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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 13 of 15  ·  284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 QCOM QUALCOMM INC Technology 2,005.0 $258K 0.02% NEW $128.78 +64.4%
242 TJX TJX COS INC NEW Consumer Cyclical 1,582.0 $253K 0.02% NEW $159.70 +5.5%
243 AMT AMERICAN TOWER CORP Real Estate 1,456.0 $251K 0.02% NEW $172.58 +8.5%
244 CIBR FIRST TR EXCHANGE-TRADED FD 3,992.0 $250K 0.02% NEW $62.68 +36.1%
245 LNTH LANTHEUS HLDGS INC Healthcare 3,290.0 $250K 0.02% NEW $75.85 +37.8%
246 JCI JOHNSON CONTROLS INTERNATION Industrials 1,876.0 $246K 0.02% NEW $130.95 +10.7%
247 ANET ARISTA NETWORKS INC Technology 1,999.0 $245K 0.02% NEW $122.78 +33.0%
248 EMLP FIRST TR EXCHANGE-TRADED FD 5,516.0 $241K 0.02% NEW $43.66 -0.3%
249 CSX CSX CORP Industrials 5,853.0 $240K 0.02% NEW $41.05 +15.9%
250 APP APPLOVIN CORP Technology 601.0 $239K 0.02% NEW $398.00 +24.8%
251 PH PARKER-HANNIFIN CORP Industrials 264.0 $236K 0.02% NEW $895.24 +0.9%
252 BNDX VANGUARD CHARLOTTE FDS 4,839.0 $233K 0.02% NEW $48.05 +0.4%
253 CRM SALESFORCE INC Technology 1,241.0 $232K 0.02% NEW $186.67 -11.1%
254 PSA PUBLIC STORAGE OPER CO Real Estate 846.0 $229K 0.02% NEW $270.88 +20.3%
255 ANAB ANAPTYSBIO INC Healthcare 4,124.0 $229K 0.02% NEW $55.46 +1.1%
256 JAAA JANUS DETROIT STR TR 4,436.0 $223K 0.02% NEW $50.37 +0.5%
257 JIRE J P MORGAN EXCHANGE TRADED F 2,938.0 $223K 0.02% NEW $75.74 +7.9%
258 GLDM WORLD GOLD TR Financial Services 2,395.0 $222K 0.02% NEW $92.69 -10.1%
259 KR KROGER CO Consumer Defensive 3,059.0 $221K 0.02% NEW $72.36 -10.6%
260 BIBL NORTHERN LTS FD TR IV 4,659.0 $220K 0.02% NEW $47.15 +18.7%
Page 13 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%