Allen Capital Group, LLC - Portfolio Stock Holdings
Allen Capital Group, LLC disclosed 335 stock positions in a recent SEC 13F filing. $1,238,936,434 of stock holdings were filed, with the largest holdings including SPYM, JCPB, and IQLT. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $1,501,556,085 and has 38 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
335Est. Stock Holding Value:
$1,238,936,434Top Stock Holdings By Sector
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Portfolio Stock Holdings - Allen Capital Group, LLC
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Portfolio Options Holdings - Allen Capital Group, LLC
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