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13F-HR filed by Allen Investment Management, LLC

Allen Investment Management, LLC filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-06, with 202 holding rows worth $9,003,958,232.

Accession
0001214659-25-015984
Filed
2025-11-06
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 202 entries on the cover page, a total value of $9,003,958,232 stated on the cover page (in dollars after the unit check, H1), rows summing to $9,003,958,232 with VALUE read as dollars as filed, 13F file number 028-11378. The quarter's positions are built on this report. The resolved quarter.

Other managers

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Microsoft Corp594918104COM1,275,076$660,425,723dollars as filed
Amazon.com, Inc023135106COM2,801,115$615,040,821dollars as filed
Charles Schwab Corp808513105COM5,848,558$558,361,865dollars as filed
META PLATFORMS INC CL A30303M102COM683,084$501,643,228dollars as filed
Visa Inc92826C839COM1,169,922$399,387,972dollars as filed
S&P Global,Inc.78409V104COM738,262$359,319,620dollars as filed
UnitedHealth Group Inc91324P102COM1,017,401$351,308,565dollars as filed
MOODYS CORP COM615369105Stock728,862$347,288,047dollars as filed
APOLLO GLOBAL MGMT INC COM03769M106Stock2,601,260$346,669,920dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM1,064,291$259,208,073dollars as filed
GE Vernova Inc.36828A101COM395,684$243,306,092dollars as filed
Uber Technologies90353T100COM2,316,957$226,992,277dollars as filed
VTI922908769COM608,561$199,711,483dollars as filed
ALPS ETF TR00162Q452ALERIAN MLP3,501,325$164,317,162dollars as filed
INVESCO QQQ TR46090E103COM269,233$161,639,416dollars as filed
SPDR GOLD TR78463V107GOLD SHS446,363$158,668,659dollars as filed
Vanguard S&P 500 ETF922908363COM257,722$157,823,798dollars as filed
NVIDIA Corp67066G104COM785,983$146,648,708dollars as filed
Boeing Company097023105COM606,453$130,890,751dollars as filed
ServiceNow,Inc.81762P102COM132,442$121,883,724dollars as filed
Broadcom Inc.11135F101COM350,104$115,502,811dollars as filed
CLOUDFLARE INC CL A COM18915M107Stock526,335$112,946,228dollars as filed
SPY78462F103SHS162,890$108,514,060dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS723,848$107,556,574dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM211,053$103,496,170dollars as filed
MERCADOLIBREINC58733R102STOK43,645$101,995,746dollars as filed
Energy Select Sector SPDR Fund81369Y506SHS984,213$87,929,604dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK86,024$83,278,974dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS1,304,323$78,155,034dollars as filed
Apple Inc037833100COM301,566$76,787,858dollars as filed
iShares Core S&P Total U.S. Stock Market ETF464287150SHS525,606$76,554,514dollars as filed
COINBASE GLOBAL INC COM CL A19260Q107Stock218,358$73,693,641dollars as filed
NU HLDGS LTDG6683N103ORD SHS CL A4,035,297$64,605,105dollars as filed
COUPANG INC22266T109CL A1,993,557$64,192,535dollars as filed
ARES CAPITAL CORP04010L103COM3,135,101$63,987,413dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS208,685$58,283,634dollars as filed
GOLUB CAP BDC INC38173M102COM4,173,466$57,134,755dollars as filed
BLACKSTONE INC09260D107COM324,696$55,474,312dollars as filed
SNOWFLAKE INC COM SHS833445109Stock234,947$52,992,296dollars as filed
IShares Bitcoin Trust Registered46438F101SHS795,313$51,695,345dollars as filed
WAYFAIR INC94419L101CL A566,250$50,583,113dollars as filed
ARISTA NETWORKS INC040413205COM344,108$50,139,977dollars as filed
JPMorgan Chase & Co46625H100COM156,510$49,367,949dollars as filed
Berkshire Hathaway Inc084670702COM91,284$45,892,118dollars as filed
VANGUARD STAR FDS921909768COM588,106$43,202,267dollars as filed
VANGUARD SCOTTSDALE FDS92206C409COM479,139$38,297,580dollars as filed
PALO ALTO NETWORKS INC697435105COM184,202$37,505,369dollars as filed
SIXTH STREET SPECIALTY LENDI83012A109COM1,558,667$35,631,128dollars as filed
Vanguard Intermediate-Term Corporate Bond ETF92206C870SHS420,163$35,339,910dollars as filed
ROBLOX CORP CL A771049103Stock247,150$34,235,218dollars as filed
SPOTIFYTECHNOLOGYSAFL8681T102STOK46,864$32,711,072dollars as filed
KKR & CO INC48251W104COM247,375$32,146,381dollars as filed
ISHARES TR46432F834COM387,827$32,026,754dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF622,910$31,189,104dollars as filed
ISHARES RUSSELL 1000 ETF464287622ETF83,454$30,519,128dollars as filed
Netflix, Inc64110L106COM25,303$30,336,273dollars as filed
HUBSPOTINC443573100STOK64,727$30,279,291dollars as filed
Advanced Micro Devices,Inc.007903107COM184,262$29,811,749dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS340,959$29,755,492dollars as filed
DUOLINGO INC CL A COM26603R106Stock78,421$25,239,015dollars as filed
Starbucks Corporation855244109COM282,034$23,860,076dollars as filed
Johnson & Johnson478160104COM117,517$21,790,003dollars as filed
ISHARES TR464288257MSCI ACWI ETF156,494$21,633,731dollars as filed
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM107,230$20,346,893dollars as filed
MasterCard, Inc57636Q104COM34,468$19,605,743dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM77,742$18,899,080dollars as filed
BLACKSTONE SECD LENDING FD09261X102COMMON STOCK715,367$18,649,618dollars as filed
WORKDAY INC CL A98138H101Stock72,588$17,474,109dollars as filed
Palantir Technologies Inc. Class A69608A108COM94,170$17,183,200dollars as filed
Walmart Inc.931142103COM163,464$16,846,600dollars as filed
Vanguard Short-Term Treasury ETF92206C102SHS281,813$16,584,695dollars as filed
Coca-Cola Company191216100COM238,000$15,784,188dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS64,848$13,993,550dollars as filed
ISHARES TR464287689RUSSELL 3000 ETF35,325$13,386,056dollars as filed
QUANTA SVCS INC74762E102COM32,000$13,261,440dollars as filed
VANGUARD WORLD FD92204A405FINANCIALS ETF95,861$12,580,798dollars as filed
iShares MSCI Japan ETF46434G822SHS151,441$12,147,083dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK25,154$11,782,385dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock33,954$11,578,314dollars as filed
Lowes Companies,Inc.548661107COM42,541$10,690,979dollars as filed
BLUE OWL CAPITAL CORPORATION COM69121K104CEF822,191$10,499,379dollars as filed
ISHARES TR464287168COM72,973$10,369,463dollars as filed
Procter & Gamble Co742718109COM65,355$10,041,796dollars as filed
CARGURUS INC COM CL A141788109Stock268,769$10,006,270dollars as filed
AFFIRM HLDGS INC COM CL A00827B106Stock116,683$8,527,194dollars as filed
APPLOVIN CORP COM CL A03831W108Stock11,420$8,205,727dollars as filed
Home Depot, Inc437076102COM18,647$7,555,578dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A10$7,542,000dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS56,330$6,693,694dollars as filed
SPDR SERIES TRUST78464A474ST SHOR CORP ETF204,584$6,196,849dollars as filed
CANADIAN PACIFIC KANSAS CITY COM13646K108Stock80,791$6,018,122dollars as filed
McDonalds Corporation580135101COM19,230$5,843,805dollars as filed
Vanguard High Dividend Yield ETF921946406SHS39,597$5,581,197dollars as filed
Mondelez International,Inc. Class A609207105COM88,882$5,552,459dollars as filed
AURORA INNOVATION INC CLASS A COM051774107Stock1,022,165$5,509,469dollars as filed
Airbnb, Inc. Class A009066101COM44,892$5,450,787dollars as filed
Eli Lilly and Company532457108COM6,605$5,039,615dollars as filed
International Business Machines Corporation459200101COM15,000$4,232,400dollars as filed
Costco Wholesale Corporation22160K105COM4,515$4,179,219dollars as filed
Vanguard Growth922908736COM8,618$4,133,279dollars as filed
OREILLY AUTOMOTIVE INC COM67103H107Stock38,250$4,123,733dollars as filed
ISHARES TR464287465MSCI EAFE ETF39,387$3,677,564dollars as filed
ACUITY INC COM00508Y102Stock10,530$3,626,427dollars as filed
ISHARES TR46429B663CORE HIGH DV ETF29,195$3,574,928dollars as filed
INVESCO S&P 500 TOP 50 ETF46137V233ETF61,636$3,545,303dollars as filed
BROOKFIELD CORP CL A LTD VT SH11271J107Stock46,719$3,203,989dollars as filed
INVESCO EXCH TRADED FD TR II46138G649COM12,588$3,110,747dollars as filed
ISHARES RUSSELL 1000 VALUE ETF464287598ETF15,188$3,092,125dollars as filed
iShares Russell Midcap ETF464287499SHS31,000$2,993,050dollars as filed
ISHARES TR464287234MSCI EMG MKT ETF52,101$2,782,193dollars as filed
SYSCOCORP871829107COM32,365$2,664,934dollars as filed
UNITED RENTALS INC COM911363109Stock2,525$2,410,517dollars as filed
PRIMERICA INC74164M108COM8,513$2,363,124dollars as filed
iShares MSCI ACWI ex U.S. ETF464288240SHS32,989$2,144,615dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS28,293$2,019,271dollars as filed
RAYMOND JAMES FINL INC COM754730109Stock11,150$1,924,490dollars as filed
CANADIANNATLRYCOF136375102STOK20,000$1,886,000dollars as filed
AbbVie,Inc.00287Y109COM8,060$1,866,212dollars as filed
Oracle Corporation68389X105COM6,449$1,813,717dollars as filed
Salesforce.com, Inc79466L302COM6,973$1,652,601dollars as filed
CAMECO CORP COM13321L108Stock19,440$1,631,172dollars as filed
iShares Russell 2000 ETF464287655SHS6,500$1,572,740dollars as filed
Danaher Corporation235851102COM7,887$1,563,677dollars as filed
ISHARES TR464287101S&P 100 ETF4,689$1,560,687dollars as filed
Abbott Laboratories002824100COM11,600$1,553,704dollars as filed
KLA CORP482480100COM1,386$1,494,621dollars as filed
Vanguard Short-Term Bond ETF921937827SHS18,728$1,477,826dollars as filed
NIKE,Inc. Class B654106103COM20,496$1,429,188dollars as filed
D R HORTON INC COM23331A109Stock8,117$1,375,588dollars as filed
Elevance Health, Inc.036752103COM4,098$1,324,146dollars as filed
DONALDSON INC COM257651109Stock16,000$1,309,600dollars as filed
DOVER CORP COM260003108Stock7,743$1,291,765dollars as filed
ASTERA LABS INC COM04626A103COM6,463$1,265,455dollars as filed
EXXON MOBIL CORP30231G102COM10,963$1,236,078dollars as filed
General Electric Company369604301COM3,750$1,128,075dollars as filed
Progressive Corporation743315103COM4,562$1,126,586dollars as filed
iShares U.S. Technology ETF464287721SHS5,464$1,070,179dollars as filed
GALLAGHER ARTHUR J & CO COM363576109Stock3,242$1,004,177dollars as filed
PEOPLE INC44891N208COM NEW29,357$1,000,193dollars as filed
Financial Select Sector SPDR Fund81369Y605SHS18,274$984,603dollars as filed
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS5,268$941,550dollars as filed
Waste Management, Inc.94106L109COM4,250$938,528dollars as filed
VWO922042858SHS15,687$849,922dollars as filed
MATCH GROUP INC NEW57667L107COM22,479$793,958dollars as filed
ISHARES RUSSELL MID-CAP GROWTH ETF464287481ETF5,439$774,568dollars as filed
ALICO INC016230104COM21,106$731,534dollars as filed
ISHARES TR464287606S&P MC 400GR ETF7,556$724,545dollars as filed
ConocoPhillips20825C104COM7,640$722,668dollars as filed
ISHARES TR464287887S&P SML 600 GWT5,000$707,500dollars as filed
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS113004105Stock11,759$669,557dollars as filed
American Express Company025816109COM1,976$656,348dollars as filed
WABTEC COM929740108Stock3,168$635,089dollars as filed
Morgan Stanley617446448COM3,944$626,938dollars as filed
Vanguard Real Estate922908553SHS6,781$619,919dollars as filed
NEW YORK TIMES CO MTN BE CL A650111107Stock10,520$603,848dollars as filed
ENTERPRISE PRODS PARTNERS L293792107COM18,987$593,723dollars as filed
Merck & Co.,Inc.58933Y105COM6,805$571,144dollars as filed
ISHARES TR464287648RUS 2000 GRW ETF1,720$550,469dollars as filed
Health Care Select Sector SPDR Fund81369Y209SHS3,943$548,747dollars as filed
SELECT SECTOR SPDR TR81369Y407SBI CONS DISCR2,278$545,900dollars as filed
LENNAR CORP CL A526057104Stock4,061$511,848dollars as filed
Vanguard Intermediate-Term Bond ETF921937819SHS6,549$511,411dollars as filed
MARKELGROUPINC570535104STOK262$500,776dollars as filed
3M CO COM88579Y101Stock3,200$496,576dollars as filed
SELECT SECTOR SPDR TR81369Y704INDL3,202$493,844dollars as filed
DATADOGINCCLASSA23804L103STOK3,459$492,562dollars as filed
BRAZE INC10576N102COM CL A17,154$487,860dollars as filed
NORFOLK SOUTHN CORP COM655844108Stock1,589$477,351dollars as filed
HERSHEY CO COM427866108Stock2,520$471,366dollars as filed
UNILEVER PLC904767704SPON ADR NEW7,905$468,608dollars as filed
SELECT SECTOR SPDR TR81369Y308STATE STREET CON5,813$455,565dollars as filed
PHILLIPS 66 COM718546104Stock3,318$451,314dollars as filed
ISHARES RUSSELL MID-CAP VALUE ETF464287473ETF3,231$451,274dollars as filed
UBIQUITI INC90353W103COM616$406,917dollars as filed
Honeywell Technologies438516106COM1,848$389,270dollars as filed
Tesla Motors, Inc88160R101COM872$387,796dollars as filed
TEMPUS AI INC CL A88023B103Stock4,663$376,351dollars as filed
PROCORE TECHNOLOGIES INC COM74275K108Stock5,133$374,298dollars as filed
CREDIT ACCEP CORP MICH225310101COM800$373,544dollars as filed
HUMANA INC COM444859102Stock1,408$366,319dollars as filed
ISHARES TR464287630RUS 2000 VAL ETF2,017$356,626dollars as filed
PepsiCo,Inc.713448108COM2,461$345,623dollars as filed
Thermo Fisher Scientific Inc.883556102COM666$323,023dollars as filed
Qualcomm Incorporated747525103COM1,935$321,907dollars as filed
Applied Materials,Inc.038222105COM1,483$303,629dollars as filed
RUBRIK INC.781154109CL A3,376$277,676dollars as filed
Bank of America Corp060505104COM5,364$276,729dollars as filed
IRON MTN INC DEL COM46284V101REIT2,696$274,830dollars as filed
COCA-COLA EUROPACIFIC PARTNERS SHSG25839104Stock3,000$271,230dollars as filed
FAIR ISAAC CORP COM303250104Stock178$266,382dollars as filed
ANGI INC00183L201CL A NEW15,414$250,632dollars as filed
Raytheon Technologies Corporation75513E101COM1,493$249,824dollars as filed
EPAM SYS INC COM29414B104Stock1,610$242,772dollars as filed
Automatic Data Processing,Inc.053015103COM760$223,060dollars as filed
COPART INC COM217204106Stock4,808$216,216dollars as filed
TERAWULF INC88080T104COM18,503$211,304dollars as filed
iShares S&P Mid-Cap 400 Value ETF464287705SHS1,612$209,109dollars as filed
CINTAS CORP COM172908105Stock1,000$205,260dollars as filed
Vanguard Ultra-Short Bond ETF92203C303SHS4,089$204,430dollars as filed
iShares S&P Small-Cap 600 Value ETF464287879SHS1,836$203,043dollars as filed
Walt Disney Co254687106COM1,773$203,009dollars as filed
VIMEO INC92719V100COMMON STOCK15,067$116,769dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001214659-25-015984this filing2025-11-06acceptance time not in the bulk data set