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Portfolio (Quarterly) Guide ↗

Allen Capital Group, LLC

· CIK 0001601384
13F Portfolio $1.1B AUM 292 positions Filed May 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 284 New
Page 6 of 15  ·  284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 UNP UNION PAC CORP Industrials 7,536.0 $1.8M 0.16% NEW $242.61 +10.6%
102 VTEB VANGUARD MUN BD FDS 36,556.0 $1.8M 0.16% NEW $49.89 +0.8%
103 LLY ELI LILLY & CO Healthcare 1,918.0 $1.8M 0.16% NEW $919.77 +23.2%
104 GNR SPDR INDEX SHS FDS 22,129.0 $1.7M 0.15% NEW $74.67 -3.5%
105 DUK DUKE ENERGY CORP NEW Utilities 12,550.0 $1.6M 0.15% NEW $130.94 -4.6%
106 BAC BANK AMERICA CORP Financial Services 33,523.0 $1.6M 0.15% NEW $48.75 +14.9%
107 MU MICRON TECHNOLOGY INC Technology 4,504.0 $1.5M 0.14% NEW $337.84 +190.6%
108 FBCG FIDELITY COVINGTON TRUST 30,280.0 $1.5M 0.14% NEW $50.12 +21.8%
109 VWO VANGUARD INTL EQUITY INDEX F 28,019.0 $1.5M 0.14% NEW $54.05 +10.2%
110 QUAL ISHARES TR 7,622.0 $1.5M 0.13% NEW $191.81 +13.1%
111 FLV AMERICAN CENTY ETF TR 18,803.0 $1.4M 0.13% NEW $76.69 +6.3%
112 IBD NORTHERN LTS FD TR IV 58,251.0 $1.4M 0.12% NEW $23.86 -0.4%
113 CSCO CISCO SYS INC Technology 17,752.0 $1.4M 0.12% NEW $77.59 +56.1%
114 VTI VANGUARD INDEX FDS 4,197.0 $1.3M 0.12% NEW $320.83 +14.2%
115 IJR ISHARES TR 10,786.0 $1.3M 0.12% NEW $124.31 +15.6%
116 ED CONSOLIDATED EDISON INC Utilities 11,703.0 $1.3M 0.12% NEW $113.18 -4.8%
117 GLD SPDR GOLD TR Financial Services 3,075.0 $1.3M 0.12% NEW $430.29 -10.2%
118 NEE NEXTERA ENERGY INC Utilities 14,134.0 $1.3M 0.12% NEW $92.88 -7.4%
119 ITA ISHARES TR 5,943.0 $1.3M 0.12% NEW $218.75 +6.9%
120 IBM INTERNATIONAL BUSINESS MACHS Technology 5,354.0 $1.3M 0.12% NEW $242.40 +12.3%
Page 6 of 15  ·  284 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 29.1%
Financial Services 17.3%
Consumer Cyclical 12.7%
Communication Services 8.8%
Energy 8.0%
Healthcare 7.9%
Industrials 7.0%
Consumer Defensive 5.4%
Utilities 3.0%
Real Estate 0.6%