1y return+6.5%S&P 500 +20.9%
3y return+41.2%S&P 500 +68.5%
5y return+28.0%S&P 500 +74.5%
10y return+184.5%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $284 against $357 in the S&P 500.2
Allen Investment Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AMZNAmazon Com Inc | $552.1M | 6.6% | −9.6% |
| GOOGAlphabet Inc | $457.2M | 5.4% | +9.0% |
| UNHUnitedhealth Group Inc | $364.2M | 4.3% | −20.2% |
| MSFTMicrosoft Corp | $357.0M | 4.2% | −15.7% |
| METAMeta Platforms Inc | $341.5M | 4.1% | −13.9% |
| GEVGe Vernova Inc | $336.1M | 4.0% | −26.4% |
| SCHWSchwab Charles Corp | $315.1M | 3.7% | −35.9% |
| VVisa Inc | $313.8M | 3.7% | −15.4% |
| TSMTaiwan Semiconductor Manufac | $306.6M | 3.6% | +90.4% |
| NVDANvidia Corporation | $257.2M | 3.1% | +86.4% |
| MCOMoodys Corp | $246.8M | 2.9% | −22.4% |
| QQQInvesco Qqq Tr | $239.0M | 2.8% | +2.8% |
| AMLPAlps Etf Tr | $230.2M | 2.7% | +10.9% |
| AVGOBroadcom Inc | $220.3M | 2.6% | +94.3% |
| VTIVanguard Index Fds | $209.4M | 2.5% | −4.8% |
| BABoeing Co | $202.7M | 2.4% | −21.5% |
| GLDSpdr Gold Tr | $195.7M | 2.3% | +6.6% |
| VOOVanguard Index Fds | $178.3M | 2.1% | |
| XLESelect Sector Spdr Tr | $154.1M | 1.8% | +22.7% |
| SPYState Str Spdr S&p 500 Etf T | $148.0M | 1.8% | +7.0% |
| APOApollo Global Mgmt Inc | $132.3M | 1.6% | −49.6% |
| Asml Hldg NvCUSIP N07059210 | $130.3M | 1.5% | +4.2% |
| VEAVanguard Tax-managed Fds | $122.2M | 1.5% | −3.5% |
| VXUSVanguard Star Fds | $119.3M | 1.4% | +16.0% |
| CRWDCrowdstrike Hldgs Inc | $99.6M | 1.2% | −24.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $257.2M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $220.3M |
| PANWPalo Alto Networks Inc | June 30, 2020 | +790.9% | $55.0M |
| GEVGe Vernova Inc | June 30, 2024 | +585.0% | $336.1M |
| NETCloudflare Inc | June 30, 2020 | +582.3% | $80.5M |
| CRWDCrowdstrike Hldgs Inc | March 31, 2023 | +456.0% | $99.6M |
| Asml Hldg NvCUSIP N07059210 | June 30, 2020 | +440.6% | $130.3M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $457.2M |
| AMDAdvanced Micro Devices Inc | December 31, 2023 | +294.1% | $75.7M |
| Nu Hldgs LtdCUSIP G6683N103 | June 30, 2022 | +257.2% | $47.3M |
Sold off last quarter
- SEGoldman Sachs Group Inc was $13.1M
- ANETIshares Tr was $7.4M
- IBMIshares Tr was $3.6M
- Ishares TrCUSIP 30231G102 was $2.6M
- ELVOracle Corp was $1.2M
- NKEPhillips 66 was $1.1M
- Profesionally Managed PortfoCUSIP 438516106 was $967K
- AKRESalesforce Inc was $881K
- Vanguard Index FdsCUSIP L8681T102 was $368K
- LENVanguard Index Fds was $353K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.3% | +14.8% |
| March 31, 2026 | −8.8% | −4.6% |
| December 31, 2025 | +0.3% | +2.4% |
| September 30, 2025 | +3.6% | +7.8% |
| June 30, 2025 | +11.1% | +10.5% |
| March 31, 2025 | −3.2% | −4.6% |
| December 31, 2024 | +2.1% | +2.1% |
| September 30, 2024 | +3.0% | +5.4% |
| June 30, 2024 | +1.5% | +4.0% |
| March 31, 2024 | +5.6% | +10.0% |
| December 31, 2023 | +10.7% | +11.2% |
| September 30, 2023 | −1.4% | −3.6% |
| June 30, 2023 | +9.6% | +8.3% |
| March 31, 2023 | +3.0% | +7.0% |
| December 31, 2022 | +8.0% | +7.1% |
| September 30, 2022 | −6.2% | −5.3% |
| June 30, 2022 | −16.7% | −16.5% |
| March 31, 2022 | −8.1% | −4.9% |
| December 31, 2021 | +5.4% | +10.7% |
| September 30, 2021 | −1.7% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Allen Investment Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1326234&type=13F-HR&dateb=&owner=include&count=40CIK 1326234
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1326234/000121465926009633/Filed August 5, 2026 · accession 0001214659-26-009633