Allen Capital Group, LLC - Portfolio Stock Holdings
Allen Capital Group, LLC disclosed 297 stock positions in a recent SEC 13F filing. $1,099,472,555 of stock holdings were filed, with the largest holdings including JCPB, SPYM, and UITB. This filing represented positions held on March 31, 2026, and was filed on May 27, 2026.We estimate the fund has a total AUM of $1,501,556,085 and has 38 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
March 31, 2026No. of Stocks:
297Est. Stock Holding Value:
$1,099,472,555Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Allen Capital Group, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...
Portfolio Options Holdings - Allen Capital Group, LLC
|
Stock
|
Type
|
Holdings (Contracts)
|
Holdings (USD)
|
Change (Contracts)
|
Change (Value)
|
|---|
Loading Fund Options Data...