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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 $527,446,523
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,531,316 $42,815,595 8.12%
2.
Vanguard World Fund
 146,529 $38,790,622 7.35%
3.
Microsoft Corp
 MSFT 62,412 $23,429,022 4.44%
4.
Vanguard World Fund
 137,094 $23,417,026 4.44%
5.
Jpmorgan Chase & Co
 JPM 70,153 $17,208,589 3.26%
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)