Allen Capital Group, LLC - Portfolio overview

Allen Capital Group, LLC has 301 reported holdings in this dataset, with the latest filing dated 2026-05-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPLG - SPDR SERIES TRUST, 5.95%
2. JCPB - J P MORGAN EXCHANGE TRADED F, 5.79%
3. SPYM - SPDR SERIES TRUST, 5.66%

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

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