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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 6 of 16  ·  319 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CRWD CROWDSTRIKE HLDGS INC Technology 2,874.0 $2.2M 0.18% -54.0 -1.8% $190.78 +0.6%
102 SPIP SPDR SERIES TRUST 85,227.0 $2.2M 0.18% +1K +1.6% $25.68 -2.3%
103 CLX CLOROX CO DEL Consumer Defensive 22,349.0 $2.1M 0.17% NEW $95.44 +11.8%
104 CSCO CISCO SYS INC Technology 18,070.0 $2.1M 0.17% +318.0 +1.8% $117.46 -5.5%
105 CLOI VANECK ETF TRUST 38,643.0 $2.0M 0.17% +411.0 +1.1% $52.95 -0.1%
106 UNP UNION PAC CORP Industrials 7,518.0 $2.0M 0.17% $272.01 +13.3%
107 FBCG FIDELITY COVINGTON TRUST 32,494.0 $2.0M 0.16% +2K +7.3% $62.11 -0.9%
108 VTEB VANGUARD MUN BD FDS 39,316.0 $2.0M 0.16% +3K +7.5% $50.58 -2.1%
109 BAC BANK OF AMER CORP Financial Services 33,072.0 $1.9M 0.15% -451.0 -1.4% $56.98 +8.3%
110 SO SOUTHERN CO Utilities 19,660.0 $1.9M 0.15% -1K -4.9% $95.71 -7.1%
111 AMD ADVANCED MICRO DEVICES INC Technology 3,070.0 $1.8M 0.14% -21.0 -0.7% $580.91 -18.5%
112 ADBE ADOBE INC Technology 8,550.0 $1.8M 0.14% +72.0 +0.8% $205.02 +34.3%
113 VWO VANGUARD INTL EQUITY INDEX F 29,131.0 $1.7M 0.14% +1K +4.0% $59.69 +1.3%
114 QUAL ISHARES TR 7,622.0 $1.7M 0.14% $219.43 +1.7%
115 IJR ISHARES TR 10,935.0 $1.6M 0.13% +149.0 +1.4% $148.31 -0.7%
116 DUK DUKE ENERGY CORP NEW Utilities 12,386.0 $1.6M 0.13% -164.0 -1.3% $126.58 -5.3%
117 VTI VANGUARD INDEX FDS 4,186.0 $1.5M 0.13% $370.07 +2.2%
118 GNR SPDR INDEX SHS FDS 21,985.0 $1.5M 0.12% -144.0 -0.7% $67.31 +17.8%
119 FHN FIRST HORIZON CORPORATION Financial Services 57,298.0 $1.5M 0.12% +793.0 +1.4% $25.64 -3.9%
120 TDIV FIRST TR EXCHANGE TRADED FD 12,739.0 $1.5M 0.12% -155.0 -1.2% $114.88 -0.2%
Page 6 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%