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BRUCE G ALLEN

@Bruce G. Allen Investments, Llc

Latest period2024 - Q4ReportedManaged Assets$123.228MTotal holdings1090
Assets growth rate-4.3%Assets growth rate (2-Q avg)1.99%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Bruce G. Allen Investments, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 1090 positions.

Assets under management

The assets under management (AUM) of Bruce G. Allen Investments, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 123.228M in assets, with a quarterly growth rate of -4.3% and a 2-quarter average growth rate of 1.99%. The portfolio is managed by BRUCE G ALLEN, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
HMCHonda Motor Ltd Adr Ech Cnv In 3
Recent Activity
Increased 8.5%
0.14%
$162,250
5,683 shares@ $28.56 avg price
PGRProgressive Corp Com
Recent Activity
Increased 12.76%
0.14%
$161,018
672 shares@ $239.62 avg price
MDTMedtronic Plc Shs
Recent Activity
Increased 3.06%
0.13%
$156,165
1,955 shares@ $79.88 avg price
MMCMarsh & Mclennan Cos Inc Com
Recent Activity
Increased 0.29%
0.13%
$151,236
712 shares@ $212.42 avg price
ADIAnalog Devices Inc Com
Recent Activity
Increased 20.18%
0.13%
$148,085
697 shares@ $212.47 avg price
COFCapital One Finl Corp Com
Recent Activity
Increased 13.72%
0.12%
$141,943
796 shares@ $178.33 avg price
KVUEKenvue Inc Com
Recent Activity
Increased 0.92%
0.12%
$138,540
6,489 shares@ $21.35 avg price
COPConocophillips Com
Recent Activity
Increased 6.83%
0.12%
$136,557
1,377 shares@ $99.17 avg price
GEHCGe Healthcare Technologies Inc Common Stock
Recent Activity
Increased 1.16%
0.12%
$136,502
1,746 shares@ $78.18 avg price
GSGoldman Sachs Group Inc Com
Recent Activity
Increased 18.79%
0.11%
$133,993
234 shares@ $572.62 avg price