Allen Capital Group, LLC has filed a Form 13F-HR reporting its equity holdings as of September 30, 2026. The filing lists 323 separate positions held by the firm.
The portfolio includes a mix of large-cap technology companies, consumer staples, and energy firms. Major holdings include Apple Inc., with 113,659 shares; Microsoft Corporation, with 33,492 shares; and NVIDIA Corporation, with 83,832 shares. Other notable positions include Amazon.com Inc., Alphabet Inc., Meta Platforms Inc., and JPMorgan Chase & Co.
The filing also details holdings in industrial and healthcare sectors. Significant positions include Johnson & Johnson, Merck & Co., Pfizer Inc., and Caterpillar Inc. Additionally, the firm holds shares in various exchange-traded funds, including the iShares Core S&P 500 ETF and the Invesco Exchange Traded Fund T S&P500 EQL TEC.
