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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 $367,637,082
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard World Fund
 127,258 $31,903,581 8.67%
2.
Microsoft Corp
 MSFT 61,719 $23,208,994 6.31%
3.
Vanguard World Fund
 116,808 $16,010,873 4.35%
4.
Apple Inc.
 AAPL 80,810 $15,558,372 4.23%
5.
Caterpillar Inc
 CAT 43,570 $12,882,342 3.5%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)