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Isaac Keschner

Allen Investment Management, Llc

Assets Managed
$8.088B
Holdings
221
Last Quarter
2026 - Q1
Filed Date
15d ago
Growth Rate
-10.38%(2Q avg: -5.07%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Allen Investment Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 221 positions.

Assets under management

The assets under management (AUM) of Allen Investment Management, 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 2026 - Q1, they manage 8.088B in assets, with a quarterly growth rate of -10.38% and a 2-quarter average growth rate of -5.07%. The portfolio is managed by Isaac Keschner, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AMZN
Amazon.com Inc
Recent Activity
Decreased -6.93%
6.61%
$533.87M
2.563M shares@ $208.28 avg price
SCHW
Schwab (charles) Corp
Recent Activity
Decreased -4.58%
6.2%
$500.768M
5.328M shares@ $93.99 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -6.8%
5.2%
$420.351M
1.136M shares@ $370.18 avg price
META
Meta Platforms Inc-class A
Recent Activity
Decreased -4.79%
4.99%
$402.899M
704,208 shares@ $572.13 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 17.26%
4.21%
$340.455M
1.187M shares@ $286.86 avg price
GEV
Ge Vernova Inc
Recent Activity
Decreased -2.77%
4.2%
$339.076M
388,448 shares@ $872.91 avg price
V
Visa Inc-class A Shares
Recent Activity
Decreased -4.33%
4.04%
$326.634M
1.081M shares@ $302.25 avg price
MCO
Moody's Corp
Recent Activity
Decreased -2.51%
3.79%
$306.166M
701,813 shares@ $436.25 avg price
UNH
Unitedhealth Group Inc
Recent Activity
Decreased -4.55%
3.68%
$297.282M
1.099M shares@ $270.59 avg price
SPGI
S&p Global Inc
Recent Activity
Decreased -4.83%
3.53%
$285.24M
670,616 shares@ $425.35 avg price

1-10 of 221