ALLIED INVESTMENT ADVISORS, LLC

PrivateCIK: 1729869
Location

BILLINGS, MT

100
Positions
$697.41M
Total AUM (reported)
6.95M
Total Shares

Allocation by class

TOTAL AUM$697.41M100 positions
STOCK$502.94M72.1%
ETF$155.08M22.2%
ADR$27.06M3.9%
REIT$12.32M1.8%

Portfolio Concentration

Top 318.6%4–1020.3%11–2532.9%Rest28.2%TOP 1038.9%0%100%
Top 3$129.94M18.6%
4–10$141.27M20.3%
11–25$229.26M32.9%
Rest$196.94M28.2%

Top 3 weight

18.6%

Top 10 weight

38.9%

Voting Authority Distribution

Total shares with voting rights: 6.95M

Sole

Full voting authority

6.95M

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)

Sole100
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings100
Rows:

SCHWAB US DIVIDEND EQUITY ETF

SOLE
ETF
Shares1.82M
TypeSH
Market value$55.73M
7.99%
Sole
1.82M
Shared
0.00
None
0.00

VANGUARD HEALTH CARE ETF

SOLE
ETF
Shares171.71K
TypeSH
Market value$46.76M
6.70%
Sole
171.71K
Shared
0.00
None
0.00

CATERPILLAR INC COM

SOLE
Stock
Shares38.74K
TypeSH
Market value$27.44M
3.93%
Sole
38.74K
Shared
0.00
None
0.00

MICROSOFT CORP COM

SOLE
Stock
Shares66.14K
TypeSH
Market value$24.48M
3.51%
Sole
66.14K
Shared
0.00
None
0.00

EXXON MOBIL CORP COM

SOLE
Stock
Shares126.41K
TypeSH
Market value$21.45M
3.08%
Sole
126.41K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO COM

SOLE
Stock
Shares69.52K
TypeSH
Market value$20.45M
2.93%
Sole
69.52K
Shared
0.00
None
0.00

RTX CORPORATION COM

SOLE
Stock
Shares98.90K
TypeSH
Market value$19.08M
2.74%
Sole
98.90K
Shared
0.00
None
0.00

CHEVRON CORPORATION COM

SOLE
Stock
Shares91.77K
TypeSH
Market value$18.99M
2.72%
Sole
91.77K
Shared
0.00
None
0.00

SHELL PLC SPON ADS

SOLE
ADR
Shares200.19K
TypeSH
Market value$18.62M
2.67%
Sole
200.19K
Shared
0.00
None
0.00

JOHNSON & JOHNSON COM

SOLE
Stock
Shares74.48K
TypeSH
Market value$18.21M
2.61%
Sole
74.48K
Shared
0.00
None
0.00

VANGUARD UTILITIES ETF

SOLE
ETF
Shares89.61K
TypeSH
Market value$17.76M
2.55%
Sole
89.61K
Shared
0.00
None
0.00

GOLDMAN SACHS GROUP INC COM

SOLE
Stock
Shares20.77K
TypeSH
Market value$17.57M
2.52%
Sole
20.77K
Shared
0.00
None
0.00

FEDEX CORP COM

SOLE
Stock
Shares49.01K
TypeSH
Market value$17.45M
2.50%
Sole
49K
Shared
0.00
None
0.00

TOTALENERGIES SE ACT

SOLE
Stock
Shares191.08K
TypeSH
Market value$17.38M
2.49%
Sole
191.08K
Shared
0.00
None
0.00

DEERE & CO COM

SOLE
Stock
Shares29.44K
TypeSH
Market value$16.58M
2.38%
Sole
29.44K
Shared
0.00
None
0.00

STATE STR CORP COM

SOLE
Stock
Shares128.02K
TypeSH
Market value$16.20M
2.32%
Sole
128.02K
Shared
0.00
None
0.00

WELLS FARGO & CO COM

SOLE
Stock
Shares202.69K
TypeSH
Market value$16.14M
2.31%
Sole
202.69K
Shared
0.00
None
0.00

BANK OF AMER CORP COM

SOLE
Stock
Shares326.68K
TypeSH
Market value$15.93M
2.28%
Sole
326.68K
Shared
0.00
None
0.00

LOWES COS INC COM

SOLE
Stock
Shares62.49K
TypeSH
Market value$14.77M
2.12%
Sole
62.49K
Shared
0.00
None
0.00

LOCKHEED MARTIN CORP COM

SOLE
Stock
Shares23.93K
TypeSH
Market value$14.46M
2.07%
Sole
23.93K
Shared
0.00
None
0.00

US BANCORP COM NEW

SOLE
Stock
Shares272.45K
TypeSH
Market value$14.17M
2.03%
Sole
272.45K
Shared
0.00
None
0.00

AAON INC COM PAR $0.004

SOLE
Stock
Shares160.04K
TypeSH
Market value$13.24M
1.90%
Sole
160.04K
Shared
0.00
None
0.00

3M CO COM

SOLE
Stock
Shares87K
TypeSH
Market value$12.63M
1.81%
Sole
87K
Shared
0.00
None
0.00

PEPSICO INC COM

SOLE
Stock
Shares81.32K
TypeSH
Market value$12.63M
1.81%
Sole
81.32K
Shared
0.00
None
0.00

AMRIZE LTD SHS

SOLE
Stock
Shares220.27K
TypeSH
Market value$12.34M
1.77%
Sole
220.27K
Shared
0.00
None
0.00
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