Allied Investment Advisors, LLC

13F filer · CIK 0001729869

Reported Jul 20, 2026

Net buyer this quarter

13F portfolio value$797MU.S. long equity reported on 13F

Positions898 new · 2 closed

Net flow last quarter+$18.8MBuys minus sells

Top 10 positions weight26.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 20, 202689 positions
MSFTMicrosoft Corp	$25.4M	3.19%	0.00%	+3.0%	Q4 2017
JPMJPMorgan Chase & Co	$23.1M	2.90%	0.00%	+1.6%	Q4 2017
CATCaterpillar Inc	$21.4M	2.69%	0.00%	-48.2%	Q4 2017
BSVNBank7 Corp.	$21.3M	2.68%	2.88%	New	Q2 2026
STTState Street Corp	$20.8M	2.61%	0.04%	-4.1%	Q4 2017
GSGoldman Sachs Group Inc	$20.8M	2.61%	0.01%	-1.1%	Q4 2022
JNJJohnson & Johnson	$19.3M	2.42%	0.00%	+2.0%	Q4 2017
RTXRTX Corp	$19.2M	2.41%	0.01%	+2.3%	Q2 2020
DEDeere & Co	$19.1M	2.40%	0.01%	+2.3%	Q4 2017
BACBank of America Corp	$19M	2.39%	0.00%	+2.3%	Q4 2017
AAONAaon, Inc.	$19M	2.39%	0.18%	-6.4%	Q1 2019
XOMExxonMobil Holdings Corp	$17.5M	2.20%	0.00%	+1.5%	Q4 2017
WFCWells Fargo & Company	$17.4M	2.18%	0.01%	+3.6%	Q4 2017
USBUS Bancorp \de\	$16.9M	2.12%	0.02%	+2.5%	Q4 2017
SHELShell plc	$15.8M	1.99%	0.00%	+2.1%	Q1 2022
CVXChevron Corp	$15.6M	1.96%	0.00%	+2.4%	Q4 2017
FDXFedex Corp	$15.4M	1.94%	0.02%	+0.5%	Q1 2019
TTETotalEnergies SE	$15M	1.88%	0.01%	+0.8%	Q1 2020
MMM3m Co	$14.7M	1.84%	0.02%	+4.1%	Q4 2017
LOWLowes Companies Inc	$14.6M	1.84%	0.01%	+6.2%	Q4 2017
SYYSysco Corp	$14.4M	1.81%	0.04%	+6.2%	Q4 2017
AAPLApple Inc.	$13.8M	1.73%	0.00%	-1.3%	Q4 2017
TGTTarget Corp	$13.7M	1.72%	0.02%	+4.5%	Q4 2017
PGPROCTER & GAMBLE Co	$13.4M	1.68%	0.00%	+7.4%	Q4 2017
ORealty Income Corp	$13.4M	1.68%	0.02%	+9.2%	Q3 2025
AMRZAmrize Ltd	$12.8M	1.61%	0.04%	+9.2%	Q3 2025
LMTLockheed Martin Corp	$12.7M	1.60%	0.01%	+4.3%	Q2 2021
KMBKimberly Clark Corp	$12.5M	1.57%	0.03%	+11.3%	Q4 2017
GPCGenuine Parts Co	$12.1M	1.52%	0.07%	+13.0%	Q1 2025
PEPPepsico Inc	$11.7M	1.47%	0.01%	+6.6%	Q1 2018
MDTMedtronic plc	$11.6M	1.46%	0.01%	+9.3%	Q4 2017
ABTAbbott Laboratories	$11.2M	1.40%	0.01%	+16.9%	Q4 2017
BABoeing Co	$11M	1.38%	0.01%	+2676.3%	Q4 2017
PFEPfizer Inc	$10.8M	1.36%	0.01%	+11.2%	Q4 2017
OTISOtis Worldwide Corp	$10.8M	1.35%	0.04%	+13.2%	Q2 2020
DEODiageo PLC	$9.96M	1.25%	0.01%	+9.2%	Q3 2024
EMREmerson Electric Co	$3.47M	0.44%	0.00%	-8.0%	Q4 2017
GLDSPDR Gold Trust	$2.56M	0.32%	0.00%	+5.0%	Q1 2025
WMTWalmart Inc.	$2.3M	0.29%	0.00%	-1.2%	Q4 2017
BRK.BBerkshire Hathaway Inc	$1.82M	0.23%	Not reported	+2.8%	Q4 2017
NVDANvidia Corp	$1.77M	0.22%	0.00%	-20.8%	Q2 2024
BRK.ABerkshire Hathaway Inc	$1.5M	0.19%	Not reported	Not reported	Q4 2017
NOBLNoble International, Ltd.	$1.42M	0.18%	Not reported	Not reported	Q4 2017
IBMInternational Business Machines Corp	$1.41M	0.18%	0.00%	-1.8%	Q4 2017
GOOGLAlphabet Inc.	$1.33M	0.17%	0.00%	Not reported	Q4 2020
COSTCostco Wholesale Corp	$1.31M	0.16%	0.00%	Not reported	Q4 2021
AVGOBroadcom Inc.	$959K	0.12%	0.00%	-13.6%	Q2 2025
GBCIGlacier Bancorp, Inc.	$958K	0.12%	0.01%	+0.3%	Q4 2017
ECGEverus Construction Group, Inc.	$939K	0.12%	0.01%	+0.9%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$931K	0.12%	Not reported	-2.0%	Q4 2023

Q1 2026Reported Apr 27, 202682 positions
CATCaterpillar Inc	$27.4M	3.93%	0.01%	-5.7%	Q4 2017
MSFTMicrosoft Corp	$24.5M	3.51%	0.00%	+2.7%	Q4 2017
XOMExxonMobil Holdings Corp	$21.4M	3.08%	0.00%	+0.2%	Q4 2017
JPMJPMorgan Chase & Co	$20.4M	2.93%	0.00%	+0.2%	Q4 2017
RTXRTX Corp	$19.1M	2.74%	0.01%	-2.1%	Q2 2020
CVXChevron Corp	$19M	2.72%	0.00%	+2.0%	Q4 2017
SHELShell plc	$18.6M	2.67%	0.00%	+1.9%	Q1 2022
JNJJohnson & Johnson	$18.2M	2.61%	0.00%	-0.1%	Q4 2017
GSGoldman Sachs Group Inc	$17.6M	2.52%	0.01%	-2.7%	Q4 2022
FDXFedex Corp	$17.5M	2.50%	0.02%	-1.4%	Q1 2019
TTETotalEnergies SE	$17.4M	2.49%	0.01%	Not reported	Q1 2020
DEDeere & Co	$16.6M	2.38%	0.01%	+0.9%	Q4 2017
STTState Street Corp	$16.2M	2.32%	0.05%	0.0%	Q4 2017
WFCWells Fargo & Company	$16.1M	2.31%	0.01%	+1.0%	Q4 2017
BACBank of America Corp	$15.9M	2.28%	0.00%	+2.0%	Q4 2017
LOWLowes Companies Inc	$14.8M	2.12%	0.01%	+3.0%	Q4 2017
LMTLockheed Martin Corp	$14.5M	2.07%	0.01%	+1.4%	Q2 2021
USBUS Bancorp \de\	$14.2M	2.03%	0.02%	+1.6%	Q4 2017
AAONAaon, Inc.	$13.2M	1.90%	0.20%	+3.5%	Q1 2019
MMM3m Co	$12.6M	1.81%	0.02%	+3.1%	Q4 2017
PEPPepsico Inc	$12.6M	1.81%	0.01%	+5.7%	Q1 2018
AMRZAmrize Ltd	$12.3M	1.77%	0.04%	+6.1%	Q3 2025
PGPROCTER & GAMBLE Co	$12.3M	1.76%	0.00%	+13.4%	Q4 2017
AAPLApple Inc.	$12.2M	1.75%	0.00%	-1.9%	Q4 2017
TGTTarget Corp	$12.2M	1.74%	0.02%	+6.7%	Q4 2017
ORealty Income Corp	$12.1M	1.73%	0.02%	+7.1%	Q3 2025
MDTMedtronic plc	$11.8M	1.68%	0.01%	+4.9%	Q4 2017
SYYSysco Corp	$11.6M	1.66%	0.03%	+4.4%	Q4 2017
PFEPfizer Inc	$11.3M	1.63%	0.01%	+8.9%	Q4 2017
ABTAbbott Laboratories	$10.8M	1.55%	0.01%	+7.4%	Q4 2017
OTISOtis Worldwide Corp	$10.2M	1.47%	0.03%	+6.8%	Q2 2020
KMBKimberly Clark Corp	$9.89M	1.42%	0.03%	+15.6%	Q4 2017
GPCGenuine Parts Co	$9.59M	1.38%	0.07%	+9.7%	Q1 2025
DEODiageo PLC	$8.44M	1.21%	0.00%	+21.3%	Q3 2024
EMREmerson Electric Co	$3.45M	0.49%	0.00%	-7.6%	Q4 2017
GLDSPDR Gold Trust	$2.85M	0.41%	0.00%	Not reported	Q1 2025
WMTWalmart Inc.	$2.55M	0.37%	0.00%	Not reported	Q4 2017
NVDANvidia Corp	$1.95M	0.28%	0.00%	+3.4%	Q2 2024
BRK.BBerkshire Hathaway Inc	$1.69M	0.24%	Not reported	-10.3%	Q4 2017
BRK.ABerkshire Hathaway Inc	$1.44M	0.21%	Not reported	Not reported	Q4 2017
COSTCostco Wholesale Corp	$1.39M	0.20%	0.00%	Not reported	Q4 2021
NOBLNoble International, Ltd.	$1.34M	0.19%	Not reported	-18.8%	Q4 2017
IBMInternational Business Machines Corp	$1.24M	0.18%	0.00%	-0.9%	Q4 2017
GOOGLAlphabet Inc.	$1.07M	0.15%	0.00%	+0.2%	Q4 2020
AVGOBroadcom Inc.	$909K	0.13%	0.00%	Not reported	Q2 2025
SPYSPDR S&P 500 ETF Trust	$828K	0.12%	Not reported	+0.4%	Q4 2023
GBCIGlacier Bancorp, Inc.	$828K	0.12%	0.01%	Not reported	Q4 2017
MRKMerck & Co., Inc.	$768K	0.11%	0.00%	-1.5%	Q4 2017
GOOGAlphabet Inc.	$695K	0.10%	Not reported	Not reported	Q2 2023
AMZNAmazon Com Inc	$676K	0.10%	0.00%	+3.4%	Q2 2023

Q4 2025Reported Feb 9, 202685 positions
MSFTMicrosoft Corp	$31.1M	4.81%	0.00%	+0.5%	Q4 2017
CATCaterpillar Inc	$23.5M	3.64%	0.01%	-5.6%	Q4 2017
JPMJPMorgan Chase & Co	$22.4M	3.46%	0.00%	-1.1%	Q4 2017
GSGoldman Sachs Group Inc	$18.8M	2.90%	0.01%	-2.1%	Q4 2022
WFCWells Fargo & Company	$18.7M	2.89%	0.01%	+0.1%	Q4 2017
RTXRTX Corp	$18.5M	2.86%	0.01%	-4.3%	Q2 2020
BACBank of America Corp	$17.6M	2.72%	0.00%	+0.4%	Q4 2017
STTState Street Corp	$16.5M	2.55%	0.05%	+1.0%	Q4 2017
JNJJohnson & Johnson	$15.4M	2.38%	0.00%	+1.7%	Q4 2017
XOMExxonMobil Holdings Corp	$15.2M	2.35%	0.00%	+2.6%	Q4 2017
LOWLowes Companies Inc	$14.6M	2.26%	0.01%	+2.9%	Q4 2017
SHELShell plc	$14.4M	2.23%	0.00%	+2.5%	Q1 2022
FDXFedex Corp	$14.4M	2.22%	0.02%	+2.4%	Q1 2019
USBUS Bancorp \de\	$14.3M	2.21%	0.02%	+3.3%	Q4 2017
CVXChevron Corp	$13.7M	2.12%	0.00%	+3.7%	Q4 2017
DEDeere & Co	$13.6M	2.10%	0.01%	+2.9%	Q4 2017
MMM3m Co	$13.5M	2.09%	0.02%	+1.4%	Q4 2017
AAPLApple Inc.	$13.4M	2.07%	0.00%	-0.9%	Q4 2017
MDTMedtronic plc	$12.4M	1.92%	0.01%	+3.6%	Q4 2017
ABTAbbott Laboratories	$12.3M	1.90%	0.01%	+3.6%	Q4 2017
AAONAaon, Inc.	$11.8M	1.82%	0.19%	-22.2%	Q1 2019
SYYSysco Corp	$11.5M	1.77%	0.03%	+4.0%	Q4 2017
LMTLockheed Martin Corp	$11.4M	1.76%	0.01%	+3.6%	Q2 2021
AMRZAmrize Ltd	$11.2M	1.74%	0.04%	+5.9%	Q3 2025
PEPPepsico Inc	$11M	1.71%	0.01%	+4.9%	Q1 2018
OTISOtis Worldwide Corp	$10.9M	1.68%	0.03%	+4.8%	Q2 2020
PGPROCTER & GAMBLE Co	$10.8M	1.66%	0.00%	+6.8%	Q4 2017
ORealty Income Corp	$10.4M	1.61%	0.02%	+3.3%	Q3 2025
GPCGenuine Parts Co	$10.2M	1.57%	0.06%	+3.8%	Q1 2025
PFEPfizer Inc	$9.24M	1.43%	0.01%	+3.7%	Q4 2017
TGTTarget Corp	$9.2M	1.42%	0.02%	+5.1%	Q4 2017
KMBKimberly Clark Corp	$8.95M	1.38%	0.03%	+10.1%	Q4 2017
DEODiageo PLC	$8.07M	1.25%	0.00%	+7.7%	Q3 2024
EMREmerson Electric Co	$3.78M	0.58%	0.01%	-4.6%	Q4 2017
GLDSPDR Gold Trust	$2.63M	0.41%	0.00%	+526.6%	Q1 2025
WMTWalmart Inc.	$2.29M	0.35%	0.00%	+0.2%	Q4 2017
NVDANvidia Corp	$2.02M	0.31%	0.00%	+2.1%	Q2 2024
BRK.BBerkshire Hathaway Inc	$1.98M	0.31%	Not reported	-4.5%	Q4 2017
NOBLNoble International, Ltd.	$1.62M	0.25%	Not reported	-13.4%	Q4 2017
IBMInternational Business Machines Corp	$1.52M	0.24%	0.00%	-0.2%	Q4 2017
BRK.ABerkshire Hathaway Inc	$1.51M	0.23%	Not reported	Not reported	Q4 2017
COSTCostco Wholesale Corp	$1.21M	0.19%	0.00%	+5.4%	Q4 2021
GOOGLAlphabet Inc.	$1.16M	0.18%	0.00%	+2.3%	Q4 2020
AVGOBroadcom Inc.	$1.02M	0.16%	0.00%	+1.9%	Q2 2025
SPYSPDR S&P 500 ETF Trust	$865K	0.13%	Not reported	-24.8%	Q4 2023
GBCIGlacier Bancorp, Inc.	$816K	0.13%	0.01%	-3.0%	Q4 2017
GOOGAlphabet Inc.	$761K	0.12%	Not reported	+7.0%	Q2 2023
METAMeta Platforms, Inc.	$733K	0.11%	Not reported	+0.3%	Q2 2024
AMZNAmazon Com Inc	$725K	0.11%	0.00%	-3.9%	Q2 2023
MRKMerck & Co., Inc.	$683K	0.11%	0.00%	-2.4%	Q4 2017

Q3 2025Reported Nov 4, 202580 positions
MSFTMicrosoft Corp	$33.2M	5.28%	0.00%	+2.9%	Q4 2017
JPMJPMorgan Chase & Co	$22.1M	3.52%	0.00%	+1.2%	Q4 2017
CATCaterpillar Inc	$20.8M	3.30%	0.01%	-0.5%	Q4 2017
AAONAaon, Inc.	$18.6M	2.95%	0.24%	-18.2%	Q1 2019
RTXRTX Corp	$17.7M	2.81%	0.01%	+1.2%	Q2 2020
GSGoldman Sachs Group Inc	$17.3M	2.76%	0.01%	-1.8%	Q4 2022
WFCWells Fargo & Company	$16.8M	2.68%	0.01%	+2.1%	Q4 2017
BACBank of America Corp	$16.5M	2.62%	0.00%	+2.8%	Q4 2017
LOWLowes Companies Inc	$14.8M	2.36%	0.01%	+3.4%	Q4 2017
STTState Street Corp	$14.7M	2.34%	0.04%	+1.9%	Q4 2017
XOMExxonMobil Holdings Corp	$13.9M	2.21%	0.00%	+4.1%	Q4 2017
SHELShell plc	$13.7M	2.18%	0.00%	+3.5%	Q1 2022
JNJJohnson & Johnson	$13.6M	2.16%	0.00%	+4.5%	Q4 2017
CVXChevron Corp	$13.5M	2.14%	0.00%	+4.4%	Q4 2017
DEDeere & Co	$13M	2.06%	0.01%	+3.6%	Q4 2017
MMM3m Co	$12.9M	2.06%	0.02%	+3.3%	Q4 2017
ABTAbbott Laboratories	$12.7M	2.02%	0.01%	+5.5%	Q4 2017
AAPLApple Inc.	$12.6M	2.01%	0.00%	-1.8%	Q4 2017
USBUS Bancorp \de\	$12.5M	2.00%	0.02%	+4.1%	Q4 2017
SYYSysco Corp	$12.3M	1.96%	0.03%	+5.0%	Q4 2017
MDTMedtronic plc	$11.9M	1.89%	0.01%	+5.6%	Q4 2017
FDXFedex Corp	$11.4M	1.82%	0.02%	+5.0%	Q1 2019
LMTLockheed Martin Corp	$11.4M	1.81%	0.01%	+7.6%	Q2 2021
GPCGenuine Parts Co	$11M	1.76%	0.06%	+6.9%	Q1 2025
ORealty Income Corp	$10.9M	1.73%	0.02%	New	Q3 2025
OTISOtis Worldwide Corp	$10.9M	1.73%	0.03%	+6.1%	Q2 2020
PGPROCTER & GAMBLE Co	$10.8M	1.72%	0.00%	+5.6%	Q4 2017
TTETotalEnergies SE	$10.7M	1.71%	0.01%	+5.1%	Q1 2020
PEPPepsico Inc	$10.3M	1.64%	0.01%	+7.6%	Q1 2018
KMBKimberly Clark Corp	$10M	1.59%	0.02%	+6.0%	Q4 2017
AMRZAmrize Ltd	$9.52M	1.51%	0.04%	New	Q3 2025
PFEPfizer Inc	$9.12M	1.45%	0.01%	+8.3%	Q4 2017
DEODiageo PLC	$8.29M	1.32%	0.00%	+9.2%	Q3 2024
TGTTarget Corp	$8.03M	1.28%	0.02%	+6.7%	Q4 2017
EMREmerson Electric Co	$3.92M	0.62%	0.01%	-71.6%	Q4 2017
WMTWalmart Inc.	$2.11M	0.34%	0.00%	Not reported	Q4 2017
BRK.BBerkshire Hathaway Inc	$2.08M	0.33%	Not reported	+11.0%	Q4 2017
NVDANvidia Corp	$1.98M	0.31%	0.00%	+89.0%	Q2 2024
NOBLNoble International, Ltd.	$1.85M	0.29%	Not reported	+10.1%	Q4 2017
BRK.ABerkshire Hathaway Inc	$1.51M	0.24%	Not reported	Not reported	Q4 2017
IBMInternational Business Machines Corp	$1.45M	0.23%	0.00%	+5.7%	Q4 2017
COSTCostco Wholesale Corp	$1.23M	0.20%	0.00%	-15.9%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$1.12M	0.18%	Not reported	+46.4%	Q4 2023
AVGOBroadcom Inc.	$951K	0.15%	0.00%	+226.1%	Q2 2025
GBCIGlacier Bancorp, Inc.	$930K	0.15%	0.02%	+28.8%	Q4 2017
GOOGLAlphabet Inc.	$882K	0.14%	0.00%	Not reported	Q4 2020
METAMeta Platforms, Inc.	$813K	0.13%	Not reported	+106.9%	Q2 2024
HDHome Depot, Inc.	$750K	0.12%	0.00%	-2.2%	Q4 2017
AMZNAmazon Com Inc	$717K	0.11%	0.00%	+29.3%	Q2 2023
SBUXStarbucks Corp	$592K	0.09%	0.00%	Not reported	Q4 2017

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