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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 3 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CRK COMSTOCK RES INC Energy 10,821.0 $161K 0.01% NEW $14.92 -4.7%
42 VRRM VERRA MOBILITY CORP Technology 29,562.0 $126K 0.01% NEW $4.25 +7.3%
43 NEXT NEXTDECADE CORP Energy 10,973.0 $83K 0.01% NEW $7.54 -5.6%
44 LCID LUCID GROUP INC Consumer Cyclical 11,305.0 $76K 0.01% NEW $6.69 -17.6%
Page 3 of 3  ·  44 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%