Fund Holdings — Allied Investment Advisors, LLC

Total Portfolio Value
$628.35M
Total Bought
$73.04M
Total Sold
$31.47M
Net Transaction
+$41.57M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q2 2025
▲▼
Q3 2025
▲▼
Change
▲▼
Q2 2025
▲▼
Q3 2025
▲▼
Weight (%)
▲▼
Change
▲▼
REALTY INCOME CORP COM(O)0178,812+178,812010,8701.73%+10,870
AMRIZE LTD SHS(AMRZ)0196,078+196,07809,5161.51%+9,516
VANGUARD HEALTH CARE ETF
HEALTH CAR ETF
154,915163,525+8,61038,47242,4516.76%+3,979
CATERPILLAR INC COM(CAT)43,73143,509-22216,97720,7603.30%+3,784
SCHWAB US DIVIDEND EQUITY ETF1,632,5901,708,261+75,67143,26446,6367.42%+3,372
JOHNSON & JOHNSON COM(JNJ)70,18173,313+3,13210,72013,5942.16%+2,874
RTX CORPORATION COM(RTX)104,349105,624+1,27515,23717,6742.81%+2,437
APPLE INC COM(AAPL)50,47549,590-88510,35612,6272.01%+2,271
MICROSOFT CORP COM(MSFT)62,27764,060+1,78330,97733,1805.28%+2,203
VANGUARD FTSE EUROPE ETF74,23799,657+25,4205,7537,9531.27%+2,199
LOWES COS INC COM(LOW)57,08959,003+1,91412,66614,8282.36%+2,162
JPMORGAN CHASE & CO. COM(JPM)69,41870,214+79620,12522,1483.52%+2,023
GENUINE PARTS CO COM(GPC)74,53579,656+5,1219,04211,0401.76%+1,998
BANK AMERICA CORP COM310,436319,091+8,65514,69016,4622.62%+1,772
GOLDMAN SACHS GROUP INC COM(GS)22,17621,786-39015,69517,3492.76%+1,654
MEDTRONIC PLC SHS(MDT)118,192124,806+6,61410,30311,8871.89%+1,584
CHEVRON CORP NEW COM(CVX)83,11286,751+3,63911,90113,4722.14%+1,571
LOCKHEED MARTIN CORP COM(LMT)21,16022,764+1,6049,80011,3641.81%+1,564
SYSCO CORP COM(SYY)142,544149,727+7,18310,79612,3291.96%+1,532
STATE STR CORP COM(STT)124,385126,785+2,40013,22714,7082.34%+1,481
PEPSICO INC COM(PEP)68,16873,345+5,1779,00110,3011.64%+1,300
US BANCORP DEL COM NEW(USB)249,266259,561+10,29511,27912,5452.00%+1,265
EXXON MOBIL CORP COM118,095122,986+4,89112,73113,8672.21%+1,136
PFIZER INC COM(PFE)330,727358,047+27,3208,0179,1231.45%+1,106
NVIDIA CORPORATION COM(NVDA)5,60910,601+4,9928861,9780.31%+1,092
WELLS FARGO CO NEW COM(WFC)196,443200,547+4,10415,73916,8102.68%+1,071
FEDEX CORP COM(FDX)46,22248,534+2,31210,50711,4451.82%+938
BROADCOM INC COM(AVGO)8842,883+1,9992449510.15%+707
SHELL PLC SPON ADS(SHEL)185,186191,732+6,54613,03913,7152.18%+676
VANGUARD TOTAL STOCK MARKET ETF21,42021,829+4096,5107,1641.14%+653
3M CO COM(MMM)80,63283,269+2,63712,27512,9222.06%+646
AAON INC COM PAR 0.004242,984198,652-44,33217,92018,5622.95%+642
VANGUARD VALUE ETF5,2468,288+3,0429271,5460.25%+618
ABBOTT LABS COM89,64894,598+4,95012,19312,6702.02%+477
META PLATFORMS INC CL A(META)5351,107+5723958130.13%+418
SPDR S&P 500 ETF TRUST(SPY)1,1521,686+5347121,1230.18%+411
MCKESSON CORP COM(MCK)0479+47903700.06%+370
INVESCO QQQ TRUST SERIES I0603+60303620.06%+362
ALPHABET INC CAP STK CL C(GOOG)1,2112,265+1,0542155520.09%+337
WESTERN DIGITAL CORP COM(WDC)02,642+2,64203170.05%+317
CISCO SYS INC COM(CSCO)04,428+4,42803030.05%+303
VANGUARD MEGA CAP GROWTH ETF0734+73402950.05%+295
GLACIER BANCORP INC NEW COM(GBCI)14,83119,101+4,2706399300.15%+291
BERKSHIRE HATHAWAY INC DEL CL B NEW3,7214,129+4081,8082,0760.33%+268
DIAGEO PLC SPON ADR NEW(DEO)79,52686,830+7,3048,0198,2861.32%+267
SCHWAB CHARLES CORP COM(SCHW)02,789+2,78902660.04%+266
STEEL DYNAMICS INC COM(STLD)01,827+1,82702550.04%+255
ALPHABET INC CAP STK CL A(GOOG)3,6293,62906398820.14%+243
UNITEDHEALTH GROUP INC COM(UNH)0683+68302360.04%+236
AXON ENTERPRISE INC COM(AXON)0320+32002300.04%+230
TOTALENERGIES SE SPONSORED ADS(TTE)171,238179,910+8,67210,51210,7391.71%+227
FIRST SOLAR INC COM(FSLR)01,027+1,02702260.04%+226
DUTCH BROS INC CL A(BROS)04,257+4,25702230.04%+223
KIMBERLY-CLARK CORP COM(KMB)76,03680,573+4,5379,80310,0181.59%+216
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
S&P 500 DV ARIST
16,28217,929+1,6471,6401,8480.29%+208
PROCTER AND GAMBLE CO COM(PG)66,62370,370+3,74710,61410,8121.72%+198
ABBVIE INC COM(ABBV)1,8402,292+4523425310.08%+189
FIRST INTST BANCSYSTEM INC COM(FIBK)12,72217,048+4,3263675430.09%+177
AMAZON COM INC COM(AMZN)2,5273,267+7405547170.11%+163
EVERUS CONSTR GROUP COM(ECG)5,5495,757+2083534940.08%+141
VANGUARD INFORMATION TECHNOLOGY ETF
INF TECH ETF
1,9661,924-421,3041,4370.23%+133
ORACLE CORP COM(ORCL)2,0502,05004485770.09%+128
WALMART INC COM(WMT)20,47620,47602,0022,1100.34%+108
CITIGROUP INC COM NEW(C)3,6523,689+373113740.06%+64
HOME DEPOT INC COM(HD)1,8931,852-416947500.12%+56
1/100 BERKSHIRE HTWY CLA100 SHS2201,4581,5080.24%+51
DIMENSIONAL U.S. EQUITY MARKET ETF
US EQUI MARK ETF
7,7527,75205205620.09%+42
ELI LILLY & CO COM(LLY)267326+592082480.04%+41
MDU RES GROUP INC COM(MDU)22,06922,904+8353684080.06%+40
ADVANCED MICRO DEVICES INC COM(AMD)1,4431,44302052330.04%+29
SCHWAB U.S. LARGE-CAP VALUE ETF12,18212,451+2693373620.06%+25
INTERNATIONAL BUSINESS MACHS COM(IBM)4,8765,155+2791,4371,4550.23%+17
MCDONALDS CORP COM(MCD)1,3321,33203894050.06%+16
FORD MTR CO COM(F)12,33012,33001341470.02%+14
CONOCOPHILLIPS COM(COP)2,7372,73702462590.04%+13
AMERICAN EXPRESS CO COM(AXP)98998903153290.05%+13
BOEING CO COM(BA)1,8841,88403954070.06%+12
MERCK & CO INC COM(MRK)6,9066,646-2605475580.09%+11
ISHARES S&P MID-CAP 400 VALUE ETF1,7841,78402202310.04%+11
INVESCO S&P 500 LOW VOLATILITY ETF12,20012,20008888960.14%+8
ISHARES CORE U.S. AGGREGATE BOND ETF2,2692,309+402252310.04%+6
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF4,0144,01402022030.03%+1
VANGUARD INDUSTRIALS ETF
INDUSTRIAL ETF
1,0631,006-572982980.05%0
KNIFE RIVER CORP COMMON STOCK(KNF)4,5164,722+2063693630.06%-6
GERON CORP COM(GERN)20,95915,959-5,00030220.00%-8
AUTOMATIC DATA PROCESSING INC COM80080002472350.04%-12
RYVYL INC COM14,6840-14,684120—-12
ISHARES CORE S&P 500 ETF563502-613503360.05%-14
VANGUARD FINANCIALS ETF
FINANCIALS ETF
3,8303,582-2484884700.07%-17
CARLISLE COS INC COM(CSL)82082003062700.04%-36
STARBUCKS CORP COM(SBUX)6,9926,99206415920.09%-49
OTIS WORLDWIDE CORP COM(OTIS)111,991118,761+6,77011,08910,8581.73%-231
TARGET CORP COM(TGT)83,93189,555+5,6248,2808,0331.28%-247
COSTCO WHSL CORP NEW COM(COST)1,5771,327-2501,5611,2280.20%-333
EAGLE BANCORP MONT INC COM(EBMT)31,7690-31,7695300—-530
DEERE & CO COM(DE)27,36928,366+99713,91712,9712.06%-946
SPDR GOLD SHARES(GLD)6,6351,058-5,5772,0233760.06%-1,646
ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF
MSCI GBL ETF NEW
67,9160-67,9162,5540—-2,554
VANGUARD UTILITIES ETF
UTILITIES ETF
138,76588,649-50,11624,49316,7912.67%-7,702
EMERSON ELEC CO COM(EMR)105,16729,885-75,28214,0223,9200.62%-10,102
Page 1 of 1
Allied Investment Advisors, LLC — 13F Holdings — Q3 2025 | TickerTrail