Allied Investment Advisors, LLC has filed a Form 13F-HR disclosing its equity portfolio as of September 30, 2026. The filing lists a total of 112 holdings, managed under the sole discretion of Chief Compliance Officer John Galt, based in Billings, Montana.
The portfolio is diversified across a wide range of sectors, including technology, healthcare, finance, and consumer staples. Major positions include significant stakes in Microsoft Corporation and Johnson & Johnson, alongside substantial holdings in energy companies such as TotalEnergies SE and Chevron Corporation. The filing also details positions in financial institutions like JPMorgan Chase & Co. and Bank of America Corp., as well as retailers such as Walmart Inc. and Home Depot Inc.
In addition to individual stocks, the portfolio includes various exchange-traded funds (ETFs). Notable ETF holdings include the Vanguard S&P 500 ETF, the Invesco QQQ Trust Series I, and the iShares Silver Trust. The filing provides specific share counts for each asset, with Microsoft holding 68,320 shares and TotalEnergies holding 195,741 shares among the largest individual positions.
