Filed: 7/31/2025ACC: 0001729869-25-000006
📋 What this filing means
ALLIED INVESTMENT ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 87 equity positions with a total reported market value of $571.94M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
87
Positions
$571.94M
Total AUM (reported)
6.07M
Total Shares
Allocation by class
STOCK$409.19M71.5%
ETF$131.18M22.9%
ADR$31.57M5.5%
Portfolio Concentration
Top 3$112.71M19.7%
4–10$126.19M22.1%
11–25$185.16M32.4%
Rest$147.88M25.9%
Top 3 weight
19.7%
Top 10 weight
41.8%
Voting Authority Distribution
Total shares with voting rights: 6.07M
Sole
Full voting authority
6.07M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole87
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings87
Rows:
SCHWAB US DIVIDEND EQUITY ETF
SOLEShares1.63M
TypeSH
Market value$43.26M
7.56%
Sole
1.63M
Shared
0.00
None
0.00
VANGUARD HEALTH CARE ETF
SOLEShares154.91K
TypeSH
Market value$38.47M
6.73%
Sole
154.91K
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares62.28K
TypeSH
Market value$30.98M
5.42%
Sole
62.28K
Shared
0.00
None
0.00
VANGUARD UTILITIES ETF
SOLEShares138.76K
TypeSH
Market value$24.49M
4.28%
Sole
138.76K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO. COM
SOLEShares69.42K
TypeSH
Market value$20.13M
3.52%
Sole
69.42K
Shared
0.00
None
0.00
AAON INC COM PAR $0.004
SOLEShares242.98K
TypeSH
Market value$17.92M
3.13%
Sole
242.98K
Shared
0.00
None
0.00
CATERPILLAR INC COM
SOLEShares43.73K
TypeSH
Market value$16.98M
2.97%
Sole
43.73K
Shared
0.00
None
0.00
WELLS FARGO CO NEW COM
SOLEShares196.44K
TypeSH
Market value$15.74M
2.75%
Sole
196.44K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC COM
SOLEShares22.18K
TypeSH
Market value$15.70M
2.74%
Sole
22.18K
Shared
0.00
None
0.00
RTX CORPORATION COM
SOLEShares104.35K
TypeSH
Market value$15.24M
2.66%
Sole
104.35K
Shared
0.00
None
0.00
BANK AMERICA CORP COM
SOLEShares310.44K
TypeSH
Market value$14.69M
2.57%
Sole
310.44K
Shared
0.00
None
0.00
EMERSON ELEC CO COM
SOLEShares105.17K
TypeSH
Market value$14.02M
2.45%
Sole
105.17K
Shared
0.00
None
0.00
DEERE & CO COM
SOLEShares27.37K
TypeSH
Market value$13.92M
2.43%
Sole
27.37K
Shared
0.00
None
0.00
STATE STR CORP COM
SOLEShares124.39K
TypeSH
Market value$13.23M
2.31%
Sole
124.39K
Shared
0.00
None
0.00
SHELL PLC SPON ADS
SOLEShares185.19K
TypeSH
Market value$13.04M
2.28%
Sole
185.19K
Shared
0.00
None
0.00
EXXON MOBIL CORP COM
SOLEShares118.09K
TypeSH
Market value$12.73M
2.23%
Sole
118.09K
Shared
0.00
None
0.00
LOWES COS INC COM
SOLEShares57.09K
TypeSH
Market value$12.67M
2.21%
Sole
57.09K
Shared
0.00
None
0.00
3M CO COM
SOLEShares80.63K
TypeSH
Market value$12.28M
2.15%
Sole
80.63K
Shared
0.00
None
0.00
ABBOTT LABS COM
SOLEShares89.65K
TypeSH
Market value$12.19M
2.13%
Sole
89.65K
Shared
0.00
None
0.00
CHEVRON CORP NEW COM
SOLEShares83.11K
TypeSH
Market value$11.90M
2.08%
Sole
83.11K
Shared
0.00
None
0.00
US BANCORP DEL COM NEW
SOLEShares249.27K
TypeSH
Market value$11.28M
1.97%
Sole
249.27K
Shared
0.00
None
0.00
OTIS WORLDWIDE CORP COM
SOLEShares111.99K
TypeSH
Market value$11.09M
1.94%
Sole
111.99K
Shared
0.00
None
0.00
SYSCO CORP COM
SOLEShares142.54K
TypeSH
Market value$10.80M
1.89%
Sole
142.54K
Shared
0.00
None
0.00
JOHNSON & JOHNSON COM
SOLEShares70.18K
TypeSH
Market value$10.72M
1.87%
Sole
70.18K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO COM
SOLEShares66.62K
TypeSH
Market value$10.61M
1.86%
Sole
66.62K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB US DIVIDEND EQUITY ETFSOLE | ETF | 1.63M | SH | $43.26M 7.56% | 1.63M | 0.00 | 0.00 |
VANGUARD HEALTH CARE ETFSOLE | ETF | 154.91K | SH | $38.47M 6.73% | 154.91K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 62.28K | SH | $30.98M 5.42% | 62.28K | 0.00 | 0.00 |
VANGUARD UTILITIES ETFSOLE | ETF | 138.76K | SH | $24.49M 4.28% | 138.76K | 0.00 | 0.00 |
JPMORGAN CHASE & CO. COMSOLE | Stock | 69.42K | SH | $20.13M 3.52% | 69.42K | 0.00 | 0.00 |
AAON INC COM PAR $0.004SOLE | Stock | 242.98K | SH | $17.92M 3.13% | 242.98K | 0.00 | 0.00 |
CATERPILLAR INC COMSOLE | Stock | 43.73K | SH | $16.98M 2.97% | 43.73K | 0.00 | 0.00 |
WELLS FARGO CO NEW COMSOLE | Stock | 196.44K | SH | $15.74M 2.75% | 196.44K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INC COMSOLE | Stock | 22.18K | SH | $15.70M 2.74% | 22.18K | 0.00 | 0.00 |
RTX CORPORATION COMSOLE | Stock | 104.35K | SH | $15.24M 2.66% | 104.35K | 0.00 | 0.00 |
BANK AMERICA CORP COMSOLE | Stock | 310.44K | SH | $14.69M 2.57% | 310.44K | 0.00 | 0.00 |
EMERSON ELEC CO COMSOLE | Stock | 105.17K | SH | $14.02M 2.45% | 105.17K | 0.00 | 0.00 |
DEERE & CO COMSOLE | Stock | 27.37K | SH | $13.92M 2.43% | 27.37K | 0.00 | 0.00 |
STATE STR CORP COMSOLE | Stock | 124.39K | SH | $13.23M 2.31% | 124.39K | 0.00 | 0.00 |
SHELL PLC SPON ADSSOLE | ADR | 185.19K | SH | $13.04M 2.28% | 185.19K | 0.00 | 0.00 |
EXXON MOBIL CORP COMSOLE | Stock | 118.09K | SH | $12.73M 2.23% | 118.09K | 0.00 | 0.00 |
LOWES COS INC COMSOLE | Stock | 57.09K | SH | $12.67M 2.21% | 57.09K | 0.00 | 0.00 |
3M CO COMSOLE | Stock | 80.63K | SH | $12.28M 2.15% | 80.63K | 0.00 | 0.00 |
ABBOTT LABS COMSOLE | Stock | 89.65K | SH | $12.19M 2.13% | 89.65K | 0.00 | 0.00 |
CHEVRON CORP NEW COMSOLE | Stock | 83.11K | SH | $11.90M 2.08% | 83.11K | 0.00 | 0.00 |
US BANCORP DEL COM NEWSOLE | Stock | 249.27K | SH | $11.28M 1.97% | 249.27K | 0.00 | 0.00 |
OTIS WORLDWIDE CORP COMSOLE | Stock | 111.99K | SH | $11.09M 1.94% | 111.99K | 0.00 | 0.00 |
SYSCO CORP COMSOLE | Stock | 142.54K | SH | $10.80M 1.89% | 142.54K | 0.00 | 0.00 |
JOHNSON & JOHNSON COMSOLE | Stock | 70.18K | SH | $10.72M 1.87% | 70.18K | 0.00 | 0.00 |
PROCTER AND GAMBLE CO COMSOLE | Stock | 66.62K | SH | $10.61M 1.86% | 66.62K | 0.00 | 0.00 |
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