13F Insight
DOSSIER · 13F-HR · Q3 2026

Allied Investment Advisors, LLC

$1.1B in tracked AUM across 112 positions as of Q3 2026.

AI
CIK 0001729869 · last filed Sep 30, 2026
Total AUM
$1.1B
as of Q3 2026
Holdings
112
—
positions
Whale Score
63
63
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Allied Investment Advisors, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
BSV
VANGUARD SHORT-TERM BOND ETF
$136M1.8M12.9%02
VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
$80M1.6M7.6%03
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
$65M897K6.2%04
SCHD
SCHWAB US DIVIDEND EQUITY ETF
$50M1.5M4.7%05
VHT
VANGUARD HEALTH CARE ETF
$46M145K4.3%06
MSFT
MICROSOFT CORP COM
$35M68K3.3%07
JPM
JPMORGAN CHASE & CO COM
$23M71K2.2%08
XOM
EXXONMOBIL HOLDINGS CORP COM SHS
$21M129K2.0%09
DE
DEERE & CO COM
$20M30K1.9%10
JNJ
JOHNSON & JOHNSON COM
$20M76K1.9%

Filing history

2026Q3Sep 30
$1.1B▲ 32.9%
112 positionsView →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 positionsLocked2025Q2Jun 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 positionsLocked
Showing 12 of 34