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Portfolio (Quarterly) Guide ↗

Allied Investment Advisors, LLC

· CIK 0001729869
13F Portfolio $797M AUM 110 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 110 New
Page 4 of 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SPLV INVESCO S&P 500 LOW VOLATILITY ETF 12,200.0 $914K 0.12% NEW $74.90 +1.4%
62 GOOG ALPHABET INC CAP STK CL C Communication Services 2,430.0 $859K 0.11% NEW $353.33 -3.3%
63 AMD ADVANCED MICRO DEVICES INC COM Technology 1,443.0 $838K 0.10% NEW $580.91 -19.7%
64 MRK MERCK & CO INC COM Healthcare 6,342.0 $815K 0.10% NEW $128.50 +18.5%
65 AMZN AMAZON COM INC COM Consumer Cyclical 3,223.0 $768K 0.10% NEW $238.34 +11.5%
66 SBUX STARBUCKS CORP COM Consumer Cyclical 7,117.0 $727K 0.09% NEW $102.19 +2.7%
67 FEDEX FGHT HLDG CO INC COMMON STOCK 4,806.0 $726K 0.09% NEW $151.00
68 EBMT EAGLE BANCORP MONT INC COM Financial Services 29,669.0 $710K 0.09% NEW $23.93 -4.6%
69 HD HOME DEPOT INC COM Consumer Cyclical 1,971.0 $695K 0.09% NEW $352.68 -2.4%
70 DFUS DIMENSIONAL U.S. EQUITY MARKET ETF 7,752.0 $635K 0.08% NEW $81.94 +2.6%
71 ABBV ABBVIE INC COM Healthcare 2,292.0 $577K 0.07% NEW $251.64 +5.7%
72 FIBK FIRST INTST BANCSYSTEM INC COM Financial Services 14,158.0 $546K 0.07% NEW $38.56 -1.9%
73 CSCO CISCO SYS INC COM Technology 4,508.0 $530K 0.07% NEW $117.46 -5.9%
74 C CITIGROUP INC COM NEW Financial Services 3,732.0 $522K 0.07% NEW $139.96 -5.1%
75 MDU MDU RES GROUP INC COM Industrials 22,501.0 $477K 0.06% NEW $21.21 -3.3%
76 SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 12,439.0 $433K 0.05% NEW $34.81 +0.7%
77 STLD STEEL DYNAMICS INC COM Basic Materials 1,827.0 $419K 0.05% NEW $229.46 +0.7%
78 GLW CORNING INC COM Technology 1,544.0 $394K 0.05% NEW $255.43 -40.3%
79 MGK VANGUARD MEGA CAP GROWTH ETF 4,436.0 $390K 0.05% NEW $87.91 +1.7%
80 KNF KNIFE RIVER CORP COMMON STOCK Basic Materials 4,621.0 $387K 0.05% NEW $83.65 -21.4%
Page 4 of 6  ·  110 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
Industrials 28.0%
Financial Services 23.5%
Consumer Defensive 14.9%
Healthcare 10.4%
Technology 8.5%
Energy 5.9%
Consumer Cyclical 5.6%
Real Estate 2.6%
Communication Services 0.5%
Basic Materials 0.2%