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Portfolio (Quarterly) Guide ↗

Allen Capital Group, LLC

· CIK 0001601384
13F Portfolio $1.2B AUM 327 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 44 New 150 Added 79 Reduced 9 Exited
Page 5 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VUG VANGUARD INDEX FDS 13,820.0 $1.2M 0.10% +12K +520.3% $86.14 +1.6%
82 HELO J P MORGAN EXCHANGE TRADED F 17,278.0 $1.2M 0.10% +255.0 +1.5% $67.58 +2.7%
83 GLD SPDR GOLD TR Financial Services 3,142.0 $1.2M 0.09% +67.0 +2.2% $368.38 +14.9%
84 TXN TEXAS INSTRS INC Technology 3,558.0 $1.1M 0.09% +62.0 +1.8% $298.07 -11.3%
85 ABBV ABBVIE INC Healthcare 3,915.0 $985K 0.08% +108.0 +2.8% $251.64 +5.3%
86 MS MORGAN STANLEY Financial Services 4,649.0 $972K 0.08% +103.0 +2.3% $209.04 +2.5%
87 GS GOLDMAN SACHS GROUP INC Financial Services 958.0 $969K 0.08% +54.0 +6.0% $1011.37 +2.8%
88 PM PHILIP MORRIS INTL INC Consumer Defensive 5,335.0 $965K 0.08% +688.0 +14.8% $180.91 +4.0%
89 EPD ENTERPRISE PRODS PARTNERS L 25,446.0 $935K 0.08% +354.0 +1.4% $36.76
90 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,155.0 $863K 0.07% +367.0 +46.6% $746.80 +2.5%
91 KO COCA COLA CO Consumer Defensive 10,067.0 $818K 0.07% +535.0 +5.6% $81.27 +12.1%
92 BOTZ GLOBAL X FDS 20,881.0 $792K 0.06% +1K +6.4% $37.94 -5.0%
93 TPHD TIMOTHY PLAN 18,564.0 $785K 0.06% +624.0 +3.5% $42.28 +2.6%
94 GEV GE VERNOVA INC Utilities 667.0 $784K 0.06% +12.0 +1.8% $1174.86 -18.6%
95 DGRW WISDOMTREE TR 8,108.0 $775K 0.06% +415.0 +5.4% $95.62 +3.8%
96 XYL XYLEM INC Industrials 6,400.0 $757K 0.06% +100.0 +1.6% $118.21 -4.1%
97 C CITIGROUP INC Financial Services 5,326.0 $745K 0.06% +159.0 +3.1% $139.96 -5.9%
98 GE GE AEROSPACE Industrials 1,959.0 $732K 0.06% +58.0 +3.0% $373.73 -6.8%
99 BSCR INVESCO EXCH TRD SLF IDX FD 36,212.0 $710K 0.06% +3K +9.5% $19.61 +0.3%
100 BSCS INVESCO EXCH TRD SLF IDX FD 34,784.0 $708K 0.06% +3K +9.7% $20.36 +0.1%
Page 5 of 8  ·  150 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.5%
Financial Services 14.3%
Consumer Cyclical 12.6%
Communication Services 7.8%
Industrials 7.3%
Healthcare 6.3%
Energy 6.2%
Consumer Defensive 5.3%
Utilities 2.8%
Real Estate 0.5%