Titelia

Holdings of Allen Investment Management, LLC

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Net assets
-
Positions
209 in 3 countries
Top ten
47.3 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
201Humana Inc 1,408244.1K $
202Thermo Fisher Scientific Inc 471231.5K $
203Casey's General Stores Inc 315229.3K $
204Amphenol Corp 1,800227.4K $
205Vanguard Ultra Short Bond ETF 4,488223.4K $
206Vanguard Mid-Cap ETF 775222.6K $
207EPAM Systems Inc 1,610218K $
208iShares Trust 1,836217.5K $
209iShares S&P Mid-Cap 400 Value ETF 1,612213.6K $

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Sector breakdown

  • Financials 23.5 %
  • Technology 15.8 %
  • Communication 9.8 %
  • Consumer discretionary 8.3 %
  • Industrials 8.2 %
  • Health care 4.3 %
  • Funds 3.3 %
  • Consumer staples 0.9 %
  • Energy 0.1 %
  • Unattributed 25.9 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 97.5 %
  • Taiwan 1.4 %
  • Netherlands 1.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States2077.7B $97.51 %
2Taiwan1113.9M $1.44 %
3Netherlands183M $1.05 %
Cite this page

Titelia. "Holdings of Allen Investment Management, LLC". https://titelia.com/en/funds/US13F1326234