Allen Investment Management, LLC
Annual return '25
+16.6%
SPY '25
+17.7%
Alpha
-1.1ptsvs SPY
Invested
$8.1B
Holdings
221
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AMZN
3M CO
Q1 2026: Exited (was 2.75M shares)
6.6%
02
$SCHW
ABBOTT LABORATORIES
Q1 2026: Exited (was 5.58M shares)
6.2%
03
$MSFT
ABBVIE INC
Q1 2026: Sold 98.5% (1.22M → 18.4k shares)
5.2%
04
$META
ACUITY INC
Q1 2026: Exited (was 739.7k shares)
5.0%
05
$GOOG
ADVANCED MICRO DEVICES INC
Q1 2026: Exited (was 1.01M shares)
4.2%
06
$GEV
AFFIRM HLDGS INC
Q1 2026: Sold 99.2% (399.5k → 3.2k shares)
4.2%
07
$V
AIRBNB INC
Q1 2026: Exited (was 1.13M shares)
4.0%
08
$MCO
ALIBABA GROUP HLDG LTD
Q1 2026: Exited (was 719.9k shares)
3.8%
09
$UNH
ALICO INC
Q1 2026: Exited (was 1.15M shares)
3.7%
10
$SPGI
ALLSTATE CORP
Q1 2026: Exited (was 704.7k shares)
3.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:47 UTC.