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 151–200 of 1,081
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DOV | DOVER CORP COM | 539 | $100K–$500K | SH |
| SONY | SONY GROUP CORP SPONSORED ADR | 4K | $100K–$500K | SH |
| CVS | CVS HEALTH CORP COM | 1K | $100K–$500K | SH |
| DIS | DISNEY WALT CO COM | 907 | $100K–$500K | SH |
| CMS | CMS ENERGY CORP COM | 1K | $100K–$500K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 2K | $100K–$500K | SH |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | 1K | $100K–$500K | SH |
| CSX | CSX CORP COM | 3K | $50K–$100K | SH |
| DRI | DARDEN RESTAURANTS INC COM | 538 | $50K–$100K | SH |
| DOC | HEALTHPEAK PROPERTIES INC COM | 6K | $50K–$100K | SH |
| GPC | GENUINE PARTS CO COM | 800 | $50K–$100K | SH |
| SYK | STRYKER CORPORATION COM | 273 | $50K–$100K | SH |
| AMZN | AMAZON COM INC COM | 413 | $50K–$100K | SH |
| CAT | CATERPILLAR INC COM | 166 | $50K–$100K | SH |
| SNPS | SYNOPSYS INC COM | 202 | $50K–$100K | SH |
| AMT | AMERICAN TOWER CORP COM | 539 | $50K–$100K | SH |
| COST | COSTCO WHOLESALE CORPORATION COM | 109 | $50K–$100K | SH |
| CME | CME GROUP INC COM | 342 | $50K–$100K | SH |
| CI | THE CIGNA GROUP COM | 337 | $50K–$100K | SH |
| WPC | WP CAREY INC COM | 1K | $50K–$100K | SH |
| CBRE | CBRE GROUP INC CL A | 575 | $50K–$100K | SH |
| BX | BLACKSTONE INC COM | 598 | $50K–$100K | SH |
| GL | GLOBE LIFE INC COM | 657 | $50K–$100K | SH |
| EOG | EOG RES INC COM | 871 | $50K–$100K | SH |
| PYPL | PAYPAL HLDGS INC COM | 2K | $50K–$100K | SH |
| MMM | 3M CO COM | 564 | $50K–$100K | SH |
| EMBJ | EMBRAER S.A. SPONSORED ADS | 1K | $50K–$100K | SH |
| QCOM | QUALCOMM INC COM | 521 | $50K–$100K | SH |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | 886 | $50K–$100K | SH |
| A | AGILENT TECHNOLOGIES INC COM | 651 | $50K–$100K | SH |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | 1K | $50K–$100K | SH |
| SF | STIFEL FINL CORP COM | 693 | $50K–$100K | SH |
| ICLR | ICON PLC SHS | 476 | $50K–$100K | SH |
| PUK | PRUDENTIAL PLC ADR | 3K | $50K–$100K | SH |
| WELL | WELLTOWER INC COM | 461 | $50K–$100K | SH |
| BAX | BAXTER INTL INC COM | 4K | $50K–$100K | SH |
| CTRA | COTERRA ENERGY INC COM | 3K | $50K–$100K | SH |
| ADP | AUTOMATIC DATA PROCESSING INC COM | 328 | $50K–$100K | SH |
| HII | HUNTINGTON INGALLS INDS INC COM | 248 | $50K–$100K | SH |
| SO | SOUTHERN CO COM | 943 | $50K–$100K | SH |
| AXS | AXIS CAP HLDGS LTD SHS | 757 | $50K–$100K | SH |
| FIS | FIDELITY NATL INFORMATION SVCS COM | 1K | $50K–$100K | SH |
| NKE | NIKE INC CL B | 1K | $50K–$100K | SH |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | 209 | $50K–$100K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO COM | 1K | $50K–$100K | SH |
| ZTS | ZOETIS INC CL A | 634 | $50K–$100K | SH |
| DHI | D R HORTON INC COM | 549 | $50K–$100K | SH |
| CAH | CARDINAL HEALTH INC COM | 383 | $50K–$100K | SH |
| NXPI | NXP SEMICONDUCTORS N V COM | 358 | $50K–$100K | SH |
| ISMF | ISHARES MANAGED FUTURES ACTIVE ETF | 3K | $50K–$100K | SH |