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Adviser
Type
Submitted
Adviser Allen Investment Management, LLC Type 13F-HR Submitted
02/10/2025
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker023135106 Stock NameAMAZON COM INC $ Position$702.2 b % Position8.00 % $ Change16.00 % # Shares3,200,830 # Change-2.00 %
Stock Ticker92826C839 Stock NameVISA INC $ Position$582.9 b % Position7.00 % $ Change5.00 % # Shares1,844,512 # Change-8.00 %
Stock Ticker594918104 Stock NameMICROSOFT CORP $ Position$616.4 b % Position7.00 % $ Change-14.00 % # Shares1,462,426 # Change-12.00 %
Stock Ticker808513105 Stock NameSCHWAB CHARLES CORP $ Position$609.7 b % Position7.00 % $ Change11.00 % # Shares8,237,414 # Change-3.00 %
Stock Ticker91324P102 Stock NameUNITEDHEALTH GROUP INC $ Position$488.9 b % Position6.00 % $ Change-16.00 % # Shares966,550 # Change-3.00 %
Adviser Allen Investment Management, LLC Type 13F-HR Submitted
11/07/2024
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker594918104 Stock Name3M CO $ Position$717.5 b % Position9.00 % $ Change-19.00 % # Shares1,667,404 # Change-16.00 %
Stock Ticker023135106 Stock NameABBOTT LABS $ Position$606.7 b % Position7.00 % $ Change-5.00 % # Shares3,256,240 # Change-1.00 %
Stock Ticker91324P102 Stock NameABBVIE INC $ Position$583.1 b % Position7.00 % $ Change12.00 % # Shares997,266 # Change-3.00 %
Stock Ticker92826C839 Stock NameACUITY BRANDS INC $ Position$553.4 b % Position7.00 % $ Change1.00 % # Shares2,012,618 # Change-4.00 %
Stock Ticker808513105 Stock NameADOBE INC $ Position$550.5 b % Position7.00 % $ Change-14.00 % # Shares8,494,607 # Change-2.00 %
Adviser Allen Investment Management, LLC Type N-PX Submitted
08/28/2024
Adviser Allen Investment Management, LLC Type 13F-HR Submitted
08/08/2024
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker594918104 Stock NameMICROSOFT CORP $ Position$883.5 b % Position11.00 % $ Change15.00 % # Shares1,976,672 # Change8.00 %
Stock Ticker808513105 Stock NameSCHWAB CHARLES CORP $ Position$642.0 b % Position8.00 % $ Change5.00 % # Shares8,712,364 # Change3.00 %
Stock Ticker023135106 Stock NameAMAZON COM INC $ Position$636.8 b % Position8.00 % $ Change9.00 % # Shares3,295,339 # Change1.00 %
Stock Ticker92826C839 Stock NameVISA INC $ Position$549.2 b % Position7.00 % $ Change2.00 % # Shares2,092,414 # Change8.00 %
Stock Ticker02079K107 Stock NameALPHABET INC $ Position$600.8 b % Position7.00 % $ Change9.00 % # Shares3,275,441 # Change-10.00 %
Adviser Allen Investment Management, LLC Type 13F-HR Submitted
05/07/2024
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker594918104 Stock NameMICROSOFT CORP $ Position$771.3 b % Position10.00 % $ Change16.00 % # Shares1,833,228 # Change3.00 %
Stock Ticker808513105 Stock NameSCHWAB CHARLES CORP $ Position$612.1 b % Position8.00 % $ Change5.00 % # Shares8,460,879 # Change0.00 %
Stock Ticker023135106 Stock NameAMAZON COM INC $ Position$586.9 b % Position7.00 % $ Change29.00 % # Shares3,253,484 # Change8.00 %
Stock Ticker02079K107 Stock NameALPHABET INC $ Position$551.7 b % Position7.00 % $ Change9.00 % # Shares3,623,404 # Change1.00 %
Stock Ticker92826C839 Stock NameVISA INC $ Position$538.5 b % Position7.00 % $ Change12.00 % # Shares1,929,440 # Change4.00 %
Adviser Allen Investment Management, LLC Type 13F-HR Submitted
02/14/2024
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker594918104 Stock NameMICROSOFT CORP $ Position$666.6 b % Position9.00 % $ Change19.00 % # Shares1,772,763 # Change0.00 %
Stock Ticker808513105 Stock NameSCHWAB CHARLES CORP $ Position$584.0 b % Position8.00 % $ Change25.00 % # Shares8,488,529 # Change-1.00 %
Stock Ticker02079K107 Stock NameALPHABET INC $ Position$507.3 b % Position7.00 % $ Change-12.00 % # Shares3,599,399 # Change-18.00 %
Stock Ticker023135106 Stock NameAMAZON COM INC $ Position$456.4 b % Position6.00 % $ Change39.00 % # Shares3,003,828 # Change16.00 %
Stock Ticker91324P102 Stock NameUNITEDHEALTH GROUP INC $ Position$430.2 b % Position6.00 % $ Change4.00 % # Shares817,106 # Change-1.00 %
Adviser Allen Investment Management LLC Type 13F-HR Submitted
11/13/2023
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker594918104 Stock NameMICROSOFT CORP $ Position$560.2 b % Position8.00 % $ Change-4.00 % # Shares1,774,314 # Change4.00 %
Stock Ticker02079K107 Stock NameALPHABET INC $ Position$575.9 b % Position8.00 % $ Change9.00 % # Shares4,368,034 # Change0.00 %
Stock Ticker808513105 Stock NameSCHWAB CHARLES CORP $ Position$468.5 b % Position7.00 % $ Change-3.00 % # Shares8,533,302 # Change0.00 %
Stock Ticker16119P108 Stock NameCHARTER COMMUNICATIONS INC N $ Position$384.3 b % Position6.00 % $ Change50.00 % # Shares873,714 # Change25.00 %
Stock Ticker92826C839 Stock NameVISA INC $ Position$425.5 b % Position6.00 % $ Change-3.00 % # Shares1,849,730 # Change0.00 %
Adviser Allen Investment Management LLC Type 13F-HR Submitted
08/07/2023
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker594918104 Stock NameMICROSOFT CORP $ Position$583.7 b % Position9.00 % $ Change14.00 % # Shares1,714,163 # Change-3.00 %
Stock Ticker02079K107 Stock NameALPHABET INC $ Position$529.5 b % Position8.00 % $ Change15.00 % # Shares4,377,412 # Change-1.00 %
Stock Ticker808513105 Stock NameSCHWAB CHARLES CORP $ Position$484.0 b % Position7.00 % $ Change43.00 % # Shares8,539,187 # Change32.00 %
Stock Ticker91324P102 Stock NameUNITEDHEALTH GROUP INC $ Position$389.9 b % Position6.00 % $ Change0.00 % # Shares811,304 # Change-1.00 %
Stock Ticker92826C839 Stock NameVISA INC $ Position$437.7 b % Position6.00 % $ Change5.00 % # Shares1,842,895 # Change0.00 %
Adviser Allen Investment Management LLC Type 13F-HR Submitted
05/09/2023
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker594918104 Stock NameMICROSOFT CORP $ Position$511.5 b % Position9.00 % $ Change22.00 % # Shares1,774,299 # Change2.00 %
Stock Ticker02079K107 Stock NameALPHABET INC $ Position$459.9 b % Position8.00 % $ Change18.00 % # Shares4,421,937 # Change1.00 %
Stock Ticker91324P102 Stock NameUNITEDHEALTH GROUP INC $ Position$389.0 b % Position7.00 % $ Change-11.00 % # Shares823,227 # Change0.00 %
Stock Ticker92826C839 Stock NameVISA INC $ Position$415.3 b % Position7.00 % $ Change9.00 % # Shares1,842,015 # Change1.00 %
Stock Ticker808513105 Stock NameSCHWAB CHARLES CORP $ Position$338.7 b % Position6.00 % $ Change-27.00 % # Shares6,466,671 # Change17.00 %
Adviser Allen Investment Management LLC Type 13F-HR Submitted
02/13/2023
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker594918104 Stock NameMICROSOFT CORP $ Position$418.5 b % Position7.00 % $ Change102722.00 % # Shares1,745,112 # Change0.00 %
Stock Ticker808513105 Stock NameSCHWAB CHARLES CORP $ Position$462.1 b % Position7.00 % $ Change113345.00 % # Shares5,550,284 # Change-2.00 %
Stock Ticker91324P102 Stock NameUNITEDHEALTH GROUP INC $ Position$438.3 b % Position7.00 % $ Change101125.00 % # Shares826,758 # Change-4.00 %
Stock Ticker92826C839 Stock NameVISA INC $ Position$379.8 b % Position6.00 % $ Change118720.00 % # Shares1,828,099 # Change2.00 %
Stock Ticker02079K107 Stock NameALPHABET INC $ Position$389.5 b % Position6.00 % $ Change91170.00 % # Shares4,390,036 # Change-1.00 %
Adviser Allen Investment Management LLC Type 13F-HR Submitted
11/07/2022
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker91324P102 Stock NameUNITEDHEALTH GROUP INC $ Position$433.0 m % Position7.48 % $ Change-5.01 % # Shares857,408 # Change-3.40 %
Stock Ticker02079K107 Stock NameALPHABET INC $ Position$426.8 m % Position7.37 % $ Change-0.86 % # Shares4,438,769 # Change2155.55 %
Stock Ticker808513105 Stock NameSCHWAB CHARLES CORP $ Position$407.3 m % Position7.03 % $ Change14.31 % # Shares5,667,857 # Change0.49 %
Stock Ticker594918104 Stock NameMICROSOFT CORP $ Position$407.0 m % Position7.03 % $ Change-0.30 % # Shares1,747,640 # Change9.94 %
Stock Ticker023135106 Stock NameAMAZON COM INC $ Position$343.5 m % Position5.93 % $ Change11.35 % # Shares3,039,404 # Change4.65 %
Adviser Allen Investment Management LLC Type 13F-HR Submitted
08/08/2022
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker91324P102 Stock NameUNITEDHEALTH GROUP INC $ Position$455.9 m % Position7.38 % $ Change-15.81 % # Shares887,545 # Change-16.41 %
Stock Ticker02079K107 Stock NameALPHABET INC $ Position$430.5 m % Position6.97 % $ Change-27.92 % # Shares196,793 # Change-7.97 %
Stock Ticker594918104 Stock NameMICROSOFT CORP $ Position$408.3 m % Position6.61 % $ Change-27.68 % # Shares1,589,610 # Change-13.19 %
Stock Ticker808513105 Stock NameSCHWAB CHARLES CORP $ Position$356.4 m % Position5.77 % $ Change-25.68 % # Shares5,640,330 # Change-0.82 %
Stock Ticker92826C839 Stock NameVISA INC $ Position$335.6 m % Position5.43 % $ Change-11.90 % # Shares1,704,587 # Change-0.76 %
Adviser Allen Investment Management LLC Type 13F-HR Submitted
05/05/2022
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker02079K107 Stock NameALPHABET INC $ Position$597.2 m % Position8.01 % $ Change-2.34 % # Shares213,830 # Change1.18 %
Stock Ticker594918104 Stock NameMICROSOFT CORP $ Position$564.5 m % Position7.57 % $ Change-4.27 % # Shares1,831,097 # Change4.43 %
Stock Ticker91324P102 Stock NameUNITEDHEALTH GROUP INC $ Position$541.5 m % Position7.26 % $ Change3.74 % # Shares1,061,802 # Change2.15 %
Stock Ticker808513105 Stock NameSCHWAB CHARLES CORP $ Position$479.5 m % Position6.43 % $ Change2.69 % # Shares5,687,105 # Change2.43 %
Stock Ticker023135106 Stock NameAMAZON COM INC $ Position$463.3 m % Position6.21 % $ Change1.53 % # Shares142,118 # Change3.85 %
Adviser Allen Investment Management LLC Type 13F-HR Submitted
02/10/2022
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker02079K107 Stock NameALPHABET INC $ Position$611.5 m % Position7.67 % $ Change6.01 % # Shares211,343 # Change-2.35 %
Stock Ticker594918104 Stock NameMICROSOFT CORP $ Position$589.7 m % Position7.40 % $ Change50.48 % # Shares1,753,393 # Change26.14 %
Stock Ticker91324P102 Stock NameUNITEDHEALTH GROUP INC $ Position$522.0 m % Position6.55 % $ Change27.74 % # Shares1,039,490 # Change-0.60 %
Stock Ticker808513105 Stock NameSCHWAB CHARLES CORP $ Position$466.9 m % Position5.86 % $ Change14.87 % # Shares5,551,959 # Change-0.51 %
Stock Ticker30303M102 Stock NameMETA PLATFORMS INC $ Position$459.8 m % Position5.77 % $ Change1.03 % # Shares1,366,883 # Change1.94 %
Adviser HR - Allen Investment Management LLC Type 13F-HR Submitted
11/05/2021
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker02079K107 Stock NameALPHABET INC $ Position$576.9 m % Position7.90 % $ Change3.37 % # Shares216,431 # Change-2.80 %
Stock Ticker30303M102 Stock NameFACEBOOK INC $ Position$455.1 m % Position6.23 % $ Change-1.86 % # Shares1,340,838 # Change0.54 %
Stock Ticker023135106 Stock NameAMAZON COM INC $ Position$446.6 m % Position6.11 % $ Change-3.49 % # Shares135,960 # Change1.07 %
Stock Ticker16119P108 Stock NameCHARTER COMMUNICATIONS INC N $ Position$431.3 m % Position5.90 % $ Change-0.42 % # Shares592,783 # Change-1.26 %
Stock Ticker91324P102 Stock NameUNITEDHEALTH GROUP INC $ Position$408.6 m % Position5.59 % $ Change-1.44 % # Shares1,045,761 # Change1.01 %
Adviser Allen Investment Management LLC Type 13F-HR Submitted
08/11/2021
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker02079K107 Stock NameALPHABET INC $ Position$558.1 m % Position7.51 % $ Change16.33 % # Shares222,662 # Change-3.99 %
Stock Ticker30303M102 Stock NameFACEBOOK INC $ Position$463.7 m % Position6.24 % $ Change42.98 % # Shares1,333,580 # Change21.11 %
Stock Ticker023135106 Stock NameAMAZON COM INC $ Position$462.8 m % Position6.23 % $ Change13.86 % # Shares134,524 # Change2.41 %
Stock Ticker16119P108 Stock NameCHARTER COMMUNICATIONS INC N $ Position$433.1 m % Position5.83 % $ Change17.79 % # Shares600,330 # Change0.74 %
Stock Ticker91324P102 Stock NameUNITEDHEALTH GROUP INC $ Position$414.6 m % Position5.58 % $ Change12.49 % # Shares1,035,336 # Change4.52 %
Adviser Allen Investment Management LLC Type 13F-HR Submitted
05/17/2021
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker02079K107 Stock NameALPHABET INC $ Position$479.7 m % Position7.37 % $ Change20.50 % # Shares231,912 # Change2.05 %
Stock Ticker023135106 Stock NameAMAZON COM INC $ Position$406.4 m % Position6.25 % $ Change-5.64 % # Shares131,360 # Change-0.68 %
Stock Ticker91324P102 Stock NameUNITEDHEALTH GROUP INC $ Position$368.5 m % Position5.66 % $ Change8.41 % # Shares990,525 # Change2.18 %
Stock Ticker16119P108 Stock NameCHARTER COMMUNICATIONS INC N $ Position$367.7 m % Position5.65 % $ Change-2.13 % # Shares595,898 # Change4.93 %
Stock Ticker92826C839 Stock NameVISA INC $ Position$336.7 m % Position5.18 % $ Change1.63 % # Shares1,590,330 # Change4.99 %
Adviser Allen Investment Management LLC Type 13F-HR Submitted
02/03/2021
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker023135106 Stock NameAMAZON COM INC $ Position$430.7 m % Position7.31 % $ Change4.94 % # Shares132,254 # Change1.45 %
Stock Ticker02079K107 Stock NameALPHABET INC $ Position$398.1 m % Position6.76 % $ Change21.69 % # Shares227,248 # Change2.08 %
Stock Ticker16119P108 Stock NameCHARTER COMMUNICATIONS INC N $ Position$375.7 m % Position6.38 % $ Change6.30 % # Shares567,901 # Change0.32 %
Stock Ticker91324P102 Stock NameUNITEDHEALTH GROUP INC $ Position$340.0 m % Position5.77 % $ Change17.33 % # Shares969,439 # Change4.31 %
Stock Ticker92826C839 Stock NameVISA INC $ Position$331.3 m % Position5.63 % $ Change54.70 % # Shares1,514,713 # Change41.43 %
Adviser Allen Investment Management LLC Type 13F-HR Submitted
11/03/2020
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker023135106 Stock NameAMAZON COM INC $ Position$410.5 m % Position7.63 % $ Change11.22 % # Shares130,365 # Change-2.55 %
Stock Ticker16119P108 Stock NameCHARTER COMMUNICATIONS INC N $ Position$353.4 m % Position6.57 % $ Change20.11 % # Shares566,107 # Change-1.88 %
Stock Ticker02079K107 Stock NameALPHABET INC $ Position$327.1 m % Position6.08 % $ Change2.71 % # Shares222,609 # Change-1.21 %
Stock Ticker594918104 Stock NameMICROSOFT CORP $ Position$291.0 m % Position5.41 % $ Change0.70 % # Shares1,383,384 # Change-2.56 %
Stock Ticker91324P102 Stock NameUNITEDHEALTH GROUP INC $ Position$289.8 m % Position5.39 % $ Change6.12 % # Shares929,395 # Change0.39 %
Adviser Allen Investment Management LLC Type 13F-HR Submitted
08/10/2020
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker023135106 Stock NameAMAZON COM INC $ Position$369.1 m % Position7.77 % $ Change53.03 % # Shares133,781 # Change8.15 %
Stock Ticker02079K107 Stock NameALPHABET INC $ Position$318.5 m % Position6.70 % $ Change34.62 % # Shares225,329 # Change10.74 %
Stock Ticker16119P108 Stock NameCHARTER COMMUNICATIONS INC N $ Position$294.3 m % Position6.19 % $ Change20.72 % # Shares576,961 # Change3.27 %
Stock Ticker594918104 Stock NameMICROSOFT CORP $ Position$288.9 m % Position6.08 % $ Change38.11 % # Shares1,419,775 # Change7.03 %
Stock Ticker91324P102 Stock NameUNITEDHEALTH GROUP INC $ Position$273.0 m % Position5.75 % $ Change33.26 % # Shares925,747 # Change12.67 %
Adviser Allen Investment Management LLC Type 13F-HR Submitted
05/07/2020
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker16119P108 Stock NameCHARTER COMMUNICATIONS INC N $ Position$243.8 m % Position7.31 % $ Change-3.98 % # Shares558,681 # Change6.75 %
Stock Ticker023135106 Stock NameAMAZON COM INC $ Position$241.2 m % Position7.23 % $ Change29.03 % # Shares123,700 # Change22.29 %
Stock Ticker02079K107 Stock NameALPHABET INC $ Position$236.6 m % Position7.09 % $ Change-0.59 % # Shares203,484 # Change14.30 %
Stock Ticker594918104 Stock NameMICROSOFT CORP $ Position$209.2 m % Position6.27 % $ Change2.25 % # Shares1,326,532 # Change2.25 %
Stock Ticker91324P102 Stock NameUNITEDHEALTH GROUP INC $ Position$204.9 m % Position6.14 % $ Change1.81 % # Shares821,643 # Change20.02 %
Adviser Allen Investment Management LLC Type 13F-HR Submitted
02/04/2020
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker16119P108 Stock NameCHARTER COMMUNICATIONS INC N $ Position$253.9 m % Position6.05 % $ ChangeN / A # Shares523,339 # ChangeN / A
Stock Ticker02079K107 Stock NameALPHABET INC $ Position$238.0 m % Position5.67 % $ ChangeN / A # Shares178,019 # ChangeN / A
Stock Ticker20030N101 Stock NameCOMCAST CORP NEW $ Position$221.9 m % Position5.29 % $ ChangeN / A # Shares4,934,206 # ChangeN / A
Stock Ticker594918104 Stock NameMICROSOFT CORP $ Position$204.6 m % Position4.88 % $ ChangeN / A # Shares1,297,404 # ChangeN / A
Stock Ticker91324P102 Stock NameUNITEDHEALTH GROUP INC $ Position$201.3 m % Position4.80 % $ ChangeN / A # Shares684,595 # ChangeN / A