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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 13 of 16  ·  319 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 NFLX NETFLIX INC. Communication Services 4,464.0 $319K 0.03% -2K -34.0% $71.40 +11.5%
242 GILD GILEAD SCIENCES INC Healthcare 2,504.0 $316K 0.03% +104.0 +4.3% $126.34 +15.7%
243 HYBL SSGA ACTIVE TR 11,257.0 $315K 0.03% $27.95 +0.1%
244 WELL WELLTOWER INC Real Estate 1,381.0 $313K 0.03% +64.0 +4.9% $226.97 +5.4%
245 APP APPLOVIN CORP Technology 606.0 $312K 0.03% +5.0 +0.8% $515.23 -40.7%
246 JCI JOHNSON CONTROLS INTERNATION Industrials 2,057.0 $301K 0.02% +181.0 +9.7% $146.11 -2.1%
247 GLW CORNING INC Technology 1,158.0 $296K 0.02% NEW $255.45 -41.4%
248 CSX CSX CORP Industrials 6,184.0 $294K 0.02% +331.0 +5.7% $47.53 +8.5%
249 SCHR SCHWAB STRATEGIC TR 11,860.0 $292K 0.02% +561.0 +5.0% $24.66 -1.1%
250 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 15,342.0 $290K 0.02% $18.87 +21.0%
251 IAU ISHARES GOLD TR Financial Services 3,829.0 $289K 0.02% $75.51 +14.9%
252 ANGLOGOLD ASHANTI PLC 3,513.0 $284K 0.02% +681.0 +24.1% $80.89
253 SCHH SCHWAB STRATEGIC TR 11,908.0 $282K 0.02% -453.0 -3.7% $23.68 +1.5%
254 SPACE EXPLORATION TECHN CORP 1,636.0 $280K 0.02% NEW $170.86
255 KVUE KENVUE INC Consumer Defensive 14,487.0 $277K 0.02% -1K -6.5% $19.11 -0.3%
256 ANAB ANAPTYSBIO INC Healthcare 4,039.0 $273K 0.02% -85.0 -2.1% $67.50 -14.5%
257 BIBL NORTHERN LTS FD TR IV 4,659.0 $270K 0.02% $57.88 -3.5%
258 INTA INTAPP INC Technology 10,663.0 $269K 0.02% NEW $25.21 +64.0%
259 RLI RLI CORP Financial Services 4,534.0 $268K 0.02% NEW $59.07 +10.7%
260 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 8,658.0 $261K 0.02% $30.17 +16.0%
Page 13 of 16  ·  319 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%