Top Institutional Investors

Allen Investment Management, LLC — 13F Holdings & Portfolio

CIK 1326234 · latest 13F-HR filed 2026-08-05

Backtest portfolio

Allen Investment Management, LLC manages $8.43B in 13F-reported U.S. long-equity assets across 227 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AMZN (6.55%), GOOG (5.43%), UNH (4.32%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 17 new positions and exited 11; 125 existing positions rose in reported value and 49 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$8.43B

Long-equity book

Holdings
227

Distinct positions

Period
2026-06-30

Filed 2026-08-05

Q/Q Activity
+17 / −11 / ↑125 / ↓49

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
AMZN6.6% · -10%GOOG5.4% · +9%UNH4.3% · -20%MSFT4.2% · -16%META4.1% · -14%GEV4.0% · -26%SCHW3.7% · -36%V3.7% · -15%TSM3.6% · +90%NVDA3.1% · +86%MCO2.9% · -22%QQQ2.8% · +3%AMLP2.7% · +11%AVGO2.6% · +94%VTI2.5% · -5%BA2.4% · -22%GLD2.3% · +7%VOO2.1% · +1%XLE1.8% · +23%SPY1.8% · +7%APO1.6% · -50%ASML1.5% · +4%VEA1.4% · -4%VXUS1.4% · +16%CRWD1.2% · -25%AAPL1.1% · -0%NET1.0% · -4%AMD0.9% · -32%W0.8% · 0%RSP0.7% · +26%SHOP0.7% · -7%MELI0.7% · -23%PANW0.7% · -10%MU0.6% · -26%VWO0.6% · +13%JPM0.6% · +0%SNOW0.6% · +2906%XLU0.6% · +317%NU0.6% · -16%IXUS0.5% · +1%ARCC0.5% · -6%NOW0.5% · -30%VYM0.5% · +63%GBDC0.5% · -6%LRCX0.5% · newVTEB0.4% · 0%BX0.4% · -6%VIG0.4% · +12%VCSH0.4% · -21%ITOT0.4% · -27%IWB0.3% · -4%JNJ0.3% · -1%KKR0.3% · -3%GOOGL0.3% · +2%ACWI0.3% · +10%BRK.B0.3% · +2%IBIT0.3% · -14%CIEN0.3% · newVCIT0.3% · -24%EWJ0.3% · +15%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 42.7%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 30, 2026.

Assets Under Management
$16.91B
Discretionary
$14.09B
Employees
28
Accounts
840
Address
711 FIFTH AVENUE, 10TH FLOOR
NEW YORK, NY 10022
Phone
(212) 832-8000
Name Title / Status Ownership Type
ALLEN OPERATIONS LLC ControlMEMBER
since Nov 2002
75% or moreDomestic Entity
ALLEN, HERBERT, III, ANTHONY ControlPRESIDENT
since Nov 2002
Less than 5%Individual
CHACHRA, ASHOK, BHUSHAN ControlMANAGING DIRECTOR
since Apr 2010
Less than 5%Individual
DIIORIO, PETER, NMN ControlGENERAL COUNSEL
since Mar 2007
Less than 5%Individual
GOLINSKY, JODI, NMN ControlCHIEF COMPLIANCE OFFICER & DEPUTY GENERAL COUNSEL
since Jan 2024
Less than 5%Individual
RAJASEKHARAIAH, PRUTHVI ControlCHIEF OPERATING OFFICER
since May 2014
Less than 5%Individual
VAHABZADEH, SALIMA ControlCHIEF FINANCIAL OFFICER
since Feb 2020
Less than 5%Individual
ALLEN, HERBERT, III, ANTHONY Control
Indirect owner via ALLEN OPERATIONS LLC
SHAREHOLDER
since Dec 2008
25–50%Individual
Ownership & leadership changes · 9 filings with changes since Mar 29, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Jan 3, 2024 filing
  • AddedGOLINSKY, JODI, NMN · CHIEF COMPLIANCE OFFICER & DEPUTY GENERAL COUNSEL · Less than 5% · control person
  • ChangedDIIORIO, PETER, NMN · title GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER → GENERAL COUNSEL
Mar 28, 2023 filing
  • No longer listedWIELAND, KIM, MARIE · MANAGING DIRECTOR · Less than 5% · control person · listed since Nov 2002
Mar 31, 2021 filing
  • AddedRAJASEKHARAIAH, PRUTHVI · CHIEF OPERATING OFFICER · Less than 5% · control person
Mar 28, 2020 filing
  • AddedVAHABZADEH, SALIMA · CHIEF FINANCIAL OFFICER · Less than 5% · control person
  • ChangedWIELAND, KIM, MARIE · title CHIEF FINANCIAL OFFICER → MANAGING DIRECTOR
Mar 16, 2017 filing
  • No longer listedHART, STEPHEN, MICHAEL · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Mar 2015
  • ChangedDIIORIO, PETER, NMN · title GENERAL COUNSEL → GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER
Mar 30, 2016 filing
  • No longer listedDEAN, ROBERT, ALAN · EXECUTIVE COMMITTEE MEMBER · Less than 5% · control person · listed since Nov 2002
  • No longer listedGOULD, PAUL, ALAN · EXECUTIVE COMMITTEE MEMBER · Less than 5% · control person · listed since Nov 2002
Mar 31, 2015 filing
  • AddedHART, STEPHEN, MICHAEL · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ChangedDIIORIO, PETER, NMN · title GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER → GENERAL COUNSEL
Jan 2, 2015 filing
  • No longer listedMEDINA, KEVIN, TODD · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Jul 2009
  • ChangedDIIORIO, PETER, NMN · title GENERAL COUNSEL → GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER; now a control person
  • ChangedWIELAND, KIM, MARIE · now a control person
Nov 14, 2013 filing
  • ChangedDEAN, ROBERT, ALAN · now a control person
  • ChangedGOULD, PAUL, ALAN · now a control person
Mar 29, 2012 filing (earliest on record)
  • ListedALLEN OPERATIONS LLC · MEMBER · 75% or more · control person
  • ListedALLEN, HERBERT, III, ANTHONY · PRESIDENT · Less than 5% · control person
  • ListedALLEN, HERBERT, III, ANTHONY · SHAREHOLDER · 25–50% · indirect via ALLEN OPERATIONS LLC · control person
  • ListedCHACHRA, ASHOK, BHUSHAN · MANAGING DIRECTOR · Less than 5% · control person
  • ListedDEAN, ROBERT, ALAN · EXECUTIVE COMMITTEE MEMBER · Less than 5%
  • ListedDIIORIO, PETER, NMN · GENERAL COUNSEL · Less than 5%
  • ListedGOULD, PAUL, ALAN · EXECUTIVE COMMITTEE MEMBER · Less than 5%
  • ListedMEDINA, KEVIN, TODD · CHIEF COMPLIANCE OFFICER · Less than 5%
  • ListedWIELAND, KIM, MARIE · CHIEF FINANCIAL OFFICER · Less than 5%

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 125 →

Top Trims

Show all 49 →

New Positions

Show all 17 →

Exited Positions

Show all 11 →

Allen Investment Management, LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 AMAZON COM INC AMZN 023135106 $552.1M 6.55% 2,316,405 SH
2 ALPHABET INC GOOG 02079K107 $457.2M 5.43% 1,293,853 SH
3 UNITEDHEALTH GROUP INC UNH 91324P102 $364.2M 4.32% 876,259 SH
4 MICROSOFT CORP MSFT 594918104 $357.0M 4.24% 957,008 SH
5 META PLATFORMS INC META 30303M102 $341.5M 4.05% 606,318 SH
6 GE VERNOVA INC GEV 36828A101 $336.1M 3.99% 286,069 SH
7 SCHWAB CHARLES CORP SCHW 808513105 $315.1M 3.74% 3,414,852 SH
8 VISA INC V 92826C839 $313.8M 3.72% 914,620 SH
9 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $306.6M 3.64% 642,057 SH
10 NVIDIA CORPORATION NVDA 67066G104 $257.2M 3.05% 1,285,501 SH
11 MOODYS CORP MCO 615369105 $246.8M 2.93% 544,862 SH
12 INVESCO QQQ TR QQQ 46090E103 $239.0M 2.84% 324,498 SH
13 ALPS ETF TR AMLP 00162Q452 $230.2M 2.73% 4,440,395 SH
14 BROADCOM INC AVGO 11135F101 $220.3M 2.61% 583,292 SH
15 VANGUARD INDEX FDS VTI 922908769 $209.4M 2.49% 565,944 SH
16 BOEING CO BA 097023105 $202.7M 2.41% 936,436 SH
17 SPDR GOLD TR GLD 78463V107 $195.7M 2.32% 531,354 SH
18 VANGUARD INDEX FDS VOO 922908363 $178.3M 2.12% 259,574 SH
19 SELECT SECTOR SPDR TR XLE 81369Y506 $154.1M 1.83% 2,900,688 SH
20 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $148.0M 1.76% 198,237 SH
21 APOLLO GLOBAL MGMT INC APO 03769M106 $132.3M 1.57% 1,118,010 SH
22 ASML HLDG NV ASML N07059210 $130.3M 1.55% 65,485 SH
23 VANGUARD TAX-MANAGED FDS VEA 921943858 $122.2M 1.45% 1,715,180 SH
24 VANGUARD STAR FDS VXUS 921909768 $119.3M 1.42% 1,395,132 SH
25 CROWDSTRIKE HLDGS INC CRWD 22788C105 $99.6M 1.18% 130,570 SH
26 APPLE INC AAPL 037833100 $91.0M 1.08% 314,359 SH
27 CLOUDFLARE INC NET 18915M107 $80.5M 0.96% 328,347 SH
28 ADVANCED MICRO DEVICES INC AMD 007903107 $75.7M 0.90% 130,282 SH
29 WAYFAIR INC W 94419L101 $69.2M 0.82% 749,250 SH
30 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $62.5M 0.74% 293,951 SH
31 SHOPIFY INC SHOP 82509L107 $59.3M 0.70% 519,490 SH
32 MERCADOLIBRE INC MELI 58733R102 $57.8M 0.69% 34,063 SH
33 PALO ALTO NETWORKS INC PANW 697435105 $55.0M 0.65% 161,489 SH
34 MICRON TECHNOLOGY INC MU 595112103 $54.5M 0.65% 47,219 SH
35 VANGUARD INTL EQUITY INDEX F VWO 922042858 $52.8M 0.63% 885,250 SH
36 JPMORGAN CHASE & CO JPM 46625H100 $51.0M 0.60% 155,655 SH
37 SNOWFLAKE INC SNOW 833445109 $48.6M 0.58% 191,020 SH
38 SELECT SECTOR SPDR TR XLU 81369Y886 $47.6M 0.56% 1,049,444 SH
39 NU HLDGS LTD NU G6683N103 $47.3M 0.56% 3,543,361 SH
40 ISHARES TR IXUS 46432F834 $45.9M 0.54% 480,805 SH
41 ARES CAPITAL CORP ARCC 04010L103 $45.2M 0.54% 2,441,585 SH
42 SERVICENOW INC NOW 81762P102 $44.0M 0.52% 443,055 SH
43 VANGUARD WHITEHALL FDS VYM 921946406 $42.4M 0.50% 268,026 SH
44 GOLUB CAP BDC INC GBDC 38173M102 $40.9M 0.49% 3,174,058 SH
45 LAM RESEARCH CORP LRCX 512807306 $40.2M 0.48% 92,737 SH
46 VANGUARD MUN BD FDS VTEB 922907746 $34.1M 0.40% 673,531 SH
47 BLACKSTONE INC BX 09260D107 $31.7M 0.38% 269,033 SH
48 VANGUARD SPECIALIZED FUNDS VIG 921908844 $30.8M 0.36% 129,983 SH
49 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $30.2M 0.36% 381,615 SH
50 ISHARES TR ITOT 464287150 $29.6M 0.35% 179,994 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-05 $8.43B 227 0001214659-26-009633
2026-03-31 2026-05-07 $8.09B 221 0001214659-26-005739
2025-12-31 2026-02-10 $9.03B 220 0001214659-26-001416
Filer Information
Address
711 FIFTH AVENUE
NEW YORK, NY 10022
Phone
(212) 832-8000
Filing Manager
Allen Investment Management, LLC
NEW YORK, NY
Signatory
Isaac Keschner
Vice President