Allied Investment Advisors, LLC — 13F holdings

Allied Investment Advisors, LLC reported 112 holdings worth $1.06B in its 13F filing for Q3 2026, filed October 13, 2026.

Largest positions

1. BSV VANGUARD BD INDEX FDS — $136M (12.9%)
2. VTIP VANGUARD MALVERN FDS — $80.4M (7.6%)
3. BIV VANGUARD BD INDEX FDS — $65.3M (6.2%)
4. SCHD SCHWAB STRATEGIC TR — $50.1M (4.7%)
5. VHT VANGUARD WORLD FD — $45.9M (4.3%)
6. MSFT MICROSOFT CORP — $35.0M (3.3%)
7. JPM JPMorgan Chase & Co. — $23.4M (2.2%)
8. XOM ExxonMobil Holdings Corp — $21.1M (2.0%)
9. DE Deere & Co — $20.2M (1.9%)
10. JNJ JOHNSON & JOHNSON — $20.1M (1.9%)