M.E. Allison & Co., Inc. has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $124 Billion distributed in 171 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Capital Group Growth ETF Shs C with a value of $5.44B, Capital Group Divid Value ETF with a value of $4.96B, Spdr S&P 500 ETF Trust with a value of $3.98B, Microsoft Corp with a value of $3.8B, and J P Morgan Exchange Traded Fd with a value of $3.48B.
Examining the 13F form we can see an increase of $23.3B in the current position value, from $101B to 124B.
M.E. Allison & Co., Inc. is based out at San Antonio, TX
Below you can find more details about M.E. Allison & Co., Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$124 Billion
ETFs: $47.8 Billion
Technology: $15.6 Billion
Financial Services: $9.49 Billion
Communication Services: $7.98 Billion
Healthcare: $7.26 Billion
Consumer Defensive: $6.99 Billion
Consumer Cyclical: $6.46 Billion
Energy: $6.05 Billion
Other: $10.1 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
