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Allied Investment Advisors, LLC
Updated 6 days agoManaged by Allied Investment Advisors, Llc • Latest filing Q3 2026
Portfolio value
$1.1B
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
68.5%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $628.3M |
| Q4 2025 | $646.8M |
| Q1 2026 | $697.4M |
| Q2 2026 | $796.5M |
| Q3 2026 | $1.1B |
Top holdings
112 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $136.4M | 1.78M | 12.88% | Added(+551.5%) | |
| 2 | $80.4M | 1.63M | 7.59% | Added(+37724.1%) | |
| 3 | $65.3M | 896.8K | 6.17% | Added(+476.9%) | |
| 4 | $50.1M | 1.54M | 4.73% | Trimmed(-17.7%) | |
| 5 | $45.9M | 145.2K | 4.34% | Trimmed(-19.7%) | |
| 6 | $35M | 68.3K | 3.31% | Added(+0.3%) | |
| 7 | $23.4M | 70.9K | 2.21% | Added(+0.3%) | |
| 8 | $21.1M | 129.4K | 1.99% | Added(+0.9%) | |
| 9 | $20.2M | 30.1K | 1.91% | Trimmed(-0.2%) | |
| 10 | $20.1M | 75.8K | 1.90% | Trimmed(-0.2%) | |
| 11 | $19.8M | 113.5K | 1.87% | Trimmed(-7.5%) | |
| 12 | $19.6M | 206.5K | 1.85% | Added(+1.0%) | |
| 13 | $19.5M | 95.3K | 1.84% | Added(+1.4%) | |
| 14 | $18.8M | 101.5K | 1.78% | Added(+0.3%) | |
| 15 | $18.8M | 227.5K | 1.78% | Added(+51.9%) | |
| 16 | $18.3M | 20.3K | 1.73% | Trimmed(-1.1%) | |
| 17 | $18.2M | 334.3K | 1.72% | Added(+0.1%) | |
| 18 | $17.2M | 198.1K | 1.62% | Added(+15.4%) | |
| 19 | $17M | 212.8K | 1.61% | Added(+1.4%) | |
| 20 | $16.7M | 195.7K | 1.58% | Added(+1.6%) |