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 101–150 of 1,081
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DEO | DIAGEO PLC SPON ADR NEW | 2K | $100K–$500K | SH |
| DFEV | DIMENSIONAL EMERGING MARKETS VALUE ETF | 5K | $100K–$500K | SH |
| IAU | ISHARES GOLD TRUST | 2K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS COM | 527 | $100K–$500K | SH |
| LOW | LOWES COS INC COM | 647 | $100K–$500K | SH |
| HMC | HONDA MOTOR LTD ADR ECH CNV IN 3 | 5K | $100K–$500K | SH |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | 2K | $100K–$500K | SH |
| PGR | PROGRESSIVE CORP COM | 658 | $100K–$500K | SH |
| KGC | KINROSS GOLD CORP COM | 5K | $100K–$500K | SH |
| GILD | GILEAD SCIENCES INC COM | 1K | $100K–$500K | SH |
| HSBC | HSBC HLDGS PLC SPON ADR NEW | 2K | $100K–$500K | SH |
| PH | PARKER-HANNIFIN CORP COM | 167 | $100K–$500K | SH |
| COP | CONOCOPHILLIPS COM | 2K | $100K–$500K | SH |
| NOC | NORTHROP GRUMMAN CORP COM | 245 | $100K–$500K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC COM | 239 | $100K–$500K | SH |
| RIO | RIO TINTO PLC SPONSORED ADR | 2K | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED CL A | 236 | $100K–$500K | SH |
| SPGI | S&P GLOBAL INC COM | 257 | $100K–$500K | SH |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | 2K | $100K–$500K | SH |
| AZN | ASTRAZENECA PLC SPONSORED ADR | 1K | $100K–$500K | SH |
| APH | AMPHENOL CORP NEW CL A | 961 | $100K–$500K | SH |
| RY | ROYAL BK CDA COM | 760 | $100K–$500K | SH |
| HON | HONEYWELL INTL INC COM | 653 | $100K–$500K | SH |
| DHR | DANAHER CORPORATION COM | 556 | $100K–$500K | SH |
| DG | DOLLAR GEN CORP NEW COM | 955 | $100K–$500K | SH |
| FLEX | FLEX LTD ORD | 2K | $100K–$500K | SH |
| UBS | UBS GROUP AG SHS | 3K | $100K–$500K | SH |
| CMCSA | COMCAST CORP NEW CL A | 4K | $100K–$500K | SH |
| SAN | BANCO SANTANDER SA ADR | 10K | $100K–$500K | SH |
| IHE | ISHARES U.S. PHARMACEUTICALS ETF | 1K | $100K–$500K | SH |
| MDLZ | MONDELEZ INTL INC CL A | 2K | $100K–$500K | SH |
| AMAT | APPLIED MATLS INC COM | 464 | $100K–$500K | SH |
| TGNA | TEGNA INC COM | 6K | $100K–$500K | SH |
| LYG | LLOYDS BANKING GROUP PLC SPONSORED ADR | 22K | $100K–$500K | SH |
| PPG | PPG INDS INC COM | 1K | $100K–$500K | SH |
| RCL | ROYAL CARIBBEAN GROUP COM | 418 | $100K–$500K | SH |
| TXN | TEXAS INSTRS INC COM | 667 | $100K–$500K | SH |
| RF | REGIONS FINANCIAL CORP NEW COM | 4K | $100K–$500K | SH |
| ORCL | ORACLE CORP COM | 590 | $100K–$500K | SH |
| DE | DEERE & CO COM | 244 | $100K–$500K | SH |
| KVUE | KENVUE INC COM | 7K | $100K–$500K | SH |
| NWG | NATWEST GROUP PLC SPONS ADR | 6K | $100K–$500K | SH |
| APD | AIR PRODS & CHEMS INC COM | 454 | $100K–$500K | SH |
| TM | TOYOTA MOTOR CORP ADS | 520 | $100K–$500K | SH |
| BP | BP PLC SPONSORED ADR | 3K | $100K–$500K | SH |
| PLD | PROLOGIS INC. COM | 867 | $100K–$500K | SH |
| AEM | AGNICO EAGLE MINES LTD COM | 647 | $100K–$500K | SH |
| TGT | TARGET CORP COM | 1K | $100K–$500K | SH |
| INGR | INGREDION INC COM | 983 | $100K–$500K | SH |
| MRSH | MARSH COM | 583 | $100K–$500K | SH |