Allied Investment Advisors, LLC: 13F holdings
CIK 17298692026Q2
| Positions | 110 |
|---|
| Reported value | $796.5m |
|---|
| Filed | 2026-07-20 |
|---|
Change since last quarter
| Positions | 110 (+10 vs prior quarter) |
|---|
| Reported value | $796.5m (+14.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SCHD SCHWAB US DIVIDEND EQUITY ETF | 1,871,398 | $59.3m | 7.5% |
| VHT VANGUARD HEALTH CARE ETF | 180,940 | $54.1m | 6.8% |
| MSFT MICROSOFT CORP COM | 68,125 | $25.4m | 3.2% |
| JPM JPMORGAN CHASE & CO COM | 70,656 | $23.1m | 2.9% |
| CAT CATERPILLAR INC COM | 20,083 | $21.4m | 2.7% |
| BSV VANGUARD SHORT-TERM BOND ETF | 273,991 | $21.3m | 2.7% |
| STT STATE STR CORP COM | 122,745 | $20.8m | 2.6% |
| GS GOLDMAN SACHS GROUP INC COM | 20,549 | $20.8m | 2.6% |
| JNJ JOHNSON & JOHNSON COM | 75,978 | $19.3m | 2.4% |
| RTX RTX CORPORATION COM | 101,187 | $19.2m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1729869")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples