HoldingsChannel.com
Allen Investment Management LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
COMCAST CORP NEW 4,689,088 +293,941 $211,384
     CMCSA4,689,088+293,941$211,384
CHARTER COMMUNICATIONS INC N 502,091 +41,035 $206,922
     CHTR502,091+41,035$206,922
ALPHABET INC 167,698 +15,311 $204,424
     GOOG167,698+15,311$204,424
ADVANCE AUTO PARTS INC 1,181,328 +122,606 $195,392
     AAP1,181,328+122,606$195,392
MICROSOFT CORP 1,360,316 -21,594 $189,125
     MSFT1,360,316-21,594$189,125
LABORATORY CORP AMER HLDGS 1,103,832 +95,058 $185,444
     LH1,103,832+95,058$185,444
TRANSDIGM GROUP INC 353,827 -1,858 $184,227
     TDG353,827-1,858$184,227
AMAZON COM INC 95,931 +15,381 $166,528
     AMZN95,931+15,381$166,528
LOWES COS INC 1,496,027 +136,442 $164,503
     LOW1,496,027+136,442$164,503
US FOODS HLDG CORP 3,814,915 -169,967 $156,793
     USFD3,814,915-169,967$156,793
BOOKING HLDGS INC 75,608 +6,341 $148,389
     BKNG75,608+6,341$148,389
UNITEDHEALTH GROUP INC 637,002 +89,465 $138,433
     UNH637,002+89,465$138,433
FACEBOOK INC 759,604 -23,808 $135,270
     FB759,604-23,808$135,270
MOODYS CORP 626,444 +332 $128,315
     MCO626,444+332$128,315
SYSCO CORP 1,546,338 +226,857 $122,779
     SYY1,546,338+226,857$122,779
WAYFAIR INC 1,057,000 -108,000 $118,511
     W1,057,000-108,000$118,511
VANGUARD STAR FD (VXUS) 1,662,833 -25,667 $85,902
     VXUS1,662,833-25,667$85,902
THE CHARLES SCHWAB CORPORATI 1,789,691 +137,484 $74,863
     SCHW1,789,691+137,484$74,863
BOEING CO 141,903 +130,081 $53,990
     BA141,903+130,081$53,990
ALIBABA GROUP HLDG LTD 316,656 +244,442 $52,954
     BABA316,656+244,442$52,954
SERVICENOW INC 203,879 -369 $51,755
     NOW203,879-369$51,755
EQUINIX INC 82,070 -2,138 $47,338
     EQIX82,070-2,138$47,338
UNITED TECHNOLOGIES CORP 333,043 +170,208 $45,467
     UTX333,043+170,208$45,467
S&P GLOBAL INC 180,785 UNCH $44,289
     SPGI180,785UNCH$44,289
ALPS ETF TR (AMLP) 4,256,987 UNCH $38,909
     AMLP4,256,987UNCH$38,909
FISERV INC 371,379 -79,289 $38,471
     FISV371,379-79,289$38,471
VANGUARD TAX MANAGED INTL FD (VEA) 696,150 +28,324 $28,598
     VEA696,150+28,324$28,598
SHERWIN WILLIAMS CO 51,895 -5,510 $28,536
     SHW51,895-5,510$28,536
ISHARES TR (IXUS) 442,805 -230,523 $25,576
     IXUS442,805-230,523$25,576
MONGODB INC 186,762 +94,946 $22,501
     MDB186,762+94,946$22,501
JOHNSON & JOHNSON 171,221 +53 $22,153
     JNJ171,221+53$22,153
VANGUARD INDEX FDS (VTI) 144,738 +3,300 $21,855
     VTI144,738+3,300$21,855
TWITTER INC 416,595 UNCH $17,164
     TWTR416,595UNCH$17,164
LIBERTY BROADBAND CORP 138,292 +1,162 $14,454
     LBRDA138,292+1,162$14,454
VANGUARD INTL EQUITY INDEX F (VWO) 322,724 +8,005 $12,993
     VWO322,724+8,005$12,993
LIBERTY BROADBAND CORP 123,693 +20,755 $12,947
     LBRDK123,693+20,755$12,947
BERKSHIRE HATHAWAY INC DEL      $12,760
     BRK.B43,352+3,779$9,018
     BRK.A12UNCH$3,742
WALMART INC 102,604 +338 $12,177
     WMT102,604+338$12,177
GENERAL ELECTRIC CO 1,351,020 +518,324 $12,078
     GE1,351,020+518,324$12,078
IQVIA HLDGS INC 79,657 -43,320 $11,899
     IQV79,657-43,320$11,899
DANAHER CORPORATION 80,373 +2,612 $11,608
     DHR80,373+2,612$11,608
ALPHABET INC 8,098 -263 $9,889
     GOOGL8,098-263$9,889
SPDR S&P 500 ETF TR (SPY) 32,793 -1,124 $9,732
     SPY32,793-1,124$9,732
NETFLIX INC 35,621 +809 $9,533
     NFLX35,621+809$9,533
TWILIO INC 83,400 +60,000 $9,171
     TWLO83,400+60,000$9,171
VANGUARD INTL EQUITY INDEX F (VEU) 183,551 UNCH $9,159
     VEU183,551UNCH$9,159
SALESFORCE COM INC 54,145 +25,876 $8,037
     CRM54,145+25,876$8,037
PROCTER & GAMBLE CO 62,615 UNCH $7,788
     PG62,615UNCH$7,788
VANGUARD SCOTTSDALE FDS (VCSH) 91,276 +1,676 $7,398
     VCSH91,276+1,676$7,398
APPLE INC 32,392 +6,855 $7,255
     AAPL32,392+6,855$7,255

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 09/30/2019: $3,791,598
At 06/30/2019: $3,504,037

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

Copyright © 2013 - 2019, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.