Allied Investment Advisors, LLC

CIK 0001729869 • 7 13F filings • Apr 8, 2025 – Oct 13, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $646.8M102 positionsView on SEC.gov

			% of Portfolio
1/100 BERKSHIRE HTWY CLA100 SHS	Stock	$1.5M	0.2%Prev: 0.2%	2 SH	Increased
3M CO COM	Stock	$13.5M	2.1%Prev: 2.1%	84,409 SH	Increased+1,140 SH
AAON INC COM PAR $0.004	Stock	$11.8M	1.8%	154,562 SH	New
ABBOTT LABS COM	Stock	$12.3M	1.9%Prev: 2.0%	98,028 SH	Decreased+3,430 SH
ABBVIE INC COM	Stock	$524K	0.1%Prev: 0.1%	2,292 SH	Decreased
ADVANCED MICRO DEVICES INC COM	Stock	$309K	0.0%Prev: 0.0%	1,443 SH	Increased
ALPHABET INC CAP STK CL A	Stock	$1.2M	0.2%Prev: 0.1%	3,712 SH	Increased+83 SH
ALPHABET INC CAP STK CL C	Stock	$761K	0.1%Prev: 0.1%	2,424 SH	Increased+159 SH
ALTRIA GROUP INC COM	Stock	$339K	0.1%	5,886 SH	New
AMAZON COM INC COM	Stock	$725K	0.1%Prev: 0.1%	3,141 SH	Increased-126 SH
AMERICAN EXPRESS CO COM	Stock	$366K	0.1%Prev: 0.1%	989 SH	Increased
AMRIZE LTD SHS	Stock	$11.2M	1.7%Prev: 1.5%	207,648 SH	Increased+11,570 SH
APPLE INC COM	Stock	$13.4M	2.1%Prev: 2.0%	49,150 SH	Increased-440 SH
AUTOMATIC DATA PROCESSING INC COM	Stock	$206K	0.0%Prev: 0.0%	800 SH	Decreased
BANK AMERICA CORP COM	Stock	$17.6M	2.7%Prev: 2.6%	320,441 SH	Increased+1,350 SH
BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$2.0M	0.3%Prev: 0.3%	3,943 SH	Decreased-186 SH
BOEING CO COM	Stock	$398K	0.1%Prev: 0.1%	1,834 SH	Decreased-50 SH
BROADCOM INC COM	Stock	$1.0M	0.2%Prev: 0.2%	2,938 SH	Increased+55 SH
CARLISLE COS INC COM	Stock	$262K	0.0%Prev: 0.0%	820 SH	Decreased
CATERPILLAR INC COM	Stock	$23.5M	3.6%Prev: 3.3%	41,070 SH	Increased-2,439 SH
CHEVRON CORP NEW COM	Stock	$13.7M	2.1%Prev: 2.1%	89,975 SH	Increased+3,224 SH
CISCO SYS INC COM	Stock	$341K	0.1%Prev: 0.0%	4,428 SH	Increased
CITIGROUP INC COM NEW	Stock	$432K	0.1%Prev: 0.1%	3,706 SH	Increased+17 SH
CONOCOPHILLIPS COM	Stock	$256K	0.0%Prev: 0.0%	2,737 SH	Decreased
COSTCO WHSL CORP NEW COM	Stock	$1.2M	0.2%Prev: 0.2%	1,398 SH	Decreased+71 SH
CUMMINS INC COM	Stock	$211K	0.0%	413 SH	New
DEERE & CO COM	Stock	$13.6M	2.1%Prev: 2.1%	29,184 SH	Increased+818 SH
DIAGEO PLC SPON ADR NEW	ADR	$8.1M	1.2%Prev: 1.3%	93,509 SH	Decreased+6,679 SH
DIMENSIONAL U.S. EQUITY MARKET ETF	ETF	$575K	0.1%Prev: 0.1%	7,752 SH	Increased
EAGLE BANCORP MONT INC COM	Stock	$632K	0.1%	31,769 SH	New
ELI LILLY & CO COM	Stock	$335K	0.1%Prev: 0.0%	312 SH	Increased-14 SH
EMERSON ELEC CO COM	Stock	$3.8M	0.6%Prev: 0.6%	28,500 SH	Decreased-1,385 SH
EVERUS CONSTR GROUP COM	Stock	$480K	0.1%Prev: 0.1%	5,607 SH	Decreased-150 SH
EXXON MOBIL CORP COM	Stock	$15.2M	2.3%Prev: 2.2%	126,191 SH	Increased+3,205 SH
FEDEX CORP COM	Stock	$14.4M	2.2%Prev: 1.8%	49,710 SH	Increased+1,176 SH
FIRST INTST BANCSYSTEM INC COM	Stock	$540K	0.1%Prev: 0.1%	15,600 SH	Decreased-1,448 SH
FIRST SOLAR INC COM	Stock	$268K	0.0%Prev: 0.0%	1,027 SH	Increased
FORD MTR CO COM	Stock	$162K	0.0%Prev: 0.0%	12,330 SH	Increased
GENUINE PARTS CO COM	Stock	$10.2M	1.6%Prev: 1.8%	82,642 SH	Decreased+2,986 SH
GERON CORP COM	Stock	$21K	0.0%Prev: 0.0%	15,959 SH	Decreased
GLACIER BANCORP INC NEW COM	Stock	$816K	0.1%Prev: 0.1%	18,527 SH	Decreased-574 SH
GOLDMAN SACHS GROUP INC COM	Stock	$18.8M	2.9%Prev: 2.8%	21,339 SH	Increased-447 SH
HOME DEPOT INC COM	Stock	$637K	0.1%Prev: 0.1%	1,852 SH	Decreased
INTERNATIONAL BUSINESS MACHS COM	Stock	$1.5M	0.2%Prev: 0.2%	5,145 SH	Increased-10 SH
INVESCO QQQ TRUST SERIES I	ETF	$290K	0.0%Prev: 0.1%	472 SH	Decreased-131 SH
INVESCO S&P 500 LOW VOLATILITY ETF	ETF	$871K	0.1%Prev: 0.1%	12,200 SH	Decreased
ISHARES CORE S&P 500 ETF	ETF	$330K	0.1%Prev: 0.1%	482 SH	Decreased-20 SH
ISHARES CORE U.S. AGGREGATE BOND ETF	ETF	$231K	0.0%Prev: 0.0%	2,309 SH	Decreased
ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF	ETF	$3.6M	0.6%	70,374 SH	New
ISHARES RUSSELL 2000 ETF	ETF	$233K	0.0%	948 SH	New
ISHARES SILVER TRUST	ETF	$222K	0.0%	3,442 SH	New
JOHNSON & JOHNSON COM	Stock	$15.4M	2.4%Prev: 2.2%	74,534 SH	Increased+1,221 SH
JPMORGAN CHASE & CO. COM	Stock	$22.4M	3.5%Prev: 3.5%	69,411 SH	Increased-803 SH
KIMBERLY-CLARK CORP COM	Stock	$8.9M	1.4%Prev: 1.6%	88,679 SH	Decreased+8,106 SH
KNIFE RIVER CORP COMMON STOCK	Stock	$322K	0.0%Prev: 0.1%	4,572 SH	Decreased-150 SH
LOCKHEED MARTIN CORP COM	Stock	$11.4M	1.8%Prev: 1.8%	23,593 SH	Increased+829 SH
LOWES COS INC COM	Stock	$14.6M	2.3%Prev: 2.4%	60,701 SH	Decreased+1,698 SH
MCDONALDS CORP COM	Stock	$417K	0.1%Prev: 0.1%	1,366 SH	Increased+34 SH
MCKESSON CORP COM	Stock	$393K	0.1%Prev: 0.1%	479 SH	Increased
MDU RES GROUP INC COM	Stock	$435K	0.1%Prev: 0.1%	22,304 SH	Increased-600 SH
MEDTRONIC PLC SHS	Stock	$12.4M	1.9%Prev: 1.9%	129,336 SH	Increased+4,530 SH
MERCK & CO INC COM	Stock	$683K	0.1%Prev: 0.1%	6,487 SH	Increased-159 SH
META PLATFORMS INC CL A	Stock	$733K	0.1%Prev: 0.1%	1,110 SH	Decreased+3 SH
MICROSOFT CORP COM	Stock	$31.1M	4.8%Prev: 5.3%	64,384 SH	Decreased+324 SH
MUELLER INDS INC COM	Stock	$226K	0.0%	1,967 SH	New
NVIDIA CORPORATION COM	Stock	$2.0M	0.3%Prev: 0.3%	10,825 SH	Increased+224 SH
ORACLE CORP COM	Stock	$400K	0.1%Prev: 0.1%	2,050 SH	Decreased
OTIS WORLDWIDE CORP COM	Stock	$10.9M	1.7%Prev: 1.7%	124,478 SH	Increased+5,717 SH
PEPSICO INC COM	Stock	$11.0M	1.7%Prev: 1.6%	76,929 SH	Increased+3,584 SH
PFIZER INC COM	Stock	$9.2M	1.4%Prev: 1.5%	371,263 SH	Increased+13,216 SH
PHILLIPS 66 COM	Stock	$213K	0.0%	1,654 SH	New
POWELL INDS INC COM	Stock	$205K	0.0%	642 SH	New
PROCTER AND GAMBLE CO COM	Stock	$10.8M	1.7%Prev: 1.7%	75,132 SH	Decreased+4,762 SH
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF	ETF	$1.6M	0.2%Prev: 0.3%	15,525 SH	Decreased-2,404 SH
REALTY INCOME CORP COM	REIT	$10.4M	1.6%Prev: 1.7%	184,659 SH	Decreased+5,847 SH
RTX CORPORATION COM	Stock	$18.5M	2.9%Prev: 2.8%	101,038 SH	Increased-4,586 SH
RYVYL INC COM SHS	Stock	$2K	0.0%	14,684 SH	New
SCHWAB CHARLES CORP COM	Stock	$264K	0.0%Prev: 0.0%	2,639 SH	Decreased-150 SH
SCHWAB U.S. LARGE-CAP VALUE ETF	ETF	$369K	0.1%Prev: 0.1%	12,451 SH	Increased
SCHWAB US DIVIDEND EQUITY ETF	ETF	$48.9M	7.6%Prev: 7.4%	1,783,865 SH	Increased+75,604 SH
SHELL PLC SPON ADS	ADR	$14.4M	2.2%Prev: 2.2%	196,452 SH	Increased+4,720 SH
SPDR GOLD SHARES	ETF	$2.6M	0.4%Prev: 0.1%	6,629 SH	Increased+5,571 SH
SPDR S&P 500 ETF TRUST	ETF	$865K	0.1%Prev: 0.2%	1,268 SH	Decreased-418 SH
STARBUCKS CORP COM	Stock	$599K	0.1%Prev: 0.1%	7,117 SH	Increased+125 SH
STATE STR CORP COM	Stock	$16.5M	2.6%Prev: 2.3%	128,053 SH	Increased+1,268 SH
STEEL DYNAMICS INC COM	Stock	$310K	0.0%Prev: 0.0%	1,827 SH	Increased
SYSCO CORP COM	Stock	$11.5M	1.8%Prev: 2.0%	155,762 SH	Decreased+6,035 SH
TARGET CORP COM	Stock	$9.2M	1.4%Prev: 1.3%	94,077 SH	Increased+4,522 SH
UNITEDHEALTH GROUP INC COM	Stock	$226K	0.0%Prev: 0.0%	683 SH	Decreased
US BANCORP DEL COM NEW	Stock	$14.3M	2.2%Prev: 2.0%	268,159 SH	Increased+8,598 SH
VANGUARD FINANCIALS ETF	ETF	$478K	0.1%Prev: 0.1%	3,582 SH	Increased
VANGUARD FTSE EUROPE ETF	ETF	$10.1M	1.6%Prev: 1.3%	120,787 SH	Increased+21,130 SH
VANGUARD HEALTH CARE ETF	ETF	$48.2M	7.4%Prev: 6.8%	167,280 SH	Increased+3,755 SH
VANGUARD INDUSTRIALS ETF	ETF	$300K	0.0%Prev: 0.0%	1,006 SH	Increased
VANGUARD INFORMATION TECHNOLOGY ETF	ETF	$1.5M	0.2%Prev: 0.2%	1,924 SH	Increased
VANGUARD MEGA CAP GROWTH ETF	ETF	$303K	0.0%Prev: 0.0%	734 SH	Increased
VANGUARD TOTAL STOCK MARKET ETF	ETF	$7.3M	1.1%Prev: 1.1%	21,829 SH	Increased
VANGUARD UTILITIES ETF	ETF	$16.3M	2.5%Prev: 2.7%	88,342 SH	Decreased-307 SH
VANGUARD VALUE ETF	ETF	$1.5M	0.2%Prev: 0.2%	7,606 SH	Decreased-682 SH
WALMART INC COM	Stock	$2.3M	0.4%Prev: 0.3%	20,524 SH	Increased+48 SH
WELLS FARGO CO NEW COM	Stock	$18.7M	2.9%Prev: 2.7%	200,748 SH	Increased+201 SH
WP CAREY INC COM	REIT	$211K	0.0%	3,281 SH	New

Sold (vs prior filing)

AAON INC COM PAR 0.004 — $18.6M
AXON ENTERPRISE INC COM — $230K
DUTCH BROS INC CL A — $223K
ISHARES S&P MID-CAP 400 VALUE ETF — $231K
TOTALENERGIES SE SPONSORED ADS — $10.7M
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF — $203K
WESTERN DIGITAL CORP COM — $317K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0001729869-26-000006	—	View
Feb 9, 2026	Q4 2025	13F-HR	0001729869-26-000001	$646.8M	View
Nov 4, 2025	Q3 2025