Allied Investment Advisors, LLC
Q3 2026 13F filing
Updated 6 days ago112 disclosed positions worth $1.1B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD SHORT-TERM BOND ETF | $136.4M | 1.78M | 12.88% | Added(+551.5%) |
| 2 | V VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $80.4M | 1.63M | 7.59% | Added(+37724.1%) |
| 3 | V VANGUARD INTERMEDIATE-TERM BOND ETF | $65.3M | 896.8K | 6.17% | Added(+476.9%) |
| 4 | S SCHWAB US DIVIDEND EQUITY ETF | $50.1M | 1.54M | 4.73% | Trimmed(-17.7%) |
| 5 | V VANGUARD HEALTH CARE ETF | $45.9M | 145.2K | 4.34% | Trimmed(-19.7%) |
| 6 | M MICROSOFT CORP COM | $35M | 68.3K | 3.31% | Added(+0.3%) |
| 7 | J JPMORGAN CHASE & CO COM | $23.4M | 70.9K | 2.21% | Added(+0.3%) |
| 8 | X EXXONMOBIL HOLDINGS CORP COM SHS | $21.1M | 129.4K | 1.99% | Added(+0.9%) |
| 9 | D DEERE & CO COM | $20.2M | 30.1K | 1.91% | Trimmed(-0.2%) |
| 10 | J JOHNSON & JOHNSON COM | $20.1M | 75.8K | 1.90% | Trimmed(-0.2%) |
| 11 | S STATE STR CORP COM | $19.8M | 113.5K | 1.87% | Trimmed(-7.5%) |
| 12 | R SHELL PLC SPON ADS | $19.6M | 206.5K | 1.85% | Added(+1.0%) |
| 13 | C CHEVRON CORPORATION COM | $19.5M | 95.3K | 1.84% | Added(+1.4%) |
| 14 | R RTX CORPORATION COM | $18.8M | 101.5K | 1.78% | Added(+0.3%) |
| 15 | A AAON INC COM PAR $0.004 | $18.8M | 227.5K | 1.78% | Added(+51.9%) |
| 16 | G GOLDMAN SACHS GROUP INC COM | $18.3M | 20.3K | 1.73% | Trimmed(-1.1%) |
| 17 | B BANK OF AMER CORP COM | $18.2M | 334.3K | 1.72% | Added(+0.1%) |
| 18 | V VANGUARD FTSE EUROPE ETF | $17.2M | 198.1K | 1.62% | Added(+15.4%) |
| 19 | W WELLS FARGO & CO COM | $17M | 212.8K | 1.61% | Added(+1.4%) |
| 20 | T TOTALENERGIES SE ACT | $16.7M | 195.7K | 1.58% | Added(+1.6%) |
| 21 | U US BANCORP COM NEW | $16.3M | 281.6K | 1.54% | Added(+0.8%) |
| 22 | V VANGUARD UTILITIES ETF | $16.1M | 94.0K | 1.52% | Added(+2.7%) |
| 23 | T TARGET CORP COM | $16M | 101.8K | 1.51% | Trimmed(-2.9%) |
| 24 | C CATERPILLAR INC COM | $15.7M | 19.3K | 1.48% | Trimmed(-3.8%) |
| 25 | A APPLE INC COM | $15.4M | 46.2K | 1.45% | Trimmed(-2.9%) |
| 26 | M 3M CO COM | $15.2M | 92.6K | 1.44% | Added(+2.2%) |
| 27 | F FEDEX CORP COM | $14.6M | 51.3K | 1.38% | Added(+4.1%) |
| 28 | S SYSCO CORP COM | $13.9M | 178.2K | 1.31% | Added(+3.3%) |
| 29 | P PROCTER & GAMBLE CO COM | $13.9M | 95.6K | 1.31% | Added(+4.5%) |
| 30 | P PFIZER INC COM | $13.5M | 473.3K | 1.28% | Added(+5.3%) |
| 31 | M MEDTRONIC PLC SHS | $13.3M | 154.4K | 1.26% | Added(+4.2%) |
| 32 | G GENUINE PARTS CO COM | $13.2M | 105.3K | 1.25% | Added(+2.8%) |
| 33 | L LOWES COS INC COM | $13.2M | 71.8K | 1.25% | Added(+8.2%) |
| 34 | L LOCKHEED MARTIN CORP COM | $13.1M | 25.7K | 1.24% | Added(+3.0%) |
| 35 | A ABBOTT LABORATORIES COM | $12.8M | 129.8K | 1.21% | Added(+5.5%) |
| 36 | M MARSH & MCLENNAN COS INC COM | $12.2M | 71.3K | 1.15% | — |
| 37 | O REALTY INCOME CORP COM | $12.1M | 223.3K | 1.15% | Added(+3.5%) |
| 38 | P PEPSICO INC COM | $11.8M | 92.8K | 1.11% | Added(+7.1%) |
| 39 | Z ZOETIS INC CL A | $11.7M | 167.2K | 1.10% | — |
| 40 | K KIMBERLY-CLARK CORP COM | $11.6M | 119.4K | 1.10% | Added(+4.7%) |
| 41 | D DIAGEO PLC SPON ADR NEW | $11.4M | 132.9K | 1.07% | Added(+7.3%) |
| 42 | O OTIS WORLDWIDE CORP COM | $10.7M | 166.2K | 1.01% | Added(+10.4%) |
| 43 | B BOEING CO COM | $10.5M | 56.3K | 0.99% | Added(+10.6%) |
| 44 | A AMRIZE LTD SHS | $9.9M | 264.8K | 0.94% | Added(+10.1%) |
| 45 | V VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | $8.6M | 22.9K | 0.81% | Added(+4.6%) |
| 46 | E ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF | $4.2M | 70.2K | 0.40% | Added(+0.1%) |
| 47 | E EMERSON ELEC CO COM | $3.6M | 23.4K | 0.34% | Trimmed(-3.5%) |
| 48 | G SPDR GOLD SHARES | $2.7M | 7.0K | 0.25% | Added(+0.1%) |
| 49 | V VANGUARD MORNINGSTAR VALUE ETF | $2.1M | 9.9K | 0.20% | Added(+17.2%) |
| 50 | N NVIDIA CORPORATION COM | $2M | 9.0K | 0.19% | Added(+0.9%) |