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Disclosery

13F-HR filed by Allied Investment Advisors, LLC

Allied Investment Advisors, LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-04-08, with 86 holding rows worth $527,446,523.

Accession
0001729869-25-000004
Filer
CIK 1729869
Filed
2025-04-08
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 86 entries on the cover page, a total value of $527,446,523 stated on the cover page (in dollars after the unit check, H1), rows summing to $527,446,520 with VALUE read as dollars as filed, 13F file number 028-18241. The quarter's positions are built on this report. The resolved quarter.

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
SCHD808524797COM1,531,316$42,815,595dollars as filed
VANGUARD HEALTH CARE ETF92204A504ETF146,529$38,790,622dollars as filed
Microsoft Corp594918104COM62,412$23,429,022dollars as filed
Vanguard Utilities ETF92204A876SHS137,094$23,417,026dollars as filed
JPMorgan Chase & Co46625H100COM70,153$17,208,589dollars as filed
Caterpillar Inc.149123101COM42,984$14,176,123dollars as filed
Wells Fargo & Company949746101COM197,419$14,172,710dollars as filed
Raytheon Technologies Corporation75513E101COM105,654$13,994,929dollars as filed
EXXON MOBIL CORP30231G102COM115,323$13,715,316dollars as filed
SHELL PLC SPON ADS780259305ADR181,627$13,309,627dollars as filed
Chevron Corporation166764100COM79,380$13,279,480dollars as filed
Lowes Companies,Inc.548661107COM55,228$12,880,826dollars as filed
Bank of America Corp060505104COM307,498$12,831,879dollars as filed
Deere & Company244199105COM26,875$12,613,781dollars as filed
Goldman Sachs Group,Inc.38141G104COM22,105$12,075,740dollars as filed
Abbott Laboratories002824100COM90,070$11,947,786dollars as filed
3M CO COM88579Y101Stock80,943$11,887,289dollars as filed
Johnson & Johnson478160104COM68,905$11,427,204dollars as filed
Apple Inc037833100COM51,170$11,366,458dollars as filed
EMERSON ELEC CO COM291011104Stock103,625$11,361,445dollars as filed
OTIS WORLDWIDE CORP COM68902V107Stock109,330$11,282,856dollars as filed
Procter & Gamble Co742718109COM65,898$11,230,264dollars as filed
STATE STR CORP COM857477103Stock121,128$10,844,590dollars as filed
TOTALENERGIES SE89151E109SPONSORED ADS164,047$10,612,200dollars as filed
FEDEX CORP COM31428X106Stock43,445$10,590,956dollars as filed
KIMBERLY-CLARK CORP COM494368103Stock74,179$10,549,737dollars as filed
Medtronic PlcG5960L103COM115,412$10,370,922dollars as filed
SYSCOCORP871829107COM137,864$10,345,315dollars as filed
USBANCORPDEL902973304COM NEW234,965$9,920,222dollars as filed
PepsiCo,Inc.713448108COM63,865$9,575,918dollars as filed
Lockheed Martin Corporation539830109COM20,544$9,177,210dollars as filed
AAON INC000360206COM PAR $0.004115,411$9,017,061dollars as filed
GENUINE PARTS CO COM372460105Stock66,805$7,959,148dollars as filed
DIAGEO PLC SPON ADR NEW25243Q205ADR74,829$7,841,331dollars as filed
Pfizer Inc.717081103COM303,884$7,700,421dollars as filed
TARGET CORP COM87612E106Stock69,561$7,259,386dollars as filed
VTI922908769COM14,854$4,082,473dollars as filed
Vanguard FTSE Europe ETF922042874SHS55,661$3,907,959dollars as filed
Berkshire Hathaway Inc084670702COM3,798$2,022,739dollars as filed
SPDR GOLD TR78463V107GOLD SHS6,185$1,782,146dollars as filed
Walmart Inc.931142103COM19,163$1,682,320dollars as filed
PROSHARES TR74348A467S&P 500 DV ARIST16,265$1,661,958dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A2$1,596,883dollars as filed
Costco Wholesale Corporation22160K105COM1,532$1,448,935dollars as filed
International Business Machines Corporation459200101COM5,128$1,275,128dollars as filed
VGT92204A702SHS2,187$1,186,185dollars as filed
ISHARES INC46434G848MSCI GBL ETF NEW32,427$1,163,481dollars as filed
INVESCO EXCH TRADED FD TR II46138E354S&P500 LOW VOL12,200$911,584dollars as filed
Vanguard Value ETF922908744SHS4,021$694,588dollars as filed
Home Depot, Inc437076102COM1,895$694,499dollars as filed
Starbucks Corporation855244109COM6,992$685,845dollars as filed
GLACIER BANCORP INC NEW37637Q105COM14,831$655,827dollars as filed
SPY78462F103SHS1,152$644,417dollars as filed
Merck & Co.,Inc.58933Y105COM7,069$634,513dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM3,701$572,274dollars as filed
NVIDIA Corp67066G104COM5,090$551,654dollars as filed
DIMENSIONAL ETF TRUST25434V401US EQUI MARK ETF7,752$468,841dollars as filed
Amazon.com, Inc023135106COM2,434$463,093dollars as filed
VANGUARD WORLD FD92204A405FINANCIALS ETF3,830$457,570dollars as filed
KNIFE RIVER CORP COMMON STOCK498894104Stock4,516$407,388dollars as filed
McDonalds Corporation580135101COM1,277$398,896dollars as filed
AbbVie,Inc.00287Y109COM1,840$385,517dollars as filed
MDU RES GROUP INC552690109COM22,069$373,187dollars as filed
FIRST INTERSTATE BANCSYSTEM IN32055Y201COM CL A12,699$363,837dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS627$352,311dollars as filed
ConocoPhillips20825C104COM3,146$330,393dollars as filed
SCHWAB STRATEGIC TR808524409US LCAP VA ETF12,182$323,798dollars as filed
Boeing Company097023105COM1,884$321,316dollars as filed
SPDR Portfolio S&P 400 Mid Cap ETF78464A847SHS5,714$292,443dollars as filed
SPDW78463X889COM7,916$288,222dollars as filed
Oracle Corporation68389X105COM2,050$286,673dollars as filed
META PLATFORMS INC CL A30303M102COM489$281,840dollars as filed
CARLISLE COS INC COM142339100Stock820$279,210dollars as filed
American Express Company025816109COM989$266,090dollars as filed
VANGUARD WORLD FD92204A603INDUSTRIAL ETF1,063$263,146dollars as filed
Citigroup Inc.172967424COM3,552$252,156dollars as filed
Automatic Data Processing,Inc.053015103COM800$244,424dollars as filed
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF78464A854SHS3,496$229,897dollars as filed
ECOLAB INC COM278865100Stock903$228,929dollars as filed
iShares S&P Mid-Cap 400 Value ETF464287705SHS1,909$228,565dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS2,269$224,449dollars as filed
Eli Lilly and Company532457108COM270$222,593dollars as filed
EVERUS CONSTR GROUP COM300426103Stock5,549$205,812dollars as filed
FORD MTR CO COM345370860Stock12,330$123,670dollars as filed
GERON CORP374163103COM20,959$33,325dollars as filed
RYVYL INC39366L307COM14,684$14,537dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001729869-25-000004this filing2025-04-08acceptance time not in the bulk data set