Fund Holdings

Allen Investment Management, LLC

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
APPLOVIN CORP(BA)0606,453+606,4530130,890,7511.45%+130,890,751
ALPHABET INC(GOOG)1,107,6911,064,291-43,400196,493,306259,208,0732.88%+62,714,767
CANADIAN PACIFIC KANSAS CITY(SNOW)0234,947+234,947052,992,2960.59%+52,992,296
APOLLO GLOBAL MGMT INC(GLD)368,166446,363+78,197112,228,045158,668,6591.76%+46,440,614
CARGURUS INC(IBIT)124,410795,313+670,9037,615,13651,695,3450.57%+44,080,209
APPLIED MATLS INC(NVDA)659,638785,983+126,345104,216,208146,648,7081.63%+42,432,500
AURORA INNOVATION INC(SHOP)598,461723,848+125,38768,996,569107,556,5741.19%+38,560,005
CREDIT ACCEP CORP MICH(RBLX)0247,150+247,150034,235,2180.38%+34,235,218
ARISTA NETWORKS INC(AVGO)296,030350,104+54,07481,600,670115,502,8111.28%+33,902,141
CROWDSTRIKE HLDGS INC(SPOT)27046,864+46,594207,18232,711,0720.36%+32,503,890
ANGI INC238,241269,233+30,992131,423,265161,639,4161.80%+30,216,151
DUOLINGO INC(AMD)2,196184,262+182,066311,61229,811,7490.33%+29,500,137
BROOKFIELD CORP(TSM)131,249208,685+77,43629,726,58658,283,6340.65%+28,557,048
BLACKSTONE INC923,5361,304,323+380,78752,650,78778,155,0340.87%+25,504,247
BROADCOM INC(CPNG)1,417,0431,993,557+576,51442,454,60864,192,5350.71%+21,737,927
ASML HOLDING N V(NET)468,127526,335+58,20891,673,310112,946,2281.25%+21,272,918
BERKSHIRE HATHAWAY INC DEL77,79086,024+8,23462,340,12883,278,9740.92%+20,938,846
CINTAS CORP(W)587,500566,250-21,25030,044,75050,583,1130.56%+20,538,363
D R HORTON INC(KKR)93,366247,375+154,00912,420,47932,146,3810.36%+19,725,902
CLOUDFLARE INC(ANET)308,034344,108+36,07431,514,95950,139,9770.56%+18,625,018
BRAZE INC(NU)3,355,9354,035,297+679,36246,043,42864,605,1050.72%+18,561,677
BERKSHIRE HATHAWAY INC DEL845,147984,213+139,06671,676,93187,929,6040.98%+16,252,673
ASTERA LABS INC(SPY)149,837162,890+13,05392,576,790108,514,0601.21%+15,937,270
AMAZON COM INC605,721608,561+2,840184,096,802199,711,4832.22%+15,614,681
BLACKSTONE SECD LENDING FD(AAPL)299,907301,566+1,65961,532,00876,787,8580.85%+15,255,850
APPLE INC251,324257,722+6,398142,759,572157,823,7981.75%+15,064,226
AUTOMATIC DATA PROCESSING IN(CRWD)178,810211,053+32,24391,069,721103,496,1701.15%+12,426,449
INVESCO EXCH TRADED FD TR II0151,441+151,441012,147,0830.13%+12,147,083
COINBASE GLOBAL INC486,689588,106+101,41733,625,34343,202,2670.48%+9,576,924
AMERICAN EXPRESS CO3,210,3143,501,325+291,011156,855,921164,317,1621.82%+7,461,241
BANK AMERICA CORP(MELI)36,75943,645+6,88696,074,425101,995,7461.13%+5,921,321
BLUE OWL CAPITAL CORPORATION525,606525,606070,977,83476,554,5140.85%+5,576,680
GE AEROSPACE(GOOG)77,66177,742+8113,686,19818,899,0800.21%+5,212,882
ISHARES TR(APP)11,42011,42003,997,9178,205,7270.09%+4,207,810
ALPHABET INC(GEV)451,984395,684-56,300239,167,334243,306,0922.70%+4,138,758
COCA COLA CO(JPM)156,314156,510+19645,316,99249,367,9490.55%+4,050,957
HUBSPOT INC49,28564,848+15,56310,087,16113,993,5500.16%+3,906,389
ISHARES TR15,76839,597+23,8292,102,0325,581,1970.06%+3,479,165
IRON MTN INC DEL(OBDC)503,910822,191+318,2817,226,06910,499,3790.12%+3,273,310
FAIR ISAAC CORP96,386107,230+10,84417,518,15620,346,8930.23%+2,828,737
EXXON MOBIL CORP150,462156,494+6,03219,349,41321,633,7310.24%+2,284,318
DISNEY WALT CO83,45483,454028,354,33130,519,1280.34%+2,164,797
GOLUB CAP BDC INC(PLTR)112,44394,170-18,27315,329,35417,183,2000.19%+1,853,846
ISHARES TR5,5398,618+3,0792,428,2984,133,2790.05%+1,704,981
EPAM SYS INC(JNJ)131,542117,517-14,02520,093,04121,790,0030.24%+1,696,962
INVESCO EXCHANGE TRADED FD T(GD)33,95433,95409,903,02411,578,3140.13%+1,675,290
MERCK & CO INC(CCJ)019,440+19,44001,631,1720.02%+1,631,172
ISHARES TR(CARG)257,827268,769+10,9428,629,47010,006,2700.11%+1,376,800
DANAHER CORPORATION396,760387,827-8,93330,673,51632,026,7540.36%+1,353,238
GE VERNOVA INC(BXSL)562,834715,367+152,53317,307,14618,649,6180.21%+1,342,472
ELEVANCE HEALTH INC FORMERLY340,959340,959028,453,02929,755,4920.33%+1,302,463
IAC INC32,00032,000012,098,56013,261,4400.15%+1,162,880
INVESCO EXCHANGE TRADED FD T25,15425,154010,679,88511,782,3850.13%+1,102,500
HUMANA INC35,32535,325012,399,07513,386,0560.15%+986,981
INVESCO QQQ TR(LOW)43,79642,541-1,2559,717,01910,690,9790.12%+973,960
NEW YORK TIMES CO(NKE)7,43920,496+13,057528,4681,429,1880.02%+900,720
HERSHEY CO(WMT)163,464163,464015,983,51016,846,6000.19%+863,090
ISHARES TR(HD)18,64718,64706,836,7367,555,5780.08%+718,842
ORACLE CORP(ALAB)6,4636,4630584,3841,265,4550.01%+681,071
ISHARES BITCOIN TRUST ETF72,97372,97309,691,54410,369,4630.12%+677,919
ISHARES TR(ORLY)38,25038,25003,447,4734,123,7330.05%+676,260
KKR & CO INC(URI)2,5252,52501,902,3352,410,5170.03%+508,182
ISHARES TR(AYI)10,53010,53003,141,5203,626,4270.04%+484,907
ISHARES TR(AFRM)116,683116,68308,067,4638,527,1940.09%+459,731
COUPANG INC420,870420,163-70734,898,54035,339,9100.39%+441,370
MCDONALDS CORP(ORCL)6,4496,44901,409,9451,813,7170.02%+403,772
UNITED RENTALS INC(TSLA)0872+8720387,7960.00%+387,796
INTERNATIONAL BUSINESS MACHS95,86195,861012,203,10512,580,7980.14%+377,693
UNITEDHEALTH GROUP INC(TEM)04,663+4,6630376,3510.00%+376,351
MATCH GROUP INC NEW(ABBV)8,0608,06001,496,0971,866,2120.02%+370,115
PROCTER AND GAMBLE CO(BABA)5,2685,2680597,444941,5500.01%+344,106
ISHARES TR61,63661,63603,211,2363,545,3030.04%+334,067
NIKE INC(DHI)8,1178,11701,046,4441,375,5880.02%+329,144
ISHARES TR(BN)46,71946,71902,889,5703,203,9890.04%+314,419
DATADOG INC630,033622,910-7,12330,890,51831,189,1040.35%+298,586
VANGUARD INTL EQUITY INDEX F(RBRK)03,376+3,3760277,6760.00%+277,676
JOHNSON & JOHNSON52,10152,10102,513,3522,782,1930.03%+268,841
ISHARES TR101007,288,0007,542,0000.08%+254,000
ISHARES TR12,58812,58802,858,7353,110,7470.03%+252,012
MORGAN STANLEY(KLAC)1,3861,38601,244,2401,494,6210.02%+250,381
ISHARES TR38,38139,387+1,0063,430,8783,677,5640.04%+246,686
ISHARES TR(MCD)19,23019,23005,618,4295,843,8050.06%+225,376
MARKEL GROUP INC(RJF)11,15011,15001,710,0761,924,4900.02%+214,414
JPMORGAN CHASE & CO.(SYY)32,36532,36502,451,3252,664,9340.03%+213,609
VISA INC01,612+1,6120209,1090.00%+209,109
CONOCOPHILLIPS479,139479,139038,091,55138,297,5800.43%+206,029
WASTE MGMT INC DEL01,836+1,8360203,0430.00%+203,043
NU HLDGS LTD(DCI)16,00016,00001,109,6001,309,6000.01%+200,000
META PLATFORMS INC6,5006,50001,402,6351,572,7400.02%+170,105
PALANTIR TECHNOLOGIES INC(GE)3,7503,7500965,2131,128,0750.01%+162,862
ISHARES TR29,19529,19503,420,7783,574,9280.04%+154,150
UBIQUITI INC(UI)6166160253,576406,9170.00%+153,341
ISHARES TR1,022,1651,022,16505,356,1455,509,4690.06%+153,324
ISHARES TR15,18815,18802,949,9653,092,1250.03%+142,160
ISHARES TR31,00031,00002,851,6902,993,0500.03%+141,360
LENNAR CORP32,98932,98902,010,3502,144,6150.02%+134,265
MONDELEZ INTL INC4,6894,68901,427,0971,560,6870.02%+133,590
VIMEO INC(WULF)18,50318,503081,043211,3040.00%+130,261
PEPSICO INC5,4645,4640946,7471,070,1790.01%+123,432
LOWES COS INC28,29328,29301,901,8552,019,2710.02%+117,416
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