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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 16 of 16  ·  319 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 CHT CHUNGHWA TELECOM CO LTD Communication Services 4,755.0 $210K 0.02% NEW $44.26 -2.0%
302 CIBR FIRST TR EXCHANGE-TRADED FD 2,329.0 $209K 0.02% -2K -41.7% $89.85 +5.6%
303 XLK SELECT SECTOR SPDR TR 1,092.0 $208K 0.02% NEW $190.52 -3.8%
304 SPHQ INVESCO EXCHANGE TRADED FD T 2,300.0 $207K 0.02% NEW $90.10 -4.6%
305 BOND PIMCO ETF TR 2,238.0 $206K 0.02% -27.0 -1.2% $92.21 -1.9%
306 JAAA JANUS DETROIT STR TR 4,031.0 $204K 0.02% -405.0 -9.1% $50.49 +0.4%
307 BAX BAXTER INTL INC Healthcare 9,500.0 $203K 0.02% NEW $21.32 +23.5%
308 USB US BANCORP Financial Services 3,343.0 $202K 0.02% NEW $60.40 +2.7%
309 BSCQ INVESCO EXCH TRD SLF IDX FD 10,058.0 $196K 0.02% $19.52 +0.2%
310 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 13,802.0 $183K 0.01% NEW $13.28 -18.1%
311 VSTS VESTIS CORPORATION Industrials 11,979.0 $174K 0.01% $14.52 -12.6%
312 F FORD MTR CO Consumer Cyclical 11,784.0 $164K 0.01% +255.0 +2.2% $13.90 +3.7%
313 CRK COMSTOCK RES INC Energy 10,821.0 $161K 0.01% NEW $14.92 -4.7%
314 SAN BANCO SANTANDER SA Financial Services 10,404.0 $144K 0.01% +396.0 +4.0% $13.80 +5.7%
315 HLN HALEON PLC Healthcare 14,712.0 $137K 0.01% +1K +8.0% $9.33 +7.2%
316 VRRM VERRA MOBILITY CORP Technology 29,562.0 $126K 0.01% NEW $4.25 +7.3%
317 NIOCORP DEVS LTD 22,916.0 $110K 0.01% +3K +16.2% $4.82
318 NEXT NEXTDECADE CORP Energy 10,973.0 $83K 0.01% NEW $7.54 -5.6%
319 LCID LUCID GROUP INC Consumer Cyclical 11,305.0 $76K 0.01% NEW $6.69 -17.6%
Page 16 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%