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
MAS
Masco Corp

Industrials
-5
- 0.74%
$64.44 - $76.07 $322 - $380
674 $47.4M
CM
Canadian Imperial Bank Of Commerce

Financial Services
-7
- 1.47%
$71.11 - $81.68 $498 - $572
468 $37.4M
HOOD
Robinhood Markets, Inc.

Technology
-45
- 21.53%
$91.27 - $143.18 $4.11K - $6.44K
164 $23.5M
TRV
Travelers Companies, Inc.

Financial Services
-11
- 1.83%
$250.62 - $279.43 $2.76K - $3.07K
589 $164M
WEC
Wec Energy Group, Inc.

Utilities
-6
- 1.13%
$103.66 - $114.59 $622 - $688
523 $59.9M
MO
Altria Group, Inc.

Consumer Defensive
-8
- 0.99%
$57.75 - $67.68 $462 - $541
804 $53.1M
Labcorp Holdings Inc Com Shs
-2
- 0.78%
N/A
256 $73.5M
BXP
Boston Properties Inc

Real Estate
-8
- 0.86%
$62.11 - $78.93 $497 - $631
922 $68.5M
GATX
Gatx Corp

Industrials
-6
- 1.83%
$149.23 - $176.97 $895 - $1.06K
321 $56.1M
ATO
Atmos Energy Corp

Utilities
-6
- 1.44%
$151.51 - $170.75 $909 - $1.02K
412 $70.3M
SF
Stifel Financial Corp

Financial Services
-9
- 1.22%
$105.26 - $116.4 $947 - $1.05K
730 $82.8M
SNA
Snap On Inc

Industrials
-2
- 1.03%
$313.01 - $346.53 $626 - $693
192 $66.5M
ALB
Albemarle Corp

Basic Materials
-1
- 0.28%
$62.9 - $88.1 $62.9 - $88.1
355 $28.8M
MFG
Mizuho Financial Group Inc

Financial Services
-72
- 1.07%
$5.42 - $6.85 $390 - $493
6.68K $44.8M
ROST
Ross Stores, Inc.

Consumer Cyclical
-3
- 0.9%
$127.59 - $152.81 $383 - $458
331 $50.4M
RF
Regions Financial Corp

Financial Services
-88
- 2.44%
$24.03 - $27.41 $2.11K - $2.41K
3.51K $92.6M
USB
Us Bancorp \De\

Financial Services
-40
- 1.24%
$43.94 - $50.41 $1.76K - $2.02K
3.18K $154M
GM
General Motors CO

Consumer Cyclical
-5
- 0.68%
$48.89 - $61.24 $244 - $306
725 $44.2M
BPOP
Popular, Inc.

Financial Services
-7
- 1.25%
$111.3 - $128.04 $779 - $896
554 $70.4M
SHEL
Shell PLC

Energy
-4
- 0.05%
$69.82 - $73.93 $279 - $296
7.93K $567M
SRE
Sempra Energy

Utilities
-4
- 0.62%
$74.14 - $89.98 $297 - $360
637 $57.3M
GL
Globe Life Inc.

Financial Services
-20
- 3.13%
$117.6 - $146.55 $2.35K - $2.93K
619 $88.5M
CBRE
Cbre Group, Inc.

Real Estate
-7
- 1.16%
$137.04 - $165.9 $959 - $1.16K
596 $93.9M
MCD
Mcdonalds Corp

Consumer Cyclical
-9
- 0.86%
$291.67 - $316.99 $2.63K - $2.85K
1.04K $315M
HMC
Honda Motor CO LTD

Consumer Cyclical
-19
- 0.37%
$29.11 - $34.85 $553 - $662
5.13K $158M
BWA
Borgwarner Inc

Consumer Cyclical
-5
- 0.5%
$34.53 - $44.44 $173 - $222
990 $43.5M
MSFT
Microsoft Corp

Technology
-47
- 2.78%
$491.09 - $535.64 $23.1K - $25.2K
1.64K $850M
HII
Huntington Ingalls Industries, Inc.

Industrials
-7
- 2.56%
$246.31 - $287.91 $1.72K - $2.02K
266 $76.6M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-5
- 2.16%
$224.68 - $282.71 $1.12K - $1.41K
226 $63.1M
STX
Seagate Technology Holdings PLC

Technology
-114
- 27.21%
$142.01 - $236.06 $16.2K - $26.9K
305 $72M
ASML
Asml Holding Nv

Technology
-1
- 1.33%
$689.63 - $968.09 $690 - $968
74 $71.6M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-57
- 2.23%
$46.69 - $59.27 $2.66K - $3.38K
2.5K $133M
Nextracker Inc Class A Com
-7
- 1.05%
N/A
661 $48.9M
BX
Blackstone Inc.

Financial Services
-3
- 0.47%
$152.77 - $188.68 $458 - $566
636 $109M
NVDA
Nvidia Corp

Technology
-3
- 0.6%
$153.3 - $186.58 $460 - $560
496 $92.5M
CGDV
Capital Group Divid Value ETF

ETFs
-127
- 1.61%
$39.59 - $42.21 $5.03K - $5.36K
7.74K $325M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-601
- 4.23%
$74.73 - $80.82 $44.9K - $48.6K
13.6K $1.08B
GS
Goldman Sachs Group Inc

Financial Services
-6
- 2.44%
$696.56 - $806.32 $4.18K - $4.84K
240 $191M
RJF
Raymond James Financial Inc

Financial Services
-26
- 2.3%
$154.64 - $176.43 $4.02K - $4.59K
1.11K $191M
WELL
Welltower Inc.

Real Estate
-2
- 0.28%
$150.71 - $178.14 $301 - $356
722 $129M
MRK
Merck & Co., Inc.

Healthcare
-12
- 0.31%
$77.6 - $87.37 $931 - $1.05K
3.87K $325M
Ge Vernova Inc Com
-117
- 11.13%
N/A
934 $574M
FLEX
Flex Ltd.

Technology
-39
- 1.52%
$48.49 - $59.33 $1.89K - $2.31K
2.52K $146M
UBS
Ubs Group Ag

Financial Services
-8
- 0.3%
$33.77 - $42.38 $270 - $339
2.65K $109M
NEE
Nextera Energy Inc

Utilities
-36
- 0.97%
$69.77 - $77.54 $2.51K - $2.79K
3.69K $278M
SAN
Banco Santander, S.A.

Financial Services
-193
- 1.79%
$8.27 - $10.48 $1.6K - $2.02K
10.6K $111M
INTC
Intel Corp

Technology
-13
- 0.65%
$19.31 - $35.5 $251 - $462
1.98K $66.3M
Gsk PLC Sponsored Adr
-124
- 2.13%
N/A
5.7K $246M
TJX
Tjx Companies Inc

Consumer Cyclical
-43
- 3.1%
$121.35 - $144.54 $5.22K - $6.22K
1.35K $195M
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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