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Home > Institutional Investor > Allied Investment Advisors, Llc > Profile

Instuitional Investor - Allied Investment Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Allied Investment Advisors, Llc
Portfolio Value $496,216,222
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,454,946 $39,749,125 8.01%
2.
Vanguard World Fund
 137,107 $34,782,675 7%
3.
Microsoft Corp
 MSFT 61,102 $25,754,696 5.19%
4.
Vanguard World Fund
 131,283 $21,454,268 4.32%
5.
Apple Inc.
 AAPL 83,706 $20,961,761 4.22%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)