Allen Investment Management LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $8.88 Billion distributed in 199 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Charles Corp with a value of $700M, Microsoft Corp with a value of $685M, Amazon Com Inc with a value of $664M, Meta Platforms, Inc. with a value of $537M, and Visa Inc. with a value of $477M.
Examining the 13F form we can see an increase of $372M in the current position value, from $8.51B to 8.88B.
Below you can find more details about Allen Investment Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$8.88 Billion
Financial Services: $2.89 Billion
Technology: $2.16 Billion
ETFs: $1.4 Billion
Consumer Cyclical: $1.07 Billion
Communication Services: $793 Million
Healthcare: $456 Million
Consumer Defensive: $58.4 Million
Industrials: $36.2 Million
Other: $3.09 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
