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

Allied Investment Advisors, LLC

$797M in tracked AUM across 110 positions as of Q2 2026.

AI
CIK 0001729869 · last filed Jun 30, 2026
Total AUM
$797M
as of Q2 2026
Holdings
110
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Allied Investment Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

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
SCHD
SCHWAB US DIVIDEND EQUITY ETF
$59M1.9M7.5%02
VHT
VANGUARD HEALTH CARE ETF
$54M181K6.8%03
MSFT
MICROSOFT CORP COM
$25M68K3.2%04
JPM
JPMORGAN CHASE & CO COM
$23M71K2.9%05
CAT
CATERPILLAR INC COM
$21M20K2.7%06
BSV
VANGUARD SHORT-TERM BOND ETF
$21M274K2.7%07
STT
STATE STR CORP COM
$21M123K2.6%08
GS
GOLDMAN SACHS GROUP INC COM
$21M21K2.6%09
JNJ
JOHNSON & JOHNSON COM
$19M76K2.4%10
RTX
RTX CORPORATION COM
$19M101K2.4%

Filing history

2026Q2Jun 30
$797M▲ 14.2%
110 positionsView →2026Q1Mar 31
$697M▲ 7.8%
100 positionsView →2025Q4Dec 31
$647M▲ 2.9%
102 positionsView →2025Q3Sep 30
$628M▲ 9.9%
97 positionsView →2025Q2Jun 30
$572M▲ 8.4%
87 positionsLocked2025Q1Mar 31
$527M▲ 6.3%
86 positionsLocked2024Q4Dec 31
$496M▼ 1.7%
79 positionsLocked2024Q3Sep 30
$505M▲ 18.5%
74 positionsLocked2024Q2Jun 30
$426M▲ 2.9%
74 positionsLocked2024Q1Mar 31
$414M▲ 12.7%
70 positionsLocked2023Q4Dec 31
$368M▲ 10.0%
63 positionsLocked2023Q3Sep 30
$334M▼ 3.2%
58 positionsLocked
Showing 12 of 33