Fund HoldingsAllied Investment Advisors, LLC

Total Portfolio Value
$426.19M
Total Bought
$30.16M
Total Sold
$5.57M
Net Transaction
+$24.59M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
AAON INC33,100120,192+87,0922,91610,4862.46%+7,569
APPLE INC(AAPL)82,97683,499+52314,22917,5874.13%+3,358
MICROSOFT CORP(MSFT)61,52861,559+3125,88627,5146.46%+1,628
VANGUARD WORLD FD
UTILITIES ETF
126,907130,925+4,01818,09419,3664.54%+1,272
3M CO(MMM)68,61180,452+11,8417,2788,2211.93%+944
SHELL PLC(SHEL)171,430171,102-32811,49312,3502.90%+857
KIMBERLY-CLARK CORP(KMB)65,41767,225+1,8088,4629,2902.18%+829
COSTCO WHSL CORP NEW(COST)2871,139+8522109680.23%+758
GOLDMAN SACHS GROUP INC(GS)23,22323,109-1149,70010,4532.45%+753
PFIZER INC(PFE)227,247249,980+22,7336,3066,9941.64%+688
BANK AMERICA CORP290,475293,111+2,63611,01511,6572.74%+642
MDU RES GROUP INC(MDU)022,204+22,20405570.13%+557
FEDEX CORP(FDX)39,89840,358+46011,56012,1012.84%+541
RTX CORPORATION(RTX)101,717103,368+1,6519,92010,3772.43%+457
LOCKHEED MARTIN CORP(LMT)18,04018,535+4958,2068,6582.03%+452
NVIDIA CORPORATION(NVDA)02,605+2,60503220.08%+322
KNIFE RIVER CORP(KNF)04,549+4,54903190.07%+319
PROCTER AND GAMBLE CO(PG)59,75260,451+6999,6959,9702.34%+275
ORACLE CORP(ORCL)01,705+1,70502410.06%+241
META PLATFORMS INC(META)0471+47102370.06%+237
ONEOK INC NEW(OKE)02,656+2,65602170.05%+217
SPDR S&P 500 ETF TR(SPY)552919+3672885000.12%+212
AMERICAN EXPRESS CO(AXP)0900+90002080.05%+208
AMAZON COM INC(AMZN)2,3972,937+5404325680.13%+135
WELLS FARGO CO NEW(WFC)207,216204,247-2,96912,01012,1302.85%+120
CHEVRON CORP NEW(CVX)71,46572,834+1,36911,27311,3932.67%+120
VANGUARD WORLD FD
INF TECH ETF
2,1872,18701,1471,2610.30%+114
ALPHABET INC(GOOG)2,5482,598+503854730.11%+89
WALMART INC(WMT)17,76616,986-7801,0691,1500.27%+81
ELI LILLY & CO(LLY)26926902092430.06%+34
ISHARES TR72472402442640.06%+20
GERON CORP(GERN)20,95920,959069890.02%+20
EAGLE BANCORP MONT INC42,76942,76905495680.13%+18
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
7,7527,75204424560.11%+14
CARLISLE COS INC(CSL)82082003213320.08%+11
ECOLAB INC(ECL)90390302092150.05%+6
FIRST INTST BANCSYSTEM INC(FIBK)10,21010,21002782840.07%+6
CITIGROUP INC(C)3,5853,58502272280.05%+1
SCHWAB STRATEGIC TR4,0434,051+83073000.07%-7
SCHWAB STRATEGIC TR2,6232,62302112040.05%-8
ISHARES TR1,9941,99402362260.05%-10
DNP SELECT INCOME FD INC(DNP)11,65011,6500106960.02%-10
VANGUARD WORLD FD
FINANCIALS ETF
4,1194,11904224110.10%-10
ISHARES TR3,3633,36303072960.07%-11
INVESCO EXCH TRADED FD TR II12,20012,20008047920.19%-11
VANGUARD WORLD FD
INDUSTRIAL ETF
1,0811,063-182642500.06%-14
RYVYL INC14,68414,684043210.00%-21
MCDONALDS CORP(MCD)1,0731,07303032730.06%-29
VANGUARD WORLD FD
HEALTH CAR ETF
131,267133,344+2,07735,51035,4708.32%-41
BERKSHIRE HATHAWAY INC DEL3,0233,02301,2711,2300.29%-41
GLACIER BANCORP INC NEW(GBCI)14,18814,18805715290.12%-42
BERKSHIRE HATHAWAY INC DEL2201,2691,2240.29%-44
JPMORGAN CHASE & CO.(JPM)73,75672,724-1,03214,77314,7093.45%-64
ABBVIE INC(ABBV)1,5541,275-2792832190.05%-64
PROSHARES TR
S&P 500 DV ARIST
16,74016,721-191,6981,6070.38%-90
STARBUCKS CORP(SBUX)7,0817,131+506475550.13%-92
HOME DEPOT INC(HD)1,8381,770-687056090.14%-96
EXXON MOBIL CORP105,276105,308+3212,23712,1232.84%-114
JOHNSON & JOHNSON(JNJ)57,04560,845+3,8009,0248,8932.09%-131
OTIS WORLDWIDE CORP(OTIS)100,339101,951+1,6129,9619,8142.30%-147
INTERNATIONAL BUSINESS MACHS(IBM)5,5595,264-2951,0619100.21%-151
ADVANCED MICRO DEVICES INC(AMD)1,1510-1,1512080-208
AUTOMATIC DATA PROCESSING IN8770-8772190-219
BOEING CO(BA)1,1440-1,1442210-221
STATE STR CORP(STT)115,384117,278+1,8948,9218,6792.04%-243
PEPSICO INC(PEP)52,40454,109+1,7059,1718,9242.09%-247
TOTALENERGIES SE(TTE)150,777151,351+57410,37810,0922.37%-286
EMERSON ELEC CO(EMR)99,886100,108+22211,32911,0282.59%-301
MEDTRONIC PLC(MDT)98,279103,842+5,5638,5658,1731.92%-392
ABBOTT LABS79,58282,518+2,9369,0458,5742.01%-471
DEERE & CO(DE)25,28325,776+49310,3859,6312.26%-754
MERCK & CO INC(MRK)84,78283,738-1,04411,18710,3672.43%-820
SYSCO CORP(SYY)116,005119,698+3,6939,4178,5452.01%-872
US BANCORP DEL(USB)222,727225,011+2,2849,9568,9332.10%-1,023
TARGET CORP(TGT)56,61957,904+1,28510,0338,5722.01%-1,461
LOWES COS INC(LOW)51,20752,313+1,10613,04411,5332.71%-1,511
CATERPILLAR INC(CAT)43,51142,426-1,08515,94414,1323.32%-1,812
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