HoldingsChannel.com
Allen Investment Management LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
CHARTER COMMUNICATIONS INC N 523,339 +21,248 $253,861
     CHTR523,339+21,248$253,861
ALPHABET INC 178,019 +10,321 $238,015
     GOOG178,019+10,321$238,015
COMCAST CORP NEW 4,934,206 +245,118 $221,891
     CMCSA4,934,206+245,118$221,891
MICROSOFT CORP 1,297,404 -62,912 $204,601
     MSFT1,297,404-62,912$204,601
UNITEDHEALTH GROUP INC 684,595 +47,593 $201,257
     UNH684,595+47,593$201,257
ADVANCE AUTO PARTS INC 1,223,646 +42,318 $195,979
     AAP1,223,646+42,318$195,979
TRANSDIGM GROUP INC 348,819 -5,008 $195,339
     TDG348,819-5,008$195,339
LABORATORY CORP AMER HLDGS 1,151,021 +47,189 $194,718
     LH1,151,021+47,189$194,718
AMAZON COM INC 101,157 +5,226 $186,922
     AMZN101,157+5,226$186,922
LOWES COS INC 1,557,817 +61,790 $186,564
     LOW1,557,817+61,790$186,564
BOOKING HLDGS INC 81,077 +5,469 $166,510
     BKNG81,077+5,469$166,510
US FOODS HLDG CORP 3,737,190 -77,725 $156,551
     USFD3,737,190-77,725$156,551
FACEBOOK INC 738,699 -20,905 $151,618
     FB738,699-20,905$151,618
MOODYS CORP 586,628 -39,816 $139,271
     MCO586,628-39,816$139,271
SYSCO CORP 1,582,515 +36,177 $135,368
     SYY1,582,515+36,177$135,368
WAYFAIR INC 1,097,000 +40,000 $99,136
     W1,097,000+40,000$99,136
VANGUARD STAR FD (VXUS) 1,664,835 +2,002 $92,715
     VXUS1,664,835+2,002$92,715
THE CHARLES SCHWAB CORPORATI 1,758,091 -31,600 $83,615
     SCHW1,758,091-31,600$83,615
ALIBABA GROUP HLDG LTD 359,863 +43,207 $76,327
     BABA359,863+43,207$76,327
BOEING CO 215,767 +73,864 $70,288
     BA215,767+73,864$70,288
SERVICENOW INC 202,288 -1,591 $57,110
     NOW202,288-1,591$57,110
S&P GLOBAL INC 180,785 UNCH $49,363
     SPGI180,785UNCH$49,363
UNITED TECHNOLOGIES CORP 327,246 -5,797 $49,008
     UTX327,246-5,797$49,008
EQUINIX INC 81,306 -764 $47,458
     EQIX81,306-764$47,458
FISERV INC 369,642 -1,737 $42,742
     FISV369,642-1,737$42,742
RAYTHEON CO 154,557 +154,557 $33,962
     RTN154,557+154,557$33,962
VANGUARD TAX MANAGED INTL FD (VEA) 730,410 +34,260 $32,182
     VEA730,410+34,260$32,182
SHERWIN WILLIAMS CO 51,038 -857 $29,783
     SHW51,038-857$29,783
ISHARES TR (IXUS) 440,175 -2,630 $27,247
     IXUS440,175-2,630$27,247
VANGUARD INDEX FDS (VTI) 151,757 +7,019 $24,830
     VTI151,757+7,019$24,830
JOHNSON & JOHNSON 166,854 -4,367 $24,339
     JNJ166,854-4,367$24,339
INVESCO QQQ TR 109,555 +86,840 $23,292
     QQQ109,555+86,840$23,292
MONGODB INC 167,757 -19,005 $22,078
     MDB167,757-19,005$22,078
LIBERTY BROADBAND CORP 174,499 +36,207 $21,736
     LBRDA174,499+36,207$21,736
SPDR S&P 500 ETF TR (SPY) 60,762 +27,969 $19,557
     SPY60,762+27,969$19,557
ALPS ETF TR (AMLP) 2,044,606 -2,212,381 $17,379
     AMLP2,044,606-2,212,381$17,379
VANGUARD INTL EQUITY INDEX F (VWO) 353,357 +30,633 $15,714
     VWO353,357+30,633$15,714
LIBERTY BROADBAND CORP 123,693 UNCH $15,554
     LBRDK123,693UNCH$15,554
GENERAL ELECTRIC CO 1,351,020 UNCH $15,077
     GE1,351,020UNCH$15,077
TWITTER INC 416,595 UNCH $13,352
     TWTR416,595UNCH$13,352
BERKSHIRE HATHAWAY INC DEL      $13,203
     BRK.B43,296-56$9,807
     BRK.A10-2$3,396
DANAHER CORPORATION 80,353 -20 $12,333
     DHR80,353-20$12,333
WALMART INC 98,743 -3,861 $11,735
     WMT98,743-3,861$11,735
ALPHABET INC 8,098 UNCH $10,846
     GOOGL8,098UNCH$10,846
CLEARBRIDGE MLP AND MIDSTRM 952,737 +352,246 $10,728
     CEM952,737+352,246$10,728
KAYNE ANDERSN MLP MIDS INVT 769,595 +297,624 $10,720
     KYN769,595+297,624$10,720
VANGUARD INTL EQUITY INDEX F (VEU) 184,302 +751 $9,906
     VEU184,302+751$9,906
TORTOISE MIDSTRM ENERGY FD I 894,632 +357,168 $9,805
     NTG894,632+357,168$9,805
TORTOISE ENERGY INFRA CORP 545,972 +225,643 $9,789
     TYG545,972+225,643$9,789
APPLE INC 32,392 UNCH $9,512
     AAPL32,392UNCH$9,512

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 12/31/2019: $4,196,045
At 09/30/2019: $3,791,598

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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