ETF	0.4%	0.4%	179,994	-26.7%	$29.6M

What Allen Investment Management, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

AVGO Broadcom Inc+94.3% shares
TSM Taiwan Semiconductor Manufac+90.4% shares
NVDA Nvidia Corporation Com+86.4% shares
RSP Invesco S&p 500 Equal Weight ETF+26.3% shares
XLE State Street Energy Select Sector Spdr E+22.7% shares
VXUS Vanguard Star Fds Vanguard Total Intl St+16.0% shares
VWO Vanguard Intl Equity Index F+12.8% shares
AMLP Alps ETF Tr+10.9% shares

Reduced

APO Apollo Global Mgmt Inc Nclass-49.6% shares
SCHW Schwab Charles Corp-35.9% shares
AMD Advanced Micro Devices Inc-31.5% shares
NOW Servicenow Inc Com-29.5% shares
ITOT Ishares Total US Stock Market ETF-26.7% shares
GEV Ge Vernova Inc-26.4% shares
CRWD Crowdstrike Hldgs Inc Class A-24.9% shares
MELI Mercadolibre Inc-23.1% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +6.8% /yr; S&P 500 +20.1%
3 years: +11.8% /yr; S&P 500 +20.4%
5 years: +4.8% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$8.4B	227
Q1 2026	$8.1B	221
Q4 2025	$9.0B	220
Q3 2025	$9.0B	202
Q2 2025	$9.2B	199
Q1 2025	$8.6B	199
Q4 2024	$8.7B	199
Q3 2024	$8.4B	215
Q2 2024	$8.2B	215
Q1 2024	$8.0B	207
Q4 2023	$7.5B	214
Q3 2023	$6.8B	218

Questions about Allen Investment Management, LLC's portfolio

What stocks does Allen Investment Management, LLC own?

Allen Investment Management, LLC's latest 13F, for Q2 2026 and filed Aug 5, 2026, lists 227 positions worth $8.4B. The largest are Amazon Com Inc Com (AMZN) at 6.6%, Alphabet Inc (GOOG) at 5.4%, Unitedhealth Group Inc Com (UNH) at 4.3%, Microsoft Corp (MSFT) at 4.2% and Meta Platforms Inc Class A (META) at 4.1%.

What did Allen Investment Management, LLC buy last quarter?

In Q2 2026, Allen Investment Management, LLC added Broadcom Inc (AVGO) (+94.3% shares), Taiwan Semiconductor Manufac (TSM) (+90.4% shares) and Nvidia Corporation Com (NVDA) (+86.4% shares), compared with its Q1 2026 filing.

What did Allen Investment Management, LLC sell last quarter?

In Q2 2026, Allen Investment Management, LLC cut from its top 50 S&P Global Inc. (SPGI), cut from its top 50 Ishares Bitcoin Trust ETF (IBIT), cut from its top 50 Vanguard Scottsdale Fds (VCIT), cut from its top 50 Coupang Inc (CPNG), cut from its top 50 Ishares Core Msci Eafe ETF (IEFA), Apollo Global Mgmt Inc Nclass (APO) (-49.6% shares), Schwab Charles Corp (SCHW) (-35.9% shares) and Advanced Micro Devices Inc (AMD) (-31.5% shares), compared with its Q1 2026 filing.

How has Allen Investment Management, LLC's portfolio performed?

A portfolio copying Allen Investment Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +11.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +6.8% against +20.1%. Over 5 years: +4.8% a year against +11.6%.

When is Allen Investment Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Allen Investment Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Allen Investment Management, LLC manage?

Allen Investment Management, LLC reported $16.9B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $8.4B.