IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Bruce G. Allen Investments, LLC

Q2 2025 Holdings

Filed 2025-07-09 | 1079 holdings | $131.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Tapestry Inc COM(TPR)Stock876030107$3.2K370.0%
Westlake Corporation COM(WLK)Stock960413102$3.3K430.0%
Williams Sonoma Inc COM(WSM)Stock969904101$3.3K200.0%
Occidental Pete Corp COM(OXY)Stock674599105$3.3K780.0%
Onto Innovation Inc COM(ONTO)Stock683344105$3.3K330.0%
Madison Square Grdn Sprt Corp CL A(MSGS)Stock55825T103$3.3K160.0%
Zions Bancorporation N A COM(ZION)Stock989701107$3.4K650.0%
Agco Corp COM(AGCO)Stock001084102$3.4K330.0%
Coca-Cola Europacific Partners SHS(KO)StockG25839104$3.4K370.0%
East West Bancorp Inc COM(EWBC)Stock27579R104$3.4K340.0%
Globant S A COM(GLOB)StockL44385109$3.5K380.0%
Costar Group Inc COM(CSGP)Stock22160N109$3.5K430.0%
Adobe Inc COM(ADBE)Stock00724F101$3.5K90.0%
SBA Communications Corp New CL A(SBAC)REIT78410G104$3.5K150.0%
Moderna Inc COM(MRNA)Stock60770K107$3.6K1310.0%
Universal Hlth Svcs Inc CL B(UHS)Stock913903100$3.6K200.0%
Cameco Corp COM(CCJ)Stock13321L108$3.6K490.0%
Monolithic PWR SYS Inc COM(MPWR)Stock609839105$3.7K50.0%
Flowers Foods Inc COM(FLO)Stock343498101$3.7K2290.0%
Kraft Heinz Co COM(KHC)Stock500754106$3.7K1420.0%
Pearson PLC Sponsored ADR(PSO)ADR705015105$3.7K2490.0%
Southwest Airls Co COM(LUV)Stock844741108$3.7K1150.0%
Franklin Elec Inc COM(FELE)Stock353514102$3.8K420.0%
GXO Logistics Incorporated Common Stock(GXO)Stock36262G101$3.8K780.0%
Amcor PLC ORD(AMCR)StockG0250X107$3.9K4230.0%
Gildan Activewear Inc COM(GIL)Stock375916103$3.9K800.0%
Clorox Co del COM(CLX)Stock189054109$4.0K330.0%
Henry Jack & Assoc Inc COM(JKHY)Stock426281101$4.0K220.0%
Robert Half Inc. COM(RHI)Stock770323103$4.0K980.0%
Msci Inc COM(MSCI)Stock55354G100$4.0K70.0%
Rocket COS Inc COM CL A(RKT)Stock77311W101$4.1K2880.0%
Cullen Frost Bankers Inc COM(CFR)Stock229899109$4.1K320.0%
Kimco Rlty Corp COM(KIM)REIT49446R109$4.1K1960.0%
Transunion COM(TRU)Stock89400J107$4.1K470.0%
Tyler Technologies Inc COM(TYL)Stock902252105$4.2K70.0%
Sandisk Corp COM(SNDK)Stock80004C200$4.3K940.0%
Lyondellbasell Industries N V SHS - A -(LYB)StockN53745100$4.3K740.0%
Firstcash Holdings Inc COM(FCFS)Stock33768G107$4.3K320.0%
Toll Brothers Inc COM(TOL)Stock889478103$4.3K380.0%
Amer Sports Inc COM SHS(AS)StockG0260P102$4.3K1120.0%
Best BUY Inc COM(BBY)Stock086516101$4.4K650.0%
Pool Corp COM(POOL)Stock73278L105$4.4K150.0%
Tyson Foods Inc CL A(TSN)Stock902494103$4.4K790.0%
APA Corporation COM(APA)Stock03743Q108$4.4K2420.0%
Pembina Pipeline Corp COM(PBA)Stock706327103$4.5K1190.0%
Anheuser Busch Inbev SA Sponsored ADR(BUD)ADR03524A108$4.5K650.0%
Wynn Resorts LTD COM(WYNN)Stock983134107$4.5K480.0%
Moodys Corp COM(MCO)Stock615369105$4.5K90.0%
UDR Inc COM(UDR)REIT902653104$4.5K1110.0%
Brookfield Asset Managmt LTD CL A LMT VTG SHS(BAM)Stock113004105$4.5K820.0%
PreviousPage 10 of 22Next