13F HOLDINGS REPORT
Allen Investment Management LLC
Quarter ended Q1 2025 · Filed May 7, 2025 · Accession 0001214659-25-007063
Total Value
$8.57B
Positions
199
Other Managers
1
Confidential Omitted
No
Holdings (199)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VISA INC | V | 1,840,108 | $644.9M | 7.52% |
| 2 | SCHWAB CHARLES CORP | SCHW-PJ | 8,208,961 | $642.6M | 7.50% |
| 3 | AMAZON COM INC | AMZN | 3,211,038 | $610.9M | 7.13% |
| 4 | MICROSOFT CORP | MSFT | 1,469,390 | $551.6M | 6.43% |
| 5 | UNITEDHEALTH GROUP INC | UNH | 1,030,968 | $540.0M | 6.30% |
| 6 | S&P GLOBAL INC | SPGI | 909,052 | $461.9M | 5.39% |
| 7 | META PLATFORMS INC | META | 763,147 | $439.8M | 5.13% |
| 8 | MOODYS CORP | MCO | 903,702 | $420.8M | 4.91% |
| 9 | UBER TECHNOLOGIES INC | UBER | 5,304,178 | $386.5M | 4.51% |
| 10 | APOLLO GLOBAL MGMT INC | 03769M106 | 2,641,043 | $361.7M | 4.22% |
| 11 | ALPHABET INC | GOOG | 2,226,472 | $347.8M | 4.06% |
| 12 | STARBUCKS CORP | SBUX | 2,426,879 | $238.1M | 2.78% |
| 13 | VANGUARD INDEX FDS | 922908769 | 605,653 | $166.5M | 1.94% |
| 14 | ALPS ETF TR | 00162Q452 | 3,080,512 | $160.0M | 1.87% |
| 15 | VANGUARD INDEX FDS | 922908363 | 251,230 | $129.1M | 1.51% |
| 16 | SERVICENOW INC | NOW | 149,505 | $119.0M | 1.39% |
| 17 | SPDR GOLD TR | GLD | 348,085 | $100.3M | 1.17% |
| 18 | SPDR S&P 500 ETF TR | SPY | 153,043 | $85.6M | 1.00% |
| 19 | SELECT SECTOR SPDR TR | 81369Y506 | 829,570 | $77.5M | 0.90% |
| 20 | NVIDIA CORPORATION | NVDA | 670,456 | $72.7M | 0.85% |
| 21 | MERCADOLIBRE INC | MELI | 36,706 | $71.6M | 0.84% |
| 22 | APPLE INC | AAPL | 306,980 | $68.2M | 0.80% |
| 23 | ARES CAPITAL CORP | ARCC | 2,975,197 | $65.9M | 0.77% |
| 24 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 121,200 | $64.5M | 0.75% |
| 25 | ISHARES TR | 464287150 | 528,525 | $64.5M | 0.75% |
| 26 | CROWDSTRIKE HLDGS INC | CRWD | 179,764 | $63.4M | 0.74% |
| 27 | GOLUB CAP BDC INC | 38173M102 | 4,135,726 | $62.6M | 0.73% |
| 28 | BLACKSTONE INC | BX | 384,177 | $53.7M | 0.63% |
| 29 | WORKDAY INC | WDAY | 226,310 | $52.9M | 0.62% |
| 30 | CLOUDFLARE INC | NET | 451,949 | $50.9M | 0.59% |
| 31 | INVESCO QQQ TR | IVZ | 106,695 | $50.0M | 0.58% |
| 32 | SHOPIFY INC | SHOP | 516,334 | $49.3M | 0.57% |
| 33 | BROADCOM INC | AVGO | 294,018 | $49.2M | 0.57% |
| 34 | ASML HOLDING N V | ASMLF | 66,336 | $44.0M | 0.51% |
| 35 | VANGUARD TAX-MANAGED FDS | 921943858 | 800,481 | $40.7M | 0.47% |
| 36 | COINBASE GLOBAL INC | COIN | 232,393 | $40.0M | 0.47% |
| 37 | JPMORGAN CHASE & CO. | VYLD | 156,503 | $38.4M | 0.45% |
| 38 | VANGUARD SCOTTSDALE FDS | 92206C409 | 479,013 | $37.8M | 0.44% |
| 39 | VANGUARD SCOTTSDALE FDS | 92206C870 | 424,182 | $34.7M | 0.40% |
| 40 | SNOWFLAKE INC | SNOW | 234,947 | $34.3M | 0.40% |
| 41 | PALO ALTO NETWORKS INC | PANW | 196,718 | $33.6M | 0.39% |
| 42 | ARISTA NETWORKS INC | ANET | 416,849 | $32.3M | 0.38% |
| 43 | SIXTH STREET SPECIALTY LENDI | TSLX | 1,434,920 | $32.1M | 0.37% |
| 44 | VANGUARD MUN BD FDS | 922907746 | 639,311 | $31.7M | 0.37% |
| 45 | VANGUARD STAR FDS | 921909768 | 486,101 | $30.2M | 0.35% |
| 46 | NU HLDGS LTD | NU | 2,941,105 | $30.1M | 0.35% |
| 47 | MASTERCARD INCORPORATED | MA | 50,847 | $27.9M | 0.33% |
| 48 | ISHARES TR | 46432F834 | 395,466 | $27.6M | 0.32% |
| 49 | HUBSPOT INC | HUBS | 46,345 | $26.5M | 0.31% |
| 50 | ISHARES TR | 46432F842 | 340,959 | $25.8M | 0.30% |
| 51 | ISHARES TR | 464287622 | 83,485 | $25.6M | 0.30% |
| 52 | JOHNSON & JOHNSON | JNJ | 147,610 | $24.5M | 0.29% |
| 53 | DUOLINGO INC | DUOL | 78,507 | $24.4M | 0.28% |
| 54 | NETFLIX INC | NFLX | 25,310 | $23.6M | 0.28% |
| 55 | COUPANG INC | CPNG | 1,043,757 | $22.9M | 0.27% |
| 56 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 129,762 | $21.5M | 0.25% |
| 57 | DATADOG INC | DDOG | 204,366 | $20.3M | 0.24% |
| 58 | MONGODB INC | MDB | 112,956 | $19.8M | 0.23% |
| 59 | WAYFAIR INC | W | 587,500 | $18.8M | 0.22% |
| 60 | GE VERNOVA INC | GEV | 60,657 | $18.5M | 0.22% |
| 61 | COCA COLA CO | KO | 249,500 | $17.9M | 0.21% |
| 62 | ISHARES TR | 464288257 | 150,890 | $17.6M | 0.20% |
| 63 | BLACKSTONE SECD LENDING FD | BX | 533,834 | $17.3M | 0.20% |
| 64 | INVESCO EXCHANGE TRADED FD T | IVZ | 96,386 | $16.7M | 0.19% |
| 65 | SNAP INC | SNAP | 1,890,749 | $16.5M | 0.19% |
| 66 | VANGUARD SCOTTSDALE FDS | 92206C102 | 279,076 | $16.4M | 0.19% |
| 67 | ALPHABET INC | GOOG | 93,294 | $14.4M | 0.17% |
| 68 | WALMART INC | WMT | 163,464 | $14.4M | 0.17% |
| 69 | LOWES COS INC | 548661107 | 57,094 | $13.3M | 0.16% |
| 70 | INTUITIVE SURGICAL INC | ISRG | 25,478 | $12.6M | 0.15% |
| 71 | VANGUARD WORLD FD | 92204A405 | 95,861 | $11.5M | 0.13% |
| 72 | ISHARES TR | 464287689 | 35,325 | $11.2M | 0.13% |
| 73 | PROCTER AND GAMBLE CO | 742718109 | 65,679 | $11.2M | 0.13% |
| 74 | VANGUARD INTL EQUITY INDEX F | 922042742 | 95,173 | $11.0M | 0.13% |
| 75 | ISHARES TR | 464287168 | 72,973 | $9.8M | 0.11% |
| 76 | PALANTIR TECHNOLOGIES INC | PLTR | 112,863 | $9.5M | 0.11% |
| 77 | GENERAL DYNAMICS CORP | GD | 33,954 | $9.3M | 0.11% |
| 78 | ISHARES TR | 464287614 | 25,154 | $9.1M | 0.11% |
| 79 | KKR & CO INC | KKRT | 74,560 | $8.6M | 0.10% |
| 80 | QUANTA SVCS INC | 74762E102 | 32,000 | $8.1M | 0.09% |
| 81 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 10 | $8.0M | 0.09% |
| 82 | VANGUARD SPECIALIZED FUNDS | 921908844 | 40,746 | $7.9M | 0.09% |
| 83 | CARGURUS INC | CARG | 257,827 | $7.5M | 0.09% |
| 84 | AURORA INNOVATION INC | AUROW | 1,022,165 | $6.9M | 0.08% |
| 85 | HOME DEPOT INC | HD | 18,723 | $6.9M | 0.08% |
| 86 | ISHARES TR | 464287804 | 62,583 | $6.5M | 0.08% |
| 87 | SPDR SER TR | 78464A474 | 204,584 | $6.2M | 0.07% |
| 88 | CANADIAN PACIFIC KANSAS CITY | CP | 86,171 | $6.1M | 0.07% |
| 89 | MONDELEZ INTL INC | 609207105 | 88,947 | $6.0M | 0.07% |
| 90 | MCDONALDS CORP | MCD | 19,230 | $6.0M | 0.07% |
| 91 | ELI LILLY & CO | LLY | 6,626 | $5.5M | 0.06% |
| 92 | AFFIRM HLDGS INC | AFRM | 116,683 | $5.3M | 0.06% |
| 93 | COSTCO WHSL CORP NEW | 22160K105 | 4,498 | $4.3M | 0.05% |
| 94 | DANAHER CORPORATION | 235851102 | 19,735 | $4.0M | 0.05% |
| 95 | INTERNATIONAL BUSINESS MACHS | INTR | 15,000 | $3.7M | 0.04% |
| 96 | OREILLY AUTOMOTIVE INC | 67103H107 | 2,550 | $3.7M | 0.04% |
| 97 | AIRBNB INC | ABNB | 30,538 | $3.6M | 0.04% |
| 98 | ISHARES TR | 46429B663 | 29,195 | $3.5M | 0.04% |
| 99 | MAPLEBEAR INC | CART | 85,563 | $3.4M | 0.04% |
| 100 | ISHARES TR | 464287465 | 38,381 | $3.1M | 0.04% |
| 101 | BLUE OWL CAPITAL CORPORATION | OWL | 209,140 | $3.1M | 0.04% |
| 102 | APPLOVIN CORP | APP | 11,420 | $3.0M | 0.04% |
| 103 | PRIMERICA INC | PRI | 10,398 | $3.0M | 0.03% |
| 104 | ISHARES TR | 464287598 | 15,188 | $2.9M | 0.03% |
| 105 | ACUITY INC | AYI | 10,530 | $2.8M | 0.03% |
| 106 | ISHARES TR | 464287499 | 31,000 | $2.6M | 0.03% |
| 107 | BROOKFIELD CORP | 11271J107 | 46,719 | $2.4M | 0.03% |
| 108 | INVESCO EXCH TRADED FD TR II | IVZ | 12,588 | $2.4M | 0.03% |
| 109 | SYSCO CORP | SYY | 32,368 | $2.4M | 0.03% |
| 110 | TWILIO INC | TWLO | 23,400 | $2.3M | 0.03% |
| 111 | ISHARES TR | 464287234 | 52,101 | $2.3M | 0.03% |
| 112 | VANGUARD INDEX FDS | 922908736 | 5,539 | $2.1M | 0.02% |
| 113 | CANADIAN NATL RY CO | 136375102 | 20,000 | $1.9M | 0.02% |
| 114 | SALESFORCE INC | CRM | 7,009 | $1.9M | 0.02% |
| 115 | ISHARES TR | 464288240 | 32,989 | $1.8M | 0.02% |
| 116 | ETSY INC | ETSY | 38,618 | $1.8M | 0.02% |
| 117 | ELEVANCE HEALTH INC | ELV | 4,098 | $1.8M | 0.02% |
| 118 | VANGUARD INTL EQUITY INDEX F | 922042775 | 28,293 | $1.7M | 0.02% |
| 119 | INTUIT | INTU | 2,787 | $1.7M | 0.02% |
| 120 | ABBVIE INC | ABBV | 8,060 | $1.7M | 0.02% |
| 121 | UNITED RENTALS INC | URI | 2,537 | $1.6M | 0.02% |
| 122 | RAYMOND JAMES FINL INC | 754730109 | 11,150 | $1.5M | 0.02% |
| 123 | ABBOTT LABS | ABLZF | 11,600 | $1.5M | 0.02% |
| 124 | VANGUARD BD INDEX FDS | 921937827 | 18,728 | $1.5M | 0.02% |
| 125 | SELECT SECTOR SPDR TR | 81369Y605 | 27,791 | $1.4M | 0.02% |
| 126 | DOVER CORP | DOV | 7,743 | $1.4M | 0.02% |
| 127 | IAC INC | IAC | 29,357 | $1.3M | 0.02% |
| 128 | ISHARES TR | 464287655 | 6,500 | $1.3M | 0.02% |
| 129 | EXXON MOBIL CORP | XOM | 10,894 | $1.3M | 0.02% |
| 130 | PROGRESSIVE CORP | 743315103 | 4,562 | $1.3M | 0.02% |
| 131 | ISHARES TR | 464287101 | 4,689 | $1.3M | 0.01% |
| 132 | F&G ANNUITIES & LIFE INC | FGSN | 32,901 | $1.2M | 0.01% |
| 133 | VANGUARD INTL EQUITY INDEX F | 922042858 | 26,163 | $1.2M | 0.01% |
| 134 | MERCK & CO INC | MRK | 12,901 | $1.2M | 0.01% |
| 135 | GALLAGHER ARTHUR J & CO | 363576109 | 3,242 | $1.1M | 0.01% |
| 136 | ISHARES BITCOIN TRUST ETF | IBIT | 23,902 | $1.1M | 0.01% |
| 137 | DONALDSON INC | DCI | 16,000 | $1.1M | 0.01% |
| 138 | D R HORTON INC | 23331A109 | 8,117 | $1.0M | 0.01% |
| 139 | WASTE MGMT INC DEL | 94106L109 | 4,250 | $983,918 | 0.01% |
| 140 | KLA CORP | KLAC | 1,386 | $941,219 | 0.01% |
| 141 | ORACLE CORP | ORCL-PD | 6,449 | $901,635 | 0.01% |
| 142 | CONOCOPHILLIPS | COP | 7,640 | $802,353 | 0.01% |
| 143 | ISHARES TR | 464287721 | 5,464 | $767,364 | 0.01% |
| 144 | LENNAR CORP | LEN-B | 6,666 | $765,123 | 0.01% |
| 145 | GE AEROSPACE | 369604301 | 3,750 | $750,563 | 0.01% |
| 146 | MATCH GROUP INC NEW | MTCH | 22,479 | $701,345 | 0.01% |
| 147 | ALIBABA GROUP HLDG LTD | BBAAY | 5,268 | $696,588 | 0.01% |
| 148 | ENTERPRISE PRODS PARTNERS L | 293792107 | 18,987 | $648,216 | 0.01% |
| 149 | ISHARES TR | 464287481 | 5,439 | $639,028 | 0.01% |
| 150 | AGIOS PHARMACEUTICALS INC | AGIO | 21,781 | $638,183 | 0.01% |
| 151 | ALICO INC | ALCO | 21,106 | $629,803 | 0.01% |
| 152 | ISHARES TR | 464287606 | 7,556 | $629,264 | 0.01% |
| 153 | ISHARES TR | 464287887 | 5,000 | $622,500 | 0.01% |
| 154 | BRAZE INC | BRZE | 17,154 | $618,916 | 0.01% |
| 155 | VANGUARD INDEX FDS | 922908553 | 6,781 | $613,952 | 0.01% |
| 156 | SELECT SECTOR SPDR TR | 81369Y209 | 3,943 | $575,717 | 0.01% |
| 157 | BROOKFIELD ASSET MANAGMT LTD | 113004105 | 11,759 | $569,724 | 0.01% |
| 158 | ENSTAR GROUP LIMITED | G3075P101 | 1,600 | $531,808 | 0.01% |
| 159 | AMERICAN EXPRESS CO | AXP | 1,976 | $531,643 | 0.01% |
| 160 | NEW YORK TIMES CO | NYT | 10,520 | $521,792 | 0.01% |
| 161 | VANGUARD BD INDEX FDS | 921937819 | 6,549 | $501,457 | 0.01% |
| 162 | MARKEL GROUP INC | MKL | 262 | $489,838 | 0.01% |
| 163 | UNILEVER PLC | UNLYF | 8,005 | $476,698 | 0.01% |
| 164 | NIKE INC | NKE | 7,499 | $476,038 | 0.01% |
| 165 | SELECT SECTOR SPDR TR | 81369Y308 | 5,813 | $474,748 | 0.01% |
| 166 | MORGAN STANLEY | MS-PQ | 4,034 | $470,647 | 0.01% |
| 167 | 3M CO | MMM | 3,200 | $469,952 | 0.01% |
| 168 | SELECT SECTOR SPDR TR | 81369Y407 | 2,278 | $449,814 | 0.01% |
| 169 | PEPSICO INC | PEP | 2,961 | $443,972 | 0.01% |
| 170 | ISHARES TR | 464287648 | 1,720 | $439,512 | 0.01% |
| 171 | HERSHEY CO | HSY | 2,520 | $430,996 | 0.01% |
| 172 | SELECT SECTOR SPDR TR | 81369Y704 | 3,202 | $419,686 | 0.00% |
| 173 | CREDIT ACCEP CORP MICH | 225310101 | 800 | $413,080 | 0.00% |
| 174 | PHILLIPS 66 | PSX | 3,318 | $409,707 | 0.00% |
| 175 | ISHARES TR | 464287473 | 3,231 | $407,009 | 0.00% |
| 176 | HONEYWELL INTL INC | 438516106 | 1,848 | $391,321 | 0.00% |
| 177 | ASTERA LABS INC | ALAB | 6,463 | $385,647 | 0.00% |
| 178 | NORFOLK SOUTHN CORP | 655844108 | 1,589 | $376,355 | 0.00% |
| 179 | HUMANA INC | HUM | 1,408 | $372,557 | 0.00% |
| 180 | THERMO FISHER SCIENTIFIC INC | TMO | 698 | $347,325 | 0.00% |
| 181 | PROCORE TECHNOLOGIES INC | PCOR | 5,133 | $338,881 | 0.00% |
| 182 | FAIR ISAAC CORP | FICO | 178 | $328,260 | 0.00% |
| 183 | ISHARES TR | 464287630 | 2,041 | $308,150 | 0.00% |
| 184 | QUALCOMM INC | QCOM | 1,935 | $297,235 | 0.00% |
| 185 | COPART INC | CPRT | 4,808 | $272,085 | 0.00% |
| 186 | EPAM SYS INC | EPAM | 1,610 | $271,832 | 0.00% |
| 187 | DEERE & CO | DE | 566 | $265,652 | 0.00% |
| 188 | COCA-COLA EUROPACIFIC PARTNE | CCEP | 3,000 | $261,090 | 0.00% |
| 189 | BANK AMERICA CORP | 060505104 | 5,726 | $238,946 | 0.00% |
| 190 | SWEETGREEN INC | SG | 9,364 | $234,287 | 0.00% |
| 191 | AUTOMATIC DATA PROCESSING IN | ADP | 760 | $232,203 | 0.00% |
| 192 | IRON MTN INC DEL | 46284V101 | 2,696 | $231,964 | 0.00% |
| 193 | ADVANCED MICRO DEVICES INC | AMD | 2,236 | $229,727 | 0.00% |
| 194 | TESLA INC | TSLA | 846 | $219,249 | 0.00% |
| 195 | APPLIED MATLS INC | 038222105 | 1,483 | $215,213 | 0.00% |
| 196 | CINTAS CORP | CTAS | 1,000 | $205,530 | 0.00% |
| 197 | VANGUARD BD INDEX FDS | 92203C303 | 4,089 | $203,857 | 0.00% |
| 198 | VIMEO INC | 92719V100 | 15,067 | $79,252 | 0.00% |
| 199 | TERAWULF INC | WULF | 18,503 | $50,513 | 0.00% |