Allen Investment Management, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing the firm's equity holdings as of September 30, 2026. The filing lists the firm's address as 711 Fifth Avenue in New York, NY, and identifies Isaac Keschner as the Vice President responsible for the filing.
The report details a portfolio consisting of 331 individual equity positions. The largest holding disclosed is Amazon.com Inc., for which the firm reported ownership of 2,260,349 shares. Microsoft Corporation is the second-largest holding, with 938,335 shares listed. Other major positions include Alphabet Inc. Class C shares (1,255,082 shares), The Charles Schwab Corporation (3,280,166 shares), Visa Inc. Class A (884,521 shares), and UnitedHealth Group Inc. (828,566 shares).
The filing also includes significant positions in technology and semiconductor stocks, such as Taiwan Semiconductor Manufacturing Sponsored ADS (626,949 shares), NVIDIA Corporation (1,203,737 shares), Broadcom Inc. (576,922 shares), and ASML Holding NV (66,785 shares). Additionally, the portfolio includes substantial exposure to exchange-traded funds, including ALPS ETF Trust Alerian MLP (4,904,023 shares), Invesco QQQ Trust Unit Series 1 (338,935 shares), and SPDR Gold Shares (580,922 shares).
