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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
TTETotalenergies Se Sponsored Ads
Recent Activity
Decreased -19.02%
0.13%
$156,306
2,868 shares@ $54.5 avg price
RTXRtx Corporation Com
Recent Activity
Decreased -0.95%
0.13%
$156,222
1,350 shares@ $115.72 avg price
TJXTjx Cos Inc New Com
Recent Activity
Decreased -14.41%
0.13%
$154,274
1,277 shares@ $120.81 avg price
PYPLPaypal Hldgs Inc Com
Recent Activity
Decreased -1.21%
0.13%
$152,606
1,788 shares@ $85.36 avg price
GILDGilead Sciences Inc Com
Recent Activity
Decreased -0.72%
0.13%
$152,041
1,646 shares@ $92.37 avg price
ORCLOracle Corp Com
Recent Activity
Decreased -32.85%
0.13%
$148,810
893 shares@ $166.65 avg price
HSYHershey Co Com
Recent Activity
Decreased -7.23%
0.12%
$147,673
872 shares@ $169.35 avg price
PHParker-hannifin Corp Com
Recent Activity
Decreased -6.63%
0.12%
$143,107
225 shares@ $636.04 avg price
MDLZMondelez Intl Inc Cl A
Recent Activity
Decreased -1.16%
0.12%
$142,098
2,379 shares@ $59.74 avg price
EOGEog Res Inc Com
Recent Activity
Decreased -2.16%
0.12%
$138,270
1,128 shares@ $122.58 avg price