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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 8 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 GM GENERAL MTRS CO Consumer Cyclical 3,130.0 $241K 0.02% +184.0 +6.2% $77.08 +14.1%
142 CB CHUBB LIMITED Financial Services 689.0 $235K 0.02% +58.0 +9.2% $340.74 +0.1%
143 DIS DISNEY WALT CO Communication Services 2,411.0 $232K 0.02% +315.0 +15.0% $96.25 +12.0%
144 MCO MOODYS CORP Financial Services 500.0 $226K 0.02% +31.0 +6.6% $452.92 +11.1%
145 WWJD NORTHERN LTS FD TR IV 5,748.0 $219K 0.02% +389.0 +7.3% $38.13 +8.3%
146 MDLZ MONDELEZ INTL INC Consumer Defensive 3,775.0 $218K 0.02% +237.0 +6.7% $57.84 +11.4%
147 F FORD MTR CO Consumer Cyclical 11,784.0 $164K 0.01% +255.0 +2.2% $13.90 +3.7%
148 SAN BANCO SANTANDER SA Financial Services 10,404.0 $144K 0.01% +396.0 +4.0% $13.80 +5.7%
149 HLN HALEON PLC Healthcare 14,712.0 $137K 0.01% +1K +8.0% $9.33 +7.2%
150 NIOCORP DEVS LTD 22,916.0 $110K 0.01% +3K +16.2% $4.82
Page 8 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%