Bruce G. Allen Investments, LLC
•CIK: 2005409•Filing: Q4 2025
Bruce G. Allen Investments, LLC manages $148M across a diversified portfolio of 1,080 positions. The fund exhibits significant concentration in core equity sectors, notably allocating $23.2M to EFV and $16.3M to VTV. Further substantial holdings include $11.2M in SCHD and $10.4M in FNDF, indicating a focus on established, dividend-oriented, and broad market exposure. This positioning suggests a systematic approach targeting stable, income-generating equity value.
Total AUM
$147.8M
QoQ Performance
+5.9%
Positions
1,080
Top 10 Concentration
64.2%
Latest Filing
Q4 2025
Top Holdings Allocation
EFV
VTV
SCHD
FNDF
FNDX
EFV15.7%
VTV11.0%
SCHD7.6%
FNDF7.0%
FNDX6.5%
VOE3.4%
PHYS/U3.0%
DJP2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other83.4%
Technology4.2%
Financial3.2%
Healthcare2.5%
Industrial1.8%
Consumer1.3%
ETF1.2%
Energy0.7%
🚪 Exited Positionssold since Q3 2025
+876 more exited positions
Changes from Q3 2025
NEW2 new positions
↑83 increased
↓106 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023