13F HOLDINGS REPORT
Allen Investment Management LLC
Quarter ended Q4 2025 · Filed February 10, 2026 · Accession 0001214659-26-001416
Total Value
$9.03B
Positions
220
Other Managers
1
Confidential Omitted
No
Holdings (220)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 2,754,340 | $635.8M | 7.04% |
| 2 | MICROSOFT CORP | MSFT | 1,218,503 | $589.3M | 6.53% |
| 3 | SCHWAB CHARLES CORP | SCHW-PJ | 5,584,229 | $557.9M | 6.18% |
| 4 | META PLATFORMS INC | META | 739,659 | $488.2M | 5.41% |
| 5 | VISA INC | V | 1,129,646 | $396.2M | 4.39% |
| 6 | UNITEDHEALTH GROUP INC | UNH | 1,151,090 | $380.0M | 4.21% |
| 7 | S&P GLOBAL INC | SPGI | 704,692 | $368.3M | 4.08% |
| 8 | MOODYS CORP | MCO | 719,920 | $367.8M | 4.07% |
| 9 | APOLLO GLOBAL MGMT INC | 03769M106 | 2,418,178 | $350.1M | 3.88% |
| 10 | ALPHABET INC | GOOG | 1,012,210 | $317.6M | 3.52% |
| 11 | GE VERNOVA INC | GEV | 399,521 | $261.1M | 2.89% |
| 12 | BOEING CO | BA-PA | 968,500 | $210.3M | 2.33% |
| 13 | VANGUARD INDEX FDS | 922908769 | 598,163 | $200.5M | 2.22% |
| 14 | SPDR GOLD TR | GLD | 479,794 | $190.1M | 2.11% |
| 15 | INVESCO QQQ TR | IVZ | 296,141 | $181.9M | 2.02% |
| 16 | ALPS ETF TR | 00162Q452 | 3,751,091 | $176.4M | 1.95% |
| 17 | VANGUARD INDEX FDS | 922908363 | 258,455 | $162.1M | 1.80% |
| 18 | NVIDIA CORPORATION | NVDA | 785,002 | $146.4M | 1.62% |
| 19 | SPDR S&P 500 ETF TR | SPY | 183,808 | $125.3M | 1.39% |
| 20 | BROADCOM INC | AVGO | 359,340 | $124.4M | 1.38% |
| 21 | SERVICENOW INC | NOW | 790,892 | $121.2M | 1.34% |
| 22 | SHOPIFY INC | SHOP | 686,988 | $110.5M | 1.22% |
| 23 | CROWDSTRIKE HLDGS INC | CRWD | 211,432 | $99.1M | 1.10% |
| 24 | SELECT SECTOR SPDR TR | 81369Y506 | 2,130,644 | $95.3M | 1.06% |
| 25 | CLOUDFLARE INC | NET | 463,917 | $91.5M | 1.01% |
| 26 | MERCADOLIBRE INC | MELI | 43,702 | $88.0M | 0.98% |
| 27 | APPLE INC | AAPL | 314,949 | $85.6M | 0.95% |
| 28 | VANGUARD TAX-MANAGED FDS | 921943858 | 1,340,479 | $83.7M | 0.93% |
| 29 | ASML HOLDING N V | ASMLF | 76,321 | $81.7M | 0.90% |
| 30 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 268,160 | $81.5M | 0.90% |
| 31 | WAYFAIR INC | W | 749,250 | $75.2M | 0.83% |
| 32 | UBER TECHNOLOGIES INC | UBER | 904,100 | $73.9M | 0.82% |
| 33 | ISHARES TR | 464287150 | 489,107 | $72.7M | 0.81% |
| 34 | NU HLDGS LTD | NU | 4,111,637 | $68.8M | 0.76% |
| 35 | VANGUARD STAR FDS | 921909768 | 864,310 | $65.2M | 0.72% |
| 36 | ARES CAPITAL CORP | ARCC | 3,086,449 | $62.4M | 0.69% |
| 37 | GOLUB CAP BDC INC | 38173M102 | 4,069,890 | $55.2M | 0.61% |
| 38 | JPMORGAN CHASE & CO. | VYLD | 157,147 | $50.6M | 0.56% |
| 39 | BLACKSTONE INC | BX | 315,988 | $48.7M | 0.54% |
| 40 | COUPANG INC | CPNG | 1,888,149 | $44.5M | 0.49% |
| 41 | ISHARES BITCOIN TRUST ETF | IBIT | 895,936 | $44.5M | 0.49% |
| 42 | SNOWFLAKE INC | SNOW | 191,020 | $41.9M | 0.46% |
| 43 | ADVANCED MICRO DEVICES INC | AMD | 186,536 | $39.9M | 0.44% |
| 44 | VANGUARD SCOTTSDALE FDS | 92206C409 | 494,036 | $39.4M | 0.44% |
| 45 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 72,831 | $36.6M | 0.41% |
| 46 | VANGUARD SCOTTSDALE FDS | 92206C870 | 430,914 | $36.1M | 0.40% |
| 47 | PALO ALTO NETWORKS INC | PANW | 184,801 | $34.1M | 0.38% |
| 48 | COINBASE GLOBAL INC | COIN | 149,921 | $33.9M | 0.38% |
| 49 | SIXTH STREET SPECIALTY LENDI | TSLX | 1,560,247 | $33.9M | 0.38% |
| 50 | VANGUARD MUN BD FDS | 922907746 | 673,326 | $33.9M | 0.38% |
| 51 | ISHARES TR | 46432F834 | 388,292 | $32.9M | 0.36% |
| 52 | KKR & CO INC | KKRT | 248,364 | $31.7M | 0.35% |
| 53 | ISHARES TR | 46432F842 | 340,959 | $30.5M | 0.34% |
| 54 | ISHARES TR | 464287622 | 77,792 | $29.0M | 0.32% |
| 55 | INVESCO EXCHANGE TRADED FD T | IVZ | 142,450 | $27.3M | 0.30% |
| 56 | JOHNSON & JOHNSON | JNJ | 118,849 | $24.6M | 0.27% |
| 57 | ALPHABET INC | GOOG | 75,096 | $23.5M | 0.26% |
| 58 | VANGUARD SPECIALIZED FUNDS | 921908844 | 105,610 | $23.2M | 0.26% |
| 59 | ISHARES TR | 464288257 | 158,528 | $22.4M | 0.25% |
| 60 | SPOTIFY TECHNOLOGY S A | SPOT | 37,861 | $22.0M | 0.24% |
| 61 | NETFLIX INC | NFLX | 216,404 | $20.3M | 0.22% |
| 62 | BLACKSTONE SECD LENDING FD | BX | 756,339 | $19.9M | 0.22% |
| 63 | WALMART INC | WMT | 176,275 | $19.6M | 0.22% |
| 64 | SEA LTD | SE | 153,735 | $19.6M | 0.22% |
| 65 | DBX ETF TR | 233051630 | 596,285 | $18.5M | 0.21% |
| 66 | MASTERCARD INCORPORATED | MA | 32,246 | $18.4M | 0.20% |
| 67 | PALANTIR TECHNOLOGIES INC | PLTR | 99,720 | $17.7M | 0.20% |
| 68 | ROBLOX CORP | RBLX | 212,239 | $17.2M | 0.19% |
| 69 | COCA COLA CO | KO | 236,924 | $16.6M | 0.18% |
| 70 | VANGUARD SCOTTSDALE FDS | 92206C102 | 281,813 | $16.6M | 0.18% |
| 71 | WORKDAY INC | WDAY | 72,588 | $15.6M | 0.17% |
| 72 | VANGUARD WHITEHALL FDS | 921946406 | 101,796 | $14.6M | 0.16% |
| 73 | ISHARES TR | 464287689 | 35,131 | $13.6M | 0.15% |
| 74 | QUANTA SVCS INC | 74762E102 | 32,000 | $13.5M | 0.15% |
| 75 | ISHARES TR | 464287614 | 27,065 | $12.8M | 0.14% |
| 76 | VANGUARD WORLD FD | 92204A405 | 95,861 | $12.8M | 0.14% |
| 77 | ISHARES INC | 46434G822 | 151,441 | $12.2M | 0.14% |
| 78 | GENERAL DYNAMICS CORP | GD | 34,523 | $11.6M | 0.13% |
| 79 | BLUE OWL CAPITAL CORPORATION | OWL | 906,168 | $11.3M | 0.12% |
| 80 | CARGURUS INC | CARG | 268,769 | $10.3M | 0.11% |
| 81 | ISHARES TR | 464287168 | 72,973 | $10.3M | 0.11% |
| 82 | PROCTER AND GAMBLE CO | 742718109 | 69,760 | $10.0M | 0.11% |
| 83 | WISDOMTREE TR | WT | 293,475 | $9.8M | 0.11% |
| 84 | ELI LILLY & CO | LLY | 8,541 | $9.2M | 0.10% |
| 85 | LOWES COS INC | 548661107 | 36,098 | $8.7M | 0.10% |
| 86 | AFFIRM HLDGS INC | AFRM | 116,683 | $8.7M | 0.10% |
| 87 | ARISTA NETWORKS INC | ANET | 63,838 | $8.4M | 0.09% |
| 88 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 10 | $7.5M | 0.08% |
| 89 | SPDR SERIES TRUST | 78464A474 | 244,681 | $7.4M | 0.08% |
| 90 | HOME DEPOT INC | HD | 21,351 | $7.3M | 0.08% |
| 91 | MCDONALDS CORP | MCD | 22,516 | $6.9M | 0.08% |
| 92 | ISHARES TR | 464287804 | 55,466 | $6.7M | 0.07% |
| 93 | MONDELEZ INTL INC | 609207105 | 88,882 | $4.8M | 0.05% |
| 94 | COSTCO WHSL CORP NEW | 22160K105 | 5,475 | $4.7M | 0.05% |
| 95 | APPLOVIN CORP | APP | 6,810 | $4.6M | 0.05% |
| 96 | PROFESIONALLY MANAGED PORTFO | 74316P579 | 68,101 | $4.5M | 0.05% |
| 97 | INTERNATIONAL BUSINESS MACHS | INTR | 15,000 | $4.4M | 0.05% |
| 98 | SALESFORCE INC | CRM | 16,653 | $4.4M | 0.05% |
| 99 | CANADIAN PACIFIC KANSAS CITY | CP | 59,348 | $4.4M | 0.05% |
| 100 | VANGUARD INDEX FDS | 922908736 | 8,825 | $4.3M | 0.05% |
| 101 | AIRBNB INC | ABNB | 30,538 | $4.1M | 0.05% |
| 102 | ISHARES TR | 464287200 | 6,032 | $4.1M | 0.05% |
| 103 | AURORA INNOVATION INC | AUROW | 1,022,165 | $3.9M | 0.04% |
| 104 | ACUITY INC | AYI | 10,530 | $3.8M | 0.04% |
| 105 | ISHARES TR | 464287465 | 39,387 | $3.8M | 0.04% |
| 106 | INVESCO EXCHANGE TRADED FD T | IVZ | 61,636 | $3.7M | 0.04% |
| 107 | OREILLY AUTOMOTIVE INC | 67103H107 | 39,735 | $3.6M | 0.04% |
| 108 | ISHARES TR | 46429B663 | 29,195 | $3.6M | 0.04% |
| 109 | BROOKFIELD CORP | 11271J107 | 73,205 | $3.4M | 0.04% |
| 110 | ABBVIE INC | ABBV | 13,993 | $3.2M | 0.04% |
| 111 | ISHARES TR | 464287598 | 15,188 | $3.2M | 0.04% |
| 112 | INVESCO EXCH TRADED FD TR II | IVZ | 12,588 | $3.2M | 0.04% |
| 113 | CAMECO CORP | CCJ | 32,713 | $3.0M | 0.03% |
| 114 | ISHARES TR | 464287499 | 31,000 | $3.0M | 0.03% |
| 115 | ISHARES TR | 464287234 | 52,101 | $2.9M | 0.03% |
| 116 | ALTRIA GROUP INC | MO | 48,372 | $2.8M | 0.03% |
| 117 | ORACLE CORP | ORCL-PD | 13,166 | $2.6M | 0.03% |
| 118 | SYSCO CORP | SYY | 32,365 | $2.4M | 0.03% |
| 119 | ABBOTT LABS | ABLZF | 18,300 | $2.3M | 0.03% |
| 120 | ISHARES TR | 464288240 | 32,989 | $2.2M | 0.02% |
| 121 | PRIMERICA INC | PRI | 8,513 | $2.2M | 0.02% |
| 122 | ISHARES TR | 464287721 | 10,606 | $2.1M | 0.02% |
| 123 | VANGUARD INTL EQUITY INDEX F | 922042775 | 28,293 | $2.1M | 0.02% |
| 124 | MORGAN STANLEY | MS-PQ | 11,559 | $2.1M | 0.02% |
| 125 | UNITED RENTALS INC | URI | 2,525 | $2.0M | 0.02% |
| 126 | ISHARES TR | 464287788 | 15,835 | $2.0M | 0.02% |
| 127 | CANADIAN NATL RY CO | 136375102 | 20,000 | $2.0M | 0.02% |
| 128 | EXXON MOBIL CORP | XOM | 16,140 | $1.9M | 0.02% |
| 129 | VANGUARD ADMIRAL FDS INC | 921932703 | 8,891 | $1.8M | 0.02% |
| 130 | DANAHER CORPORATION | 235851102 | 7,868 | $1.8M | 0.02% |
| 131 | RAYMOND JAMES FINL INC | 754730109 | 11,150 | $1.8M | 0.02% |
| 132 | STARBUCKS CORP | SBUX | 20,269 | $1.7M | 0.02% |
| 133 | KLA CORP | KLAC | 1,386 | $1.7M | 0.02% |
| 134 | ISHARES TR | 464287101 | 4,689 | $1.6M | 0.02% |
| 135 | ISHARES TR | 464287655 | 6,500 | $1.6M | 0.02% |
| 136 | MERCK & CO INC | MRK | 14,680 | $1.5M | 0.02% |
| 137 | VANGUARD BD INDEX FDS | 921937827 | 19,451 | $1.5M | 0.02% |
| 138 | DOVER CORP | DOV | 7,743 | $1.5M | 0.02% |
| 139 | PHILIP MORRIS INTL INC | 718172109 | 9,240 | $1.5M | 0.02% |
| 140 | ELEVANCE HEALTH INC FORMERLY | ELV | 4,098 | $1.4M | 0.02% |
| 141 | DONALDSON INC | DCI | 16,000 | $1.4M | 0.02% |
| 142 | NIKE INC | NKE | 20,496 | $1.3M | 0.01% |
| 143 | GE AEROSPACE | 369604301 | 4,121 | $1.3M | 0.01% |
| 144 | AMERICAN EXPRESS CO | AXP | 3,279 | $1.2M | 0.01% |
| 145 | VANGUARD INTL EQUITY INDEX F | 922042858 | 21,780 | $1.2M | 0.01% |
| 146 | D R HORTON INC | 23331A109 | 8,117 | $1.2M | 0.01% |
| 147 | CISCO SYS INC | CSCO | 15,142 | $1.2M | 0.01% |
| 148 | ISHARES TR | 464287796 | 23,562 | $1.1M | 0.01% |
| 149 | UNION PAC CORP | UNP | 4,804 | $1.1M | 0.01% |
| 150 | CATERPILLAR INC | CAT | 1,913 | $1.1M | 0.01% |
| 151 | PROGRESSIVE CORP | 743315103 | 4,562 | $1.0M | 0.01% |
| 152 | 3M CO | MMM | 6,454 | $1.0M | 0.01% |
| 153 | QUALCOMM INC | QCOM | 6,009 | $1.0M | 0.01% |
| 154 | SELECT SECTOR SPDR TR | 81369Y605 | 18,274 | $1.0M | 0.01% |
| 155 | ISHARES TR | 464287762 | 15,039 | $978,663 | 0.01% |
| 156 | WASTE MGMT INC DEL | 94106L109 | 4,250 | $933,768 | 0.01% |
| 157 | ASTERA LABS INC | ALAB | 5,197 | $864,573 | 0.01% |
| 158 | GALLAGHER ARTHUR J & CO | 363576109 | 3,242 | $838,997 | 0.01% |
| 159 | ISHARES TR | 464287754 | 5,639 | $835,531 | 0.01% |
| 160 | HONEYWELL INTL INC | 438516106 | 4,279 | $834,684 | 0.01% |
| 161 | AMGEN INC | AMGN | 2,547 | $833,574 | 0.01% |
| 162 | CONOCOPHILLIPS | COP | 8,412 | $787,447 | 0.01% |
| 163 | ALICO INC | ALCO | 21,106 | $767,836 | 0.01% |
| 164 | ISHARES TR | 464287481 | 5,439 | $744,817 | 0.01% |
| 165 | ISHARES TR | 464287606 | 7,556 | $732,025 | 0.01% |
| 166 | ALLSTATE CORP | ALL-PJ | 3,419 | $711,665 | 0.01% |
| 167 | ISHARES TR | 464287887 | 5,000 | $705,800 | 0.01% |
| 168 | GOLDMAN SACHS GROUP INC | GSCE | 774 | $680,346 | 0.01% |
| 169 | NEXTERA ENERGY INC | NEE-PW | 8,089 | $649,385 | 0.01% |
| 170 | ISHARES TR | 464287580 | 6,263 | $645,684 | 0.01% |
| 171 | ALIBABA GROUP HLDG LTD | BBAAY | 4,274 | $626,483 | 0.01% |
| 172 | LOCKHEED MARTIN CORP | LMT | 1,280 | $618,932 | 0.01% |
| 173 | BROOKFIELD ASSET MANAGMT LTD | 113004105 | 11,759 | $616,054 | 0.01% |
| 174 | TEXAS INSTRS INC | 882508104 | 3,538 | $613,871 | 0.01% |
| 175 | SELECT SECTOR SPDR TR | 81369Y209 | 3,943 | $610,376 | 0.01% |
| 176 | ENTERPRISE PRODS PARTNERS L | 293792107 | 18,987 | $608,723 | 0.01% |
| 177 | VANGUARD INDEX FDS | 922908553 | 6,781 | $600,051 | 0.01% |
| 178 | GILEAD SCIENCES INC | GILD | 4,829 | $592,711 | 0.01% |
| 179 | EASTGROUP PPTYS INC | 277276101 | 3,325 | $592,316 | 0.01% |
| 180 | BLACKROCK INC | BLK | 538 | $575,843 | 0.01% |
| 181 | MARKEL GROUP INC | MKL | 262 | $563,208 | 0.01% |
| 182 | ISHARES TR | 464287648 | 1,720 | $555,577 | 0.01% |
| 183 | SELECT SECTOR SPDR TR | 81369Y407 | 4,556 | $544,032 | 0.01% |
| 184 | IAC INC | IAC | 13,774 | $538,563 | 0.01% |
| 185 | TESLA INC | TSLA | 1,140 | $512,681 | 0.01% |
| 186 | VANGUARD BD INDEX FDS | 921937819 | 6,549 | $510,036 | 0.01% |
| 187 | SELECT SECTOR SPDR TR | 81369Y704 | 3,202 | $496,694 | 0.01% |
| 188 | UNILEVER PLC | UNLYF | 7,025 | $459,435 | 0.01% |
| 189 | NORFOLK SOUTHN CORP | 655844108 | 1,589 | $458,776 | 0.01% |
| 190 | HERSHEY CO | HSY | 2,520 | $458,590 | 0.01% |
| 191 | ISHARES TR | 464287473 | 3,231 | $455,733 | 0.01% |
| 192 | SELECT SECTOR SPDR TR | 81369Y308 | 5,813 | $451,554 | 0.01% |
| 193 | PHILLIPS 66 | PSX | 3,318 | $428,155 | 0.00% |
| 194 | LENNAR CORP | LEN-B | 4,061 | $417,471 | 0.00% |
| 195 | THERMO FISHER SCIENTIFIC INC | TMO | 666 | $385,914 | 0.00% |
| 196 | APPLIED MATLS INC | 038222105 | 1,483 | $381,116 | 0.00% |
| 197 | ISHARES TR | 464287630 | 2,017 | $365,501 | 0.00% |
| 198 | HUMANA INC | HUM | 1,408 | $360,631 | 0.00% |
| 199 | CREDIT ACCEP CORP MICH | 225310101 | 800 | $354,768 | 0.00% |
| 200 | PEPSICO INC | PEP | 2,461 | $353,203 | 0.00% |
| 201 | VANGUARD INDEX FDS | 922908751 | 1,315 | $339,204 | 0.00% |
| 202 | EPAM SYS INC | EPAM | 1,610 | $329,857 | 0.00% |
| 203 | VANGUARD BD INDEX FDS | 921937835 | 4,068 | $301,317 | 0.00% |
| 204 | FAIR ISAAC CORP | FICO | 178 | $300,930 | 0.00% |
| 205 | BANK AMERICA CORP | 060505104 | 5,364 | $295,020 | 0.00% |
| 206 | US BANCORP DEL | USB-PS | 5,329 | $284,355 | 0.00% |
| 207 | PARKER-HANNIFIN CORP | PH | 323 | $283,904 | 0.00% |
| 208 | TEMPUS AI INC | TEM | 4,663 | $275,350 | 0.00% |
| 209 | RTX CORPORATION | RTX | 1,493 | $273,816 | 0.00% |
| 210 | COCA-COLA EUROPACIFIC PARTNE | CCEP | 3,000 | $272,100 | 0.00% |
| 211 | AUTOMATIC DATA PROCESSING IN | ADP | 978 | $251,571 | 0.00% |
| 212 | AMPHENOL CORP NEW | 032095101 | 1,800 | $243,252 | 0.00% |
| 213 | EXPEDIA GROUP INC | EXPE | 812 | $230,048 | 0.00% |
| 214 | IRON MTN INC DEL | 46284V101 | 2,696 | $223,633 | 0.00% |
| 215 | TERAWULF INC | WULF | 18,503 | $212,599 | 0.00% |
| 216 | ISHARES TR | 464287705 | 1,612 | $212,123 | 0.00% |
| 217 | ISHARES TR | 464287879 | 1,836 | $208,790 | 0.00% |
| 218 | RUBRIK INC. | RBRK | 2,680 | $204,966 | 0.00% |
| 219 | VANGUARD BD INDEX FDS | 92203C303 | 4,089 | $203,796 | 0.00% |
| 220 | ANGI INC | ANGI | 15,414 | $199,303 | 0.00% |