Bruce G. Allen Investments, LLC Reduced Holdings in Q3 2025

Bruce G. Allen Investments, LLC

  • $140 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
STZ
Constellation Brands, Inc.

Consumer Defensive
-30
- 14.63%
$131.78 - $176.09 $3.95K - $5.28K
175 $23.6M
UL
Unilever PLC

Consumer Defensive
-65
- 2.13%
$58.43 - $65.01 $3.8K - $4.23K
2.99K $177M
ADP
Automatic Data Processing Inc

Industrials
-14
- 3.95%
$288.69 - $310.94 $4.04K - $4.35K
340 $99.8M
CVE
Cenovus Energy Inc.

Energy
-1.14K
- 37.27%
$13.87 - $17.81 $15.8K - $20.2K
1.91K $32.5M
SNY
Sanofi

Healthcare
-60
- 1.1%
$45.07 - $51.35 $2.7K - $3.08K
5.42K $256M
PNFP
Pinnacle Financial Partners Inc

Financial Services
-6
- 1.22%
$86.13 - $119.63 $517 - $718
484 $45.4M
PAYX
Paychex Inc

Industrials
-7
- 1.73%
$126.69 - $147.99 $887 - $1.04K
398 $50.5M
FISV
Fiserv Inc

Technology
-15
- 10.0%
N/A
135 $17.4M
LYG
Lloyds Banking Group PLC

Financial Services
-3.5K
- 13.59%
$4.03 - $4.63 $14.1K - $16.2K
22.2K $101M
KKR
Kkr & Co. Inc.

Financial Services
-49
- 8.32%
$129.95 - $152.16 $6.37K - $7.46K
540 $70.2M
ZTS
Zoetis Inc.

Healthcare
-18
- 3.67%
$141.13 - $159.19 $2.54K - $2.87K
473 $69.2M
YUM
Yum Brands Inc

Consumer Cyclical
-61
- 11.87%
$139.5 - $153.94 $8.51K - $9.39K
453 $68.9M
Corpay Inc Com Shs
-19
- 47.5%
N/A
21 $6.05M
AJG
Arthur J. Gallagher & Co.

Financial Services
-11
- 3.31%
$284.17 - $319.49 $3.13K - $3.51K
321 $99.4M
BRO
Brown & Brown, Inc.

Financial Services
-12
- 3.61%
$90.88 - $108.93 $1.09K - $1.31K
320 $30M
CARR
Carrier Global Corp

Industrials
-14
- 3.2%
$58.75 - $80.73 $823 - $1.13K
424 $25.3M
CAG
Conagra Brands Inc.

Consumer Defensive
-260
- 29.65%
$18.04 - $21.14 $4.69K - $5.5K
617 $11.3M
FCNCA
First Citizens Bancshares Inc

Financial Services
-3
- 50.0%
$1789.16 - $2158.23 $5.37K - $6.47K
3 $5.37M
CTRA
Coterra Energy Inc.

Energy
-45
- 1.56%
$23.09 - $25.45 $1.04K - $1.15K
2.85K $67.4M
SMG
Scotts Miracle Gro CO

Basic Materials
-7
- 1.14%
$55.82 - $70.08 $391 - $491
608 $34.6M
ROP
Roper Technologies Inc

Industrials
-5
- 10.0%
$495.03 - $573.0 $2.48K - $2.87K
45 $22.4M
APD
Air Products & Chemicals, Inc.

Basic Materials
-5
- 1.1%
$265.78 - $299.3 $1.33K - $1.5K
449 $122M
RELX
Relx PLC

Communication Services
-51
- 11.14%
$45.13 - $54.19 $2.3K - $2.76K
407 $19.4M
AMZN
Amazon Com Inc

Consumer Cyclical
-25
- 5.3%
$211.65 - $238.24 $5.29K - $5.96K
447 $98.1M
ON
On Semiconductor Corp

Technology
-19
- 1.32%
$46.98 - $62.45 $893 - $1.19K
1.42K $69.8M
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
-31
- 2.89%
$25.09 - $33.65 $778 - $1.04K
1.04K $26.8M
MOH
Molina Healthcare, Inc.

Healthcare
-16
- 76.19%
$152.31 - $306.29 $2.44K - $4.9K
5 $957K
EMN
Eastman Chemical CO

Basic Materials
-3
- 0.68%
$58.79 - $81.56 $176 - $245
436 $27.5M
CNQ
Canadian Natural Resources LTD

Energy
-193
- 10.79%
$29.31 - $32.93 $5.66K - $6.36K
1.6K $51M
FTV
Fortive Corp

Technology
-94
- 53.11%
$46.55 - $53.34 $4.38K - $5.01K
83 $4.07M
CAH
Cardinal Health Inc

Healthcare
-3
- 0.71%
$146.04 - $167.63 $438 - $503
419 $65.8M
SNPS
Synopsys Inc

Technology
-2
- 0.94%
$387.78 - $645.35 $776 - $1.29K
211 $104M
EQH
Equitable Holdings, Inc.

Financial Services
-77
- 35.65%
$50.09 - $55.88 $3.86K - $4.3K
139 $7.06M
TMUS
T Mobile Us, Inc.

Communication Services
-21
- 10.5%
$226.02 - $259.01 $4.75K - $5.44K
179 $42.8M
FCX
Freeport Mcmoran Inc

Basic Materials
-39
- 5.1%
$35.34 - $47.21 $1.38K - $1.84K
725 $28.4M
SNDR
Schneider National, Inc.

Industrials
-9
- 0.61%
$21.09 - $26.92 $190 - $242
1.46K $30.9M
GILD
Gilead Sciences, Inc.

Healthcare
-42
- 2.96%
$108.22 - $120.47 $4.55K - $5.06K
1.38K $153M
CSCO
Cisco Systems, Inc.

Technology
-9
- 0.24%
$66.2 - $71.79 $596 - $646
3.73K $255M
WM
Waste Management Inc

Industrials
-14
- 12.73%
$213.88 - $237.1 $2.99K - $3.32K
96 $21.2M
TSN
Tyson Foods, Inc.

Consumer Defensive
-68
- 86.08%
$52.3 - $57.69 $3.56K - $3.92K
11 $597K
Natwest Group PLC Spons Adr
-269
- 4.0%
N/A
6.45K $91.3M
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
-34
- 58.62%
$114.67 - $124.98 $3.9K - $4.25K
24 $2.91M
SUI
Sun Communities Inc

Real Estate
-30
- 71.43%
$116.6 - $131.28 $3.5K - $3.94K
12 $1.55M
WTRG
Essential Utilities, Inc.

Utilities
-117
- 34.51%
$36.73 - $39.9 $4.3K - $4.67K
222 $8.86M
WMB
Williams Companies, Inc.

Energy
-68
- 5.46%
$56.52 - $64.01 $3.84K - $4.35K
1.18K $74.6M
BFB
Brown Forman Corp Cl B
-138
- 5.39%
N/A
2.42K $65.6M
BNS
Bank Of Nova Scotia

Financial Services
-108
- 26.87%
$54.5 - $64.93 $5.89K - $7.01K
294 $19M
MSTR
Microstrategy Inc

Technology
-4
- 17.39%
$300.7 - $455.9 $1.2K - $1.82K
19 $6.12M
RGA
Reinsurance Group Of America Inc

Financial Services
-5
- 1.45%
$177.1 - $199.23 $886 - $996
341 $65.5M
Activity Summary
Buys All Purchases 226 New Holdings 36 Increased Positions 190 Sells All Sells 322 Reductions 322 Sold out 0 Options Calls 0 Puts 0
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