CIK 1729869
Allied Investment Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
102
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 102
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 1.8M | $1M+ | SH |
| VHT | VANGUARD HEALTH CARE ETF | 167K | $1M+ | SH |
| MSFT | MICROSOFT CORP COM | 64K | $1M+ | SH |
| CAT | CATERPILLAR INC COM | 41K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. COM | 69K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC COM | 21K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW COM | 201K | $1M+ | SH |
| RTX | RTX CORPORATION COM | 101K | $1M+ | SH |
| BAC | BANK AMERICA CORP COM | 320K | $1M+ | SH |
| STT | STATE STR CORP COM | 128K | $1M+ | SH |
| VPU | VANGUARD UTILITIES ETF | 88K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON COM | 75K | $1M+ | SH |
| XOM | EXXON MOBIL CORP COM | 126K | $1M+ | SH |
| LOW | LOWES COS INC COM | 61K | $1M+ | SH |
| SHEL | SHELL PLC SPON ADS | 196K | $1M+ | SH |
| FDX | FEDEX CORP COM | 50K | $1M+ | SH |
| USB | US BANCORP DEL COM NEW | 268K | $1M+ | SH |
| CVX | CHEVRON CORP NEW COM | 90K | $1M+ | SH |
| DE | DEERE & CO COM | 29K | $1M+ | SH |
| MMM | 3M CO COM | 84K | $1M+ | SH |
| AAPL | APPLE INC COM | 49K | $1M+ | SH |
| MDT | MEDTRONIC PLC SHS | 129K | $1M+ | SH |
| ABT | ABBOTT LABS COM | 98K | $1M+ | SH |
| AAON | AAON INC COM PAR $0.004 | 155K | $1M+ | SH |
| SYY | SYSCO CORP COM | 156K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP COM | 24K | $1M+ | SH |
| AMRZ | AMRIZE LTD SHS | 208K | $1M+ | SH |
| PEP | PEPSICO INC COM | 77K | $1M+ | SH |
| OTIS | OTIS WORLDWIDE CORP COM | 124K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO COM | 75K | $1M+ | SH |
| O | REALTY INCOME CORP COM | 185K | $1M+ | SH |
| GPC | GENUINE PARTS CO COM | 83K | $1M+ | SH |
| VGK | VANGUARD FTSE EUROPE ETF | 121K | $1M+ | SH |
| PFE | PFIZER INC COM | 371K | $1M+ | SH |
| TGT | TARGET CORP COM | 94K | $1M+ | SH |
| KMB | KIMBERLY-CLARK CORP COM | 89K | $1M+ | SH |
| DEO | DIAGEO PLC SPON ADR NEW | 94K | $1M+ | SH |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 22K | $1M+ | SH |
| EMR | EMERSON ELEC CO COM | 29K | $1M+ | SH |
| PICK | ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF | 70K | $1M+ | SH |
| GLD | SPDR GOLD SHARES | 7K | $1M+ | SH |
| WMT | WALMART INC COM | 21K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION COM | 11K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 4K | $1M+ | SH |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | 16K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS COM | 5K | $1M+ | SH |
| BRK.A | 1/100 BERKSHIRE HTWY CLA100 SHS | 2 | $1M+ | SH |
| VTV | VANGUARD VALUE ETF | 8K | $1M+ | SH |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | 2K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW COM | 1K | $1M+ | SH |