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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 14 of 15  ·  284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 GM GENERAL MTRS CO Consumer Cyclical 2,946.0 $219K 0.02% NEW $74.50 +9.4%
262 ALL ALLSTATE CORP Financial Services 1,058.0 $219K 0.02% NEW $207.34 +6.9%
263 COF CAPITAL ONE FINL CORP Financial Services 1,195.0 $218K 0.02% NEW $182.43 +1.3%
264 TRV TRAVELERS COMPANIES INC Financial Services 741.0 $216K 0.02% NEW $291.68 +4.4%
265 WMB WILLIAMS COS INC Energy 2,932.0 $213K 0.02% NEW $72.78 -1.6%
266 FJUN FIRST TR EXCHNG TRADED FD VI 3,766.0 $213K 0.02% NEW $56.50 +5.9%
267 VXUS VANGUARD STAR FDS 2,757.0 $213K 0.02% NEW $77.11 +11.1%
268 VLO VALERO ENERGY CORP Energy 859.0 $212K 0.02% NEW $247.07 +3.5%
269 CI THE CIGNA GROUP Healthcare 794.0 $212K 0.02% NEW $266.75 +11.7%
270 BOND PIMCO ETF TR 2,265.0 $209K 0.02% NEW $92.28 -0.4%
271 FMAY FIRST TR EXCHNG TRADED FD VI 3,916.0 $207K 0.02% NEW $52.80 +5.7%
272 CB CHUBB LTD SWITZ Financial Services 631.0 $206K 0.02% NEW $325.93 +0.7%
273 COP CONOCOPHILLIPS Energy 1,555.0 $205K 0.02% NEW $132.00 -11.4%
274 MCO MOODYS CORP Financial Services 469.0 $205K 0.02% NEW $436.25 +2.7%
275 MDLZ MONDELEZ INTL INC Consumer Defensive 3,538.0 $204K 0.02% NEW $57.64 +9.3%
276 DIS DISNEY WALT CO Communication Services 2,096.0 $202K 0.02% NEW $96.38 +3.8%
277 WWJD NORTHERN LTS FD TR IV 5,359.0 $200K 0.02% NEW $37.39 +4.9%
278 BSCQ INVESCO EXCH TRD SLF IDX FD 10,098.0 $197K 0.02% NEW $19.53 +0.1%
279 CAG CONAGRA BRANDS INC Consumer Defensive 10,414.0 $164K 0.01% NEW $15.72 -12.6%
280 HLN HALEON PLC Healthcare 13,628.0 $136K 0.01% NEW $10.01 -8.8%
Page 14 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%