Allied Investment Advisors, LLC has filed its 13F form on April 11, 2024 for Q1 2024 where it was disclosed a total value porftolio of $414 Million distributed in 70 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Health Care ETF with a value of $35.5M, Microsoft Corp with a value of $25.9M, Vanguard Utilities ETF with a value of $18.1M, Caterpillar Inc with a value of $15.9M, and Jpmorgan Chase & CO with a value of $14.8M.

Examining the 13F form we can see an increase of $46.5M in the current position value, from $368M to 414M.

Below you can find more details about Allied Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $414 Million
Industrials: $88.3 Million
Financial Services: $70.6 Million
ETFs: $60 Million
Consumer Defensive: $48.1 Million
Energy: $45.4 Million
Healthcare: $44.7 Million
Technology: $41.4 Million
Consumer Cyclical: $15.1 Million
Other: $592,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $414 Million
  • Prior Value $368 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 11, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 8 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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