M.E. Allison & Co., Inc. has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $101 Billion distributed in 154 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Capital Group Divid Value ETF with a value of $4.09B, Spdr S&P 500 ETF Trust with a value of $3.57B, Capital Group Growth ETF Shs C with a value of $3.42B, Janus Detroit Str Tr Janus Hen with a value of $3.36B, and J P Morgan Exchange Traded Fd with a value of $2.79B.
Examining the 13F form we can see an increase of $10.4B in the current position value, from $90.7B to 101B.
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
$101 Billion
ETFs: $39.3 Billion
Technology: $10.2 Billion
Financial Services: $8.99 Billion
Healthcare: $7.29 Billion
Consumer Defensive: $7.29 Billion
Consumer Cyclical: $5.54 Billion
Communication Services: $5.46 Billion
Energy: $4.66 Billion
Other: $7.74 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions