Allen Investment Management, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 10, 2026), Allen Investment Management, LLC reported 220 stock positions worth $9.0 billion. Its top holding was Amazon.com (AMZN) at 7.0% of the portfolio, followed by Microsoft (MSFT, 6.5%) and Schwab (charles) (SCHW, 6.2%). Compared with Q3 2025, it opened 31 new positions, sold out of 13, added to 69 and reduced 42. The biggest buy was Boeing (BA, shares +60%) and the biggest sale Uber Technologies (UBER, shares −61%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001326234
- Portfolio Value
- $9.0B (Q4 2025)
- SEC Filing
- 0001214659-26-001416 ↗ filed Feb 10, 2026
Holdings Value
Holdings 220 stocks · $9.0B
| AMZN Amazon.com Inc. | 7.04% | 2,754,340 | $635.8M | Reduce -1.7% |
| MSFT Microsoft Corp. | 6.53% | 1,218,503 | $589.3M | Reduce -4.4% |
| SCHW Schwab (charles) Corp. | 6.18% | 5,584,229 | $557.9M | Reduce -4.5% |
| META Meta Platforms Inc. Class A | 5.41% | 739,659 | $488.2M | Add +8.3% |
| V Visa Inc. Class A | 4.39% | 1,129,646 | $396.2M | Reduce -3.4% |
| UNH Unitedhealth Group Inc. | 4.21% | 1,151,090 | $380.0M | Add +13.1% |
| SPGI S&P Global Inc. | 4.08% | 704,692 | $368.3M | Reduce -4.5% |
| MCO Moody's Corp. | 4.07% | 719,920 | $367.8M | Reduce -1.2% |
| APO Apollo Global Management Inc. | 3.88% | 2,418,178 | $350.1M | Reduce -7.0% |
| GOOG Alphabet Inc. Class C | 3.52% | 1,012,210 | $317.6M | Reduce -4.9% |
| GEV GE Vernova Inc. | 2.89% | 399,521 | $261.1M | Add +1.0% |
| BA The Boeing Co. | 2.33% | 968,500 | $210.3M | Add +59.7% |
| VTI VG Morningstar TS MKT ETF-US | 2.22% | 598,163 | $200.5M | Reduce -1.7% |
| GLD SPDR Gold Shares | 2.11% | 479,794 | $190.1M | Add +7.5% |
| QQQ Invesco QQQ Trust Series 1 | 2.02% | 296,141 | $181.9M | Add +10.0% |
| AMLP Alerian MLP ETF | 1.95% | 3,751,091 | $176.4M | Add +7.1% |
| VOO Vanguard S&P 500 ETF | 1.80% | 258,455 | $162.1M | Add +0.3% |
| NVDA Nvidia Corp. | 1.62% | 785,002 | $146.4M | Reduce -0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.39% | 183,808 | $125.3M | Add +12.8% |
| AVGO Broadcom Inc. | 1.38% | 359,340 | $124.4M | Add +2.6% |
| NOW ServiceNow Inc. | 1.34% | 790,892 | $121.2M | Add +19.4% |
| SHOP Shopify Inc. Class A | 1.22% | 686,988 | $110.5M | Reduce -5.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.10% | 211,432 | $99.1M | Add +0.2% |
| XLE SS Energy Select Sector | 1.06% | 2,130,644 | $95.3M | Add +8.2% |
| NET Cloudflare Inc. Class A | 1.01% | 463,917 | $91.5M | Reduce -11.9% |
| MELI MercadoLibre Inc. | 0.98% | 43,702 | $88.0M | Add +0.1% |
| AAPL Apple Inc. | 0.95% | 314,949 | $85.6M | Add +4.4% |
| VEA Vanguard Ftse Developed ETF | 0.93% | 1,340,479 | $83.7M | Add +2.8% |
| ASML ASML Holding NV-NY Reg SHS | 0.90% | 76,321 | $81.7M | Reduce -11.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.90% | 268,160 | $81.5M | Add +28.5% |
| W Wayfair Inc. Class A | 0.83% | 749,250 | $75.2M | Add +32.3% |
| UBER Uber Technologies Inc. | 0.82% | 904,100 | $73.9M | Reduce -61.0% |
| ITOT iShares Core S&P Total U.S. | 0.81% | 489,107 | $72.7M | Reduce -6.9% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.76% | 4,111,637 | $68.8M | Add +1.9% |
| VXUS Vanguard Total Intl Stock | 0.72% | 864,310 | $65.2M | Add +47.0% |
| ARCC Ares Capital Corp. | 0.69% | 3,086,449 | $62.4M | Reduce -1.6% |
| GBDC Golub Capital BDC Inc. | 0.61% | 4,069,890 | $55.2M | Reduce -2.5% |
| JPM JPMorgan Chase & Co. | 0.56% | 157,147 | $50.6M | Add +0.4% |
| BX Blackstone Inc. | 0.54% | 315,988 | $48.7M | Reduce -2.7% |
| CPNG Coupang Inc. | 0.49% | 1,888,149 | $44.5M | Reduce -5.3% |
| IBIT iShares Bitcoin Trust ETF | 0.49% | 895,936 | $44.5M | Add +12.7% |
| SNOW Snowflake Inc. | 0.46% | 191,020 | $41.9M | Reduce -18.7% |
| AMD Advanced Micro Devices | 0.44% | 186,536 | $39.9M | Add +1.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.44% | 494,036 | $39.4M | Add +3.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.41% | 72,831 | $36.6M | Reduce -20.2% |
| VCIT Vanguard Int-Term Corporate | 0.40% | 430,914 | $36.1M | Add +2.6% |
| PANW Palo Alto Networks Inc. | 0.38% | 184,801 | $34.1M | Add +0.3% |
| COIN Coinbase Global Inc. Class A | 0.38% | 149,921 | $33.9M | Reduce -31.3% |
| TSLX Sixth Street Specialty Lendi | 0.38% | 1,560,247 | $33.9M | Add +0.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.38% | 673,326 | $33.9M | Add +8.1% |
| IXUS iShares Core Intl Stock ETF | 0.36% | 388,292 | $32.9M | Add +0.1% |
| KKR KKR & Co. Inc. | 0.35% | 248,364 | $31.7M | Add +0.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.34% | 340,959 | $30.5M | No change |
| IWB iShares Russell 1000 ETF | 0.32% | 77,792 | $29.0M | Reduce -6.8% |
| RSP Invesco S&P 500 Equal Weight | 0.30% | 142,450 | $27.3M | Add +32.9% |
| JNJ Johnson & Johnson | 0.27% | 118,849 | $24.6M | Add +1.1% |
| GOOGL Alphabet Inc. Class A | 0.26% | 75,096 | $23.5M | Reduce -3.4% |
| VIG Vanguard Dividend Apprec ETF | 0.26% | 105,610 | $23.2M | Add +62.9% |
| ACWI iShares MSCI Acwi ETF | 0.25% | 158,528 | $22.4M | Add +1.3% |
| SPOT Spotify Technology SA | 0.24% | 37,861 | $22.0M | Reduce -19.2% |
| NFLX Netflix Inc. | 0.22% | 216,404 | $20.3M | Reduce -14.5% |
| BXSL Blackstone Secured Lending F | 0.22% | 756,339 | $19.9M | Add +5.7% |
| WMT Walmart Inc. | 0.22% | 176,275 | $19.6M | Add +7.8% |
| SE Sea Ltd.-ADR | 0.22% | 153,735 | $19.6M | New |
| HDEF Xtrackers MSCI Eafe High Div | 0.20% | 596,285 | $18.5M | New |
| MA Mastercard Inc. Class A | 0.20% | 32,246 | $18.4M | Reduce -6.5% |
| PLTR Palantir Technologies Inc. Class A | 0.20% | 99,720 | $17.7M | Add +5.9% |
| RBLX Roblox Corp. Class A | 0.19% | 212,239 | $17.2M | Reduce -14.1% |
| KO The Coca-Cola Co. | 0.18% | 236,924 | $16.6M | Reduce -0.5% |
| VGSH Vanguard Short-Term Treasury | 0.18% | 281,813 | $16.6M | No change |
| WDAY Workday Inc. Class A | 0.17% | 72,588 | $15.6M | No change |
| VYM Vanguard High DVD Yield ETF | 0.16% | 101,796 | $14.6M | Add +157.1% |
| IWV iShares Russell 3000 ETF | 0.15% | 35,131 | $13.6M | Reduce -0.6% |
| PWR Quanta Services Inc. | 0.15% | 32,000 | $13.5M | No change |
| IWF iShares Russell 1000 Growth | 0.14% | 27,065 | $12.8M | Add +7.6% |
| VFH Vanguard Financials ETF | 0.14% | 95,861 | $12.8M | No change |
| EWJ iShares MSCI Japan ETF | 0.14% | 151,441 | $12.2M | No change |
| GD General Dynamics Corp. | 0.13% | 34,523 | $11.6M | Add +1.7% |
| OBDC Blue Owl Capital Corp. | 0.12% | 906,168 | $11.3M | Add +10.2% |
| CARG Cargurus Inc. | 0.11% | 268,769 | $10.3M | No change |
| DVY iShares Select Dividend ETF | 0.11% | 72,973 | $10.3M | No change |
| PG The Procter & Gamble Co. | 0.11% | 69,760 | $10.0M | Add +6.7% |
| DES Wisdomtree US Smallcap Divid | 0.11% | 293,475 | $9.8M | New |
| LLY Eli Lilly & Co. | 0.10% | 8,541 | $9.2M | Add +29.3% |
| LOW Lowe's Cos Inc. | 0.10% | 36,098 | $8.7M | Reduce -15.2% |
| AFRM Affirm Holdings Inc. | 0.10% | 116,683 | $8.7M | No change |
| ANET Arista Networks Inc. | 0.09% | 63,838 | $8.4M | Reduce -81.5% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.08% | 10 | $7.5M | No change |
| SPSB SS SPDR P St C Corp. ETF | 0.08% | 244,681 | $7.4M | Add +19.6% |
| HD Home Depot Inc. | 0.08% | 21,351 | $7.3M | Add +14.5% |
| MCD McDonald's Corp. | 0.08% | 22,516 | $6.9M | Add +17.1% |
| IJR iShares Core S&P Small-Cap E | 0.07% | 55,466 | $6.7M | Reduce -1.5% |
| MDLZ Mondelez International Inc. Class A | 0.05% | 88,882 | $4.8M | No change |
| COST Costco Wholesale Corp. | 0.05% | 5,475 | $4.7M | Add +21.3% |
| APP AppLovin Corp. Class A | 0.05% | 6,810 | $4.6M | Reduce -40.4% |
| AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO | 0.05% | 68,101 | $4.5M | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.05% | 15,000 | $4.4M | No change |
| CRM Salesforce Inc. | 0.05% | 16,653 | $4.4M | Add +138.8% |
| CP Canadian Pacific Kansas City | 0.05% | 59,348 | $4.4M | Reduce -26.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.05% | 8,825 | $4.3M | Add +2.4% |
Portfolio Sells Q3 2025 → Q4 2025
| UBER Uber Technologies Inc. | Reduce -61.0% | 0.82% | −1.70 |
| MSFT Microsoft Corp. | Reduce -4.4% | 6.53% | −0.81 |
| ANET Arista Networks Inc. | Reduce -81.5% | 0.09% | −0.46 |
| COIN Coinbase Global Inc. Class A | Reduce -31.3% | 0.38% | −0.44 |
| HUBS HubSpot Inc. | Sold out | 0.00% | −0.34 |
| DUOL Duolingo | Sold out | 0.00% | −0.28 |
| SBUX Starbucks Corp. | Reduce -92.8% | 0.02% | −0.25 |
| NET Cloudflare Inc. Class A | Reduce -11.9% | 1.01% | −0.24 |
| CPNG Coupang Inc. | Reduce -5.3% | 0.49% | −0.22 |
| RBLX Roblox Corp. Class A | Reduce -14.1% | 0.19% | −0.19 |
| SNOW Snowflake Inc. | Reduce -18.7% | 0.46% | −0.12 |
| SPOT Spotify Technology SA | Reduce -19.2% | 0.24% | −0.12 |
| NFLX Netflix Inc. | Reduce -14.5% | 0.22% | −0.11 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -20.2% | 0.41% | −0.10 |
| BX Blackstone Inc. | Reduce -2.7% | 0.54% | −0.08 |
| V Visa Inc. Class A | Reduce -3.4% | 4.39% | −0.05 |
| ITOT iShares Core S&P Total U.S. | Reduce -6.9% | 0.81% | −0.04 |
| APP AppLovin Corp. Class A | Reduce -40.4% | 0.05% | −0.04 |
| GBDC Golub Capital BDC Inc. | Reduce -2.5% | 0.61% | −0.02 |
| LOW Lowe's Cos Inc. | Reduce -15.2% | 0.10% | −0.02 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -11.3% | 0.90% | −0.02 |
| SCHW Schwab (charles) Corp. | Reduce -4.5% | 6.18% | −0.02 |
| ARCC Ares Capital Corp. | Reduce -1.6% | 0.69% | −0.02 |
| CP Canadian Pacific Kansas City | Reduce -26.5% | 0.05% | −0.02 |
| IWB iShares Russell 1000 ETF | Reduce -6.8% | 0.32% | −0.02 |
| ABNB Airbnb Inc. Class A | Reduce -32.0% | 0.05% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -6.5% | 0.20% | −0.01 |
| MTCH Match Group Inc. | Sold out | 0.00% | −0.01 |
| WAB Wabtec Corp. | Sold out | 0.00% | −0.01 |
| NYT New York Times Co. Class A | Sold out | 0.00% | −0.01 |
| NVDA Nvidia Corp. | Reduce -0.1% | 1.62% | −0.01 |
| DDOG Datadog Inc. Class A | Sold out | 0.00% | −0.01 |
| BRZE Braze Inc. Class A | Sold out | 0.00% | −0.01 |
| PPLI People Inc. | Reduce -53.1% | 0.01% | −0.01 |
| ALAB Astera Labs Inc. | Reduce -19.6% | 0.01% | −0.00 |
| UI Ubiquiti Inc. | Sold out | 0.00% | −0.00 |
| PCOR Procore Technologies Inc. | Sold out | 0.00% | −0.00 |
| BABA Alibaba Group Holding-SP ADR | Reduce -18.9% | 0.01% | −0.00 |
| CPRT Copart Inc. | Sold out | 0.00% | −0.00 |
| CTAS Cintas Corp. | Sold out | 0.00% | −0.00 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.00 |
| VMEO Vimeo Inc. | Sold out | 0.00% | −0.00 |
| RBRK Rubrik Inc. Class A | Reduce -20.6% | 0.00% | −0.00 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.5% | 0.07% | −0.00 |
| IWV iShares Russell 3000 ETF | Reduce -0.6% | 0.15% | +0.00 |
| DHR Danaher Corp. | Reduce -0.2% | 0.02% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.7% | 2.22% | +0.00 |
| KO The Coca-Cola Co. | Reduce -0.5% | 0.18% | +0.01 |
| APO Apollo Global Management Inc. | Reduce -7.0% | 3.88% | +0.03 |
| SHOP Shopify Inc. Class A | Reduce -5.1% | 1.22% | +0.03 |
Portfolio Buys Q3 2025 → Q4 2025
| BA The Boeing Co. | Add +59.7% | 2.33% | +0.88 |
| GLD SPDR Gold Shares | Add +7.5% | 2.11% | +0.34 |
| UNH Unitedhealth Group Inc. | Add +13.1% | 4.21% | +0.31 |
| W Wayfair Inc. Class A | Add +32.3% | 0.83% | +0.27 |
| TSM Taiwan Semiconductor-SP ADR | Add +28.5% | 0.90% | +0.26 |
| VXUS Vanguard Total Intl Stock | Add +47.0% | 0.72% | +0.24 |
| QQQ Invesco QQQ Trust Series 1 | Add +10.0% | 2.02% | +0.22 |
| SE Sea Ltd.-ADR | New | 0.22% | +0.22 |
| HDEF Xtrackers MSCI Eafe High Div | New | 0.20% | +0.20 |
| GEV GE Vernova Inc. | Add +1.0% | 2.89% | +0.19 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +12.8% | 1.39% | +0.18 |
| AMLP Alerian MLP ETF | Add +7.1% | 1.95% | +0.13 |
| AMD Advanced Micro Devices | Add +1.2% | 0.44% | +0.11 |
| DES Wisdomtree US Smallcap Divid | New | 0.11% | +0.11 |
| VIG Vanguard Dividend Apprec ETF | Add +62.9% | 0.26% | +0.10 |
| VYM Vanguard High DVD Yield ETF | Add +157.1% | 0.16% | +0.10 |
| AAPL Apple Inc. | Add +4.4% | 0.95% | +0.10 |
| AVGO Broadcom Inc. | Add +2.6% | 1.38% | +0.10 |
| XLE SS Energy Select Sector | Add +8.2% | 1.06% | +0.08 |
| RSP Invesco S&P 500 Equal Weight | Add +32.9% | 0.30% | +0.08 |
| VEA Vanguard Ftse Developed ETF | Add +2.8% | 0.93% | +0.06 |
| AKRE Akre Focus ETF | New | 0.05% | +0.05 |
| IVV iShares Core S&P 500 ETF | New | 0.05% | +0.05 |
| LLY Eli Lilly & Co. | Add +29.3% | 0.10% | +0.05 |
| NU Nu Holdings Ltd./Cayman Isl-A | Add +1.9% | 0.76% | +0.05 |
| VOO Vanguard S&P 500 ETF | Add +0.3% | 1.80% | +0.04 |
| MO Altria Group Inc. | New | 0.03% | +0.03 |
| JNJ Johnson & Johnson | Add +1.1% | 0.27% | +0.03 |
| CRM Salesforce Inc. | Add +138.8% | 0.05% | +0.03 |
| WMT Walmart Inc. | Add +7.8% | 0.22% | +0.03 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +8.1% | 0.38% | +0.03 |
| IYF iShares US Financials ETF | New | 0.02% | +0.02 |
| VOOV Vanguard S&P 500 Value ETF | New | 0.02% | +0.02 |
| PM Philip Morris International | New | 0.02% | +0.02 |
| MS Morgan Stanley | Add +193.1% | 0.02% | +0.02 |
| CCJ Cameco Corp. | Add +68.3% | 0.03% | +0.02 |
| ABBV Abbvie Inc. | Add +73.6% | 0.04% | +0.01 |
| BXSL Blackstone Secured Lending F | Add +5.7% | 0.22% | +0.01 |
| SPSB SS SPDR P St C Corp. ETF | Add +19.6% | 0.08% | +0.01 |
| CSCO Cisco Systems Inc. | New | 0.01% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +0.4% | 0.56% | +0.01 |
| IYE iShares U.S. Energy ETF | New | 0.01% | +0.01 |
| UNP Union Pacific Corp. | New | 0.01% | +0.01 |
| CAT Caterpillar Inc. | New | 0.01% | +0.01 |
| IYW iShares Ustechnology ETF | Add +94.1% | 0.02% | +0.01 |
| MCD McDonald's Corp. | Add +17.1% | 0.08% | +0.01 |
| IWF iShares Russell 1000 Growth | Add +7.6% | 0.14% | +0.01 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +3.1% | 0.44% | +0.01 |
| IYH iShares U.S. Healthcare ETF | New | 0.01% | +0.01 |
| MRK Merck & Co. Inc. | Add +115.7% | 0.02% | +0.01 |
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 |