Allied-Investment-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "FIBK",
  "MMM",
  "ABT",
  "ABBV",
  "GOOGL",
  "AXP",
  "CAT",
  "LOW",
  "ECG",
  "HD",
  "MCD",
  null,
  "GERN",
  "GBCI",
  "EMR",
  "META",
  null,
  "RVYL",
  "MDT",
  "MSFT",
  "GPC",
  "ORCL",
  "VHT",
  "PEP",
  "IVV",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  null,
  "SPLG",
  "IBM",
  "SBUX",
  "TGT",
  "MDU",
  null,
  "TTE",
  null,
  "F",
  "DEO",
  "KNF",
  "AMZN",
  null,
  "AAON",
  "VGT",
  "USB",
  "VFH",
  "VGK",
  null,
  "VTV",
  "WMT",
  "WFC",
  "SCHD",
  "OTIS",
  null,
  "SYY",
  "FDX",
  "KMB",
  "ADP",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BA",
  "CSL",
  "CVX",
  "C",
  "COP",
  "COST",
  "DE",
  null,
  "IJJ",
  "STT",
  "XOM",
  "JNJ",
  "LLY",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-08
Total Holdings: 86
Total Value: 527446520
Accession Number: 0001729869-25-000004
Form Type: 13F-HR
CIK: allied-investment-advisors
Manager Name: Allied-Investment-Advisors

Data Enrichment

90% identified

77 identified9 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

86 positions • $527.4M total value

SEC FilingSEC DataHachi Filing

Manager:

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464287226

Shares:2.3K

Value:$224.4K

% of Portfolio:0.0% ($224.4K/$527.4M)

ELI LILLY & Co

LLY|532457108

Shares:270

Value:$222.6K

% of Portfolio:0.0% ($222.6K/$527.4M)

Everus Construction Group, Inc.

ECG|300426103

Shares:5.5K

Value:$205.8K

% of Portfolio:0.0% ($205.8K/$527.4M)

FORD MOTOR CO

F|345370860

Shares:12.3K

Value:$123.7K

% of Portfolio:0.0% ($123.7K/$527.4M)

GERON CORP

GERN|374163103

Shares:21.0K

Value:$33.3K

% of Portfolio:0.0% ($33.3K/$527.4M)

RYVYL Inc.

RVYL|39366L307

Shares:14.7K

Value:$14.5K

% of Portfolio:0.0% ($14.5K/$527.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464287226)✕	2.3K	QoQ -3.44% (-81) YoY NEW(+2.3K)	All Managers (Combined)	$224.4K	0.0% ($224.4K/$527.4M)	QoQ -1.43% (-$3.3K) YoY NEW(+$224.4K)
ELI LILLY & Co(LLYcusip532457108)	270	QoQ 0.00% (+0) YoY +0.37% (+1)	All Managers (Combined)	$222.6K	0.0% ($222.6K/$527.4M)	QoQ +6.98% (+$14.5K) YoY +6.55% (+$13.7K)
Everus Construction Group, Inc.(ECGcusip300426103)	5.5K	QoQ 0.00% (-0) YoY NEW(+5.5K)	All Managers (Combined)	$205.8K	0.0% ($205.8K/$527.4M)	QoQ -43.58% (-$159.0K) YoY NEW(+$205.8K)
FORD MOTOR CO(Fcusip345370860)	12.3K	QoQ NEW(+12.3K) YoY NEW(+12.3K)	All Managers (Combined)	$123.7K	0.0% ($123.7K/$527.4M)	QoQ NEW(+$123.7K) YoY NEW(+$123.7K)
GERON CORP(GERNcusip374163103)	21.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$33.3K	0.0% ($33.3K/$527.4M)	QoQ -55.08% (-$40.9K) YoY -51.81% (-$35.8K)
RYVYL Inc.(RVYLcusip39366L307)	14.7K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$14.5K	0.0% ($14.5K/$527.4M)	QoQ -23.84% (-$4.6K) YoY -65.97% (-$28.2K)