Allied Investment Advisors, LLC - Portfolio Stock Holdings
Allied Investment Advisors, LLC disclosed 116 stock positions in a recent SEC 13F filing. $1,058,677,251 of stock holdings were filed, with the largest holdings including BSV, VTIP, and BIV. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $1,488,036,876 and has 12 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:
116Est. Stock Holding Value:
$1,058,677,251Top Stock Holdings By Sector
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Portfolio Stock Holdings - Allied Investment Advisors, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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% Change
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