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Bruce G. Allen Investments, LLC

Q3 2025 Holdings

Filed 2025-10-30 | 1080 holdings | $139.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Essent Group LTD COM(ESNT)StockG3198U102$1.3K200.0%
Edison Intl COM(EIX)Stock281020107$1.3K230.0%
Stmicroelectronics N V NY Registry(STM)ADR861012102$1.3K450.0%
Wendys Co COM(WEN)Stock95058W100$1.3K1390.0%
Boyd Gaming Corp COM(BYD)Stock103304101$1.3K150.0%
PBF Energy Inc CL A(PBF)Stock69318G106$1.3K430.0%
Aecom COM(ACM)Stock00766T100$1.3K100.0%
Brookfield Renewable Corp CL A EX SUB VTG(BEPC)Stock11285B108$1.3K380.0%
TD Synnex Corporation COM(SNX)Stock87162W100$1.3K80.0%
Group 1 Automotive Inc COM(GPI)Stock398905109$1.3K30.0%
Grand Canyon ED Inc COM(LOPE)Stock38526M106$1.3K60.0%
10X Genomics Inc CL A COM(TXG)Stock88025U109$1.3K1130.0%
Ubiquiti Inc COM(UI)Stock90353W103$1.3K20.0%
U Haul Holding Company COM SER N(UHAL/B)Stock023586506$1.3K260.0%
LPL Finl Hldgs Inc COM(LPLA)Stock50212V100$1.3K40.0%
Range RES Corp COM(RRC)Stock75281A109$1.4K360.0%
DT Midstream Inc Common Stock(DTM)Stock23345M107$1.4K120.0%
Cooper COS Inc COM(COO)Stock216648501$1.4K200.0%
National Fuel Gas Co COM(NFG)Stock636180101$1.4K150.0%
Acadia Healthcare Company Inc COM(ACHC)Stock00404A109$1.4K560.0%
Henry Schein Inc COM(HSIC)Stock806407102$1.4K210.0%
World Kinect Corporation COM(WKC)Stock981475106$1.4K540.0%
Match Group Inc New COM(MTCH)Stock57667L107$1.4K400.0%
Janus Henderson Group PLC ORD SHSStockG4474Y214$1.4K320.0%
Leggett & Platt Inc COM(LEG)Stock524660107$1.4K1610.0%
Helmerich & Payne Inc COM(HP)Stock423452101$1.4K650.0%
Avery Dennison Corp COM(AVY)Stock053611109$1.5K90.0%
Veralto Corp COM SHS(VLTO)Stock92338C103$1.5K140.0%
Ionis Pharmaceuticals Inc COM(IONS)Stock462222100$1.5K230.0%
PVH Corporation COM(PVH)Stock693656100$1.5K180.0%
Starwood Ppty TR Inc COM(STWD)REIT85571B105$1.5K780.0%
Federal Agric MTG Corp CL C(AGM)Stock313148306$1.5K90.0%
Brinks Co COM(BCO)Stock109696104$1.5K130.0%
South BOW Corp COM(SOBO)Stock83671M105$1.5K540.0%
Granite Constr Inc COM(GVA)Stock387328107$1.5K140.0%
Siteone Landscape Supply Inc COM(SITE)Stock82982L103$1.5K120.0%
SUN Cmntys Inc COM(SUI)REIT866674104$1.5K120.0%
Murphy USA Inc COM(MUSA)Stock626755102$1.6K40.0%
Viper Energy Inc CL A(VNOM)Stock64361Q101$1.6K410.0%
Builders Firstsource Inc COM(BLDR)Stock12008R107$1.6K130.0%
First Amern Finl Corp COM(FAF)Stock31847R102$1.6K250.0%
Assured Guaranty LTD COM(AGO)StockG0585R106$1.6K190.0%
Watsco Inc COM(WSO)Stock942622200$1.6K40.0%
Telefonaktiebolaget LM Ericss ADR B SEK 10(ERIC)ADR294821608$1.6K1960.0%
Columbia BKG SYS Inc COM(COLB)Stock197236102$1.6K630.0%
Gamestop Corp New CL A(GME)Stock36467W109$1.6K600.0%
Gates Indl Corp PLC ORD SHSStockG39108108$1.6K660.0%
Bellring Brands Inc Common Stock(BRBR)Stock07831C103$1.7K460.0%
White Mtns INS Group LTD COM(WTM)StockG9618E107$1.7K10.0%
First Horizon Corporation COM(FHN)Stock320517105$1.7K740.0%
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