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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
BXBlackstone Inc Com
Recent Activity
Increased 5.19%
0.11%
$132,936
771 shares@ $172.43 avg price
CRMSalesforce Inc Com
Recent Activity
Increased 360.5%
0.11%
$124,705
373 shares@ $334.33 avg price
DISDisney Walt Co Com
Recent Activity
Increased 4.55%
0.1%
$122,819
1,103 shares@ $111.35 avg price
SAPSap Se Spon Adr
Recent Activity
Increased 50.18%
0.09%
$107,594
437 shares@ $246.22 avg price
ADPAutomatic Data Processing Inc Com
Recent Activity
Increased 1.72%
0.09%
$104,212
356 shares@ $292.74 avg price
FLEXFlex Ltd Ord
Recent Activity
Increased 0.42%
0.09%
$101,542
2,645 shares@ $38.4 avg price
SONYSony Group Corp Sponsored Adr
Recent Activity
Increased 410.74%
0.09%
$99,642
4,709 shares@ $21.16 avg price
AMATApplied Matls Inc Com
Recent Activity
Increased 18.49%
0.09%
$99,042
609 shares@ $162.64 avg price
APDAir Prods & Chems Inc Com
Recent Activity
Increased 1.49%
0.09%
$98,904
341 shares@ $290.05 avg price
CIThe Cigna Group Com
Recent Activity
Increased 11.25%
0.08%
$98,306
356 shares@ $276.15 avg price