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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 6 of 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SPACE EXPLORATION TECHN CORP CLASS A COM STK 1,302.0 $222K 0.03% NEW $170.86
102 SLV ISHARES SILVER TRUST Financial Services 4,107.0 $220K 0.03% NEW $53.47 +12.2%
103 VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 4,318.0 $217K 0.03% NEW $50.23 -0.9%
104 DAL DELTA AIR LINES INC COM NEW Industrials 2,303.0 $216K 0.03% NEW $93.69 -11.1%
105 BK BANK OF NY MELLON CORP COM Financial Services 1,480.0 $214K 0.03% NEW $144.61 -0.6%
106 ETN EATON CORP PLC SHS Industrials 491.0 $209K 0.03% NEW $426.12 -0.3%
107 DFIV DIMENSIONAL INTERNATIONAL VALUE ETF 3,752.0 $203K 0.03% NEW $54.02 +7.0%
108 MO ALTRIA GROUP INC COM Consumer Defensive 2,800.0 $201K 0.03% NEW $71.95 -8.2%
109 F FORD MTR CO COM Consumer Cyclical 12,435.0 $173K 0.02% NEW $13.90 +4.3%
110 GERN GERON CORP COM Healthcare 15,959.0 $20K 0.00% NEW $1.28 +24.2%
Page 6 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%