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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 15 of 15  ·  284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 F FORD MTR CO Consumer Cyclical 11,529.0 $133K 0.01% NEW $11.54 +28.4%
282 SAN BANCO SANTANDER SA Financial Services 10,008.0 $113K 0.01% NEW $11.28 +14.1%
283 VSTS VESTIS CORPORATION Industrials 11,960.0 $94K 0.01% NEW $7.86 +68.0%
284 NIOCORP DEVS LTD 19,718.0 $88K 0.01% NEW $4.46
Page 15 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%