Allen Investment Management LLC Reduced Holdings in Q3 2025

Allen Investment Management LLC

  • $8.64 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SBUX
Starbucks Corp

Consumer Cyclical
-1.96M
- 87.43%
$81.9 - $96.86 $161M - $190M
282K $23.9M
UBER
Uber Technologies, Inc

Technology
-1.95M
- 45.68%
$86.91 - $99.57 $169M - $194M
2.32M $227M
SCHW
Schwab Charles Corp

Financial Services
-1.82M
- 23.78%
$91.03 - $98.69 $166M - $180M
5.85M $558M
SPGI
S&P Global Inc.

Financial Services
-117K
- 13.64%
$484.94 - $564.15 $56.5M - $65.8M
738K $359M
V
Visa Inc.

Financial Services
-173K
- 12.87%
$332.09 - $358.86 $57.4M - $62M
1.17M $399M
MCO
Moodys Corp

Financial Services
-98.4K
- 11.89%
$472.69 - $521.32 $46.5M - $51.3M
729K $347M
APO
Apollo Global Management, Inc.

Financial Services
-257K
- 9.0%
$131.55 - $156.05 $33.9M - $40.2M
2.6M $347M
AMZN
Amazon Com Inc

Consumer Cyclical
-226K
- 7.46%
$211.65 - $238.24 $47.8M - $53.8M
2.8M $615M
UNH
Unitedhealth Group Inc

Healthcare
-245K
- 19.41%
$237.77 - $353.61 $58.3M - $86.7M
1.02M $351M
META
Meta Platforms, Inc.

Communication Services
-44.6K
- 6.13%
$695.21 - $791.73 $31M - $35.3M
683K $502M
NOW
Service Now, Inc.

Technology
-16.9K
- 11.31%
$850.86 - $1044.69 $14.4M - $17.7M
132K $122M
MSFT
Microsoft Corp

Technology
-103K
- 7.46%
$491.09 - $535.64 $50.5M - $55M
1.28M $660M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-19.2K
- 17.35%
$459.11 - $506.91 $8.8M - $9.71M
91.3K $45.9M
COIN
Coinbase Global, Inc.

Technology
-14K
- 6.04%
$297.99 - $419.78 $4.18M - $5.89M
218K $73.7M
GBDC
Golub Capital Bdc, Inc.

Financial Services
-65.1K
- 1.54%
$13.69 - $15.48 $891K - $1.01M
4.17M $57.1M
BX
Blackstone Inc.

Financial Services
-72.7K
- 18.29%
$152.77 - $188.68 $11.1M - $13.7M
325K $55.5M
NFLX
Netflix Inc

Communication Services
-7
- 0.03%
$1147.87 - $1297.18 $8.04K - $9.08K
25.3K $30.3M
MA
Mastercard Inc

Financial Services
-4.41K
- 11.34%
$550.18 - $598.96 $2.43M - $2.64M
34.5K $19.6M
ABNB
Airbnb, Inc.

Consumer Cyclical
-313
- 0.69%
$118.3 - $142.16 $37K - $44.5K
44.9K $5.45M
PRI
Primerica, Inc.

Financial Services
-1.89K
- 18.13%
$255.46 - $285.58 $482K - $538K
8.51K $2.36M
XLF
Financial Sector Spdr

ETFs
-9.52K
- 34.24%
$51.37 - $54.25 $489K - $516K
18.3K $984K
MRK
Merck & Co., Inc.

Healthcare
-6K
- 46.86%
$77.6 - $87.37 $466K - $524K
6.81K $571K
PG
Procter & Gamble CO

Consumer Defensive
-239
- 0.36%
$150.47 - $161.22 $36K - $38.5K
65.4K $10M
CRM
Salesforce, Inc.

Technology
-36
- 0.51%
$231.66 - $273.65 $8.34K - $9.85K
6.97K $1.65M
LEN
Lennar Corp

Consumer Cyclical
-2.61K
- 39.08%
$107.73 - $142.4 $281K - $371K
4.06K $511K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-6.25K
- 9.99%
$108.46 - $120.63 $678K - $754K
56.3K $6.69M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-4.02K
- 20.41%
$49.43 - $54.52 $199K - $219K
15.7K $849K
PEP
Pepsico Inc

Consumer Defensive
-500
- 16.89%
$133.81 - $152.16 $66.9K - $76.1K
2.46K $345K
UL
Unilever PLC

Consumer Defensive
-100
- 1.25%
$58.43 - $65.01 $5.84K - $6.5K
7.91K $468K
Alphabet Inc
-56.3K
- 12.46%
N/A
396K $0
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-7.12K
- 1.13%
$48.5 - $50.19 $345K - $358K
623K $31.2M
VCIT
Vanguard Intermediate Term Cor

ETFs
-707
- 0.17%
$81.75 - $84.54 $57.8K - $59.8K
420K $35.3M
LOW
Lowes Companies Inc

Consumer Cyclical
-1.26K
- 2.87%
$215.01 - $273.02 $270K - $343K
42.5K $10.7M
IXUS
Ishares Tr

ETFs
-8.93K
- 2.25%
$76.35 - $82.58 $682K - $738K
388K $32M
JNJ
Johnson & Johnson

Healthcare
-14K
- 10.66%
$155.17 - $185.42 $2.18M - $2.6M
118K $21.8M
PLTR
Palantir Technologies Inc.

Technology
-18.3K
- 16.25%
$130.68 - $186.97 $2.39M - $3.42M
94.2K $17.2M
W
Wayfair Inc.

Consumer Cyclical
-21.3K
- 3.62%
$51.99 - $90.17 $1.1M - $1.92M
566K $50.6M
GOOG
Alphabet Inc.

Communication Services
-43.4K
- 3.92%
$175.16 - $255.24 $7.6M - $11.1M
1.06M $259M
Activity Summary
Buys All Purchases 53 New Holdings 9 Increased Positions 44 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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