AI Analysis · Q1 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.

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

Filing history

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 positionsLocked 2025Q1Mar 31

$8.6B▼ 1.0%

199 positionsLocked 2024Q4Dec 31

$8.7B▲ 2.9%

199 positionsLocked 2024Q3Sep 30

$8.4B▲ 2.3%

215 positionsLocked 2024Q2Jun 30

$8.2B▲ 3.3%

215 positionsLocked 2024Q1Mar 31

$8.0B▲ 6.4%

207 positionsLocked 2023Q4Dec 31

$7.5B▲ 9.5%

214 positionsLocked 2023Q3Sep 30

$6.8B▲ 0.6%

218 positionsLocked 2023Q2Jun 30

$6.8B▲ 13.9%

215 positionsLocked

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