Universe · entity
Allied Investment Advisors, LLC
Institutional manager (13F) · CIK 1729869
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $675M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SCHWAB US DIVIDEND EQUITY ETF | $56M | 1,816,625 |
| 2 | VANGUARD HEALTH CARE ETF | $47M | 171,706 |
| 3 | CATERPILLAR INC COM | $27M | 38,736 |
| 4 | MICROSOFT CORP COM | $24M | 66,141 |
| 5 | EXXON MOBIL CORP COM | $21M | 126,408 |
| 6 | JPMORGAN CHASE & CO COM | $20M | 69,517 |
| 7 | RTX CORPORATION COM | $19M | 98,897 |
| 8 | CHEVRON CORPORATION COM | $19M | 91,770 |
| 9 | SHELL PLC SPON ADS | $19M | 200,189 |
| 10 | JOHNSON & JOHNSON COM | $18M | 74,483 |
| 11 | VANGUARD UTILITIES ETF | $18M | 89,612 |
| 12 | GOLDMAN SACHS GROUP INC COM | $18M | 20,771 |
| 13 | FEDEX CORP COM | $17M | 49,005 |
| 14 | TOTALENERGIES SE ACT | $17M | 191,081 |
| 15 | DEERE & CO COM | $17M | 29,442 |
| 16 | STATE STR CORP COM | $16M | 128,020 |
| 17 | WELLS FARGO & CO COM | $16M | 202,689 |
| 18 | BANK OF AMER CORP COM | $16M | 326,677 |
| 19 | LOWES COS INC COM | $15M | 62,494 |
| 20 | LOCKHEED MARTIN CORP COM | $14M | 23,927 |
| 21 | US BANCORP COM NEW | $14M | 272,447 |
| 22 | AAON INC COM PAR $0.004 | $13M | 160,040 |
| 23 | 3M CO COM | $13M | 86,998 |
| 24 | PEPSICO INC COM | $13M | 81,316 |
| 25 | AMRIZE LTD SHS | $12M | 220,267 |
| 26 | PROCTER & GAMBLE CO COM | $12M | 85,202 |
| 27 | APPLE INC COM | $12M | 48,195 |
| 28 | TARGET CORP COM | $12M | 100,352 |
| 29 | REALTY INCOME CORP COM | $12M | 197,732 |
| 30 | VANGUARD FTSE EUROPE ETF | $12M | 143,411 |
| 31 | MEDTRONIC PLC SHS | $12M | 135,603 |
| 32 | SYSCO CORP COM | $12M | 162,588 |
| 33 | PFIZER INC COM | $11M | 404,125 |
| 34 | ABBOTT LABORATORIES COM | $11M | 105,319 |
| 35 | OTIS WORLDWIDE CORP COM | $10M | 132,978 |
| 36 | KIMBERLY-CLARK CORP COM | $10M | 102,510 |
| 37 | GENUINE PARTS CO COM | $10M | 90,689 |
| 38 | DIAGEO PLC SPON ADR NEW | $8M | 113,421 |
| 39 | VANGUARD TOTAL STOCK MARKET ETF | $7M | 21,829 |
| 40 | ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF | $4M | 70,374 |
| 41 | EMERSON ELEC CO COM | $3M | 26,323 |
| 42 | SPDR GOLD SHARES | $3M | 6,629 |
| 43 | WALMART INC COM | $3M | 20,524 |
| 44 | NVIDIA CORPORATION COM | $2M | 11,197 |
| 45 | BERKSHIRE HATHAWAY INC DEL CL B NEW | $2M | 3,536 |
| 46 | VANGUARD VALUE ETF | $2M | 8,218 |
| 47 | 1/100 BERKSHIRE HTWY CLA100 SHS | $1M | 2 |
| 48 | COSTCO WHOLESALE CORPORATION COM | $1M | 1,398 |
| 49 | VANGUARD INFORMATION TECHNOLOGY ETF | $1M | 1,924 |
| 50 | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $1M | 12,602 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.