Bruce G. Allen Investments, LLC Portfolio Holdings

Bruce G. Allen Investments, LLC

  • $140 Billion
  • Q3 2025

Bruce G. Allen Investments, LLC has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $140 Billion distributed in 1080 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Msci Eafe Value ETF with a value of $22.1B, Vanguard Value ETF with a value of $14.3B, Schwab Fundamental Intl Large with a value of $9.92B, Schwab Fundamental U S Large C with a value of $9.31B, and Schwab Strategic Tr Us Dividen with a value of $8.16B.

Examining the 13F form we can see an increase of $7.69B in the current position value, from $132B to 140B.

Bruce G. Allen Investments, LLC is based out at Denver, CO

Below you can find more details about Bruce G. Allen Investments, LLC portfolio as well as his latest detailed transactions.

Portfolio value $140 Billion
ETFs: $86.8 Billion
Financial Services: $15.2 Billion
Technology: $7.25 Billion
Industrials: $5.54 Billion
Healthcare: $5.27 Billion
Consumer Defensive: $4.13 Billion
Energy: $3.03 Billion
Consumer Cyclical: $2.96 Billion
Other: $6.97 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Nextracker Inc Class A Com
-
$48.9 Million 0.04% of portfolio
-
Q3 2025 Reduced 1.05%
$55.7B
$50.4 Million 0.04% of portfolio
331
Q3 2025 Reduced 0.9%
$11.5B
$50.8 Million 0.04% of portfolio
200
Q3 2025 Reduced 1.96%
$161B
$59.3 Million 0.04% of portfolio
55
Q3 2025 New
$1.74T
$59.2 Million 0.04% of portfolio
243
Q3 2025 Added 4.74%
$14.5B
$51 Million 0.04% of portfolio
171
Q3 2025 Reduced 29.05%
$76.1B
$61 Million 0.04% of portfolio
2,502
Q3 2025 Added 17.58%
$418B
$54 Million 0.04% of portfolio
302
Q3 2025 Added 26.36%
$7.3B
$49.6 Million 0.04% of portfolio
1,166
Q4 2024 Added 3.28%
$5.54B
$56.1 Million 0.04% of portfolio
321
Q3 2025 Reduced 1.83%
Lam Research Corp Com New
-
$56.4 Million 0.04% of portfolio
-
Q2 2025 Added 207.3%
$104B
$53.1 Million 0.04% of portfolio
804
Q3 2025 Reduced 0.99%
$23.9B
$53.2 Million 0.04% of portfolio
-
Q3 2025 Added 3.02%
$148B
$55.6 Million 0.04% of portfolio
696
Q3 2025 Reduced 4.26%
$35B
$59.9 Million 0.04% of portfolio
523
Q3 2025 Reduced 1.13%
$20.5B
$45.4 Million 0.03% of portfolio
547
Q3 2025 Reduced 0.73%
$41.3B
$41.1 Million 0.03% of portfolio
493
Q2 2025 Reduced 10.2%
$8.25B
$36.5 Million 0.03% of portfolio
1,194
Q3 2025 Added 6.13%
$136B
$35.4 Million 0.03% of portfolio
83
Q2 2025 Added 3.75%
$23.5B
$38.7 Million 0.03% of portfolio
66
Q3 2025 Reduced 5.71%
$31.2B
$43 Million 0.03% of portfolio
615
Q2 2025 Reduced 0.65%
$17.7B
$44.4 Million 0.03% of portfolio
166
Q3 2025 Reduced 0.6%
$42.9B
$39.3 Million 0.03% of portfolio
339
Q3 2025 Reduced 1.17%
$68.9B
$43.2 Million 0.03% of portfolio
183
Q3 2025 Added 4.57%
Te Connectivity PLC Ord Shs
-
$35.1 Million 0.03% of portfolio
-
Q1 2025 Reduced 11.11%
$44.1B
$37.7 Million 0.03% of portfolio
468
Q2 2025 Reduced 0.85%
$109B
$47.3 Million 0.03% of portfolio
1,564
Q2 2025 Reduced 4.81%
$38.4B
$35 Million 0.03% of portfolio
112
Q1 2025 Reduced 15.15%
$128B
$36.8 Million 0.03% of portfolio
1,911
Q3 2025 Added 5.99%
$13.4B
$47.4 Million 0.03% of portfolio
674
Q3 2025 Reduced 0.74%
$59.8B
$36.2 Million 0.03% of portfolio
193
Q2 2025 Added 6.63%
$38.4B
$43.2 Million 0.03% of portfolio
1,694
Q3 2025 Reduced 1.74%
$4.74B
$41.7 Million 0.03% of portfolio
1,467
Q3 2025 Added 0.07%
$74.9B
$38.6 Million 0.03% of portfolio
5,257
Q2 2025 Reduced 6.01%
$100B
$44.2 Million 0.03% of portfolio
725
Q3 2025 Reduced 0.68%
$6.17B
$40.3 Million 0.03% of portfolio
3,044
Q3 2025 Added 22.89%
$13.7B
$42.1 Million 0.03% of portfolio
1,598
Q3 2025 Added 0.95%
$37.9B
$43.6 Million 0.03% of portfolio
530
Q3 2025 Reduced 1.3%
$0
$46 Million 0.03% of portfolio
457
Q3 2025 Reduced 73.9%
$9.13B
$45.9 Million 0.03% of portfolio
320
Q3 2025 Added 4,471.43%
$6.81B
$45.4 Million 0.03% of portfolio
484
Q3 2025 Reduced 1.22%
$0
$43.6 Million 0.03% of portfolio
1,639
Q1 2025 New
$55.4B
$38.8 Million 0.03% of portfolio
127
Q2 2025 Reduced 44.3%
$86B
$44.4 Million 0.03% of portfolio
2,149
Q2 2025 Added 3.67%
$22.2B
$38.6 Million 0.03% of portfolio
5,312
Q3 2025 Reduced 1.67%
$16.9B
$47.2 Million 0.03% of portfolio
526
Q2 2025 Reduced 0.57%
$96.7B
$39.2 Million 0.03% of portfolio
776
Q3 2025 Added 5.72%
$78.9B
$37.4 Million 0.03% of portfolio
468
Q3 2025 Reduced 1.47%
$89.3B
$44.8 Million 0.03% of portfolio
6,683
Q3 2025 Reduced 1.07%

Summary

  • Portfolio
  • No. of Stocks 1,080
  • Current Value $140 Billion
  • Prior Value $132 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 30, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 36 stocks
  • Additional Purchases 190 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 322 stocks
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