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Filers›Hedge Fund›Allen Capital Group, LLC
DOSSIER · 13F-HR · Q1 2026

Allen Capital Group, LLC

Allen's hedge fund based in New York, NY — $1.1B in tracked AUM across 292 positions as of Q1 2026.

A
Allen·New York, NY·Hedge Fund
CIK 0001601384 · last filed Mar 31, 2026
Total AUM
$1.1B
▲ 5.6%
vs prior
Holdings
292
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
Top sector
Tech
16% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Allen Capital Group, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
JCPB
J P MORGAN EXCHANGE TRADED F
$69M1.5M6.2%
02
SPYM
SPDR SERIES TRUST
$68M884K6.1%
03
UITB
VICTORY PORTFOLIOS II
$52M1.1M4.7%
04
IQLT
ISHARES TR
$47M1.0M4.2%
05
BRK/B
BERKSHIRE HATHAWAY INC DEL
$43M90K3.8%
06
DSTL
ETF SER SOLUTIONS
$32M555K2.9%
07
AAPL
APPLE INC
$29M113K2.6%
08
PYLD
PIMCO ETF TR
$29M1.1M2.6%
09
DFAT
DIMENSIONAL ETF TRUST
$26M419K2.3%
10
SGOL
ETFS GOLD TR
$21M463K1.8%

Filing history

Filing history loading…
AI Agent · grounded in Allen
haiku-4-5 · 292 positions indexed
Sector mix
  • Tech16%
  • Health Care10%
  • Cons. Disc.4%
  • Communications6%
  • Industrials19%
  • Energy45%
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