Allied Investment Advisors, LLC - Portfolio Stock Holdings
Allied Investment Advisors, LLC disclosed 112 stock positions in a recent SEC 13F filing. $778,848,961 of stock holdings were filed, with the largest holdings including SCHD, VHT, and MSFT. This filing represented positions held on June 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:
June 30, 2026No. of Stocks:
112Est. Stock Holding Value:
$778,848,961Top 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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