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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 9 of 16  ·  319 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 RTX RTX CORPORATION Industrials 4,267.0 $810K 0.07% -206.0 -4.6% $189.73 +10.6%
162 BOTZ GLOBAL X FDS 20,881.0 $792K 0.06% +1K +6.4% $37.94 -5.0%
163 TPHD TIMOTHY PLAN 18,564.0 $785K 0.06% +624.0 +3.5% $42.28 +2.6%
164 GEV GE VERNOVA INC Utilities 667.0 $784K 0.06% +12.0 +1.8% $1174.86 -18.6%
165 DGRW WISDOMTREE TR 8,108.0 $775K 0.06% +415.0 +5.4% $95.62 +3.8%
166 XYL XYLEM INC Industrials 6,400.0 $757K 0.06% +100.0 +1.6% $118.21 -4.1%
167 DGRO ISHARES TR 9,900.0 $750K 0.06% $75.79 +5.0%
168 C CITIGROUP INC Financial Services 5,326.0 $745K 0.06% +159.0 +3.1% $139.96 -5.9%
169 VTV VANGUARD INDEX FDS 3,411.0 $743K 0.06% $217.93 +3.9%
170 MA MASTERCARD INCORPORATED Financial Services 1,438.0 $739K 0.06% -16.0 -1.1% $513.60 +13.1%
171 GE GE AEROSPACE Industrials 1,959.0 $732K 0.06% +58.0 +3.0% $373.73 -6.8%
172 BSCR INVESCO EXCH TRD SLF IDX FD 36,212.0 $710K 0.06% +3K +9.5% $19.61 +0.3%
173 BSCS INVESCO EXCH TRD SLF IDX FD 34,784.0 $708K 0.06% +3K +9.7% $20.36 +0.1%
174 SPTS SPDR SERIES TRUST 24,377.0 $707K 0.06% -3K -11.8% $29.01 -0.2%
175 JEPQ J P MORGAN EXCHANGE TRADED F 11,503.0 $707K 0.06% +2K +17.8% $61.46 -2.6%
176 NOC NORTHROP GRUMMAN CORP Industrials 1,333.0 $679K 0.06% -46.0 -3.3% $509.31 +8.2%
177 BSCT INVESCO EXCH TRD SLF IDX FD 36,420.0 $677K 0.06% +3K +10.3% $18.57 -0.1%
178 BSCV INVESCO EXCH TRD SLF IDX FD 41,278.0 $676K 0.06% +4K +10.4% $16.39 -0.7%
179 BSCU INVESCO EXCH TRD SLF IDX FD 40,630.0 $676K 0.06% +4K +10.3% $16.64 -0.5%
180 BSCW INVESCO EXCH TRD SLF IDX FD 32,965.0 $676K 0.06% +3K +10.6% $20.51 -1.1%
Page 9 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%