Allen Capital Group, LLC Portfolio Holdings
Allen Capital Group, LLC
- $1.02 Billion
- Q3 2025
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 273
- Current Value $1.02 Billion
- Prior Value $864 Million
- Filing
- Period Q3 2025
- Filing Date October 27, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 35 stocks
- Additional Purchases 139 stocks
- Sold out of 0 stocks
- Reduced holdings in 81 stocks