Fund Holdings

Bruce G. Allen Investments, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Change
SCHWAB US DIVIDEND EQUITY ETF0423,476+423,476012,992,236+12,992,236
VANGUARD VALUE ETF087,811+87,811017,228,607+17,228,607
IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN098,123+98,12304,723,641+4,723,641
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF0223,450+223,450010,933,430+10,933,430
ISHARES MSCI EAFE VALUE ETF0318,695+318,695023,694,937+23,694,937
EXXON MOBIL CORP COM05,423+5,4230920,066+920,066
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF0350,606+350,60609,764,365+9,764,365
GE VERNOVA INC COM0864+8640754,186+754,186
SHELL PLC SPON ADS07,983+7,9830742,419+742,419
VERIZON COMMUNICATIONS INC COM014,676+14,6760736,735+736,735
ISHARES 0-3 MONTH TREASURY BOND ETF02,348+2,3480236,350+236,350
AT&T INC COM023,854+23,8540691,527+691,527
ASTRAZENECA PLC ORD0620+6200122,276+122,276
STATE STREET ENERGY SELECT SECTOR SPDR ETF07,965+7,9650487,957+487,957
CHEVRON CORPORATION COM02,589+2,5890535,664+535,664
JOHNSON & JOHNSON COM03,115+3,1150761,431+761,431
VANGUARD MID-CAP VALUE ETF027,654+27,65405,096,053+5,096,053
VANGUARD SMALL CAP VALUE ETF06,135+6,13501,332,798+1,332,798
ETRACS CMCI TOTAL RETURN ETN SERIES B016,538+16,5380545,182+545,182
COCA COLA CO COM06,674+6,6740507,558+507,558
ADOBE INC COM0454+4540110,358+110,358
VANGUARD S&P MID-CAP 400 VALUE ETF01,363+1,3630138,929+138,929
TOTALENERGIES SE ACT03,608+3,6080328,256+328,256
PAYPAL HLDGS INC COM03,221+3,2210145,686+145,686
COLGATE PALMOLIVE CO COM05,758+5,7580490,754+490,754
TARGET CORP COM01,317+1,3170159,620+159,620
VANGUARD S&P SMALL-CAP 600 VALUE ETF02,692+2,6920273,884+273,884
COTERRA ENERGY INC COM03,765+3,7650132,302+132,302
NEXTERA ENERGY INC COM03,678+3,6780341,613+341,613
US BANCORP COM NEW04,266+4,2660221,875+221,875
ZIMMER BIOMET HOLDINGS INC COM01,610+1,6100145,576+145,576
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF0982+982044,835+44,835
ISHARES S&P SMALL-CAP 600 VALUE ETF08,957+8,95701,060,920+1,060,920
EQUINOR ASA SPONSORED ADR02,382+2,3820100,520+100,520
TEXAS INSTRS INC COM0811+8110157,448+157,448
AIR PRODUCTS AND CHEMICALS INC COM0525+5250152,507+152,507
CONOCOPHILLIPS COM01,371+1,3710180,972+180,972
MOODYS CORP COM093+93040,571+40,571
CATERPILLAR INC COM0184+1840130,357+130,357
APPLIED MATLS INC COM0452+4520154,489+154,489
CORNING INC COM0742+7420100,890+100,890
NOVO-NORDISK A S ADR0894+894032,855+32,855
NOVARTIS AG SPONSORED ADR01,970+1,9700300,918+300,918
MICRON TECHNOLOGY INC COM0829+8290280,069+280,069
F5 INC COM0127+127036,745+36,745
MERCK & CO INC COM03,886+3,8860467,447+467,447
COSTCO WHOLESALE CORPORATION COM0124+1240123,557+123,557
VANGUARD RUSSELL 1000 VALUE ETF020,075+20,07501,881,868+1,881,868
EATON CORP PLC SHS0669+6690239,281+239,281
RELX PLC SPONSORED ADR01,276+1,276042,299+42,299
DIAGEO PLC SPON ADR NEW02,520+2,5200187,614+187,614
ICON PLC SHS01,039+1,0390114,976+114,976
TJX COS INC NEW COM01,396+1,3960222,941+222,941
PETROLEO BRASILEIRO S A SPONSORED ADR01,315+1,315027,286+27,286
ISHARES S&P GSCI COMMODITY INDEXED TRUST0809+809026,090+26,090
CF INDUSTRIES HOLD COM0510+510066,218+66,218
BRISTOL-MYERS SQUIBB CO COM01,738+1,7380105,410+105,410
GSK PLC SPONSORED ADR05,551+5,5510306,360+306,360
BP PLC SPONSORED ADR02,861+2,8610134,467+134,467
JONES LANG LASALLE INC COM0250+250076,080+76,080
NATIONAL FUEL GAS CO COM0370+370034,765+34,765
SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF020,833+20,8330675,621+675,621
KENVUE INC COM07,904+7,9040136,265+136,265
HERSHEY CO COM01,267+1,2670263,397+263,397
HEALTHPEAK PROPERTIES INC COM07,346+7,3460120,695+120,695
NUTRIEN LTD COM02,457+2,4570185,405+185,405
ROPER TECHNOLOGIES INC COM089+89031,494+31,494
EOG RES INC COM0775+7750112,042+112,042
SOLVENTUM CORP COM SHS0417+417027,230+27,230
JACOBS SOLUTIONS INC COM0449+449057,149+57,149
MEDTRONIC PLC SHS02,420+2,4200209,693+209,693
NEXTPOWER INC CLASS A COM0609+609073,415+73,415
RIO TINTO PLC SPONSORED ADR01,662+1,6620155,048+155,048
INGREDION INC COM01,137+1,1370128,094+128,094
HONEYWELL INTL INC COM0650+6500146,920+146,920
PROCTER & GAMBLE CO COM05,651+5,6510816,164+816,164
PNC FINL SVCS GROUP INC COM0879+8790182,911+182,911
CENOVUS ENERGY INC COM01,914+1,914050,778+50,778
CME GROUP INC COM0378+3780111,642+111,642
BAXTER INTL INC COM06,149+6,1490103,303+103,303
OSHKOSH CORP COM0122+122017,960+17,960
STRYKER CORPORATION COM0345+3450113,364+113,364
MARATHON PETE CORP COM0167+167040,778+40,778
NNN REIT INC COM01,623+1,623068,215+68,215
COMCAST CORP NEW CL A04,846+4,8460139,129+139,129
PFIZER INC COM02,217+2,217062,253+62,253
GLOBE LIFE INC COM0779+7790108,413+108,413
INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF02,276+2,276039,419+39,419
T-MOBILE US INC COM0203+203042,636+42,636
AMERICAN ELEC PWR CO INC COM0291+291038,144+38,144
EASTMAN CHEM CO COM0572+572043,655+43,655
CANADIAN NAT RES LTD MED TERM COM01,091+1,091053,164+53,164
KINROSS GOLD CORP COM05,383+5,3830164,289+164,289
WARNER BROS DISCOVERY INC COM SER A0942+942025,867+25,867
INTEL CORP COM02,046+2,046090,290+90,290
SANOFI SA SPONSORED ADR06,051+6,0510291,537+291,537
WALMART INC COM02,845+2,8450353,577+353,577
STATE STREET SPDR DOW JONES GLOBAL REAL ESTATE ETF0324+324014,851+14,851
BHP BILLITON LIMITED SPONSORED ADS01,175+1,175085,470+85,470
CORTEVA INC COM0474+474039,679+39,679
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