BRUCE G. ALLEN INVESTMENTS, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | T | 24K | $691.53K |
 | LYG | 19K | $97.34K |
 | VZ | 15K | $736.74K |
 | ING | 11K | $274.02K |
 | BAC | 9K | $429.27K |
 | AGNC | 9K | $87.10K |
 | SMFG | 8K | $166.87K |
 | SAN | 8K | $94.02K |
 | AAPL | 8K | $2.06M |
 | SHEL | 8K | $742.42K |
 | KVUE | 8K | $136.26K |
 | DOC | 7K | $120.69K |
 | NWG | 7K | $100.69K |
 | KO | 7K | $507.56K |
 | BAX | 6K | $103.30K |
 | SNY | 6K | $291.54K |
 | CL | 6K | $490.75K |
 | PG | 6K | $816.16K |
 | HMC | 6K | $136.28K |
 | GSK | 6K | $306.36K |
AT&T Inc.
T
Shares Held
24K
Value
$691.53K
Lloyds Banking Group plc
LYG
Shares Held
19K
Value
$97.34K
Verizon Communications Inc.
VZ
Shares Held
15K
Value
$736.74K
ING Groep N.V.
ING
Shares Held
11K
Value
$274.02K
Bank of America Corporation
BAC
Shares Held
9K
Value
$429.27K
AGNC Investment Corp.
AGNC
Shares Held
9K
Value
$87.10K
Sumitomo Mitsui Financial Group, Inc.
SMFG
Shares Held
8K
Value
$166.87K
Banco Santander, S.A.
SAN
Shares Held
8K
Value
$94.02K
Apple Inc.
AAPL
Shares Held
8K
Value
$2.06M
Shell plc
SHEL
Shares Held
8K
Value
$742.42K
Kenvue Inc.
KVUE
Shares Held
8K
Value
$136.26K
Healthpeak Properties, Inc.
DOC
Shares Held
7K
Value
$120.69K
NatWest Group plc
NWG
Shares Held
7K
Value
$100.69K
The Coca-Cola Company
KO
Shares Held
7K
Value
$507.56K
Baxter International Inc.
BAX
Shares Held
6K
Value
$103.30K
Sanofi
SNY
Shares Held
6K
Value
$291.54K
Colgate-Palmolive Company
CL
Shares Held
6K
Value
$490.75K
The Procter & Gamble Company
PG
Shares Held
6K
Value
$816.16K
Honda Motor Co., Ltd.
HMC
Shares Held
6K
Value
$136.28K
GSK plc
GSK
Shares Held
6K
Value
$306.36K