BRUCE G. ALLEN INVESTMENTS, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | T | 22K | $556.37K |
 | LYG | 22K | $117.56K |
 | VZ | 14K | $578.04K |
 | ING | 11K | $305.82K |
 | SAN | 10K | $121.31K |
 | BAC | 10K | $541.50K |
 | ODV | 9K | $32.57K |
 | SMFG | 9K | $173.29K |
 | AAPL | 8K | $2.24M |
 | SHEL | 8K | $581.52K |
 | AGNC | 7K | $77.20K |
 | KVUE | 7K | $113.49K |
 | NWG | 6K | $113.17K |
 | DOC | 6K | $98.88K |
 | MFG | 6K | $44.70K |
 | KO | 6K | $426.87K |
 | TGNA | 6K | $118.03K |
 | GSK | 6K | $282.23K |
 | XOM | 6K | $689.79K |
 | SNY | 6K | $276.27K |
AT&T Inc.
T
Shares Held
22K
Value
$556.37K
Lloyds Banking Group plc
LYG
Shares Held
22K
Value
$117.56K
Verizon Communications Inc.
VZ
Shares Held
14K
Value
$578.04K
ING Groep N.V.
ING
Shares Held
11K
Value
$305.82K
Banco Santander, S.A.
SAN
Shares Held
10K
Value
$121.31K
Bank of America Corporation
BAC
Shares Held
10K
Value
$541.50K
Osisko Development Corp.
ODV
Shares Held
9K
Value
$32.57K
Sumitomo Mitsui Financial Group, Inc.
SMFG
Shares Held
9K
Value
$173.29K
Apple Inc.
AAPL
Shares Held
8K
Value
$2.24M
Shell plc
SHEL
Shares Held
8K
Value
$581.52K
AGNC Investment Corp.
AGNC
Shares Held
7K
Value
$77.20K
Kenvue Inc.
KVUE
Shares Held
7K
Value
$113.49K
NatWest Group plc
NWG
Shares Held
6K
Value
$113.17K
Healthpeak Properties, Inc.
DOC
Shares Held
6K
Value
$98.88K
Mizuho Financial Group, Inc.
MFG
Shares Held
6K
Value
$44.70K
The Coca-Cola Company
KO
Shares Held
6K
Value
$426.87K
TEGNA Inc.
TGNA
Shares Held
6K
Value
$118.03K
GSK plc
GSK
Shares Held
6K
Value
$282.23K
Exxon Mobil Corporation
XOM
Shares Held
6K
Value
$689.79K
Sanofi
SNY
Shares Held
6K
Value
$276.27K