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Bruce G. Allen Investments, LLC

Q1 2025 Holdings

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

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IssuerClassCUSIPValue ↑Shares% Portfolio
Ulta Beauty Inc COM(ULTA)Stock90384S303$4.0K110.0%
Transunion COM(TRU)Stock89400J107$4.1K490.0%
Tyler Technologies Inc COM(TYL)Stock902252105$4.1K70.0%
Onemain Hldgs Inc COM(OMF)Stock68268W103$4.1K840.0%
LAS Vegas Sands Corp COM(LVS)Stock517834107$4.1K1070.0%
MGM Resorts International COM(MGM)Stock552953101$4.2K1400.0%
Kimco Rlty Corp COM(KIM)REIT49446R109$4.2K1960.0%
Allegion PLC ORD SHS(ALLE)StockG0176J109$4.2K320.0%
Sandisk Corp COM(SNDK)Stock80004C200$4.2K880.0%
Moodys Corp COM(MCO)Stock615369105$4.2K90.0%
Shopify Inc CL A SUB VTG SHS(SHOP)Stock82509L107$4.2K440.0%
Sanmina Corporation COM(SANM)Stock801056102$4.3K560.0%
Ball Corp COM(BALL)Stock058498106$4.3K820.0%
Teradyne Inc COM(TER)Stock880770102$4.3K520.0%
Vontier Corporation COM(VNT)Stock928881101$4.3K1320.0%
Carnival Corp Paired CTF(CCL)Stock143658300$4.4K2240.0%
Coinbase Global Inc COM CL A(COIN)Stock19260Q107$4.5K260.0%
United Airls Hldgs Inc COM(UAL)Stock910047109$4.5K650.0%
Spirit Aerosystems Hldgs Inc COM CL A(S9Q)Stock848574109$4.5K1320.0%
BCE Inc COM New(BCE)Stock05534B760$4.6K1990.0%
LPL Finl Hldgs Inc COM(LPLA)Stock50212V100$4.6K140.0%
Edwards Lifesciences Corp COM(EW)Stock28176E108$4.6K640.0%
Pembina Pipeline Corp COM(PBA)Stock706327103$4.8K1190.0%
Franklin Elec Inc COM(FELE)Stock353514102$4.8K510.0%
Ingersoll Rand Inc COM(IR)Stock45687V106$4.8K600.0%
First Solar Inc COM(FSLR)Stock336433107$4.8K380.0%
Wynn Resorts LTD COM(WYNN)Stock983134107$4.8K580.0%
Pinnacle West Cap Corp COM(PNW)Stock723484101$4.9K510.0%
Lineage Inc COM(LINE)REIT53566V106$4.9K840.0%
Pulte Group Inc COM(PHM)Stock745867101$4.9K480.0%
UDR Inc COM(UDR)REIT902653104$5.0K1110.0%
Penske Automotive GRP Inc COM(PAG)Stock70959W103$5.0K350.0%
Guidewire Software Inc COM(GWRE)Stock40171V100$5.1K270.0%
SS&C Technologies Hldgs Inc COM(SSNC)Stock78467J100$5.1K610.0%
Diamondback Energy Inc COM(FANG)Stock25278X109$5.1K320.0%
Royalty Pharma PLC SHS Class A(RPRX)StockG7709Q104$5.3K1710.0%
Occidental Pete Corp COM(OXY)Stock674599105$5.3K1080.0%
Teva Pharmaceutical Inds LTD Sponsored ADS(TEVA)ADR881624209$5.4K3510.0%
Logitech Intl S A SHS(LOGI)StockH50430232$5.4K640.0%
Delta AIR Lines Inc del COM New(DAL)Stock247361702$5.5K1250.0%
James Hardie Inds PLC Sponsored ADR(JHX)ADR47030M106$5.5K2320.0%
Microstrategy Inc CL A New(MSTR)Stock594972408$5.5K190.0%
American Finl Group Inc Ohio COM(AFG)Stock025932104$5.5K420.0%
Jefferies Finl Group Inc COM(JEF)Stock47233W109$5.5K1030.0%
Intuit COM(INTU)Stock461202103$5.5K90.0%
United Therapeutics Corp del COM(UTHR)Stock91307C102$5.5K180.0%
Affirm Hldgs Inc COM CL A(AFRM)Stock00827B106$5.6K1230.0%
First Ctzns Bancshares Inc N C CL A(FCNCA)Stock31946M103$5.6K30.0%
Incyte Corp COM(INCY)Stock45337C102$5.6K920.0%
Stanley Black & Decker Inc COM(SWK)Stock854502101$5.6K730.0%
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