SEC 13F Intelligence

Managers / Q2 2025 · view latest →

Allen Capital Group, LLC

CIK 0001601384 · 3540 PRAIRIEVIEW STREET, SUITE 200, GRAND ISLAND, NE, 68803 · 3083851500

Reported Value
$974M
Q2 2025
Positions
281
Filings on Record
31
2019–present window
Filed
Aug 12, 2025
original filing

Summary

Allen Capital Group, Llc reported $974M in U.S.-listed holdings across 281 positions for Q2 2025.

Its largest position, SPYM, represents 6.9% of the portfolio.

Compared with Q1 2025, the fund opened 33 new positions and exited 7.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $283MQ4 ’18Q1 ’19: $303MQ2 ’19: $310MQ3 ’19: $323MQ4 ’19: $379MQ4 ’19Q1 ’20: $325MQ2 ’20: $377MQ3 ’20: $399MQ4 ’20: $415MQ4 ’20Q1 ’21: $455MQ2 ’21: $499MQ3 ’21: $498MQ4 ’21: $806MQ4 ’21Q1 ’22: $529MQ2 ’22: $493MQ3 ’22: $436MQ4 ’22: $101.1BQ4 ’22Q1 ’23: $551MQ2 ’23: $585MQ3 ’23: $565MQ4 ’23: $633MQ4 ’23Q1 ’24: $710MQ2 ’24: $729MQ3 ’24: $807MQ4 ’24: $834MQ4 ’24Q1 ’25: $886MQ2 ’25: $974MQ3 ’25: $1.1BQ4 ’25: $1.1BQ4 ’25Q1 ’26: $1.1Bfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2025

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.1B292May 27, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.1B282Feb 9, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.1B273Oct 27, 202513F-HRchanges · EDGAR ↗
Q2 2025$974M281Aug 12, 202513F-HRchanges · EDGAR ↗
Q1 2025$886M254May 2, 202513F-HRchanges · EDGAR ↗
Q4 2024$834M232Jan 23, 202513F-HRchanges · EDGAR ↗
Q3 2024$807M234Nov 12, 202413F-HRchanges · EDGAR ↗
Q2 2024$729M224Aug 12, 202413F-HRchanges · EDGAR ↗
Q1 2024$710M213Apr 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$633M193Jan 30, 202413F-HRchanges · EDGAR ↗
Q3 2023$565M178Nov 1, 202313F-HRchanges · EDGAR ↗
Q2 2023$585M187Jul 24, 202313F-HRchanges · EDGAR ↗
Q1 2023$551M187Apr 28, 202313F-HRchanges · EDGAR ↗
Q4 2022$101.1B41Feb 3, 202313F-HRchanges · EDGAR ↗
Q3 2022$436M176Nov 9, 202213F-HRchanges · EDGAR ↗
Q2 2022$493M214Jul 27, 202213F-HRchanges · EDGAR ↗
Q1 2022$529M226May 10, 202213F-HRchanges · EDGAR ↗
Q4 2021REVEALED$806M231Jan 25, 202213F-HRchanges · EDGAR ↗
Q3 2021$498M211Oct 22, 202113F-HRchanges · EDGAR ↗
Q2 2021$499M202Jul 20, 202113F-HRchanges · EDGAR ↗
Q1 2021$455M223Apr 29, 202113F-HRchanges · EDGAR ↗
Q4 2020$415M204Jan 19, 202113F-HRchanges · EDGAR ↗
Q3 2020$399M212Oct 20, 202013F-HRchanges · EDGAR ↗
Q2 2020$377M185Aug 5, 202013F-HRchanges · EDGAR ↗
Q1 2020$325M180Apr 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$379M187Jan 22, 202013F-HRchanges · EDGAR ↗
Q3 2019$323M180Oct 22, 201913F-HRchanges · EDGAR ↗
Q2 2019$310M181Jul 22, 201913F-HRchanges · EDGAR ↗
Q1 2019$303M179Apr 30, 201913F-HRchanges · EDGAR ↗
Q4 2018$283M174Jan 29, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.