Allied Investment Advisors, LLC has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $572 Million distributed in 87 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $43.3M, Vanguard Health Care ETF with a value of $38.5M, Microsoft Corp with a value of $31M, Vanguard Utilities ETF with a value of $24.5M, and Jpmorgan Chase & CO with a value of $20.1M.
Examining the 13F form we can see an increase of $46.2M in the current position value, from $526M to 572M.
Below you can find more details about Allied Investment Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$572 Million
ETFs: $131 Million
Industrials: $123 Million
Financial Services: $96.2 Million
Consumer Defensive: $60.1 Million
Energy: $49.7 Million
Technology: $44.6 Million
Healthcare: $42.4 Million
Consumer Cyclical: $24.1 Million
Other: $1.25 Million
Stock Holdings Table Market Cap. of $200 Billions or more