Allen Capital Group, LLC

All 13F Filings

Location
Grand Island, NE
Most recent 13F
Q2 2026
Holdings value ($000)
1,228,303
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/27/2026 319 1,228,303 13F-HR Allen Capital Group, LLC
Q1 2026 5/27/2026 284 1,118,191 13F-HR Allen Capital Group, LLC
Q4 2025 2/9/2026 274 1,091,458 13F-HR Allen Capital Group, LLC
Q3 2025 10/27/2025 265 1,060,441 13F-HR Allen Capital Group, LLC
Q2 2025 8/12/2025 268 974,041 13F-HR Allen Capital Group, LLC
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 8.762 K (0.7% of total reported value) · QoQ Δ: +893
Type Value ($000) Share % Inflow Outflow Net
Stocks 555.8 K 45.6% 0 26.16 K -26.16 K
ETFs 663.8 K 54.4% 135.4 K 0 135.4 K
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Fund Snapshot

Q2 2026
Latest filed
7/27/2026
Total value ($000)
1,228,303
Holdings
319
QoQ value change ($000)
110,112 (9.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.