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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 14 of 16  ·  319 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 PH PARKER-HANNIFIN CORP Industrials 264.0 $258K 0.02% $978.12 +2.4%
262 ALL ALLSTATE CORP Financial Services 1,075.0 $256K 0.02% +17.0 +1.6% $237.94 +6.7%
263 TRV TRAVELERS COMPANIES INC Financial Services 760.0 $251K 0.02% +19.0 +2.6% $330.12 +10.1%
264 TJX TJX COS INC NEW Consumer Cyclical 1,653.0 $250K 0.02% +71.0 +4.5% $151.50 -7.3%
265 UGL PROSHARES TR II Financial Services 5,613.0 $246K 0.02% -500.0 -8.2% $43.87 +30.1%
266 BNDX VANGUARD CHARLOTTE FDS 5,075.0 $246K 0.02% +236.0 +4.9% $48.43 -1.6%
267 AMT AMERICAN TOWER CORP Real Estate 1,500.0 $245K 0.02% +44.0 +3.0% $163.57 +7.5%
268 COF CAPITAL ONE FINL CORP Financial Services 1,219.0 $245K 0.02% +24.0 +2.0% $200.62 +8.6%
269 WMB WILLIAMS COS INC Energy 3,266.0 $243K 0.02% +334.0 +11.4% $74.34 -5.2%
270 JIRE J P MORGAN EXCHANGE TRADED F 2,938.0 $242K 0.02% $82.49 +3.4%
271 GM GENERAL MTRS CO Consumer Cyclical 3,130.0 $241K 0.02% +184.0 +6.2% $77.08 +14.1%
272 PGR PROGRESSIVE CORP Financial Services 1,095.0 $239K 0.02% NEW $218.45 +0.4%
273 TT TRANE TECHNOLOGIES PLC Industrials 480.0 $236K 0.02% NEW $491.16 -7.7%
274 VXUS VANGUARD STAR FDS 2,757.0 $236K 0.02% $85.49 +2.6%
275 CB CHUBB LIMITED Financial Services 689.0 $235K 0.02% +58.0 +9.2% $340.74 +0.1%
276 LITE LUMENTUM HLDGS INC Technology 273.0 $234K 0.02% NEW $858.06 +1.0%
277 VRT VERTIV HOLDINGS CO Industrials 697.0 $233K 0.02% NEW $334.82 -21.8%
278 DIS DISNEY WALT CO Communication Services 2,411.0 $232K 0.02% +315.0 +15.0% $96.25 +12.0%
279 OPCH OPTION CARE HEALTH INC Healthcare 11,046.0 $232K 0.02% NEW $20.97 +13.0%
280 HWM HOWMET AEROSPACE INC Industrials 860.0 $231K 0.02% NEW $268.86 +1.0%
Page 14 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%