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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 4 of 16  ·  319 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 OKE ONEOK INC NEW Energy 48,766.0 $4.2M 0.34% +929.0 +1.9% $86.94 +7.4%
62 DPZ DOMINOS PIZZA INC Consumer Cyclical 14,144.0 $4.2M 0.34% NEW $296.04 +15.5%
63 SCHG SCHWAB STRATEGIC TR 121,529.0 $4.1M 0.34% +20K +20.1% $33.84 +4.4%
64 RSPT INVESCO EXCHANGE TRADED FD T 62,890.0 $4.1M 0.33% -526.0 -0.8% $64.50 -0.7%
65 NOBL PROSHARES TR 71,504.0 $4.0M 0.33% +35K +96.3% $56.16 +4.6%
66 AMLP ALPS ETF TR 76,756.0 $4.0M 0.32% +2K +2.6% $51.85 +5.6%
67 RSPF INVESCO EXCHANGE TRADED FD T 50,839.0 $3.9M 0.32% $77.55 +9.3%
68 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 42,661.0 $3.9M 0.32% +18K +70.1% $92.09 -3.2%
69 FRDM EA SERIES TRUST 52,808.0 $3.8M 0.31% -2K -4.2% $72.90 -5.7%
70 FNDE SCHWAB STRATEGIC TR 95,852.0 $3.8M 0.31% $39.68 +5.5%
71 ORCL ORACLE CORP Technology 25,376.0 $3.7M 0.30% +20K +414.4% $146.55 -0.1%
72 NVO NOVO-NORDISK A S Healthcare 76,530.0 $3.7M 0.30% +2K +3.1% $47.94 -2.5%
73 ZTS ZOETIS INC Healthcare 50,190.0 $3.6M 0.29% +10K +25.1% $71.86 +8.2%
74 ZHDG TIDAL TRUST I 152,460.0 $3.6M 0.29% -17K -9.9% $23.53 +1.7%
75 AVGO BROADCOM INC Technology 9,457.0 $3.6M 0.29% +411.0 +4.5% $377.75 -2.5%
76 UBER UBER TECHNOLOGIES INC Technology 48,608.0 $3.5M 0.29% NEW $72.16 +9.2%
77 SCHA SCHWAB STRATEGIC TR 96,705.0 $3.5M 0.28% +13K +15.8% $36.13 -3.6%
78 ULTA ULTA BEAUTY INC Consumer Cyclical 7,589.0 $3.4M 0.28% +44.0 +0.6% $450.98 +15.6%
79 GBIL GOLDMAN SACHS ETF TR 33,841.0 $3.4M 0.28% -6K -15.2% $100.16 -0.1%
80 XOM EXXON MOBIL CORP Energy 24,750.0 $3.4M 0.28% -872.0 -3.4% $136.72 +20.8%
Page 4 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%