Allied Investment Advisors, LLC
All 13F Filings
- Location
- Billings, MT
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 1,058,677
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/13/2026 | 112 | 1,058,677 | 13F-HR | Allied Investment Advisors, LLC |
| Q2 2026 | 7/20/2026 | 110 | 796,508 | 13F-HR | Allied Investment Advisors, LLC |
| Q1 2026 | 4/27/2026 | 100 | 697,406 | 13F-HR | Allied Investment Advisors, LLC |
| Q4 2025 | 2/9/2026 | 102 | 646,838 | 13F-HR | Allied Investment Advisors, LLC |
| Q3 2025 | 11/4/2025 | 97 | 628,345 | 13F-HR | Allied Investment Advisors, LLC |
| Q2 2025 | 7/31/2025 | 87 | 571,939 | 13F-HR | Allied Investment Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 620 K | 58.6% | 40.85 K | 0 | 40.85 K |
| ETFs | 438.7 K | 41.4% | 221.3 K | 0 | 221.3 K |
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Fund Snapshot
Q3 2026
Latest filed
10/13/2026
Total value ($000)
1,058,677
Holdings
112
QoQ value change ($000)
262,169
(32.9%)
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.