Long-term investor
Allen Investment Management, LLC @alleninvestmentmanagemen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001326234).
Record
- Tracked since 2025-06-30 (441 days), 70 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +4.3% · all +4.3%
- Max drawdown n/a · win rate 26% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AMZN · 6.6% · long · since 2025-06-30
- GOOG · 5.4% · long · since 2025-06-30
- UNH · 4.3% · long · since 2025-06-30
- MSFT · 4.2% · long · since 2025-06-30
- META · 4.1% · long · since 2025-06-30
- GEV · 4.0% · long · since 2025-06-30
- SCHW · 3.7% · long · since 2025-06-30
- V · 3.7% · long · since 2025-06-30
- TSM · 3.6% · long · since 2025-06-30
- NVDA · 3.1% · long · since 2025-06-30
- MCO · 2.9% · long · since 2025-06-30
- 46090E103 · 2.8% · long · since 2025-06-30