Stock Taper 
ALLEN INVESTMENT MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Canadian National Railway Company | CNI | 20K | $2.38M |
 The Home Depot, Inc. | HD | 21.09K | $7.44M |
 Alico, Inc. | ALCO | 21.11K | $873.15K |
 McDonald's Corporation | MCD | 22.52K | $6.09M |
 Lowe's Companies, Inc. | LOW | 23.52K | $5.19M |
 Lumentum Holdings Inc. | LITE | 24.7K | $21.19M |
 Salesforce, Inc. | CRM | 25.05K | $3.92M |
 Mastercard Incorporated | MA | 28.8K | $14.79M |
 Sysco Corporation | SYY | 28.83K | $2.41M |
 Airbnb, Inc. | ABNB | 30.54K | $4.37M |
 Quanta Services, Inc. | PWR | 31.7K | $22.83M |
 MercadoLibre, Inc. | MELI | 34.06K | $57.82M |
 General Dynamics Corporation | GD | 34.52K | $12.23M |
 Cameco Corporation | CCJ | 35.72K | $3.64M |
 Wise Group plc Class A Ordinary Shares | WSE | 44.53K | $530.3K |
 Micron Technology, Inc. | MU | 47.22K | $54.5M |
 Altria Group, Inc. | MO | 48.37K | $3.48M |
 Ciena Corporation | CIEN | 51.51K | $25.27M |
 Berkshire Hathaway Inc. | BRK-B | 55.74K | $27.89M |
 Canadian Pacific Kansas City Ltd. | CP | 59.35K | $5.14M |