ALLIED INVESTMENT ADVISORS, LLC

PrivateCIK: 1729869
Location

BILLINGS, MT

110
Positions
$796.51M
Total AUM (reported)
7.92M
Total Shares

Allocation by class

TOTAL AUM$796.51M110 positions
STOCK$539.70M67.8%
ETF$217.40M27.3%
ADR$25.80M3.2%
REIT$13.61M1.7%

Portfolio Concentration

Top 317.4%4–1018.3%11–2531.1%Rest33.2%TOP 1035.8%0%100%
Top 3$138.86M17.4%
4–10$145.96M18.3%
11–25$247.55M31.1%
Rest$264.15M33.2%

Top 3 weight

17.4%

Top 10 weight

35.8%

Voting Authority Distribution

Total shares with voting rights: 7.92M

Sole

Full voting authority

7.92M

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)

Sole110
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings110
Rows:

SCHWAB US DIVIDEND EQUITY ETF

SOLE
ETF
Shares1.87M
TypeSH
Market value$59.34M
7.45%
Sole
1.87M
Shared
0.00
None
0.00

VANGUARD HEALTH CARE ETF

SOLE
ETF
Shares180.94K
TypeSH
Market value$54.10M
6.79%
Sole
180.94K
Shared
0.00
None
0.00

MICROSOFT CORP COM

SOLE
Stock
Shares68.13K
TypeSH
Market value$25.41M
3.19%
Sole
68.13K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO COM

SOLE
Stock
Shares70.66K
TypeSH
Market value$23.13M
2.90%
Sole
70.66K
Shared
0.00
None
0.00

CATERPILLAR INC COM

SOLE
Stock
Shares20.08K
TypeSH
Market value$21.39M
2.69%
Sole
20.08K
Shared
0.00
None
0.00

VANGUARD SHORT-TERM BOND ETF

SOLE
ETF
Shares273.99K
TypeSH
Market value$21.35M
2.68%
Sole
273.99K
Shared
0.00
None
0.00

STATE STR CORP COM

SOLE
Stock
Shares122.75K
TypeSH
Market value$20.82M
2.61%
Sole
122.75K
Shared
0.00
None
0.00

GOLDMAN SACHS GROUP INC COM

SOLE
Stock
Shares20.55K
TypeSH
Market value$20.78M
2.61%
Sole
20.55K
Shared
0.00
None
0.00

JOHNSON & JOHNSON COM

SOLE
Stock
Shares75.98K
TypeSH
Market value$19.30M
2.42%
Sole
75.98K
Shared
0.00
None
0.00

RTX CORPORATION COM

SOLE
Stock
Shares101.19K
TypeSH
Market value$19.20M
2.41%
Sole
101.19K
Shared
0.00
None
0.00

DEERE & CO COM

SOLE
Stock
Shares30.11K
TypeSH
Market value$19.10M
2.40%
Sole
30.11K
Shared
0.00
None
0.00

BANK OF AMER CORP COM

SOLE
Stock
Shares334.06K
TypeSH
Market value$19.03M
2.39%
Sole
334.06K
Shared
0.00
None
0.00

AAON INC COM PAR $0.004

SOLE
Stock
Shares149.76K
TypeSH
Market value$19.00M
2.39%
Sole
149.76K
Shared
0.00
None
0.00

VANGUARD UTILITIES ETF

SOLE
ETF
Shares91.55K
TypeSH
Market value$17.92M
2.25%
Sole
91.55K
Shared
0.00
None
0.00

EXXONMOBIL HOLDINGS CORP COM SHS

SOLE
Stock
Shares128.27K
TypeSH
Market value$17.54M
2.20%
Sole
128.27K
Shared
0.00
None
0.00

WELLS FARGO & CO COM

SOLE
Stock
Shares209.96K
TypeSH
Market value$17.35M
2.18%
Sole
209.96K
Shared
0.00
None
0.00

US BANCORP COM NEW

SOLE
Stock
Shares279.23K
TypeSH
Market value$16.87M
2.12%
Sole
279.23K
Shared
0.00
None
0.00

SHELL PLC SPON ADS

SOLE
ADR
Shares204.34K
TypeSH
Market value$15.84M
1.99%
Sole
204.34K
Shared
0.00
None
0.00

CHEVRON CORPORATION COM

SOLE
Stock
Shares93.95K
TypeSH
Market value$15.57M
1.96%
Sole
93.95K
Shared
0.00
None
0.00

FEDEX CORP COM

SOLE
Stock
Shares49.26K
TypeSH
Market value$15.42M
1.94%
Sole
49.26K
Shared
0.00
None
0.00

VANGUARD FTSE EUROPE ETF

SOLE
ETF
Shares171.66K
TypeSH
Market value$15.20M
1.91%
Sole
171.66K
Shared
0.00
None
0.00

TOTALENERGIES SE ACT

SOLE
Stock
Shares192.58K
TypeSH
Market value$14.97M
1.88%
Sole
192.58K
Shared
0.00
None
0.00

3M CO COM

SOLE
Stock
Shares90.58K
TypeSH
Market value$14.67M
1.84%
Sole
90.58K
Shared
0.00
None
0.00

LOWES COS INC COM

SOLE
Stock
Shares66.39K
TypeSH
Market value$14.64M
1.84%
Sole
66.39K
Shared
0.00
None
0.00

SYSCO CORP COM

SOLE
Stock
Shares172.62K
TypeSH
Market value$14.43M
1.81%
Sole
172.62K
Shared
0.00
None
0.00
Page 1 of 5