Allen Capital Group, LLC: 13F holdings
CIK 16013842026Q2
| Positions | 316 |
|---|---|
| Reported value | $1.2bn |
| Filed | 2026-07-27 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPYM SPDR SERIES TRUST | 903,307 | $79.4m | 6.5% |
| JCPB J P MORGAN EXCHANGE TRADED F | 1,534,156 | $72.0m | 5.9% |
| UITB VICTORY PORTFOLIOS II | 1,187,333 | $55.6m | 4.5% |
| IQLT ISHARES TR | 1,053,465 | $52.2m | 4.2% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 89,190 | $44.6m | 3.6% |
| ETF SER SOLUTIONS | 573,042 | $34.3m | 2.8% |
| AAPL APPLE INC | 113,847 | $32.9m | 2.7% |
| PYLD PIMCO ETF TR | 1,157,019 | $30.7m | 2.5% |
| DIMENSIONAL ETF TRUST | 421,972 | $29.5m | 2.4% |
| SPSM SPDR SERIES TRUST | 421,001 | $24.3m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1601384")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.