Allen Capital Group
Mutual Fund
$1.2B 13F equity value
325 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Allen Capital Group covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 903,307 | $79M | 6.5% |
| JCPB | J P MORGAN EXCHANGE TRADED F | 1,534,156 | $72M | 5.9% |
| UITB | VICTORY PORTFOLIOS II | 1,187,333 | $56M | 4.6% |
| IQLT | ISHARES TR | 1,053,465 | $52M | 4.3% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 89,190 | $45M | 3.7% |
| DSTL | ETF SER SOLUTIONS | 573,042 | $34M | 2.8% |
| AAPL | APPLE INC | 113,847 | $33M | 2.7% |
| PYLD | PIMCO ETF TR | 1,157,019 | $31M | 2.5% |
| DFAT | DIMENSIONAL ETF TRUST | 421,972 | $29M | 2.4% |
| SPSM | SPDR SERIES TRUST | 421,001 | $24M | 2.0% |
Track Allen Capital Group's 13F portfolio: $1.2B in reported holdings, 325 positions. Top holdings and quarterly changes on SentiSense.
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