Allen Investment Management LLC
Allen Investment Management LLC is a private investment management firm headquartered in New York City, United States. Founded in 2003, the firm manages assets primarily for high net worth individuals, families, and institutions. The firm is SEC-registered, has approximately 29 employees, and offers customized investment solutions with a focus on capital appreciation and risk management.
Investment Strategy
Allen Investment Management LLC offers a diversified approach to portfolio construction, utilizing fundamental analysis to select investments primarily in public equities and alternative asset classes. The firm focuses on high-conviction positions in major sectors, with frequent rebalancing and strategic entry/exit decisions. Allen emphasizes risk control, liquidity management, and long-term capital growth for clients.
Latest 13F Filing Activity
Allen Investment Management LLC filed their most recent 13F report on Jun 30, 2025 disclosing 199 equity positions with a total 13F market value of $9B. The fund increased holdings in Alphabet Inc., Abbott Labs, Acuity Inc. among other positions. Allen Investment Management LLC reduced exposure to Advanced Micro Devices Inc., Amazon Com Inc., Alphabet Inc. among others.
Top Holdings
Equity Positions (199)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHW | 3M CO | 7.63% | $700.1M | 7,672,993 | $57.36 | $91.24 | +$57.5M |
M MSFT | ABBOTT LABS | 7.47% | $685.3M | 1,377,824 | $193.19 | $497.41 | +$133.7M |
A AMZN | ABBVIE INC | 7.24% | $664.1M | 3,027,055 | $114.81 | $219.39 | +$53.2M |
M META | ACUITY INC | 5.86% | $537.1M | 727,668 | $544.33 | $738.09 | +$97.2M |
V V | ADVANCED MICRO DEVICES INC | 5.20% | $476.7M | 1,342,743 | $205.39 | $355.05 | -$168.1M |