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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 2025-06-30, filed 2025-07-31, with 87 holding rows worth $571,939,355.

Accession
0001729869-25-000006
Filer
CIK 1729869
Filed
2025-07-31
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 87 entries on the cover page, a total value of $571,939,355 stated on the cover page (in dollars after the unit check, H1), rows summing to $571,939,355 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
SCHD808524797COM1,632,590$43,263,635dollars as filed
VANGUARD HEALTH CARE ETF92204A504ETF154,915$38,471,591dollars as filed
Microsoft Corp594918104COM62,277$30,976,945dollars as filed
Vanguard Utilities ETF92204A876SHS138,765$24,493,410dollars as filed
JPMorgan Chase & Co46625H100COM69,418$20,125,077dollars as filed
AAON INC000360206COM PAR $0.004242,984$17,920,070dollars as filed
Caterpillar Inc.149123101COM43,731$16,976,812dollars as filed
Wells Fargo & Company949746101COM196,443$15,739,013dollars as filed
Goldman Sachs Group,Inc.38141G104COM22,176$15,695,064dollars as filed
Raytheon Technologies Corporation75513E101COM104,349$15,237,041dollars as filed
Bank of America Corp060505104COM310,436$14,689,817dollars as filed
EMERSON ELEC CO COM291011104Stock105,167$14,021,916dollars as filed
Deere & Company244199105COM27,369$13,916,863dollars as filed
STATE STR CORP COM857477103Stock124,385$13,227,101dollars as filed
SHELL PLC SPON ADS780259305ADR185,186$13,038,946dollars as filed
EXXON MOBIL CORP30231G102COM118,095$12,730,644dollars as filed
Lowes Companies,Inc.548661107COM57,089$12,666,336dollars as filed
3M CO COM88579Y101Stock80,632$12,275,416dollars as filed
Abbott Laboratories002824100COM89,648$12,193,024dollars as filed
Chevron Corporation166764100COM83,112$11,900,807dollars as filed
USBANCORPDEL902973304COM NEW249,266$11,279,287dollars as filed
OTIS WORLDWIDE CORP COM68902V107Stock111,991$11,089,349dollars as filed
SYSCOCORP871829107COM142,544$10,796,283dollars as filed
Johnson & Johnson478160104COM70,181$10,720,147dollars as filed
Procter & Gamble Co742718109COM66,623$10,614,308dollars as filed
TOTALENERGIES SE89151E109SPONSORED ADS171,238$10,512,301dollars as filed
FEDEX CORP COM31428X106Stock46,222$10,506,673dollars as filed
Apple Inc037833100COM50,475$10,356,017dollars as filed
Medtronic PlcG5960L103COM118,192$10,302,797dollars as filed
KIMBERLY-CLARK CORP COM494368103Stock76,036$9,802,561dollars as filed
Lockheed Martin Corporation539830109COM21,160$9,800,042dollars as filed
GENUINE PARTS CO COM372460105Stock74,535$9,041,841dollars as filed
PepsiCo,Inc.713448108COM68,168$9,000,903dollars as filed
TARGET CORP COM87612E106Stock83,931$8,279,793dollars as filed
DIAGEO PLC SPON ADR NEW25243Q205ADR79,526$8,019,402dollars as filed
Pfizer Inc.717081103COM330,727$8,016,822dollars as filed
VTI922908769COM21,420$6,510,181dollars as filed
Vanguard FTSE Europe ETF922042874SHS74,237$5,753,368dollars as filed
ISHARES INC46434G848MSCI GBL ETF NEW67,916$2,553,642dollars as filed
SPDR GOLD TR78463V107GOLD SHS6,635$2,022,547dollars as filed
Walmart Inc.931142103COM20,476$2,002,143dollars as filed
Berkshire Hathaway Inc084670702COM3,721$1,807,550dollars as filed
PROSHARES TR74348A467S&P 500 DV ARIST16,282$1,639,597dollars as filed
Costco Wholesale Corporation22160K105COM1,577$1,561,135dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A2$1,457,600dollars as filed
International Business Machines Corporation459200101COM4,876$1,437,347dollars as filed
VGT92204A702SHS1,966$1,304,008dollars as filed
Vanguard Value ETF922908744SHS5,246$927,178dollars as filed
INVESCO EXCH TRADED FD TR II46138E354S&P500 LOW VOL12,200$888,404dollars as filed
NVIDIA Corp67066G104COM5,609$886,166dollars as filed
SPY78462F103SHS1,152$711,763dollars as filed
Home Depot, Inc437076102COM1,893$694,050dollars as filed
Starbucks Corporation855244109COM6,992$640,677dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM3,629$639,484dollars as filed
GLACIER BANCORP INC NEW37637Q105COM14,831$638,919dollars as filed
Amazon.com, Inc023135106COM2,527$554,399dollars as filed
Merck & Co.,Inc.58933Y105COM6,906$546,679dollars as filed
EAGLE BANCORP MONTANA INC26942G100COMMON STOCK31,769$529,589dollars as filed
DIMENSIONAL ETF TRUST25434V401US EQUI MARK ETF7,752$519,539dollars as filed
VANGUARD WORLD FD92204A405FINANCIALS ETF3,830$487,559dollars as filed
Oracle Corporation68389X105COM2,050$448,289dollars as filed
META PLATFORMS INC CL A30303M102COM535$394,878dollars as filed
Boeing Company097023105COM1,884$394,755dollars as filed
McDonalds Corporation580135101COM1,332$389,170dollars as filed
KNIFE RIVER CORP COMMON STOCK498894104Stock4,516$368,686dollars as filed
MDU RES GROUP INC552690109COM22,069$367,890dollars as filed
FIRST INTERSTATE BANCSYSTEM IN32055Y201COM CL A12,722$366,658dollars as filed
EVERUS CONSTR GROUP COM300426103Stock5,549$352,528dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS563$349,567dollars as filed
AbbVie,Inc.00287Y109COM1,840$341,541dollars as filed
SCHWAB STRATEGIC TR808524409US LCAP VA ETF12,182$337,076dollars as filed
American Express Company025816109COM989$315,471dollars as filed
Citigroup Inc.172967424COM3,652$310,858dollars as filed
CARLISLE COS INC COM142339100Stock820$306,188dollars as filed
VANGUARD WORLD FD92204A603INDUSTRIAL ETF1,063$297,714dollars as filed
Automatic Data Processing,Inc.053015103COM800$246,720dollars as filed
ConocoPhillips20825C104COM2,737$245,618dollars as filed
Broadcom Inc.11135F101COM884$243,675dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS2,269$225,085dollars as filed
iShares S&P Mid-Cap 400 Value ETF464287705SHS1,784$220,467dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM1,211$214,819dollars as filed
Eli Lilly and Company532457108COM267$207,755dollars as filed
Advanced Micro Devices,Inc.007903107COM1,443$204,762dollars as filed
VANGUARD MALVERN FDS922020805SHS4,014$201,784dollars as filed
FORD MTR CO COM345370860Stock12,330$133,781dollars as filed
GERON CORP374163103COM20,959$29,552dollars as filed
RYVYL INC39366L307COM14,684$12,490dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001729869-25-000006this filing2025-07-31acceptance time not in the bulk data set