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Michele White

Allied Investment Advisors, Llc

Assets Managed
$796.508M
Holdings
110
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
14.22%(2Q avg: 11.02%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Allied Investment Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 110 positions.

Assets under management

The assets under management (AUM) of Allied Investment Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 796.508M in assets, with a quarterly growth rate of 14.22% and a 2-quarter average growth rate of 11.02%. The portfolio is managed by Michele White, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Increased 3.02%
7.46%
$59.342M
1.871M shares@ $31.72 avg price
VHT
Vanguard Health Care Etf
Recent Activity
Increased 5.38%
6.8%
$54.103M
180,940 shares@ $299.01 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 3%
3.2%
$25.412M
68,125 shares@ $373.03 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 1.64%
2.91%
$23.128M
70,656 shares@ $327.34 avg price
CAT
Caterpillar Inc
Recent Activity
Decreased -48.15%
2.69%
$21.386M
20,083 shares@ $1064.91 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
New Position
2.69%
$21.347M
273,991 shares@ $77.92 avg price
STT
State Street Corp
Recent Activity
Decreased -4.12%
2.62%
$20.818M
122,745 shares@ $169.6 avg price
GS
Goldman Sachs Group Inc
Recent Activity
Decreased -1.06%
2.61%
$20.783M
20,549 shares@ $1011.37 avg price
JNJ
Johnson & Johnson
Recent Activity
Increased 2.01%
2.43%
$19.296M
75,978 shares@ $253.98 avg price
RTX
Rtx Corp
Recent Activity
Increased 2.32%
2.42%
$19.198M
101,187 shares@ $189.74 avg price

1-10 of 110