Allied Investment Advisors
Allied Investment Advisors reported 112 stocks worth $1.1B in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are BSV (12.9%), VTIP (7.6%) and BIV (6.2%). Compared with Q2 2026, the fund opened new positions in MRSH, ZTS and VUSB, added to BSV, VTIP and BIV, trimmed SCHD, VHT and DE and sold out of AXP, CMI and DAL.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  BSV Vanguard Short-Term Bond ETF | $136M | 12.9% | 1.8M | +1.5M (+551%) | 2 of 8 | |
| 2 |  VTIP Vanguard Shrt Inf Prot | $80.4M | 7.6% | 1.6M | +1.6M (+37724%) | 5 of 8 | |
| 3 |  BIV Vanguard Intermediate | $65.3M | 6.2% | 897K | +741K (+477%) | 2 of 8 | |
| 4 |  SCHD Schwab US Dividend Equity ETF | $50.1M | 4.7% | 1.5M | −331K (−18%) | 8 of 8 | |
| 5 |  VHT Vanguard World FD | $45.9M | 4.3% | 145K | −36K (−20%) | 8 of 8 | |
| 6 |  MSFT Microsoft Corp | $35M | 3.3% | 68K | +195 (+0%) | 8 of 8 | |
| 7 |  JPM Jpmorgan Chase & Co. | $23.4M | 2.2% | 71K | +213 (+0%) | 8 of 8 | |
| 8 |  XOM Exxon Mobil Corp | $21.1M | 2.0% | 129K | +1,158 (+1%) | 2 of 8 | |
| 9 |  DE Deere & Co | $20.2M | 1.9% | 30K | −50 (−0%) | 8 of 8 | |
| 10 |  JNJ Johnson & Johnson | $20.1M | 1.9% | 76K | −178 (−0%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 13, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Allied Investment Advisors 13F FAQ
What does Allied Investment Advisors own?
Allied Investment Advisors reported 112 stocks worth $1.1B in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are BSV (12.9%), VTIP (7.6%) and BIV (6.2%). The table above lists every position in the filing (the top 10 without an account).
What did Allied Investment Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 6 new positions, 57 added to, 23 trimmed and 4 sold out. New positions include MRSH, ZTS and VUSB. It sold all of AXP, CMI and DAL.
When will Allied Investment Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Allied Investment Advisors's portfolio worth?
The Q3 2026 filing reports $1.1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.