Allen Investment Management, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 10, 2025), Allen Investment Management, LLC reported 199 stock positions worth $8.7 billion. Its top holding was Amazon.com (AMZN) at 8.1% of the portfolio, followed by Microsoft (MSFT, 7.1%) and Schwab (charles) (SCHW, 7.0%). Compared with Q3 2024, it opened 7 new positions, sold out of 23, added to 49 and reduced 56. The biggest buy was Apollo Global Management (APO, shares +2057%) and the biggest sale Danaher (DHR, shares −97%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001326234
- Portfolio Value
- $8.7B (Q4 2024)
- SEC Filing
- 0001214659-25-002274 ↗ filed Feb 10, 2025
Holdings Value
Holdings 199 stocks · $8.7B
| AMZN Amazon.com Inc. | 8.11% | 3,200,830 | $702.2M | Reduce -1.7% |
| MSFT Microsoft Corp. | 7.12% | 1,462,426 | $616.4M | Reduce -12.3% |
| SCHW Schwab (charles) Corp. | 7.04% | 8,237,414 | $609.7M | Reduce -3.0% |
| V Visa Inc. Class A | 6.73% | 1,844,512 | $582.9M | Reduce -8.3% |
| GOOG Alphabet Inc. Class C | 5.98% | 2,721,663 | $518.3M | Reduce -6.5% |
| UNH Unitedhealth Group Inc. | 5.65% | 966,550 | $488.9M | Reduce -3.1% |
| SPGI S&P Global Inc. | 5.25% | 913,362 | $454.9M | Reduce -2.2% |
| MCO Moody's Corp. | 5.08% | 929,016 | $439.8M | Reduce -5.3% |
| META Meta Platforms Inc. Class A | 4.47% | 660,607 | $386.8M | Add +43.5% |
| APO Apollo Global Management Inc. | 4.40% | 2,307,615 | $381.1M | Add +2056.8% |
| UBER Uber Technologies Inc. | 3.60% | 5,161,619 | $311.3M | Reduce -1.5% |
| VTI VG Morningstar TS MKT ETF-US | 2.03% | 605,951 | $175.6M | Add +1.7% |
| LOW Lowe's Cos Inc. | 1.99% | 699,683 | $172.7M | Reduce -13.8% |
| SBUX Starbucks Corp. | 1.73% | 1,646,221 | $150.2M | New |
| NOW ServiceNow Inc. | 1.72% | 140,164 | $148.6M | Add +7.4% |
| VOO Vanguard S&P 500 ETF | 1.55% | 249,158 | $134.2M | Add +2.1% |
| VEA Vanguard Ftse Developed ETF | 1.36% | 2,470,258 | $118.1M | Reduce -0.4% |
| AMLP Alerian MLP ETF | 1.30% | 2,339,907 | $112.7M | Add +26.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.00% | 147,616 | $86.5M | Add +9.3% |
| NVDA Nvidia Corp. | 0.89% | 577,016 | $77.5M | Add +5.2% |
| AAPL Apple Inc. | 0.80% | 275,623 | $69.0M | Reduce -4.9% |
| ITOT iShares Core S&P Total U.S. | 0.79% | 531,212 | $68.3M | No change |
| ARCC Ares Capital Corp. | 0.69% | 2,744,273 | $60.1M | Add +31.2% |
| COIN Coinbase Global Inc. Class A | 0.67% | 232,393 | $57.7M | Reduce -22.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.65% | 110,731 | $56.6M | Add +73.8% |
| WDAY Workday Inc. Class A | 0.65% | 218,964 | $56.5M | Add +21.9% |
| GBDC Golub Capital BDC Inc. | 0.65% | 3,694,676 | $56.0M | Add +37.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.63% | 120,994 | $54.8M | Reduce -24.1% |
| AVGO Broadcom Inc. | 0.63% | 233,467 | $54.1M | Add +53.9% |
| MELI MercadoLibre Inc. | 0.60% | 30,690 | $52.2M | Add +32.9% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.60% | 152,422 | $52.2M | Add +32.9% |
| SHOP Shopify Inc. Class A | 0.53% | 435,680 | $46.3M | Add +37.6% |
| GLD SPDR Gold Shares | 0.53% | 189,199 | $45.8M | Add +95.9% |
| NET Cloudflare Inc. Class A | 0.52% | 414,733 | $44.7M | Add +13.7% |
| JPM JPMorgan Chase & Co. | 0.43% | 156,216 | $37.4M | Reduce -7.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.43% | 479,013 | $37.4M | Add +59.1% |
| ASML ASML Holding NV-NY Reg SHS | 0.43% | 53,302 | $36.9M | Add +32.4% |
| PANW Palo Alto Networks Inc. | 0.42% | 200,547 | $36.5M | Reduce -3.4% |
| SNOW Snowflake Inc. | 0.42% | 234,947 | $36.3M | No change |
| VCIT Vanguard Int-Term Corporate | 0.39% | 424,494 | $34.1M | Add +52.7% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.37% | 639,311 | $32.0M | No change |
| XLE SS Energy Select Sector | 0.35% | 352,378 | $30.2M | Add +126.2% |
| BX Blackstone Inc. | 0.34% | 171,209 | $29.5M | Add +340.3% |
| VXUS Vanguard Total Intl Stock | 0.33% | 486,101 | $28.6M | Reduce -2.9% |
| KKR KKR & Co. Inc. | 0.33% | 190,924 | $28.2M | Add +579.4% |
| MA Mastercard Inc. Class A | 0.32% | 52,039 | $27.4M | Reduce -45.6% |
| HUBS HubSpot Inc. | 0.31% | 38,921 | $27.1M | Add +50.1% |
| IWB iShares Russell 1000 ETF | 0.31% | 82,310 | $26.5M | Reduce -0.1% |
| IXUS iShares Core Intl Stock ETF | 0.31% | 399,573 | $26.4M | No change |
| MDB Mongodb Inc. | 0.30% | 112,956 | $26.3M | Reduce -5.8% |
| W Wayfair Inc. Class A | 0.30% | 587,500 | $26.0M | Reduce -5.9% |
| DUOL Duolingo | 0.29% | 78,507 | $25.5M | No change |
| DDOG Datadog Inc. Class A | 0.29% | 177,515 | $25.4M | Add +38.0% |
| TSLX Sixth Street Specialty Lendi | 0.28% | 1,153,581 | $24.6M | Add +35.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.28% | 340,959 | $24.0M | No change |
| JNJ Johnson & Johnson | 0.27% | 160,757 | $23.2M | Reduce -5.2% |
| NFLX Netflix Inc. | 0.26% | 25,287 | $22.5M | Reduce -67.9% |
| MMYT Makemytrip Ltd. | 0.25% | 196,432 | $22.1M | Add +36.2% |
| GOOGL Alphabet Inc. Class A | 0.24% | 111,776 | $21.2M | Reduce -0.9% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.23% | 1,949,151 | $20.2M | Reduce -4.8% |
| GEV GE Vernova Inc. | 0.23% | 60,657 | $20.0M | Add +61.2% |
| CPNG Coupang Inc. | 0.23% | 899,733 | $19.8M | Add +36.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.21% | 92,623 | $18.3M | Add +38.3% |
| ACWI iShares MSCI Acwi ETF | 0.21% | 151,371 | $17.8M | Add +35.1% |
| WMT Walmart Inc. | 0.20% | 193,627 | $17.5M | Add +0.1% |
| SNAP Snap Inc. Class A | 0.19% | 1,531,370 | $16.5M | New |
| KO The Coca-Cola Co. | 0.18% | 249,500 | $15.5M | Reduce -0.6% |
| VGSH Vanguard Short-Term Treasury | 0.18% | 263,591 | $15.3M | No change |
| EFA iShares MSCI Eafe ETF | 0.17% | 195,838 | $14.8M | Reduce -0.5% |
| HD Home Depot Inc. | 0.14% | 31,067 | $12.1M | Reduce -3.1% |
| IWV iShares Russell 3000 ETF | 0.14% | 35,325 | $11.8M | Reduce -0.2% |
| VT Vanguard Tot World STK ETF | 0.13% | 95,173 | $11.2M | Reduce -16.0% |
| PG The Procter & Gamble Co. | 0.13% | 65,679 | $11.0M | Reduce -7.1% |
| PLTR Palantir Technologies Inc. Class A | 0.12% | 137,231 | $10.4M | Reduce -35.8% |
| PWR Quanta Services Inc. | 0.12% | 32,000 | $10.1M | No change |
| IWF iShares Russell 1000 Growth | 0.12% | 25,154 | $10.1M | No change |
| BXSL Blackstone Secured Lending F | 0.12% | 311,869 | $10.1M | Add +32.3% |
| DVY iShares Select Dividend ETF | 0.11% | 72,973 | $9.6M | No change |
| CARG Cargurus Inc. | 0.11% | 257,827 | $9.4M | No change |
| DHR Danaher Corp. | 0.11% | 39,814 | $9.1M | Reduce -97.0% |
| GD General Dynamics Corp. | 0.10% | 33,954 | $8.9M | No change |
| VIG Vanguard Dividend Apprec ETF | 0.09% | 40,746 | $8.0M | Reduce -5.3% |
| VFH Vanguard Financials ETF | 0.09% | 64,172 | $7.6M | Add +45.5% |
| IJR iShares Core S&P Small-Cap E | 0.08% | 62,583 | $7.2M | No change |
| AFRM Affirm Holdings Inc. | 0.08% | 116,683 | $7.1M | Reduce -27.6% |
| CART Maplebear Inc. | 0.08% | 171,126 | $7.1M | Add +100.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.08% | 10 | $6.8M | No change |
| AUR Aurora Innovation Inc. | 0.07% | 1,022,165 | $6.4M | Add +5.1% |
| CP Canadian Pacific Kansas City | 0.07% | 86,171 | $6.2M | Reduce -86.0% |
| SPSB SS SPDR P St C Corp. ETF | 0.07% | 204,584 | $6.1M | No change |
| MCD McDonald's Corp. | 0.06% | 19,230 | $5.6M | Reduce -1.7% |
| MDLZ Mondelez International Inc. Class A | 0.06% | 88,947 | $5.3M | Reduce -5.3% |
| LLY Eli Lilly & Co. | 0.06% | 6,532 | $5.0M | Add +0.7% |
| RSP Invesco S&P 500 Equal Weight | 0.05% | 26,816 | $4.7M | New |
| APP AppLovin Corp. Class A | 0.05% | 14,130 | $4.6M | No change |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | 0.05% | 47,825 | $4.3M | New |
| ABNB Airbnb Inc. Class A | 0.05% | 30,538 | $4.0M | No change |
| SYY Sysco Corp. | 0.04% | 49,077 | $3.8M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.04% | 15,000 | $3.3M | No change |
| HDV iShares Core High Dividend E | 0.04% | 29,195 | $3.3M | No change |
Portfolio Sells Q3 2024 → Q4 2024
| DHR Danaher Corp. | Reduce -97.0% | 0.11% | −4.32 |
| MSFT Microsoft Corp. | Reduce -12.3% | 7.12% | −1.41 |
| SLB SLB Ltd. | Sold out | 0.00% | −1.31 |
| UNH Unitedhealth Group Inc. | Reduce -3.1% | 5.65% | −1.28 |
| UBER Uber Technologies Inc. | Reduce -1.5% | 3.60% | −1.08 |
| LOW Lowe's Cos Inc. | Reduce -13.8% | 1.99% | −0.62 |
| CP Canadian Pacific Kansas City | Reduce -86.0% | 0.07% | −0.55 |
| SPGI S&P Global Inc. | Reduce -2.2% | 5.25% | −0.48 |
| MCO Moody's Corp. | Reduce -5.3% | 5.08% | −0.45 |
| NFLX Netflix Inc. | Reduce -67.9% | 0.26% | −0.40 |
| CRM Salesforce Inc. | Reduce -94.2% | 0.03% | −0.37 |
| ANET Arista Networks Inc. | Sold out | 0.00% | −0.30 |
| MA Mastercard Inc. Class A | Reduce -45.6% | 0.32% | −0.24 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -24.1% | 0.63% | −0.24 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.4% | 1.36% | −0.19 |
| W Wayfair Inc. Class A | Reduce -5.9% | 0.30% | −0.12 |
| NU Nu Holdings Ltd./Cayman Isl-A | Reduce -4.8% | 0.23% | −0.10 |
| MDB Mongodb Inc. | Reduce -5.8% | 0.30% | −0.08 |
| JNJ Johnson & Johnson | Reduce -5.2% | 0.27% | −0.06 |
| VXUS Vanguard Total Intl Stock | Reduce -2.9% | 0.33% | −0.05 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.04 |
| KO The Coca-Cola Co. | Reduce -0.6% | 0.18% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -64.6% | 0.01% | −0.03 |
| VT Vanguard Tot World STK ETF | Reduce -16.0% | 0.13% | −0.03 |
| GS Goldman Sachs Group Inc. | Sold out | 0.00% | −0.02 |
| EFA iShares MSCI Eafe ETF | Reduce -0.5% | 0.17% | −0.02 |
| MDLZ Mondelez International Inc. Class A | Reduce -5.3% | 0.06% | −0.02 |
| BABA Alibaba Group Holding-SP ADR | Reduce -74.4% | 0.01% | −0.02 |
| AMGN Amgen Inc. | Sold out | 0.00% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -7.1% | 0.13% | −0.02 |
| VWO Vanguard Ftse Emerging Marke | Reduce -43.2% | 0.02% | −0.02 |
| HD Home Depot Inc. | Reduce -3.1% | 0.14% | −0.01 |
| SAP Sap SE-Sponsored ADR | Sold out | 0.00% | −0.01 |
| HON Honeywell International Inc. | Reduce -73.6% | 0.00% | −0.01 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.01 |
| SMAR Smartsheet Inc. Class A | Sold out | 0.00% | −0.01 |
| ALC Alcon Inc. | Sold out | 0.00% | −0.01 |
| HSY The Hershey Co. | Reduce -61.4% | 0.00% | −0.01 |
| TMO Thermo Fisher Scientific Inc. | Reduce -63.5% | 0.00% | −0.01 |
| CSCO Cisco Systems Inc. | Sold out | 0.00% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -5.3% | 0.09% | −0.01 |
| AWK American Water Works Co. Inc. | Sold out | 0.00% | −0.01 |
| EMR Emerson Electric Co. | Sold out | 0.00% | −0.01 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.01 |
| KMB Kimberly-Clark Corp. | Sold out | 0.00% | −0.01 |
| AFL Aflac Inc. | Sold out | 0.00% | −0.01 |
| ABT Abbott Laboratories | Reduce -31.4% | 0.02% | −0.01 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.01 |
| MCD McDonald's Corp. | Reduce -1.7% | 0.06% | −0.01 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| APO Apollo Global Management Inc. | Add +2056.8% | 4.40% | +4.24 |
| SBUX Starbucks Corp. | New | 1.73% | +1.73 |
| META Meta Platforms Inc. Class A | Add +43.5% | 4.47% | +1.33 |
| NOW ServiceNow Inc. | Add +7.4% | 1.72% | +0.33 |
| AVGO Broadcom Inc. | Add +53.9% | 0.63% | +0.31 |
| QQQ Invesco QQQ Trust Series 1 | Add +73.8% | 0.65% | +0.28 |
| KKR KKR & Co. Inc. | Add +579.4% | 0.33% | +0.28 |
| BX Blackstone Inc. | Add +340.3% | 0.34% | +0.27 |
| AMLP Alerian MLP ETF | Add +26.8% | 1.30% | +0.27 |
| GLD SPDR Gold Shares | Add +95.9% | 0.53% | +0.25 |
| SHOP Shopify Inc. Class A | Add +37.6% | 0.53% | +0.23 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +32.9% | 0.60% | +0.22 |
| SNAP Snap Inc. Class A | New | 0.19% | +0.19 |
| XLE SS Energy Select Sector | Add +126.2% | 0.35% | +0.19 |
| ARCC Ares Capital Corp. | Add +31.2% | 0.69% | +0.17 |
| GBDC Golub Capital BDC Inc. | Add +37.8% | 0.65% | +0.17 |
| NET Cloudflare Inc. Class A | Add +13.7% | 0.52% | +0.16 |
| HUBS HubSpot Inc. | Add +50.1% | 0.31% | +0.15 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +59.1% | 0.43% | +0.15 |
| WDAY Workday Inc. Class A | Add +21.9% | 0.65% | +0.13 |
| DDOG Datadog Inc. Class A | Add +38.0% | 0.29% | +0.12 |
| VCIT Vanguard Int-Term Corporate | Add +52.7% | 0.39% | +0.12 |
| GEV GE Vernova Inc. | Add +61.2% | 0.23% | +0.12 |
| NVDA Nvidia Corp. | Add +5.2% | 0.89% | +0.10 |
| MMYT Makemytrip Ltd. | Add +36.2% | 0.25% | +0.10 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +9.3% | 1.00% | +0.08 |
| TSLX Sixth Street Specialty Lendi | Add +35.4% | 0.28% | +0.08 |
| TSM Taiwan Semiconductor-SP ADR | Add +38.3% | 0.21% | +0.07 |
| RSP Invesco S&P 500 Equal Weight | New | 0.05% | +0.05 |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | New | 0.05% | +0.05 |
| ACWI iShares MSCI Acwi ETF | Add +35.1% | 0.21% | +0.05 |
| CART Maplebear Inc. | Add +100.0% | 0.08% | +0.04 |
| MELI MercadoLibre Inc. | Add +32.9% | 0.60% | +0.04 |
| CPNG Coupang Inc. | Add +36.1% | 0.23% | +0.04 |
| BXSL Blackstone Secured Lending F | Add +32.3% | 0.12% | +0.03 |
| QQQM Invesco Nasdaq 100 ETF | New | 0.03% | +0.03 |
| VFH Vanguard Financials ETF | Add +45.5% | 0.09% | +0.03 |
| ASML ASML Holding NV-NY Reg SHS | Add +32.4% | 0.43% | +0.03 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.7% | 2.03% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +2.1% | 1.55% | +0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +331.3% | 0.03% | +0.02 |
| WMT Walmart Inc. | Add +0.1% | 0.20% | +0.02 |
| ALAB Astera Labs Inc. | Add +10.7% | 0.01% | +0.01 |
| AUR Aurora Innovation Inc. | Add +5.1% | 0.07% | +0.01 |
| ACWX iShares MSCI Acwi Ex US ETF | Add +36.1% | 0.02% | +0.00 |
| HSII Heidrick & Struggles Intl | Add +66.7% | 0.01% | +0.00 |
| UI Ubiquiti Inc. | New | 0.00% | +0.00 |
| IJJ iShares S&P Mid-Cap 400 Valu | New | 0.00% | +0.00 |
| PCOR Procore Technologies Inc. | Add +41.4% | 0.00% | +0.00 |
| INTU Intuit Inc. | Add +7.4% | 0.02% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 227 | $8.4B | AMZN, GOOG, UNH, MSFT, META |
| Q1 2026 | 221 | $8.1B | AMZN, SCHW, MSFT, META, GOOG |
| Q4 2025 | 220 | $9.0B | AMZN, MSFT, SCHW, META, V |
| Q3 2025 | 202 | $9.0B | MSFT, AMZN, SCHW, META, V |
| Q2 2025 | 199 | $9.2B | SCHW, MSFT, AMZN, META, V |
| Q1 2025 | 199 | $8.6B | V, SCHW, AMZN, MSFT, UNH |
| Q4 2024 | 199 | $8.7B | AMZN, MSFT, SCHW, V, GOOG |
| Q3 2024 | 215 | $8.4B | MSFT, AMZN, UNH, V, SCHW |
| Q2 2024 | 215 | $8.2B | MSFT, SCHW, AMZN, GOOG, V |
| Q1 2024 | 207 | $8.0B | MSFT, SCHW, AMZN, GOOG, V |