Holdings of Bruce G. Allen Investments, LLC
963 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 63.4 % of the equity sleeve
Sector breakdown
- Financials 5.4 %
- Technology 4.0 %
- Industrials 3.7 %
- Health care 3.7 %
- Consumer staples 2.9 %
- Communication 2.3 %
- Energy 1.9 %
- Consumer discretionary 1.6 %
- Funds 1.5 %
- Utilities 0.9 %
- Materials 0.7 %
- Real estate 0.4 %
- Unattributed 71.1 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 97.2 %
- GB 1.4 %
- JP 0.4 %
- NL 0.2 %
- FR 0.2 %
- KR 0.1 %
- ES 0.1 %
- AU 0.1 %
- BR 0.1 %
- IN 0.1 %
- TW 0.0 %
- MX 0.0 %
- Other countries 0.1 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 914 | 137.8M $ | 97.20 % |
| 2 | GB | 14 | 2M $ | 1.39 % |
| 3 | JP | 6 | 526.6K $ | 0.37 % |
| 4 | NL | 3 | 339K $ | 0.24 % |
| 5 | FR | 1 | 291.5K $ | 0.21 % |
| 6 | KR | 4 | 152.2K $ | 0.11 % |
| 7 | ES | 2 | 135.4K $ | 0.10 % |
| 8 | AU | 2 | 119.5K $ | 0.08 % |
| 9 | BR | 3 | 103.7K $ | 0.07 % |
| 10 | IN | 3 | 85.2K $ | 0.06 % |
| 11 | TW | 1 | 50.4K $ | 0.04 % |
| 12 | MX | 1 | 45.1K $ | 0.03 % |