Allen Capital Group
Mutual Fund
$1.1B Assets Reported
296 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| JCPB | J P MORGAN EXCHANGE TRADED F | 1,470,695 | $69M | 6.2% |
| SPYM | SPDR SERIES TRUST | 884,189 | $68M | 6.1% |
| UITB | VICTORY PORTFOLIOS II | 1,113,941 | $52M | 4.7% |
| IQLT | ISHARES TR | 1,016,646 | $47M | 4.2% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 89,568 | $43M | 3.9% |
| DSTL | ETF SER SOLUTIONS | 554,563 | $32M | 2.9% |
| AAPL | APPLE INC | 112,681 | $29M | 2.6% |
| PYLD | PIMCO ETF TR | 1,089,470 | $29M | 2.6% |
| DFAT | DIMENSIONAL ETF TRUST | 418,599 | $26M | 2.4% |
| SGOL | ETFS GOLD TR | 463,198 | $21M | 1.9% |
Track Allen Capital Group's 13F portfolio: $1.1B in reported holdings, 296 positions. Top holdings, AUM, and quarterly changes on SentiSense.