Allied Investment Advisors, LLC
•CIK: 1729869•Filing: Q4 2025
**Allied Investment Advisors, LLC** manages $647M across a diversified portfolio of 102 positions. The firm exhibits a notable tilt toward established dividend payers and large-cap technology, evidenced by top holdings including SCHD ($48.9M) and VHT ($48.2M). Significant allocations are also directed toward mega-cap technology leaders like MSFT ($31.1M) and major financial institutions such as JPM ($22.4M) and GS ($18.8M). This concentration suggests a core strategy blending income generation with exposure to market leaders.
Total AUM
$646.8M
QoQ Performance
+2.9%
Positions
102
Top 10 Concentration
40.9%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHD
VHT
SCHD7.6%
VHT7.4%
MSFT4.8%
CAT3.6%
JPM3.5%
GS2.9%
WFC2.9%
RTX2.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other47.5%
Industrial14.7%
Financial12.6%
Technology8.2%
Healthcare7.9%
Consumer3.2%
Energy2.4%
Consumer Staples1.8%
🚪 Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW11 new positions
↑41 increased
↓25 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023