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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
Equity Lifestyle Pptys Inc COM(ELS)REIT29472R108$7.7K1150.0%
Tyson Foods Inc CL A(TSN)Stock902494103$7.8K1220.0%
Trimble Inc COM(TRMB)Stock896239100$7.9K1200.0%
Intuitive Surgical Inc COM New(ISRG)Stock46120E602$7.9K160.0%
Gartner Inc COM(IT)Stock366651107$8.0K190.0%
Church & Dwight Co Inc COM(CHD)Stock171340102$8.0K730.0%
Woodside Energy Group LTD Sponsored ADR(WOP)ADR980228308$8.3K5710.0%
Mitsubishi UFJ Finl Group Inc Sponsored ADS(MUFG)ADR606822104$8.3K6110.0%
Otis Worldwide Corp COM(OTIS)Stock68902V107$8.4K810.0%
EQT Corp COM(EQT)Stock26884L109$8.4K1570.0%
Carmax Inc COM(KMX)Stock143130102$8.4K1080.0%
SUN Cmntys Inc COM(SUI)REIT866674104$8.5K660.0%
Carlyle Group Inc COM(CG)Stock14316J108$8.5K1950.0%
Motley Fool Small-Cap Growth ETF(TMFS)ETF74933W874$8.6K2640.0%
DTE Energy Co COM(DTE)Stock233331107$8.6K620.0%
Robinhood Mkts Inc COM CL A(HOOD)Stock770700102$8.7K2090.0%
Regency Ctrs Corp COM(REG)REIT758849103$8.8K1190.0%
Potlatchdeltic Corporation COM(PCH)REIT737630103$9.0K1990.0%
Steris PLC SHS USD(STE)StockG8473T100$9.1K400.0%
Interpublic Group COS Inc COM(IPG)Stock460690100$9.1K3340.0%
Walgreens Boots Alliance Inc COM(WBA)Stock931427108$9.1K8190.0%
Victoryshares Free Cash Flow ETF(VFLO)ETF92647X830$9.2K2670.0%
Biogen Inc COM(BIIB)Stock09062X103$9.2K670.0%
Ovintiv Inc COM(OVV)Stock69047Q102$9.2K2160.0%
Archer Daniels Midland Co COM(ADM)Stock039483102$9.4K1950.0%
The Campbells Company COM(CPB)Stock134429109$9.4K2350.0%
Citizens Finl Group Inc COM(CFG)Stock174610105$9.4K2300.0%
Cincinnati Finl Corp COM(CINF)Stock172062101$9.5K640.0%
Stellantis N.v SHS(STLA)StockN82405106$9.5K8500.0%
Molina Healthcare Inc COM(MOH)Stock60855R100$9.6K290.0%
Kraft Heinz Co COM(KHC)Stock500754106$9.6K3150.0%
Telefonica S A Sponsored ADR(TELFY)ADR879382208$9.6K2,0630.0%
ICL Group LTD SHS(ICL)StockM53213100$9.7K1,7320.0%
ENI S P A Sponsored ADR(E)ADR26874R108$9.9K3210.0%
LAM Research Corp COM New(LRCX)Stock512807306$10.0K1370.0%
Expand Energy Corporation COM(EXE)Stock165167735$10.0K900.0%
Deutsche Bank A G Namen AKTStockD18190898$10.1K4230.0%
Take-Two Interactive Software COM(TTWO)Stock874054109$10.2K490.0%
Smith & Nephew PLC Spdn ADR New(SNN)ADR83175M205$10.2K3600.0%
Fortive Corp COM(FTV)Stock34959J108$10.2K1400.0%
Firstenergy Corp COM(FE)Stock337932107$10.5K2600.0%
Keycorp COM(KEY)Stock493267108$10.5K6580.0%
HP Inc COM(HPQ)Stock40434L105$10.7K3850.0%
Dakota Gold Corp COM(DC)Stock46655E100$10.7K4,0250.0%
Steel Dynamics Inc COM(STLD)Stock858119100$10.8K860.0%
Amazon COM Inc COM(AMZN)Stock023135106$11.0K580.0%
International Paper Co COM(IP)Stock460146103$11.0K2070.0%
Marvell Technology Inc COM(MRVL)Stock573874104$11.3K1830.0%
Resmed Inc COM(RMD)Stock761152107$11.4K510.0%
Zoom Communications Inc CL A(ZM)Stock98980L101$11.4K1550.0%
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