$302 Million is the total value of Allen Investment Management, LLC's 55 reported holdings in Q1 2013. The portfolio turnover from Q4 2012 to Q1 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2013 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-04-26
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| THE CHARLES SCHWAB CORPORATI | 45 | Q2 2024 | 7.8% |
| DANAHER CORPORATION | 45 | Q2 2024 | 4.3% |
| JOHNSON & JOHNSON | 45 | Q2 2024 | 0.9% |
| ISHARES TR | 45 | Q2 2024 | 2.6% |
| MICROSOFT CORP | 43 | Q2 2024 | 10.7% |
| MOODYS CORP | 43 | Q2 2024 | 5.1% |
| DOVER CORP | 43 | Q2 2024 | 2.7% |
| LOWES COS INC | 42 | Q2 2024 | 5.6% |
| BERKSHIRE HATHAWAY INC DEL | 41 | Q2 2024 | 2.9% |
| COCA COLA CO | 41 | Q2 2024 | 0.3% |
View Allen Investment Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-28 |
| 13F-HR | 2024-08-08 |
| 13F-HR | 2024-05-07 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-08-08 |
View Allen Investment Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.