Bruce G. Allen Investments, LLC Sells in Q2 2025

Bruce G. Allen Investments, LLC

  • $132 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-9
- 81.82%
$328.01 - $475.68 $2.95K - $4.28K
2 $936K
LPLA
Lpl Financial Holdings Inc.

Financial Services
-10
- 71.43%
$283.31 - $388.96 $2.83K - $3.89K
4 $1.5M
PSO
Pearson PLC

Communication Services
-174
- 41.13%
$14.41 - $16.64 $2.51K - $2.9K
249 $3.72M
SU
Suncor Energy Inc

Energy
-51
- 5.94%
$31.54 - $41.04 $1.61K - $2.09K
808 $30.3M
LUV
Southwest Airlines CO

Industrials
-84
- 42.21%
$24.04 - $34.36 $2.02K - $2.89K
115 $3.73M
IEX
Idex Corp

Industrials
-15
- 35.71%
$160.66 - $191.29 $2.41K - $2.87K
27 $4.74M
BSX
Boston Scientific Corp

Healthcare
-44
- 15.38%
$89.7 - $107.41 $3.95K - $4.73K
242 $26M
EQIX
Equinix Inc

Real Estate
-1
- 0.97%
$740.07 - $914.43 $740 - $914
102 $81.1M
AIG
American International Group, Inc.

Financial Services
-24
- 4.15%
$77.56 - $87.72 $1.86K - $2.11K
555 $47.5M
PHM
Pultegroup Inc

Consumer Cyclical
-28
- 58.33%
$92.02 - $106.54 $2.58K - $2.98K
20 $2.11M
Lineage Inc Com
-34
- 40.48%
N/A
50 $2.18M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-26
- 1.1%
$63.54 - $68.5 $1.65K - $1.78K
2.34K $158M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-5
- 41.67%
$421.16 - $509.5 $2.11K - $2.55K
7 $3.12M
PSA
Public Storage

Real Estate
-8
- 14.29%
$266.31 - $309.77 $2.13K - $2.48K
48 $14.1M
AOS
Smith A O Corp

Industrials
-39
- 84.78%
$59.63 - $70.52 $2.33K - $2.75K
7 $459K
KEY
Keycorp

Financial Services
-198
- 30.09%
$13.23 - $17.42 $2.62K - $3.45K
460 $8.01M
CG
Carlyle Group Inc.

Financial Services
-75
- 38.46%
$34.78 - $51.4 $2.61K - $3.86K
120 $6.17M
ARES
Ares Management Corp

Financial Services
-54
- 20.38%
$118.04 - $175.83 $6.37K - $9.49K
211 $36.5M
DAL
Delta Air Lines, Inc.

Industrials
-61
- 48.8%
$35.88 - $52.99 $2.19K - $3.23K
64 $3.15M
WEX
Wex Inc.

Technology
-14
- 77.78%
$113.47 - $161.8 $1.59K - $2.27K
4 $588K
BLDR
Builders First Source, Inc.

Industrials
-17
- 56.67%
$105.63 - $131.12 $1.8K - $2.23K
13 $1.52M
VFC
V F Corp

Consumer Cyclical
-139
- 88.54%
$9.74 - $16.39 $1.35K - $2.28K
18 $212K
WTRG
Essential Utilities, Inc.

Utilities
-35
- 9.36%
$36.92 - $41.39 $1.29K - $1.45K
339 $12.6M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-13
- 39.39%
$201.28 - $266.34 $2.62K - $3.46K
20 $5.33M
STLA
Stellantis N.V.

Consumer Cyclical
-116
- 13.65%
$8.53 - $11.27 $989 - $1.31K
734 $7.36M
TS
Tenaris Sa

Energy
-40
- 11.24%
$30.71 - $39.46 $1.23K - $1.58K
316 $11.8M
IAU
Ishares Gold Trust

ETFs
-155
- 6.95%
$56.1 - $64.74 $8.7K - $10K
2.08K $129M
OXY
Occidental Petroleum Corp

Energy
-30
- 27.78%
$36.11 - $49.33 $1.08K - $1.48K
78 $3.28M
CCI
Crown Castle International Corp

Real Estate
-13
- 3.28%
$94.83 - $107.06 $1.23K - $1.39K
383 $39.3M
A
Agilent Technologies, Inc.

Healthcare
-22
- 3.36%
$99.29 - $120.52 $2.18K - $2.65K
632 $74.6M
TTC
Toro CO

Industrials
-26
- 70.27%
$63.51 - $77.8 $1.65K - $2.02K
11 $777K
BCE
Bce Inc

Communication Services
-78
- 39.2%
$20.87 - $22.95 $1.63K - $1.79K
121 $2.68M
PCH
Potlatchdeltic Corp

Real Estate
-13
- 6.53%
$37.16 - $44.86 $483 - $583
186 $7.14M
Canadian Pacific Kansas City Com
-27
- 81.82%
N/A
6 $476K
JNPR
Juniper Networks Inc

Technology
-83
- 20.85%
$33.93 - $39.93 $2.82K - $3.31K
315 $12.6M
IWD
Ishares Russell 1000 Val ETF

ETFs
-244
- 3.25%
$166.82 - $194.23 $40.7K - $47.4K
7.25K $1.41B
MPC
Marathon Petroleum Corp

Energy
-33
- 18.13%
$118.55 - $170.08 $3.91K - $5.61K
149 $24.8M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
-24
- 42.86%
N/A
32 $1.65M
JKHY
Henry Jack & Associates Inc

Technology
-9
- 29.03%
$163.54 - $186.02 $1.47K - $1.67K
22 $3.96M
LSCC
Lattice Semiconductor Corp

Technology
-30
- 88.24%
$37.84 - $56.0 $1.14K - $1.68K
4 $196K
FDS
Factset Research Systems Inc

Financial Services
-1
- 0.65%
$398.85 - $473.32 $399 - $473
152 $68M
PII
Polaris Inc.

Consumer Cyclical
-38
- 66.67%
$31.97 - $42.61 $1.21K - $1.62K
19 $772K
XEL
Xcel Energy Inc

Utilities
-4
- 0.85%
$65.65 - $72.39 $263 - $290
468 $31.9M
CHD
Church & Dwight CO Inc

Consumer Defensive
-5
- 6.85%
$91.57 - $110.76 $458 - $554
68 $6.54M
CDAY
Ceridian Hcm Holding Inc.

Technology
-25
- 86.21%
N/A
4 $222K
WELL
Welltower Inc.

Real Estate
-12
- 1.63%
$136.49 - $155.22 $1.64K - $1.86K
724 $111M
CRI
Carters Inc

Consumer Cyclical
-29
- 54.72%
$29.83 - $42.12 $865 - $1.22K
24 $723K
FHB
First Hawaiian, Inc.

Financial Services
-57
- 76.0%
$21.14 - $24.96 $1.2K - $1.42K
18 $449K
POOL
Pool Corp

Industrials
-3
- 16.67%
$285.0 - $325.66 $855 - $977
15 $4.37M
Activity Summary
Buys All Purchases 384 New Holdings 61 Increased Positions 323 Sells All Sells 393 Reductions 393 Sold out 0 Options Calls 0 Puts 0
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