IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Bruce G. Allen Investments, LLC

Q1 2025 Holdings

Filed 2025-04-14 | 1095 holdings | $126.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Nexstar Media Group Inc Common Stock(NXST)Stock65336K103$2.9K160.0%
Tapestry Inc COM(TPR)Stock876030107$2.9K410.0%
Wyndham Hotels & Resorts Inc COM(WH)Stock98311A105$2.9K320.0%
Monolithic PWR SYS Inc COM(MPWR)Stock609839105$2.9K50.0%
APA Corporation COM(APA)Stock03743Q108$2.9K1380.0%
Roblox Corp CL A(RBLX)Stock771049103$3.0K510.0%
Sensata Technologies Hldg PLC SHS(ST)StockG8060N102$3.0K1230.0%
Medical Pptys Trust Inc COM(MPT)REIT58463J304$3.0K4960.0%
Cabot Corp COM(CBT)Stock127055101$3.0K360.0%
Amer Sports Inc COM SHS(AS)StockG0260P102$3.0K1120.0%
PAN Amern Silver Corp COM(PAAS)Stock697900108$3.0K1160.0%
Smith A O Corp COM(AOS)Stock831865209$3.0K460.0%
Align Technology Inc COM(ALGN)Stock016255101$3.0K190.0%
East West Bancorp Inc COM(EWBC)Stock27579R104$3.1K340.0%
Illumina Inc COM(ILMN)Stock452327109$3.1K390.0%
Unum Group COM(UNM)Stock91529Y106$3.1K380.0%
Westlake Corporation COM(WLK)Stock960413102$3.1K310.0%
Madison Square Grdn Sprt Corp CL A(MSGS)Stock55825T103$3.1K160.0%
MKS Instrs Inc COM(MKSI)Stock55306N104$3.1K390.0%
Brown Forman Corp CL B(BF/B)Stock115637209$3.2K940.0%
Zions Bancorporation N A COM(ZION)Stock989701107$3.2K640.0%
Bunge Global SA COM SHS(BG)StockH11356104$3.2K420.0%
Coca-Cola Europacific Partners SHS(KO)StockG25839104$3.2K370.0%
Agco Corp COM(AGCO)Stock001084102$3.2K350.0%
SBA Communications Corp New CL A(SBAC)REIT78410G104$3.3K150.0%
Emcor Group Inc COM(EME)Stock29084Q100$3.3K90.0%
Martin Marietta Matls Inc COM(MLM)Stock573284106$3.3K70.0%
Brown & Brown Inc COM(BRO)Stock115236101$3.4K270.0%
Dell Technologies Inc CL C(DELL)Stock24703L202$3.4K370.0%
Fortune Brands Innovations Inc COM(FBIN)Stock34964C106$3.4K560.0%
Adobe Inc COM(ADBE)Stock00724F101$3.5K90.0%
Aramark COM(ARMK)Stock03852U106$3.5K1000.0%
Heico Corp New COM(HEI)Stock422806109$3.5K130.0%
Rocket COS Inc COM CL A(RKT)Stock77311W101$3.5K2880.0%
CNH Indl N V SHS(CNH)StockN20944109$3.5K2840.0%
WPP PLC New ADR(WPP)ADR92937A102$3.5K920.0%
Iron MTN Inc del COM(IRM)REIT46284V101$3.5K410.0%
Amcor PLC ORD(AMCR)StockG0250X107$3.5K3650.0%
Liberty Broadband Corp COM SER C(LBRDK)Stock530307305$3.7K430.0%
Intercontinental Hotels Group Sponsored ADS(IHG)ADR45857P806$3.7K340.0%
Firstcash Holdings Inc COM(FCFS)Stock33768G107$3.7K310.0%
Builders Firstsource Inc COM(BLDR)Stock12008R107$3.7K300.0%
Enersys COM(ENS)Stock29275Y102$3.8K410.0%
Icon PLC SHS(ICLR)StockG4705A100$3.9K220.0%
Best BUY Inc COM(BBY)Stock086516101$3.9K530.0%
Ally Finl Inc COM(ALLY)Stock02005N100$3.9K1070.0%
Msci Inc COM(MSCI)Stock55354G100$4.0K70.0%
Moderna Inc COM(MRNA)Stock60770K107$4.0K1400.0%
Cullen Frost Bankers Inc COM(CFR)Stock229899109$4.0K320.0%
Toll Brothers Inc COM(TOL)Stock889478103$4.0K380.0%
PreviousPage 10 of 22Next