Long-term investor
Allied Investment Advisors, LLC @alliedinvestmentadvisors
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001729869).
Record
- Tracked since 2025-06-30 (471 days), 72 trades recorded
- Returns: week n/a · month n/a · 90 days +1.4% · 6 months -9.0% · 1 year +4.0% · all +4.0%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 921937827 · 12.9% · long · since 2026-06-30
- 922020805 · 7.6% · long · since 2025-09-30
- 921937819 · 6.2% · long · since 2026-06-30
- 808524797 · 4.7% · long · since 2025-09-30
- 92204A504 · 4.3% · long · since 2025-09-30
- MSFT · 3.3% · long · since 2025-09-30
- JPM · 2.2% · long · since 2025-09-30
- 30233Q108 · 2.0% · long · since 2026-06-30
- DE · 1.9% · long · since 2025-09-30
- JNJ · 1.9% · long · since 2025-09-30
- 857477103 · 1.9% · long · since 2025-09-30
- 780259305 · 1.9% · long · since 2025-09-30