CIK 2005409
Bruce G. Allen Investments, LLC
Institutional 13F holdings & portfolio
Holdings
1,081
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 1,081
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AVGO | BROADCOM INC COM | 946 | $100K–$500K | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | 7K | $100K–$500K | SH |
| MCD | MCDONALDS CORP COM | 1K | $100K–$500K | SH |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 1K | $100K–$500K | SH |
| ING | ING GROEP N.V. SPONSORED ADR | 11K | $100K–$500K | SH |
| CSCO | CISCO SYS INC COM | 4K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC COM | 4K | $100K–$500K | SH |
| GSK | GSK PLC SPONSORED ADR | 6K | $100K–$500K | SH |
| SNY | SANOFI SA SPONSORED ADR | 6K | $100K–$500K | SH |
| NVS | NOVARTIS AG SPONSORED ADR | 2K | $100K–$500K | SH |
| ABT | ABBOTT LABS COM | 2K | $100K–$500K | SH |
| TTE | TOTALENERGIES SE ACT | 4K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC COM | 2K | $100K–$500K | SH |
| PEP | PEPSICO INC COM | 2K | $100K–$500K | SH |
| MS | MORGAN STANLEY COM NEW | 1K | $100K–$500K | SH |
| MU | MICRON TECHNOLOGY INC COM | 875 | $100K–$500K | SH |
| AMGN | AMGEN INC COM | 752 | $100K–$500K | SH |
| BLK | BLACKROCK INC COM | 228 | $100K–$500K | SH |
| HSY | HERSHEY CO COM | 1K | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC COM | 729 | $100K–$500K | SH |
| VIOV | VANGUARD S&P SMALL-CAP 600 VALUE ETF | 2K | $100K–$500K | SH |
| V | VISA INC COM CL A | 630 | $100K–$500K | SH |
| ETN | EATON CORP PLC SHS | 661 | $100K–$500K | SH |
| RTX | RTX CORPORATION COM | 1K | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC COM | 231 | $100K–$500K | SH |
| SCHW | SCHWAB CHARLES CORP COM | 2K | $100K–$500K | SH |
| LIN | LINDE PLC SHS | 460 | $100K–$500K | SH |
| UL | UNILEVER PLC SPON ADR NEW | 3K | $100K–$500K | SH |
| TJX | TJX COS INC NEW COM | 1K | $100K–$500K | SH |
| MDT | MEDTRONIC PLC SHS | 2K | $100K–$500K | SH |
| SLF | SUN LIFE FINANCIAL INC. COM | 3K | $100K–$500K | SH |
| TRV | TRAVELERS COMPANIES INC COM | 617 | $100K–$500K | SH |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | 665 | $100K–$500K | SH |
| USB | US BANCORP DEL COM NEW | 3K | $100K–$500K | SH |
| GOOG | ALPHABET INC CAP STK CL C | 559 | $100K–$500K | SH |
| COF | CAPITAL ONE FINL CORP COM | 719 | $100K–$500K | SH |
| SMFG | SUMITOMO MITSUI FINL GROUP INC SPONSORED ADR | 9K | $100K–$500K | SH |
| UPS | UNITED PARCEL SVCS INC CL B | 2K | $100K–$500K | SH |
| RJF | RAYMOND JAMES FINL INC COM | 1K | $100K–$500K | SH |
| TFC | TRUIST FINL CORP COM | 3K | $100K–$500K | SH |
| ADI | ANALOG DEVICES INC COM | 622 | $100K–$500K | SH |
| CB | CHUBB LIMITED COM | 537 | $100K–$500K | SH |
| PNC | PNC FINL SVCS GROUP INC COM | 788 | $100K–$500K | SH |
| NTR | NUTRIEN LTD COM | 3K | $100K–$500K | SH |
| GD | GENERAL DYNAMICS CORP COM | 485 | $100K–$500K | SH |
| C | CITIGROUP INC COM NEW | 1K | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO COM | 436 | $100K–$500K | SH |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | 995 | $100K–$500K | SH |
| LLY | ELI LILLY & CO COM | 149 | $100K–$500K | SH |
| SBUX | STARBUCKS CORP COM | 2K | $100K–$500K | SH |