Allen Investment Management LLC Portfolio Holdings
Allen Investment Management LLC
- $8.64 Billion
- Q3 2025
Allen Investment Management LLC has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $8.64 Billion distributed in 202 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $660M, Amazon Com Inc with a value of $615M, Schwab Charles Corp with a value of $558M, Meta Platforms, Inc. with a value of $502M, and Visa Inc. with a value of $399M.
Examining the 13F form we can see an decrease of $233M in the current position value, from $8.88B to 8.64B.
Below you can find more details about Allen Investment Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$8.64 Billion
Financial Services: $2.48 Billion
Technology: $2.13 Billion
ETFs: $1.63 Billion
Consumer Cyclical: $894 Million
Communication Services: $890 Million
Healthcare: $386 Million
Industrials: $171 Million
Consumer Defensive: $57.3 Million
Other: $4.91 Million