13F Insight
DOSSIER · 13F-HR · Q2 2026

Allen Investment Management, LLC

$8.4B in tracked AUM across 227 positions as of Q2 2026.

AI
CIK 0001326234 · last filed Jun 30, 2026
Total AUM
$8.4B
as of Q2 2026
Holdings
227
—
positions
Whale Score
68
68
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Allen Investment Management, LLC reported $8.1B in 13F holdings for the quarter ending 2026-03-31, concentrated in technology with leading positions in AMZN, SCHW, MSFT. Notable moves this quarter: XLE INCREASED (+$49.6M); AMLP INCREASED (+$34.5M). 6 new positions initiated, 6 closed out, reflecting 56 total changes from the prior quarter.

Allen Investment Management, LLC entered 2026-03-31 with $8.1B in reported 13F holdings, placing it among the institution's recent AUM range. The portfolio maintains a technology tilt, with the top five positions accounting for a meaningful share of the overall book.

Top Holdings

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AMZN
AMAZON COM INC
$552M2.3M6.6%02
GOOG
ALPHABET INC
$457M1.3M5.4%03
UNH
UNITEDHEALTH GROUP INC
$364M876K4.3%04
MSFT
MICROSOFT CORP
$357M957K4.2%05
META
META PLATFORMS INC
$342M606K4.1%06
GEV
GE VERNOVA INC
$336M286K4.0%07
SCHW
SCHWAB CHARLES CORP
$315M3.4M3.7%08
V
VISA INC
$314M915K3.7%09
TSM
TAIWAN SEMICONDUCTOR MANUFAC
$307M642K3.6%10
NVDA
NVIDIA CORPORATION
$257M1.3M3.1%

Filing history

2026Q2Jun 30
$8.4B▲ 4.2%
227 positionsView →2026Q1Mar 31
$8.1B▼ 10.4%
221 positionsView →2025Q4Dec 31
$9.0B▲ 0.2%
220 positionsView →2025Q3Sep 30
$9.0B▼ 1.8%
202 positionsView →2025Q2Jun 30
$9.2B▲ 7.0%
199 positionsLocked2025Q1Mar 31
$8.6B▼ 1.0%
199 positionsLocked2024Q4Dec 31
$8.7B▲ 2.9%
199 positionsLocked2024Q3Sep 30
$8.4B▲ 2.3%
215 positionsLocked2024Q2Jun 30
$8.2B▲ 3.3%
215 positionsLocked2024Q1Mar 31
$8.0B▲ 6.4%
207 positionsLocked2023Q4Dec 31
$7.5B▲ 9.5%
214 positionsLocked2023Q3Sep 30
$6.8B▲ 0.6%
218 positionsLocked
Showing 12 of 81