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Allied Investment Advisors, LLC
Allied Investment Advisors, LLC is a registered investment advisory firm headquartered in Billings, Montana. Founded in 2011, the firm provides fee-based fiduciary investment management primarily for individuals (including high net worth), pension and profit-sharing plans, and charitable organizations. The company is led by partners including Gary Lucas, Bart Aby, Dan Kelly, and Eric Vermulm. Allied employs approximately 10-12 professionals, of which the majority are investment advisers. The firm serves clients primarily in the United States, focusing on both personal wealth management and institutional asset services.
Investment Strategy
Allied Investment Advisors uses a fee-based, fiduciary approach to managing client portfolios, with a focus on long-term wealth growth for individuals, businesses, and foundations. The firm customizes investment strategies to meet individual client goals and risk profiles, relying on disciplined, research-driven portfolio management. Their portfolio construction tends to emphasize diversification and prudent risk management, and they maintain a simple, transparent fee structure to align with client interests. The firm manages investments across various asset classes, including equities and fixed income, and serves both individual and institutional investors.
Latest 13F Filing Activity
Allied Investment Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 87 equity positions with a total 13F market value of $572M. The fund increased holdings in Aaon Inc. Com Par $0.004, Microsoft Corp. Com, Goldman Sachs Group Inc. Com among other positions. Allied Investment Advisors, LLC reduced exposure to Chevron Corp. New Com, Apple Inc. Com, Exxon Mobil Corp. Com among others.
Top Holdings
Equity Positions (87)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHD | SCHWAB US DIVIDEND EQUITY ETF | 7.56% | $43.3M | 1,632,590 | $28.05 | $26.50 | +$448.0K |
V VHT | VANGUARD HEALTH CARE ETF | 6.73% | $38.5M | 154,915 | $196.56 | $248.34 | -$319.0K |
M MSFT | MICROSOFT CORP COM | 5.42% | $31.0M | 62,277 | $108.61 | $497.41 | +$7.5M |
V VPU | VANGUARD UTILITIES ETF | 4.28% | $24.5M | 138,765 | $132.81 | $176.51 | +$1.1M |
J JPM | JPMORGAN CHASE & CO. COM | 3.52% | $20.1M | 69,418 | $113.60 | $289.91 | +$2.9M |
Industry Allocation
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