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 201–250 of 1,081
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AGNC | AGNC INVT CORP COM | 7K | $50K–$100K | SH |
| HDB | HDFC BANK LTD SPONSORED ADS | 2K | $50K–$100K | SH |
| INTC | INTEL CORP COM | 2K | $50K–$100K | SH |
| HIG | HARTFORD INSURANCE GROUP INC COM | 542 | $50K–$100K | SH |
| OKE | ONEOK INC NEW COM | 997 | $50K–$100K | SH |
| IVOV | VANGUARD S&P MID-CAP 400 VALUE ETF | 720 | $50K–$100K | SH |
| IQV | IQVIA HLDGS INC COM | 322 | $50K–$100K | SH |
| AJG | GALLAGHER ARTHUR J & CO COM | 279 | $50K–$100K | SH |
| BHP | BHP GROUP LTD SPONSORED ADS | 1K | $50K–$100K | SH |
| ON | ON SEMICONDUCTOR CORP COM | 1K | $50K–$100K | SH |
| TECK | TECK RESOURCES LTD CL B | 1K | $50K–$100K | SH |
| BF.B | BROWN FORMAN CORP CL B | 3K | $50K–$100K | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | 248 | $50K–$100K | SH |
| B | BARRICK MNG CORP COM SHS | 2K | $50K–$100K | SH |
| JCI | JOHNSON CTLS INTL PLC SHS | 560 | $50K–$100K | SH |
| GLW | CORNING INC COM | 764 | $50K–$100K | SH |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | 725 | $50K–$100K | SH |
| RGA | REINSURANCE GRP OF AMERICA INC COM NEW | 326 | $50K–$100K | SH |
| ATO | ATMOS ENERGY CORP COM | 394 | $50K–$100K | SH |
| DUK | DUKE ENERGY CORP NEW COM NEW | 562 | $50K–$100K | SH |
| SNA | SNAP ON INC COM | 191 | $50K–$100K | SH |
| WMB | WILLIAMS COS INC COM | 1K | $50K–$100K | SH |
| TD | TORONTO DOMINION BK ONT COM NEW | 696 | $50K–$100K | SH |
| BPOP | POPULAR INC COM NEW | 522 | $50K–$100K | SH |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | 1K | $50K–$100K | SH |
| D | DOMINION ENERGY INC COM | 1K | $50K–$100K | SH |
| NVDA | NVIDIA CORPORATION COM | 337 | $50K–$100K | SH |
| MO | ALTRIA GROUP INC COM | 1K | $50K–$100K | SH |
| LH | LABCORP HOLDINGS INC COM SHS | 247 | $50K–$100K | SH |
| BXP | BXP INC COM | 900 | $50K–$100K | SH |
| VNO | VORNADO RLTY TR SH BEN INT | 2K | $50K–$100K | SH |
| GM | GENERAL MTRS CO COM | 718 | $50K–$100K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 192 | $50K–$100K | SH |
| ROST | ROSS STORES INC COM | 322 | $50K–$100K | SH |
| EQNR | EQUINOR ASA SPONSORED ADR | 2K | $50K–$100K | SH |
| EMR | EMERSON ELEC CO COM | 430 | $50K–$100K | SH |
| CEG | CONSTELLATION ENERGY CORP COM | 160 | $50K–$100K | SH |
| KT | KT CORP SPONSORED ADR | 3K | $50K–$100K | SH |
| KKR | KKR & CO INC COM | 433 | $50K–$100K | SH |
| SFLO | VICTORYSHARES SMALL CAP FREE CASH FLOW ETF | 2K | $50K–$100K | SH |
| NXT | NEXTPOWER INC CLASS A COM | 615 | $50K–$100K | SH |
| YUM | YUM BRANDS INC COM | 353 | $50K–$100K | SH |
| CFG | CITIZENS FINL GROUP INC COM | 913 | $50K–$100K | SH |
| INTU | INTUIT COM | 80 | $50K–$100K | SH |
| FDX | FEDEX CORP COM | 183 | $50K–$100K | SH |
| RNR | RENAISSANCERE HLDGS LTD COM | 188 | $50K–$100K | SH |
| WEC | WEC ENERGY GROUP INC COM | 501 | $50K–$100K | SH |
| BCS | BARCLAYS PLC ADR | 2K | $50K–$100K | SH |
| JLL | JONES LANG LASALLE INC COM | 156 | $50K–$100K | SH |
| GATX | GATX CORP COM | 308 | $50K–$100K | SH |