Allied Investment Advisors, LLC - Portfolio overview

Allied Investment Advisors, LLC has 106 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Industrials and Financial Services.

Largest reported holdings by portfolio allocation

1. SCHD - SCHWAB US DIVIDEND EQUITY ETF, 7.97%
2. VHT - VANGUARD HEALTH CARE ETF, 6.69%
3. CAT - CATERPILLAR INC COM, 3.93%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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