Institutional manager

Allen Investment Management, LLC

Holds positions in 103 of the S&P 500, worth $5.69bn as reported for the quarter ended 31-mar-2026.

Positions held103of 488 index companies covered

Reported value$5.69bnS&P 500 positions only

Top ten weight66%how concentrated the book is

Filing entities1single filer

Largest positions

The 60 biggest by reported value, of 103 held. The rest are smaller than every one of these.

AmazonAMZN2.6m$534mConsumer Discretionary Charles Schwab CorporationSCHW5.3m$501mFinancials MicrosoftMSFT1.1m$420mInformation Technology Meta PlatformsMETA704,208$403mCommunication Services Alphabet Inc. (Class A)GOOGL1.3m$363mCommunication Services GE VernovaGEV388,448$339mIndustrials Visa Inc.V1.1m$327mFinancials Moody's CorporationMCO701,813$306mFinancials UnitedHealth GroupUNH1.1m$297mHealth Care State Street CorporationSTT3.1m$289mFinancials S&P GlobalSPGI670,616$285mFinancials Apollo Global ManagementAPO2.2m$247mFinancials BoeingBA1.2m$237mIndustrials InvescoIVZ315,513$182mFinancials NvidiaNVDA689,614$120mInformation Technology BroadcomAVGO300,221$93mInformation Technology Apple Inc.AAPL314,671$80mInformation Technology CrowdStrikeCRWD173,846$68mInformation Technology ServiceNowNOW628,645$66mInformation Technology JPMorgan ChaseJPM155,561$46mFinancials Advanced Micro DevicesAMD190,126$39mInformation Technology Berkshire HathawayBRK.B54,476$33mFinancials Blackstone Inc.BX286,132$33mFinancials KKR & Co.KKR325,357$30mFinancials UberUBER417,951$30mIndustrials Palo Alto NetworksPANW179,396$29mInformation Technology Johnson & JohnsonJNJ115,169$28mHealth Care WalmartWMT178,647$22mConsumer Staples Micron TechnologyMU64,208$22mInformation Technology Coca-Cola Company (The)KO237,234$18mConsumer Staples Quanta ServicesPWR31,702$17mIndustrials MastercardMA31,975$16mFinancials Palantir TechnologiesPLTR99,656$15mInformation Technology General DynamicsGD34,523$12mIndustrials Procter & GamblePG69,833$10mConsumer Staples Workday, Inc.WDAY72,178$9mInformation Technology Lilly (Eli)LLY8,595$8mHealth Care Arista NetworksANET59,996$7mInformation Technology Home Depot (The)HD21,517$7mConsumer Discretionary McDonald'sMCD22,516$7mConsumer Discretionary Lowe'sLOW25,040$6mConsumer Discretionary CostcoCOST5,481$5mConsumer Staples Mondelez InternationalMDLZ88,882$5mConsumer Staples SalesforceCRM26,653$5mInformation Technology AirbnbABNB30,538$4mConsumer Discretionary IBMIBM15,000$4mInformation Technology AltriaMO48,372$3mConsumer Staples AbbVieABBV14,068$3mHealth Care AppLovinAPP6,810$3mCommunication Services ExxonMobilXOM15,293$3mEnergy SyscoSYY32,365$2mConsumer Staples KLA CorporationKLAC1,386$2mInformation Technology Oracle CorporationORCL13,486$2mInformation Technology Morgan StanleyMS11,697$2mFinancials United RentalsURI2,525$2mIndustrials StarbucksSBUX20,269$2mConsumer Discretionary Raymond James FinancialRJF11,150$2mFinancials Philip Morris InternationalPM9,240$2mConsumer Staples Abbott LaboratoriesABT14,821$2mHealth Care O'Reilly AutomotiveORLY16,215$1mConsumer Discretionary

What this page is not

Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.