Filed: 11/4/2025ACC: 0001729869-25-000009
📋 What this filing means
ALLIED INVESTMENT ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 97 equity positions with a total reported market value of $628.35M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
97
Positions
$628.35M
Total AUM (reported)
6.45M
Total Shares
Allocation by class
STOCK$453.16M72.1%
ETF$131.57M20.9%
ADR$32.74M5.2%
REIT$10.87M1.7%
Portfolio Concentration
Top 3$122.27M19.5%
4–10$130.09M20.7%
11–25$200.04M31.8%
Rest$175.95M28.0%
Top 3 weight
19.5%
Top 10 weight
40.2%
Voting Authority Distribution
Total shares with voting rights: 6.45M
Sole
Full voting authority
6.45M
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)
Sole97
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings97
Rows:
SCHWAB US DIVIDEND EQUITY ETF
SOLEShares1.71M
TypeSH
Market value$46.64M
7.42%
Sole
1.71M
Shared
0.00
None
0.00
VANGUARD HEALTH CARE ETF
SOLEShares163.53K
TypeSH
Market value$42.45M
6.76%
Sole
163.53K
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares64.06K
TypeSH
Market value$33.18M
5.28%
Sole
64.06K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO. COM
SOLEShares70.21K
TypeSH
Market value$22.15M
3.52%
Sole
70.21K
Shared
0.00
None
0.00
CATERPILLAR INC COM
SOLEShares43.51K
TypeSH
Market value$20.76M
3.30%
Sole
43.51K
Shared
0.00
None
0.00
AAON INC COM PAR 0.004
SOLEShares198.65K
TypeSH
Market value$18.56M
2.95%
Sole
198.65K
Shared
0.00
None
0.00
RTX CORPORATION COM
SOLEShares105.62K
TypeSH
Market value$17.67M
2.81%
Sole
105.62K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC COM
SOLEShares21.79K
TypeSH
Market value$17.35M
2.76%
Sole
21.79K
Shared
0.00
None
0.00
WELLS FARGO CO NEW COM
SOLEShares200.55K
TypeSH
Market value$16.81M
2.68%
Sole
200.55K
Shared
0.00
None
0.00
VANGUARD UTILITIES ETF
SOLEShares88.65K
TypeSH
Market value$16.79M
2.67%
Sole
88.65K
Shared
0.00
None
0.00
BANK AMERICA CORP COM
SOLEShares319.09K
TypeSH
Market value$16.46M
2.62%
Sole
319.09K
Shared
0.00
None
0.00
LOWES COS INC COM
SOLEShares59K
TypeSH
Market value$14.83M
2.36%
Sole
59K
Shared
0.00
None
0.00
STATE STR CORP COM
SOLEShares126.78K
TypeSH
Market value$14.71M
2.34%
Sole
126.78K
Shared
0.00
None
0.00
EXXON MOBIL CORP COM
SOLEShares122.99K
TypeSH
Market value$13.87M
2.21%
Sole
122.99K
Shared
0.00
None
0.00
SHELL PLC SPON ADS
SOLEShares191.73K
TypeSH
Market value$13.71M
2.18%
Sole
191.73K
Shared
0.00
None
0.00
JOHNSON & JOHNSON COM
SOLEShares73.31K
TypeSH
Market value$13.59M
2.16%
Sole
73.31K
Shared
0.00
None
0.00
CHEVRON CORP NEW COM
SOLEShares86.75K
TypeSH
Market value$13.47M
2.14%
Sole
86.75K
Shared
0.00
None
0.00
DEERE & CO COM
SOLEShares28.37K
TypeSH
Market value$12.97M
2.06%
Sole
28.37K
Shared
0.00
None
0.00
3M CO COM
SOLEShares83.27K
TypeSH
Market value$12.92M
2.06%
Sole
83.27K
Shared
0.00
None
0.00
ABBOTT LABS COM
SOLEShares94.60K
TypeSH
Market value$12.67M
2.02%
Sole
94.60K
Shared
0.00
None
0.00
APPLE INC COM
SOLEShares49.59K
TypeSH
Market value$12.63M
2.01%
Sole
49.59K
Shared
0.00
None
0.00
US BANCORP DEL COM NEW
SOLEShares259.56K
TypeSH
Market value$12.54M
2.00%
Sole
259.56K
Shared
0.00
None
0.00
SYSCO CORP COM
SOLEShares149.73K
TypeSH
Market value$12.33M
1.96%
Sole
149.73K
Shared
0.00
None
0.00
MEDTRONIC PLC SHS
SOLEShares124.81K
TypeSH
Market value$11.89M
1.89%
Sole
124.81K
Shared
0.00
None
0.00
FEDEX CORP COM
SOLEShares48.53K
TypeSH
Market value$11.44M
1.82%
Sole
48.53K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB US DIVIDEND EQUITY ETFSOLE | ETF | 1.71M | SH | $46.64M 7.42% | 1.71M | 0.00 | 0.00 |
VANGUARD HEALTH CARE ETFSOLE | ETF | 163.53K | SH | $42.45M 6.76% | 163.53K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 64.06K | SH | $33.18M 5.28% | 64.06K | 0.00 | 0.00 |
JPMORGAN CHASE & CO. COMSOLE | Stock | 70.21K | SH | $22.15M 3.52% | 70.21K | 0.00 | 0.00 |
CATERPILLAR INC COMSOLE | Stock | 43.51K | SH | $20.76M 3.30% | 43.51K | 0.00 | 0.00 |
AAON INC COM PAR 0.004SOLE | Stock | 198.65K | SH | $18.56M 2.95% | 198.65K | 0.00 | 0.00 |
RTX CORPORATION COMSOLE | Stock | 105.62K | SH | $17.67M 2.81% | 105.62K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INC COMSOLE | Stock | 21.79K | SH | $17.35M 2.76% | 21.79K | 0.00 | 0.00 |
WELLS FARGO CO NEW COMSOLE | Stock | 200.55K | SH | $16.81M 2.68% | 200.55K | 0.00 | 0.00 |
VANGUARD UTILITIES ETFSOLE | ETF | 88.65K | SH | $16.79M 2.67% | 88.65K | 0.00 | 0.00 |
BANK AMERICA CORP COMSOLE | Stock | 319.09K | SH | $16.46M 2.62% | 319.09K | 0.00 | 0.00 |
LOWES COS INC COMSOLE | Stock | 59K | SH | $14.83M 2.36% | 59K | 0.00 | 0.00 |
STATE STR CORP COMSOLE | Stock | 126.78K | SH | $14.71M 2.34% | 126.78K | 0.00 | 0.00 |
EXXON MOBIL CORP COMSOLE | Stock | 122.99K | SH | $13.87M 2.21% | 122.99K | 0.00 | 0.00 |
SHELL PLC SPON ADSSOLE | ADR | 191.73K | SH | $13.71M 2.18% | 191.73K | 0.00 | 0.00 |
JOHNSON & JOHNSON COMSOLE | Stock | 73.31K | SH | $13.59M 2.16% | 73.31K | 0.00 | 0.00 |
CHEVRON CORP NEW COMSOLE | Stock | 86.75K | SH | $13.47M 2.14% | 86.75K | 0.00 | 0.00 |
DEERE & CO COMSOLE | Stock | 28.37K | SH | $12.97M 2.06% | 28.37K | 0.00 | 0.00 |
3M CO COMSOLE | Stock | 83.27K | SH | $12.92M 2.06% | 83.27K | 0.00 | 0.00 |
ABBOTT LABS COMSOLE | Stock | 94.60K | SH | $12.67M 2.02% | 94.60K | 0.00 | 0.00 |
APPLE INC COMSOLE | Stock | 49.59K | SH | $12.63M 2.01% | 49.59K | 0.00 | 0.00 |
US BANCORP DEL COM NEWSOLE | Stock | 259.56K | SH | $12.54M 2.00% | 259.56K | 0.00 | 0.00 |
SYSCO CORP COMSOLE | Stock | 149.73K | SH | $12.33M 1.96% | 149.73K | 0.00 | 0.00 |
MEDTRONIC PLC SHSSOLE | Stock | 124.81K | SH | $11.89M 1.89% | 124.81K | 0.00 | 0.00 |
FEDEX CORP COMSOLE | Stock | 48.53K | SH | $11.44M 1.82% | 48.53K | 0.00 | 0.00 |
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