test

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
RCLRoyal Caribbean Group Com
Recent Activity
Decreased -1.97%
0.12%
$137,261
595 shares@ $230.7 avg price
CATCaterpillar Inc Com
Recent Activity
Decreased -19.35%
0.12%
$136,035
375 shares@ $362.76 avg price
TXNTexas Instrs Inc Com
Recent Activity
Decreased -0.27%
0.11%
$135,007
720 shares@ $187.51 avg price
BPBp Plc Sponsored Adr
Recent Activity
Decreased -7.43%
0.11%
$133,907
4,530 shares@ $29.57 avg price
SPGIS&p Global Inc Com
Recent Activity
Decreased -0.37%
0.11%
$130,982
263 shares@ $498.04 avg price
UPSUnited Parcel Service Inc Cl B
Recent Activity
Decreased -11.52%
0.11%
$127,739
1,013 shares@ $126.1 avg price
INGRIngredion Inc Com
Recent Activity
Decreased -12.61%
0.11%
$126,693
921 shares@ $137.57 avg price
IAUIshares Gold Trust
Recent Activity
Decreased -5.18%
0.11%
$124,072
2,506 shares@ $49.51 avg price
INGIng Groep N.v. Sponsored Adr
Recent Activity
Decreased -26.97%
0.1%
$122,398
7,811 shares@ $15.67 avg price
CSXCsx Corp Com
Recent Activity
Decreased -0.9%
0.1%
$120,238
3,726 shares@ $32.27 avg price