HoldingsChannel.com
Allen Investment Management LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
COMCAST CORP NEW 4,395,147 +298,694 $185,827
     CMCSA4,395,147+298,694$185,827
MICROSOFT CORP 1,381,910 -6,676 $185,121
     MSFT1,381,910-6,676$185,121
CHARTER COMMUNICATIONS INC N 461,056 +15,246 $182,200
     CHTR461,056+15,246$182,200
LABORATORY CORP AMER HLDGS 1,008,774 +52,887 $174,417
     LH1,008,774+52,887$174,417
TRANSDIGM GROUP INC 355,685 -2,116 $172,080
     TDG355,685-2,116$172,080
WAYFAIR INC 1,165,000 UNCH $170,090
     W1,165,000UNCH$170,090
ALPHABET INC 152,387 +7,667 $164,717
     GOOG152,387+7,667$164,717
ADVANCE AUTO PARTS INC 1,058,722 +79,187 $163,191
     AAP1,058,722+79,187$163,191
AMAZON COM INC 80,550 +12,565 $152,532
     AMZN80,550+12,565$152,532
FACEBOOK INC 783,412 +43,470 $151,199
     FB783,412+43,470$151,199
US FOODS HLDG CORP 3,984,882 -41,378 $142,499
     USFD3,984,882-41,378$142,499
LOWES COS INC 1,359,585 +92,739 $137,196
     LOW1,359,585+92,739$137,196
UNITEDHEALTH GROUP INC 547,537 +86,576 $133,605
     UNH547,537+86,576$133,605
BOOKING HLDGS INC 69,267 +2,913 $129,856
     BKNG69,267+2,913$129,856
MOODYS CORP 626,112 +31,825 $122,286
     MCO626,112+31,825$122,286
SYSCO CORP 1,319,481 +122,549 $93,314
     SYY1,319,481+122,549$93,314
VANGUARD STAR FD (VXUS) 1,688,500 -37,737 $89,068
     VXUS1,688,500-37,737$89,068
THE CHARLES SCHWAB CORPORATI 1,652,207 +319,028 $66,402
     SCHW1,652,207+319,028$66,402
SERVICENOW INC 204,248 -1,887 $56,080
     NOW204,248-1,887$56,080
EQUINIX INC 84,208 -7,356 $42,465
     EQIX84,208-7,356$42,465
ALPS ETF TR (AMLP) 4,256,987 UNCH $41,931
     AMLP4,256,987UNCH$41,931
S&P GLOBAL INC 180,785 +3,689 $41,181
     SPGI180,785+3,689$41,181
FISERV INC 450,668 -13,454 $41,083
     FISV450,668-13,454$41,083
ISHARES TR (IXUS) 673,328 -36,688 $39,484
     IXUS673,328-36,688$39,484
VANGUARD TAX MANAGED INTL FD (VEA) 667,826 -87,499 $27,855
     VEA667,826-87,499$27,855
SHERWIN WILLIAMS CO 57,405 -187 $26,308
     SHW57,405-187$26,308
JOHNSON & JOHNSON 171,168 +8,475 $23,840
     JNJ171,168+8,475$23,840
VANGUARD INDEX FDS (VTI) 141,438 -15,053 $21,228
     VTI141,438-15,053$21,228
UNITED TECHNOLOGIES CORP 162,835 +82,126 $21,201
     UTX162,835+82,126$21,201
IQVIA HLDGS INC 122,977 -235 $19,787
     IQV122,977-235$19,787
ACTIVISION BLIZZARD INC 403,227 -13,829 $19,032
     ATVI403,227-13,829$19,032
TWITTER INC 416,595 +15,071 $14,539
     TWTR416,595+15,071$14,539
LIBERTY BROADBAND CORP 137,130 +15,179 $14,102
     LBRDA137,130+15,179$14,102
MONGODB INC 91,816 -4,101 $13,964
     MDB91,816-4,101$13,964
VANGUARD INTL EQUITY INDEX F (VWO) 314,719 -113,153 $13,385
     VWO314,719-113,153$13,385
NETFLIX INC 34,812 +1,260 $12,787
     NFLX34,812+1,260$12,787
BERKSHIRE HATHAWAY INC DEL      $12,256
     BRK.B39,573+24,034$8,436
     BRK.A12UNCH$3,820
ALIBABA GROUP HLDG LTD 72,214 +8,491 $12,237
     BABA72,214+8,491$12,237
WALMART INC 102,266 +40,426 $11,299
     WMT102,266+40,426$11,299
DANAHER CORPORATION 77,761 -5,280 $11,114
     DHR77,761-5,280$11,114
LIBERTY BROADBAND CORP 102,938 +102,938 $10,728
     LBRDK102,938+102,938$10,728
SPDR S&P 500 ETF TR (SPY) 33,917 +1,037 $9,938
     SPY33,917+1,037$9,938
VANGUARD INTL EQUITY INDEX F (VEU) 183,551 +320 $9,359
     VEU183,551+320$9,359
ALPHABET INC 8,361 +961 $9,053
     GOOGL8,361+961$9,053
GENERAL ELECTRIC CO 832,696 UNCH $8,743
     GE832,696UNCH$8,743
WORKDAY INC 39,131 +1,327 $8,045
     WDAY39,131+1,327$8,045
MERCADOLIBRE INC 12,863 +3,675 $7,869
     MELI12,863+3,675$7,869
ISHARES INC (IEMG) 143,622 UNCH $7,388
     IEMG143,622UNCH$7,388
VANGUARD BD INDEX FD INC (BSV) 91,690 +126 $7,384
     BSV91,690+126$7,384
VANGUARD SCOTTSDALE FDS (VCSH) 89,600 +6 $7,229
     VCSH89,600+6$7,229

See Full List: All Stocks Held By Allen Investment Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Allen Investment Management LLC

Size ($ in 1000's)
At 06/30/2019: $3,504,037
At 03/31/2019: $3,192,901

Combined Holding Report Includes:
Allen Investment Management LLC
ALLEN OPERATIONS LLC

Allen Investment Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Allen Investment Management LLC 13F filings. Link to 13F filings: SEC filings

Allen Investment Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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