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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 3 of 15  ·  284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IVV ISHARES TR 10,340.0 $6.8M 0.60% NEW $653.23 +14.0%
42 SCHO SCHWAB STRATEGIC TR 274,651.0 $6.7M 0.60% NEW $24.27 -0.6%
43 VYM VANGUARD WHITEHALL FDS 44,354.0 $6.6M 0.59% NEW $148.10 +8.3%
44 DWX SPDR INDEX SHS FDS 139,179.0 $6.3M 0.57% NEW $45.60 +3.9%
45 GPC GENUINE PARTS CO Consumer Cyclical 59,640.0 $6.3M 0.56% NEW $105.75 -2.6%
46 SCHF SCHWAB STRATEGIC TR 248,153.0 $6.1M 0.55% NEW $24.75 +12.1%
47 PFE PFIZER INC Healthcare 211,583.0 $5.9M 0.53% NEW $28.08 -6.3%
48 MOAT VANECK ETF TRUST 58,956.0 $5.7M 0.51% NEW $96.70 +6.3%
49 ASML ASML HLDG NV Technology 3,995.0 $5.3M 0.47% NEW $1320.82 +42.2%
50 AEP AMERICAN ELEC PWR CO INC Utilities 40,236.0 $5.3M 0.47% NEW $131.08 -1.8%
51 BERKSHIRE HATHAWAY INC DEL 7.0 $5.0M 0.45% NEW $718140.00
52 APH AMPHENOL CORP Technology 39,681.0 $5.0M 0.45% NEW $126.35 +21.3%
53 FBND FIDELITY MERRIMACK STR TR 109,695.0 $5.0M 0.45% NEW $45.62 -0.2%
54 UNILEVER PLC 87,709.0 $5.0M 0.45% NEW $56.97
55 ZTS ZOETIS INC Healthcare 40,103.0 $4.7M 0.42% NEW $118.21 -31.8%
56 XOM EXXON MOBIL CORP Energy 25,622.0 $4.3M 0.39% NEW $169.66 -12.4%
57 OKE ONEOK INC NEW Energy 47,837.0 $4.3M 0.39% NEW $90.39 +1.2%
58 USTB VICTORY PORTFOLIOS II 80,692.0 $4.1M 0.36% NEW $50.58 -0.1%
59 TSCO TRACTOR SUPPLY CO Consumer Cyclical 89,975.0 $4.1M 0.36% NEW $45.30 -31.2%
60 GBIL GOLDMAN SACHS ETF TR 39,915.0 $4.0M 0.36% NEW $100.19 -0.2%
Page 3 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%