Allen Capital Group, LLC has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.02 Billion distributed in 273 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $71.1M, J P Morgan Exchange Traded Fd with a value of $54.9M, Berkshire Hathaway Inc Class B with a value of $46.4M, Ishares Msci Intl Quality Fact with a value of $45M, and Usaa ETF Tr Core Intermediate with a value of $44.8M.
Examining the 13F form we can see an increase of $158M in the current position value, from $864M to 1.02B.
Below you can find more details about Allen Capital Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.02 Billion
ETFs: $605 Million
Technology: $114 Million
Financial Services: $102 Million
Consumer Cyclical: $52.2 Million
Healthcare: $38.8 Million
Communication Services: $33.1 Million
Energy: $23.5 Million
Industrials: $21.9 Million
Other: $31.7 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
