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 251–300 of 1,081
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | 2K | $50K–$100K | SH |
| NNN | NNN REIT INC COM | 1K | $50K–$100K | SH |
| DLR | DIGITAL RLTY TR INC COM | 330 | $50K–$100K | SH |
| WBS | WEBSTER FINL CORP COM | 810 | $50K–$100K | SH |
| FLS | FLOWSERVE CORP COM | 713 | $15K–$50K | SH |
| MET | METLIFE INC COM | 625 | $15K–$50K | SH |
| ASML | ASML HLDG NV N Y REGISTRY SHS | 46 | $15K–$50K | SH |
| WDC | WESTERN DIGITAL CORP COM | 285 | $15K–$50K | SH |
| EG | EVEREST GROUP LTD COM | 144 | $15K–$50K | SH |
| EA | ELECTRONIC ARTS INC COM | 235 | $15K–$50K | SH |
| AIG | AMERICAN INTL GROUP INC COM NEW | 555 | $15K–$50K | SH |
| LMT | LOCKHEED MARTIN CORP COM | 98 | $15K–$50K | SH |
| VTR | VENTAS INC COM | 611 | $15K–$50K | SH |
| NSC | NORFOLK SOUTHN CORP COM | 163 | $15K–$50K | SH |
| ALB | ALBEMARLE CORP COM | 332 | $15K–$50K | SH |
| CRM | SALESFORCE INC COM | 175 | $15K–$50K | SH |
| CARR | CARRIER GLOBAL CORPORATION COM | 866 | $15K–$50K | SH |
| CRL | CHARLES RIV LABS INTL INC COM | 228 | $15K–$50K | SH |
| PFE | PFIZER INC COM | 2K | $15K–$50K | SH |
| IX | ORIX CORP SPONSORED ADR | 2K | $15K–$50K | SH |
| NOV | NOV INC COM | 3K | $15K–$50K | SH |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | 202 | $15K–$50K | SH |
| EELV | INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF | 2K | $15K–$50K | SH |
| AVT | AVNET INC COM | 935 | $15K–$50K | SH |
| OZK | BANK OZK LITTLE ROCK ARK COM | 976 | $15K–$50K | SH |
| MFG | MIZUHO FINANCIAL GROUP INC SPONSORED ADR | 6K | $15K–$50K | SH |
| AKAM | AKAMAI TECHNOLOGIES INC COM | 512 | $15K–$50K | SH |
| MUR | MURPHY OIL CORP COM | 1K | $15K–$50K | SH |
| BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | 2K | $15K–$50K | SH |
| PNFP | PINNACLE FINL PARTNERS INC COM | 464 | $15K–$50K | SH |
| LHX | L3HARRIS TECHNOLOGIES INC COM | 149 | $15K–$50K | SH |
| NMR | NOMURA HLDGS INC SPONSORED ADR | 5K | $15K–$50K | SH |
| IBN | ICICI BK LTD HONG KONG BRANCH ADR | 1K | $15K–$50K | SH |
| RSG | REPUBLIC SVCS INC COM | 205 | $15K–$50K | SH |
| DC | DAKOTA GOLD CORP COM | 8K | $15K–$50K | SH |
| STT | STATE STR CORP COM | 331 | $15K–$50K | SH |
| KOF | COCA-COLA FEMSA SAB DE CV SPONS ADS REP | 450 | $15K–$50K | SH |
| KB | KB FINL GROUP INC SPONSORED ADR | 495 | $15K–$50K | SH |
| BWA | BORGWARNER INC COM | 944 | $15K–$50K | SH |
| CM | CANADIAN IMPERIAL BANK OF COMM COM | 468 | $15K–$50K | SH |
| RRX | REGAL REXNORD CORPORATION COM | 302 | $15K–$50K | SH |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | 289 | $15K–$50K | SH |
| STZ | CONSTELLATION BRANDS INC CL A | 306 | $15K–$50K | SH |
| MFC | MANULIFE FINL CORP COM | 1K | $15K–$50K | SH |
| ESS | ESSEX PPTY TR INC COM | 158 | $15K–$50K | SH |
| KLAC | KLA CORP COM NEW | 34 | $15K–$50K | SH |
| FDS | FACTSET RESH SYS INC COM | 142 | $15K–$50K | SH |
| SRE | SEMPRA COM | 466 | $15K–$50K | SH |
| MAS | MASCO CORP COM | 644 | $15K–$50K | SH |
| XEL | XCEL ENERGY INC COM | 550 | $15K–$50K | SH |