1y return+11.6%S&P 500 +20.9%
3y return+29.0%S&P 500 +68.5%
5y return+16.1%S&P 500 +74.5%
10y return+72.0%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: $172 against $357 in the S&P 500.2
Allstate CorpS&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 |
|---|---|---|---|
| VCSHVanguard St Corp Bd Etf | $1.0B | 10.2% | +2.3% |
| ITOTIshares:core S&p Tot Usm | $867.3M | 8.7% | −1.2% |
| IGSBIshares:1-5 Ig Corp Bd | $480.1M | 4.8% | +84.6% |
| IGIBIshares:5-10 Ig Corp Bd | $438.9M | 4.4% | +90.8% |
| MUBIshares:natl Muni Bond | $276.4M | 2.8% | +48.1% |
| AMZNAmazon Com Ord | $238.6M | 2.4% | +1.6% |
| AAPLApple Ord | $237.3M | 2.4% | −12.9% |
| NVDANvidia Ord | $221.0M | 2.2% | −17.7% |
| MSFTMicrosoft Ord | $208.9M | 2.1% | −11.6% |
| AVGOBroadcom Ord | $160.3M | 1.6% | −7.8% |
| SPSBSs Spdr Ptf St Corp Bond | $125.3M | 1.3% | +6.1% |
| GOOGLAlphabet Cl A Ord | $124.6M | 1.2% | −22.6% |
| MUMicron Technology Ord | $124.2M | 1.2% | −6.8% |
| IVVIshares:core S&p 500 | $116.8M | 1.2% | −24.0% |
| METAMeta Platforms Cl A Ord | $115.5M | 1.2% | −8.2% |
| TSLATesla Ord | $111.2M | 1.1% | −9.0% |
| USHYIshares:brd Usd Hy Cp Bd | $105.3M | 1.1% | +143.1% |
| GOOGAlphabet Cl C Ord | $98.3M | 1.0% | −26.3% |
| AMDAdvanced Micro Devices Ord | $91.1M | 0.9% | −6.1% |
| LLYEli Lilly Ord | $90.9M | 0.9% | −8.3% |
| JPMJpmorgan Chase Ord | $82.0M | 0.8% | −10.6% |
| IGLBIshares:10 Ig Corp Bd | $76.1M | 0.8% | +1045.0% |
| BRK/BBerkshire Hathaway Cl B Ord | $72.8M | 0.7% | +1.5% |
| VVisa Cl A Ord | $63.6M | 0.6% | +1.6% |
| JNJJohnson & Johnson Ord | $63.5M | 0.6% | +1.8% |
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 Ord | June 30, 2020 | +2006.7% | $221.0M |
| AVGOBroadcom Ord | June 30, 2020 | +1096.9% | $160.3M |
| AMDAdvanced Micro Devices Ord | June 30, 2020 | +1004.1% | $91.1M |
| LLYEli Lilly Ord | June 30, 2020 | +630.6% | $90.9M |
| LRCXLam Research Ord | March 31, 2025 | +496.1% | $51.9M |
| GOOGLAlphabet Cl A Ord | June 30, 2020 | +404.0% | $124.6M |
| GOOGAlphabet Cl C Ord | June 30, 2020 | +399.9% | $98.3M |
| AMATApplied Material Ord | December 31, 2024 | +344.6% | $60.1M |
| JPMJpmorgan Chase Ord | June 30, 2020 | +248.0% | $82.0M |
| AAPLApple Ord | June 30, 2020 | +217.3% | $237.3M |
Sold off last quarter
- IWBIshares:russ 1000 Etf was $197.0M
- Honeywell International OrdCUSIP 438516106 was $14.7M
- IJHIshares:core S&p Md-cp was $6.5M
- QUALIshares:msci Usa Qf was $6.2M
- USMVIshares:msci Usa Mvf was $5.4M
- RMDResmed Ord was $5.0M
- IAUIshares:gold Trust was $4.3M
- SHYGIshares:0-5 Hy Corp Bd was $4.2M
- IYWIshares:us Tech was $3.8M
- TSCOTractor Supply Ord was $3.7M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.7% | +14.8% |
| March 31, 2026 | −4.2% | −4.6% |
| December 31, 2025 | +0.6% | +2.4% |
| September 30, 2025 | +5.5% | +7.8% |
| June 30, 2025 | +8.0% | +10.5% |
| March 31, 2025 | −3.3% | −4.6% |
| December 31, 2024 | −1.8% | +2.1% |
| September 30, 2024 | +5.9% | +5.4% |
| June 30, 2024 | +0.7% | +4.0% |
| March 31, 2024 | +1.7% | +10.0% |
| December 31, 2023 | +6.9% | +11.2% |
| September 30, 2023 | −2.9% | −3.6% |
| June 30, 2023 | +1.4% | +8.3% |
| March 31, 2023 | +4.9% | +7.0% |
| December 31, 2022 | +5.4% | +7.1% |
| September 30, 2022 | −5.2% | −5.3% |
| June 30, 2022 | −13.6% | −16.5% |
| March 31, 2022 | −5.5% | −4.9% |
| December 31, 2021 | +4.6% | +10.7% |
| September 30, 2021 | −0.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Allstate Corp Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=899051&type=13F-HR&dateb=&owner=include&count=40CIK 899051
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/899051/000114036126032699/Filed August 13, 2026 · accession 0001140361-26-032699