Allen Investment Management LLC Purchases in Q2 2025

Allen Investment Management LLC

  • $8.88 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
132K
+ 123.29%
$416.06 - $551.64 $54.7M - $72.6M
238K $131M
APO
Apollo Global Management, Inc.

Financial Services
218K
+ 8.24%
$108.68 - $145.07 $23.6M - $31.6M
2.86M $406M
NET
Cloudflare, Inc.

Technology
16.2K
+ 3.58%
$97.08 - $195.83 $1.57M - $3.17M
468K $91.7M
AVGO
Broadcom Inc.

Technology
2.01K
+ 0.68%
$146.29 - $275.65 $294K - $555K
296K $81.6M
MELI
Mercadolibre Inc

Consumer Cyclical
53
+ 0.14%
$1794.73 - $2613.63 $95.1K - $139K
36.8K $96.1M
SHOP
Shopify Inc.

Technology
82.1K
+ 15.91%
$76.89 - $115.35 $6.31M - $9.47M
598K $69M
CPNG
Coupang, Inc.

Consumer Cyclical
373K
+ 35.76%
$19.76 - $30.81 $7.38M - $11.5M
1.42M $42.5M
ASML
Asml Holding Nv

Technology
11.5K
+ 17.27%
$595.37 - $815.24 $6.82M - $9.34M
77.8K $62.3M
VTI
Vanguard Total Stock Market Et

ETFs
68
+ 0.01%
$243.75 - $303.93 $16.6K - $20.7K
606K $184M
ISRG
Intuitive Surgical Inc

Healthcare
28K
+ 109.92%
$451.58 - $565.94 $12.6M - $15.8M
53.5K $29.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
94
+ 0.04%
$456.74 - $568.03 $42.9K - $53.4K
251K $143M
VEA
Vanguard Ftse Developed Market

ETFs
123K
+ 15.37%
$45.65 - $57.01 $5.62M - $7.02M
924K $52.7M
GLD
Spdr Gold Trust

ETFs
20.1K
+ 5.77%
$273.71 - $316.29 $5.5M - $6.35M
368K $112M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.49K
+ 1.15%
$141.37 - $228.57 $210K - $340K
131K $29.7M
BX
Blackstone Inc.

Financial Services
13.2K
+ 3.44%
$120.07 - $151.11 $1.59M - $2M
397K $59.4M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
122K
+ 8.52%
$19.16 - $23.81 $2.34M - $2.91M
1.56M $37.1M
HUBS
Hubspot Inc

Technology
8.41K
+ 18.15%
$487.07 - $672.24 $4.1M - $5.65M
54.8K $30.5M
ORCC
Owl Rock Capital Corp

Financial Services
295K
+ 140.94%
N/A
504K $6.75M
KKR
Kkr & Co. Inc.

Financial Services
18.8K
+ 25.22%
$92.79 - $134.29 $1.75M - $2.53M
93.4K $12.4M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
588
+ 0.12%
$55.54 - $69.09 $32.7K - $40.6K
487K $33.6M
XLG
Invesco Exchange Traded Fd Tr

ETFs
61.6K
New
$40.94 - $52.1 $2.52M - $3.21M
61.6K $3.21M
IXUS
Ishares Tr

ETFs
1.29K
+ 0.33%
$62.37 - $77.63 $80.7K - $100K
397K $30.7M
ABNB
Airbnb, Inc.

Consumer Cyclical
14.7K
+ 48.03%
$105.69 - $140.64 $1.55M - $2.06M
45.2K $5.98M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
15.8K
New
$114.78 - $133.31 $1.81M - $2.1M
15.8K $2.1M
VIG
Vanguard Dividend Appreciation

ETFs
8.54K
+ 20.96%
N/A
49.3K $8.98M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
3.17K
New
$160.22 - $209.35 $508K - $663K
3.17K $663K
ARCC
Ares Capital Corp

Financial Services
56.4K
+ 1.9%
$18.91 - $22.43 $1.07M - $1.27M
3.03M $66.6M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
126
+ 0.03%
$77.94 - $79.5 $9.82K - $10K
479K $38.1M
UI
Ubiquiti Inc.

Technology
616
New
$273.45 - $456.69 $168K - $281K
616 $253K
IOT
Samsara Inc.

Technology
5.61K
New
$33.46 - $47.74 $188K - $268K
5.61K $223K
RTX
Raytheon Technologies Corp

Industrials
1.49K
New
$113.75 - $148.48 $170K - $222K
1.49K $218K
SPOT
Spotify Technology S.A.

Communication Services
270
New
$503.3 - $775.9 $136K - $209K
270 $207K
DIS
Walt Disney CO

Communication Services
1.65K
New
$81.72 - $124.01 $135K - $205K
1.65K $204K
VGSH
Vanguard

ETFs
2.74K
+ 0.98%
$58.32 - $58.95 $160K - $161K
282K $16.6M
BXSL
Blackstone Secured Lending Fund

Financial Services
29K
+ 5.43%
$26.88 - $32.74 $780K - $949K
563K $17.3M
Alphabet Inc
391K
+ 645.15%
N/A
452K $0
Vanguard Tax Managed Fds
15.4K
New
N/A
15.4K $0
Invesco Exchange Traded Fd T
101K
+ 420.5%
N/A
124K $0
ORLY
O Reilly Automotive Inc

Consumer Cyclical
35.7K
+ 1400.0%
$87.84 - $1441.89 $3.14M - $51.5M
38.3K $3.45M
GBDC
Golub Capital Bdc, Inc.

Financial Services
103K
+ 2.49%
$13.03 - $15.28 $1.34M - $1.57M
4.24M $62.1M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
130K
+ 4.21%
$45.07 - $52.57 $5.85M - $6.82M
3.21M $157M
XLE
Energy Sector Spdr

ETFs
15.6K
+ 1.88%
$76.44 - $94.13 $1.19M - $1.47M
845K $71.7M
UNH
Unitedhealth Group Inc

Healthcare
232K
+ 22.46%
$274.35 - $599.47 $63.5M - $139M
1.26M $394M
Activity Summary
Buys All Purchases 44 New Holdings 9 Increased Positions 35 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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