Allen Investment Management, LLC - Portfolio overview

Allen Investment Management, LLC has 241 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

  1. AMZN - 3M CO, 6.55%
  2. SCHW - ABBOTT LABORATORIES, 6.14%
  3. MSFT - ABBVIE INC, 5.16%

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

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