M.E. ALLISON & CO., INC.

All 13F Filings

Location
San Antonio, TX
Most recent 13F
Q1 2026
Holdings value ($000)
150,854
Description
Website
Founded
Chairman
CEO
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
Q1 2026 4/8/2026 193 150,854 13F-HR M.E. ALLISON & CO., INC.
Q4 2025 1/12/2026 178 147,167 13F-HR M.E. ALLISON & CO., INC.
Q3 2025 10/8/2025 178 143,646 13F-HR M.E. ALLISON & CO., INC.
Q2 2025 7/25/2025 171 124,465 13F-HR M.E. ALLISON & CO., INC.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 103.1 K 68.3% 0 28.36 K -28.36 K
ETFs 47.75 K 31.7% 33.28 K 0 33.28 K
Other 0 0.0% 0 1.233 K -1.233 K
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Fund Snapshot

Q1 2026
Latest filed
4/8/2026
Total value ($000)
150,854
Holdings
193
QoQ value change ($000)
3,687 (2.5%)
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.