Allen Investment Management LLC Sells in Q2 2025

Allen Investment Management LLC

  • $8.88 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
V
Visa Inc.

Financial Services
-497K
- 27.03%
$308.27 - $373.31 $153M - $186M
1.34M $477M
GOOG
Alphabet Inc.

Communication Services
-1.12M
- 50.25%
$146.58 - $180.01 $164M - $201M
1.11M $196M
SBUX
Starbucks Corp

Consumer Cyclical
-183K
- 7.54%
$79.69 - $99.41 $14.6M - $18.2M
2.24M $206M
DDOG
Datadog, Inc.

Technology
-201K
- 98.31%
$87.0 - $134.33 $17.5M - $27M
3.46K $464K
MDB
Mongo Db, Inc.

Technology
-94.5K
- 83.63%
$145.85 - $225.38 $13.8M - $21.3M
18.5K $3.88M
SPGI
S&P Global Inc.

Financial Services
-54.2K
- 5.96%
$438.31 - $527.29 $23.8M - $28.6M
855K $451M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-10.8K
- 8.87%
$483.48 - $539.8 $5.2M - $5.81M
110K $53.7M
AAPL
Apple Inc.

Technology
-7.07K
- 2.3%
$172.42 - $223.89 $1.22M - $1.58M
300K $61.5M
MA
Mastercard Inc

Financial Services
-12K
- 23.54%
$479.92 - $590.74 $5.75M - $7.07M
38.9K $21.8M
MCO
Moodys Corp

Financial Services
-76.5K
- 8.46%
$396.7 - $501.59 $30.3M - $38.4M
827K $415M
WDAY
Workday, Inc.

Technology
-21.3K
- 9.41%
$210.47 - $274.71 $4.48M - $5.85M
205K $49.2M
LOW
Lowes Companies Inc

Consumer Cyclical
-13.3K
- 23.29%
$210.83 - $235.28 $2.8M - $3.13M
43.8K $9.72M
DHR
Danaher Corp

Healthcare
-11.8K
- 60.04%
$174.64 - $205.16 $2.07M - $2.43M
7.89K $1.56M
KO
Coca Cola CO

Consumer Defensive
-11.5K
- 4.61%
$68.37 - $73.9 $786K - $850K
238K $16.8M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-9.28K
- 1.45%
$48.13 - $49.85 $447K - $463K
630K $30.9M
PG
Procter & Gamble CO

Consumer Defensive
-85
- 0.13%
$157.66 - $172.39 $13.4K - $14.7K
65.6K $10.5M
GOOGL
Alphabet Inc.

Communication Services
-15.6K
- 16.76%
$144.7 - $178.6 $2.26M - $2.79M
77.7K $13.7M
LLY
Eli Lilly & CO

Healthcare
-87
- 1.31%
$713.71 - $898.95 $62.1K - $78.2K
6.54K $5.1M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-6.45K
- 24.67%
$39.89 - $49.46 $257K - $319K
19.7K $974K
XOM
Exxon Mobil Corp

Energy
-242
- 2.22%
$99.93 - $119.04 $24.2K - $28.8K
10.7K $1.15M
MRK
Merck & Co., Inc.

Healthcare
-96
- 0.74%
$73.47 - $87.12 $7.05K - $8.36K
12.8K $1.01M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-32
- 4.58%
$390.26 - $489.06 $12.5K - $15.6K
666 $270K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-65
- 0.07%
$63.54 - $68.5 $4.13K - $4.45K
88.9K $5.99M
HD
Home Depot, Inc.

Consumer Cyclical
-76
- 0.41%
$335.24 - $380.78 $25.5K - $28.9K
18.6K $6.84M
Jpmorgan Chase & Co.
-36.6K
- 42.83%
N/A
48.9K $0
Ishares Tr
-5.38K
- 6.24%
N/A
80.8K $0
Crowdstrike Hldgs Inc
-109K
- 26.1%
N/A
308K $0
IWN
Ishares Russell2000 Val ETF

ETFs
-24
- 1.18%
$131.84 - $157.76 $3.16K - $3.79K
2.02K $318K
BAC
Bank Of America Corp

Financial Services
-362
- 6.32%
$34.39 - $47.46 $12.4K - $17.2K
5.36K $253K
SYY
Sysco Corp

Consumer Defensive
-3
- 0.01%
$68.0 - $75.91 $204 - $228
32.4K $2.45M
NKE
Nike, Inc.

Consumer Cyclical
-60
- 0.8%
$53.27 - $72.04 $3.2K - $4.32K
7.44K $528K
AMD
Advanced Micro Devices Inc

Technology
-40
- 1.79%
$78.21 - $143.81 $3.13K - $5.75K
2.2K $311K
MS
Morgan Stanley

Financial Services
-90
- 2.23%
$99.83 - $140.86 $8.98K - $12.7K
3.94K $555K
VCIT
Vanguard Intermediate Term Cor

ETFs
-3.31K
- 0.78%
$79.56 - $82.92 $264K - $275K
421K $34.9M
URI
United Rentals, Inc.

Industrials
-12
- 0.47%
$551.94 - $753.4 $6.62K - $9.04K
2.53K $1.9M
ACWI
Ishares Msci Acwi ETF

ETFs
-428
- 0.28%
$103.59 - $128.6 $44.3K - $55K
150K $19.3M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-31
- 0.04%
$272.36 - $339.57 $8.44K - $10.5K
83.5K $28.3M
PANW
Palo Alto Networks Inc

Technology
-12.5K
- 6.36%
$152.44 - $204.64 $1.91M - $2.56M
184K $37.7M
PLTR
Palantir Technologies Inc.

Technology
-420
- 0.37%
$74.01 - $144.25 $31.1K - $60.6K
112K $15.3M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-2.92K
- 0.55%
$108.12 - $135.04 $316K - $394K
526K $71M
JPM
Jpmorgan Chase & CO

Financial Services
-189
- 0.12%
$210.28 - $289.91 $39.7K - $54.8K
156K $45.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
-3.21K
- 2.09%
$496.48 - $617.85 $1.59M - $1.98M
150K $92.6M
DUOL
Duolingo, Inc.

Technology
-86
- 0.11%
$292.88 - $540.68 $25.2K - $46.5K
78.4K $32.2M
UBER
Uber Technologies, Inc

Technology
-1.04M
- 19.58%
$64.62 - $93.3 $67.1M - $96.9M
4.27M $398M
CRWD
Crowd Strike Holdings, Inc.

Technology
-954
- 0.53%
$321.63 - $509.31 $307K - $486K
179K $91.1M
NVDA
Nvidia Corp

Technology
-10.8K
- 1.61%
$94.31 - $157.99 $1.02M - $1.71M
660K $104M
NOW
Service Now, Inc.

Technology
-167
- 0.11%
$721.65 - $1040.18 $121K - $174K
149K $154M
AMZN
Amazon Com Inc

Consumer Cyclical
-184K
- 5.73%
$167.32 - $223.3 $30.8M - $41.1M
3.03M $664M
SCHW
Schwab Charles Corp

Financial Services
-536K
- 6.53%
$69.06 - $91.24 $37M - $48.9M
7.67M $700M
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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