Allen Investment Management, LLC
CIK: 1326234
Holdings (225)
Q3 2026 13F, quarter ended Sep 30, 2026, filed Nov 3, 2026
- AMZN
AMAZON COM INC
$563.17M
2.26M sh6.37%-2.4% - MSFT
MICROSOFT CORP
$481.27M
938,335 sh5.44%-1.9% - META
META PLATFORMS INC
$475.15M
655,212 sh5.37%+8.1% - GOOG
ALPHABET INC
$427.66M
1.26M sh4.84%-3.0% - SCHW
CHARLES SCHWAB CORP (THE)
$320.6M
3.28M sh3.63%-3.9% - V
VISA INC
$317.84M
884,521 sh3.59%-3.3% - UNH
UNITEDHEALTH GROUP INC
$304.15M
828,566 sh3.44%-5.4% - TSM
TAIWAN SEMICONDUCTOR MANUFAC
$286.01M
626,949 sh3.23%-2.4% - NVDA
NVIDIA CORPORATION
$274.91M
1.20M sh3.11%-6.4% - GEV
GE VERNOVA INC
$263.02M
276,725 sh2.97%-3.3% - AMLP
ALPS ETF TR
$254.37M
4.90M sh2.88%+10.4% - QQQ
INVESCO QQQ TR
$250.73M
338,935 sh2.84%+4.5% - GLD
SPDR GOLD TR
$221.24M
580,922 sh2.50%+9.3% - XLE
SELECT SECTOR SPDR TR
$208.67M
3.39M sh2.36%+17.0% - AVGO
BROADCOM INC
$202.61M
576,922 sh2.29%-1.1% - MCO
MOODYS CORP
$198.71M
437,565 sh2.25%-19.7% - VTI
VANGUARD INDEX FDS
$186M
497,020 sh2.10%-12.2% - VOO
VANGUARD INDEX FDS
$182.82M
260,846 sh2.07%+0.5% - BA
BOEING CO
$157.61M
847,130 sh1.78%-9.5% - SPY
STATE STR SPDR S&P 500 ETF T
$154.6M
202,716 sh1.75%+2.3% - CRWD
CROWDSTRIKE HLDGS INC
$138.01M
521,295 sh1.56%-0.2% - VXUS
VANGUARD STAR FDS
$133.59M
1.57M sh1.51%+12.7% - VEA
VANGUARD TAX-MANAGED FDS
$125.58M
1.78M sh1.42%+3.7% - ASML
ASML HLDG NV
$120.99M
66,785 sh1.37%+2.0% - NET
CLOUDFLARE INC
$115.93M
333,810 sh1.31%+1.7% - APO
APOLLO GLOBAL MGMT INC
$115.18M
992,381 sh1.30%-11.2% - AAPL
APPLE INC
$101.59M
305,068 sh1.15%-3.0% - PANW
PALO ALTO NETWORKS INC
$90.01M
226,514 sh1.02%+40.3% - ITOT
ISHARES TR
$86.83M
522,208 sh0.98%+190.1% - AMD
ADVANCED MICRO DEVICES INC
$81.84M
133,786 sh0.93%+2.7% - RSP
INVESCO EXCHANGE TRADED FD T
$80.86M
388,728 sh0.91%+32.2% - SHOP
SHOPIFY INC
$78.55M
529,642 sh0.89%+1.9% - W
WAYFAIR INC
$75.77M
738,750 sh0.86%-1.4% - SNOW
SNOWFLAKE INC
$64.97M
191,323 sh0.73%+0.2% - XLU
SELECT SECTOR SPDR TR
$63.04M
1.60M sh0.71%+52.3% - NOW
SERVICENOW INC
$59.37M
443,055 sh0.67%+0.0% - VWO
VANGUARD INTL EQUITY INDEX F
$57.43M
968,261 sh0.65%+9.4% - MU
MICRON TECHNOLOGY INC
$51.77M
48,604 sh0.59%+2.9% - JPM
JPMORGAN CHASE & CO
$51.75M
156,436 sh0.59%+0.5% - MELI
MERCADOLIBRE INC
$49.33M
28,538 sh0.56%-16.2% - VYM
VANGUARD WHITEHALL FDS
$48.68M
313,677 sh0.55%+17.0% - PLTR
PALANTIR TECHNOLOGIES INC
$48.37M
258,556 sh0.55%+159.3% - IXUS
ISHARES TR
$45.8M
482,142 sh0.52%+0.3% - NU
NU HLDGS LTD
$45.72M
3.61M sh0.52%+1.9% - BND
VANGUARD BD INDEX FDS
$43.98M
626,901 sh0.50%+15310.5% - VTEB
VANGUARD MUN BD FDS
$38.45M
811,916 sh0.43%+20.6% - IBIT
ISHARES BITCOIN TRUST ETF
$35.23M
744,268 sh0.40%-2.6% - ARCC
ARES CAPITAL CORP
$34.84M
1.82M sh0.39%-25.3% - VIG
VANGUARD SPECIALIZED FUNDS
$31.89M
136,672 sh0.36%+5.2% - LRCX
LAM RESEARCH CORP
$31.01M
94,408 sh0.35%+1.8%
| Security | Shares | Value | Change | Weight | Period |
|---|---|---|---|---|---|
 AMZN AMAZON COM INC | 2.26M | $563.17M | -2.4% | 6.37% | Q3 2026 |
 MSFT MICROSOFT CORP | 938,335 | $481.27M | -1.9% | 5.44% | Q3 2026 |
 META META PLATFORMS INC | 655,212 | $475.15M | +8.1% | 5.37% | Q3 2026 |
 GOOG ALPHABET INC | 1.26M | $427.66M | -3.0% | 4.84% | Q3 2026 |
 SCHW CHARLES SCHWAB CORP (THE) | 3.28M | $320.6M | -3.9% | 3.63% | Q3 2026 |
 V VISA INC | 884,521 | $317.84M | -3.3% | 3.59% | Q3 2026 |
 UNH UNITEDHEALTH GROUP INC | 828,566 | $304.15M | -5.4% | 3.44% | Q3 2026 |
 TSM TAIWAN SEMICONDUCTOR MANUFAC | 626,949 | $286.01M | -2.4% | 3.23% | Q3 2026 |
 NVDA NVIDIA CORPORATION | 1.20M | $274.91M | -6.4% | 3.11% | Q3 2026 |
 GEV GE VERNOVA INC | 276,725 | $263.02M | -3.3% | 2.97% | Q3 2026 |
 AMLP ALPS ETF TR | 4.90M | $254.37M | +10.4% | 2.88% | Q3 2026 |
 QQQ INVESCO QQQ TR | 338,935 | $250.73M | +4.5% | 2.84% | Q3 2026 |
 GLD SPDR GOLD TR | 580,922 | $221.24M | +9.3% | 2.50% | Q3 2026 |
 XLE SELECT SECTOR SPDR TR | 3.39M | $208.67M | +17.0% | 2.36% | Q3 2026 |
 AVGO BROADCOM INC | 576,922 | $202.61M | -1.1% | 2.29% | Q3 2026 |
 MCO MOODYS CORP | 437,565 | $198.71M | -19.7% | 2.25% | Q3 2026 |
 VTI VANGUARD INDEX FDS | 497,020 | $186M | -12.2% | 2.10% | Q3 2026 |
 VOO VANGUARD INDEX FDS | 260,846 | $182.82M | +0.5% | 2.07% | Q3 2026 |
 BA BOEING CO | 847,130 | $157.61M | -9.5% | 1.78% | Q3 2026 |
 SPY STATE STR SPDR S&P 500 ETF T | 202,716 | $154.6M | +2.3% | 1.75% | Q3 2026 |
 CRWD CROWDSTRIKE HLDGS INC | 521,295 | $138.01M | -0.2% | 1.56% | Q3 2026 |
 VXUS VANGUARD STAR FDS | 1.57M | $133.59M | +12.7% | 1.51% | Q3 2026 |
 VEA VANGUARD TAX-MANAGED FDS | 1.78M | $125.58M | +3.7% | 1.42% | Q3 2026 |
 ASML ASML HLDG NV | 66,785 | $120.99M | +2.0% | 1.37% | Q3 2026 |
 NET CLOUDFLARE INC | 333,810 | $115.93M | +1.7% | 1.31% | Q3 2026 |
 APO APOLLO GLOBAL MGMT INC | 992,381 | $115.18M | -11.2% | 1.30% | Q3 2026 |
 AAPL APPLE INC | 305,068 | $101.59M | -3.0% | 1.15% | Q3 2026 |
 PANW PALO ALTO NETWORKS INC | 226,514 | $90.01M | +40.3% | 1.02% | Q3 2026 |
 ITOT ISHARES TR | 522,208 | $86.83M | +190.1% | 0.98% | Q3 2026 |
 AMD ADVANCED MICRO DEVICES INC | 133,786 | $81.84M | +2.7% | 0.93% | Q3 2026 |
 RSP INVESCO EXCHANGE TRADED FD T | 388,728 | $80.86M | +32.2% | 0.91% | Q3 2026 |
 SHOP SHOPIFY INC | 529,642 | $78.55M | +1.9% | 0.89% | Q3 2026 |
 W WAYFAIR INC | 738,750 | $75.77M | -1.4% | 0.86% | Q3 2026 |
 SNOW SNOWFLAKE INC | 191,323 | $64.97M | +0.2% | 0.73% | Q3 2026 |
 XLU SELECT SECTOR SPDR TR | 1.60M | $63.04M | +52.3% | 0.71% | Q3 2026 |
 NOW SERVICENOW INC | 443,055 | $59.37M | +0.0% | 0.67% | Q3 2026 |
 VWO VANGUARD INTL EQUITY INDEX F | 968,261 | $57.43M | +9.4% | 0.65% | Q3 2026 |
 MU MICRON TECHNOLOGY INC | 48,604 | $51.77M | +2.9% | 0.59% | Q3 2026 |
 JPM JPMORGAN CHASE & CO | 156,436 | $51.75M | +0.5% | 0.59% | Q3 2026 |
 MELI MERCADOLIBRE INC | 28,538 | $49.33M | -16.2% | 0.56% | Q3 2026 |
 VYM VANGUARD WHITEHALL FDS | 313,677 | $48.68M | +17.0% | 0.55% | Q3 2026 |
 PLTR PALANTIR TECHNOLOGIES INC | 258,556 | $48.37M | +159.3% | 0.55% | Q3 2026 |
 IXUS ISHARES TR | 482,142 | $45.8M | +0.3% | 0.52% | Q3 2026 |
 NU NU HLDGS LTD | 3.61M | $45.72M | +1.9% | 0.52% | Q3 2026 |
 BND VANGUARD BD INDEX FDS | 626,901 | $43.98M | +15310.5% | 0.50% | Q3 2026 |
 VTEB VANGUARD MUN BD FDS | 811,916 | $38.45M | +20.6% | 0.43% | Q3 2026 |
 IBIT ISHARES BITCOIN TRUST ETF | 744,268 | $35.23M | -2.6% | 0.40% | Q3 2026 |
 ARCC ARES CAPITAL CORP | 1.82M | $34.84M | -25.3% | 0.39% | Q3 2026 |
 VIG VANGUARD SPECIALIZED FUNDS | 136,672 | $31.89M | +5.2% | 0.36% | Q3 2026 |
 LRCX LAM RESEARCH CORP | 94,408 | $31.01M | +1.8% | 0.35% | Q3 2026 |
1-50 of 225 holdings
Sector Allocation
SEC Filings
| Form | Description | Filed |
|---|---|---|
About Allen Investment Management, LLC
Allen Investment Management, LLC is an Investment Adviser that reports its US-listed stock and option positions to the SEC on Form 13F (CIK 1326234). Signal8 holds 21 13F filings from it. Its SEC filings list New York as its state of incorporation.
Its most recent 13F holdings report covers Q3 2026 (the quarter ended Sep 30, 2026) and was filed on Nov 3, 2026. That report lists 225 securities, not counting options, down from 227 in Q2 2026.
Its five largest reported positions, in order, are AMAZON COM INC (AMZN), MICROSOFT CORP (MSFT), META PLATFORMS INC (META), ALPHABET INC (GOOG) and CHARLES SCHWAB CORP (THE) (SCHW). The next five are VISA INC (V), UNITEDHEALTH GROUP INC (UNH), TAIWAN SEMICONDUCTOR MANUFAC (TSM), NVIDIA CORPORATION (NVDA) and GE VERNOVA INC (GEV).
Recent 13F filings by Allen Investment Management, LLC
- Q3 2026: 13F-HR filed Nov 3, 2026, listing 225 securities.
- Q2 2026: 13F-HR filed Aug 5, 2026, listing 227 securities.
- Q1 2026: 13F-HR filed May 7, 2026, listing 221 securities.
- Q4 2025: 13F-HR filed Feb 10, 2026, listing 220 securities.
- Q3 2025: 13F-HR filed Nov 5, 2025, listing 202 securities.
- Q2 2025: 13F-HR filed Aug 7, 2025, listing 199 securities.