Allied Investment Advisors, LLC
CIK 1729869
13F filing for Q2 2026・No. 2,959
- Holdings
- US$796.51M
- Quarter change
- +US$99.1M
- Entries
- 110
- Net bought (estimate)
- +US$58.24M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 13
- Sold out 3
- Cut 20
- Added 50
- Corporate actions 0
- Unchanged 27
Largest holdings
110 stocks worth US$796.51M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SCHWAB US DIVIDEND EQUITY ETFETF | Added | 1,871,398 | US$59.34M | 7.45% |
| VANGUARD HEALTH CARE ETFETF | Added | 180,940 | US$54.1M | 6.79% |
| MSFTMicrosoftStock | Added | 68,125 | US$25.41M | 3.19% |
| JPMJPMORGAN CHASE & CO COMStock | Added | 70,656 | US$23.13M | 2.90% |
| CATCATERPILLAR INC COMStock | Cut | 20,083 | US$21.39M | 2.69% |
| VANGUARD SHORT-TERM BOND ETFETF | New | 273,991 | US$21.35M | 2.68% |
| STTSTATE STR CORP COMStock | Cut | 122,745 | US$20.82M | 2.61% |
| GSGOLDMAN SACHS GROUP INC COMStock | Cut | 20,549 | US$20.78M | 2.61% |
| JNJJOHNSON & JOHNSON COMStock | Added | 75,978 | US$19.3M | 2.42% |
| RTXRTX CORPORATION COMStock | Added | 101,187 | US$19.2M | 2.41% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 20, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.