Allen Investment Management, LLC
•CIK: 1326234•Filing: Q4 2025
Allen Investment Management, LLC, led by the renowned investor David G. Allen, maintains a concentrated portfolio with a focus on technology and financial services, currently holding 220 positions and managing $9.0 billion in assets. Recently, the fund has notably increased its positions in CRM and VYM by 167% and 162%, respectively, while significantly reducing stakes in SBUX and ANET, reflecting a strategic shift towards growth-oriented and dividend-yielding stocks.
Total AUM
$9.0B
QoQ Performance
+0.2%
Positions
171
Top 10 Concentration
49.3%
Latest Filing
Q4 2025
Top Holdings Allocation
AMZN
MSFT
SCHW
META
AMZN7.0%
MSFT6.5%
SCHW6.2%
META5.4%
V4.4%
UNH4.2%
SPGI4.1%
DUT4.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other48.2%
Technology20.3%
Financial11.9%
Consumer8.5%
Healthcare4.7%
ETF3.2%
Industrial2.4%
Communication0.5%
🚪 Exited Positionssold since Q3 2025
+23 more exited positions
Changes from Q3 2025
NEW26 new positions
↑70 increased
↓40 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023