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: $796.5M110 positionsView on SEC.gov

			% of Portfolio
1/100 BERKSHIRE HTWY CLA100 SHS	Stock	$1.5M	0.2%Prev: 0.3%	2 SH	Increased
3M CO COM	Stock	$14.7M	1.8%Prev: 2.1%	90,579 SH	Increased+9,947 SH
AAON INC COM PAR $0.004	Stock	$19.0M	2.4%Prev: 3.1%	149,761 SH	Increased-93,223 SH
ABBOTT LABORATORIES COM	Stock	$11.2M	1.4%	123,081 SH	New
ABBVIE INC COM	Stock	$577K	0.1%Prev: 0.1%	2,292 SH	Increased+452 SH
ADVANCED MICRO DEVICES INC COM	Stock	$838K	0.1%Prev: 0.0%	1,443 SH	Increased
ALPHABET INC CAP STK CL A	Stock	$1.3M	0.2%Prev: 0.1%	3,721 SH	Increased+92 SH
ALPHABET INC CAP STK CL C	Stock	$859K	0.1%Prev: 0.0%	2,430 SH	Increased+1,219 SH
ALTRIA GROUP INC COM	Stock	$201K	0.0%	2,800 SH	New
AMAZON COM INC COM	Stock	$768K	0.1%Prev: 0.1%	3,223 SH	Increased+696 SH
AMERICAN EXPRESS CO COM	Stock	$335K	0.0%Prev: 0.1%	989 SH	Increased
AMRIZE LTD SHS	Stock	$12.8M	1.6%	240,449 SH	New
APPLE INC COM	Stock	$13.8M	1.7%Prev: 1.8%	47,590 SH	Increased-2,885 SH
BANK OF AMER CORP COM	Stock	$19.0M	2.4%	334,060 SH	New
BANK OF NY MELLON CORP COM	Stock	$214K	0.0%	1,480 SH	New
BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$1.8M	0.2%Prev: 0.3%	3,636 SH	Increased-85 SH
BOEING CO COM	Stock	$11.0M	1.4%Prev: 0.1%	50,917 SH	Increased+49,033 SH
BROADCOM INC COM	Stock	$959K	0.1%Prev: 0.0%	2,539 SH	Increased+1,655 SH
CARLISLE COS INC COM	Stock	$297K	0.0%Prev: 0.1%	820 SH	Decreased
CATERPILLAR INC COM	Stock	$21.4M	2.7%Prev: 3.0%	20,083 SH	Increased-23,648 SH
CHEVRON CORPORATION COM	Stock	$15.6M	2.0%	93,947 SH	New
CISCO SYS INC COM	Stock	$530K	0.1%	4,508 SH	New
CITIGROUP INC COM NEW	Stock	$522K	0.1%Prev: 0.1%	3,732 SH	Increased+80 SH
CONOCOPHILLIPS COM	Stock	$285K	0.0%Prev: 0.0%	2,737 SH	Increased
CORNING INC COM	Stock	$394K	0.0%	1,544 SH	New
COSTCO WHOLESALE CORPORATION COM	Stock	$1.3M	0.2%	1,398 SH	New
CUMMINS INC COM	Stock	$295K	0.0%	413 SH	New
DEERE & CO COM	Stock	$19.1M	2.4%Prev: 2.4%	30,107 SH	Increased+2,738 SH
DELTA AIR LINES INC COM NEW	Stock	$216K	0.0%	2,303 SH	New
DIAGEO PLC SPON ADR NEW	ADR	$10.0M	1.3%Prev: 1.4%	123,872 SH	Increased+44,346 SH
DIMENSIONAL INTERNATIONAL VALUE ETF	ETF	$203K	0.0%	3,752 SH	New
DIMENSIONAL U.S. EQUITY MARKET ETF	ETF	$635K	0.1%Prev: 0.1%	7,752 SH	Increased
EAGLE BANCORP MONT INC COM	Stock	$710K	0.1%Prev: 0.1%	29,669 SH	Increased-2,100 SH
EATON CORP PLC SHS	Stock	$209K	0.0%	491 SH	New
ELI LILLY & CO COM	Stock	$374K	0.0%Prev: 0.0%	311 SH	Increased+44 SH
EMERSON ELEC CO COM	Stock	$3.5M	0.4%Prev: 2.5%	24,226 SH	Decreased-80,941 SH
EVERUS CONSTR GROUP COM	Stock	$939K	0.1%Prev: 0.1%	5,656 SH	Increased+107 SH
EXXONMOBIL HOLDINGS CORP COM SHS	Stock	$17.5M	2.2%	128,268 SH	New
FEDEX CORP COM	Stock	$15.4M	1.9%Prev: 1.8%	49,256 SH	Increased+3,034 SH
FEDEX FGHT HLDG CO INC COMMON STOCK	Stock	$726K	0.1%	4,806 SH	New
FIRST INTST BANCSYSTEM INC COM	Stock	$546K	0.1%Prev: 0.1%	14,158 SH	Increased+1,436 SH
FORD MTR CO COM	Stock	$173K	0.0%Prev: 0.0%	12,435 SH	Increased+105 SH
GENUINE PARTS CO COM	Stock	$12.1M	1.5%Prev: 1.6%	102,470 SH	Increased+27,935 SH
GERON CORP COM	Stock	$20K	0.0%Prev: 0.0%	15,959 SH	Decreased-5,000 SH
GLACIER BANCORP INC NEW COM	Stock	$958K	0.1%Prev: 0.1%	18,577 SH	Increased+3,746 SH
GOLDMAN SACHS GROUP INC COM	Stock	$20.8M	2.6%Prev: 2.7%	20,549 SH	Increased-1,627 SH
HOME DEPOT INC COM	Stock	$695K	0.1%Prev: 0.1%	1,971 SH	Increased+78 SH
INTERNATIONAL BUSINESS MACHS COM	Stock	$1.4M	0.2%Prev: 0.3%	5,007 SH	Decreased+131 SH
INVESCO QQQ TRUST SERIES I	ETF	$292K	0.0%	396 SH	New
INVESCO S&P 500 LOW VOLATILITY ETF	ETF	$914K	0.1%Prev: 0.2%	12,200 SH	Increased
ISHARES CORE S&P 500 ETF	ETF	$334K	0.0%Prev: 0.1%	446 SH	Decreased-117 SH
ISHARES CORE U.S. AGGREGATE BOND ETF	ETF	$242K	0.0%Prev: 0.0%	2,449 SH	Increased+180 SH
ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF	ETF	$4.1M	0.5%Prev: 0.4%	70,114 SH	Increased+2,198 SH
ISHARES RUSSELL 2000 ETF	ETF	$273K	0.0%	908 SH	New
ISHARES SILVER TRUST	ETF	$220K	0.0%	4,107 SH	New
JOHNSON & JOHNSON COM	Stock	$19.3M	2.4%Prev: 1.9%	75,978 SH	Increased+5,797 SH
JPMORGAN CHASE & CO COM	Stock	$23.1M	2.9%	70,656 SH	New
KIMBERLY-CLARK CORP COM	Stock	$12.5M	1.6%Prev: 1.7%	114,079 SH	Increased+38,043 SH
KNIFE RIVER CORP COMMON STOCK	Stock	$387K	0.0%Prev: 0.1%	4,621 SH	Increased+105 SH
LOCKHEED MARTIN CORP COM	Stock	$12.7M	1.6%Prev: 1.7%	24,963 SH	Increased+3,803 SH
LOWES COS INC COM	Stock	$14.6M	1.8%Prev: 2.2%	66,389 SH	Increased+9,300 SH
MCDONALDS CORP COM	Stock	$302K	0.0%Prev: 0.1%	1,116 SH	Decreased-216 SH
MCKESSON CORP COM	Stock	$362K	0.0%	479 SH	New
MDU RES GROUP INC COM	Stock	$477K	0.1%Prev: 0.1%	22,501 SH	Increased+432 SH
MEDTRONIC PLC SHS	Stock	$11.6M	1.5%Prev: 1.8%	148,273 SH	Increased+30,081 SH
MERCK & CO INC COM	Stock	$815K	0.1%Prev: 0.1%	6,342 SH	Increased-564 SH
META PLATFORMS INC CL A	Stock	$381K	0.0%Prev: 0.1%	677 SH	Decreased+142 SH
MICROSOFT CORP COM	Stock	$25.4M	3.2%Prev: 5.4%	68,125 SH	Decreased+5,848 SH
MUELLER INDS INC COM	Stock	$242K	0.0%	1,967 SH	New
NVIDIA CORPORATION COM	Stock	$1.8M	0.2%Prev: 0.2%	8,870 SH	Increased+3,261 SH
ORACLE CORP COM	Stock	$300K	0.0%Prev: 0.1%	2,050 SH	Decreased
OTIS WORLDWIDE CORP COM	Stock	$10.8M	1.4%Prev: 1.9%	150,535 SH	Decreased+38,544 SH
PEPSICO INC COM	Stock	$11.7M	1.5%Prev: 1.6%	86,661 SH	Increased+18,493 SH
PFIZER INC COM	Stock	$10.8M	1.4%Prev: 1.4%	449,358 SH	Increased+118,631 SH
PROCTER & GAMBLE CO COM	Stock	$13.4M	1.7%	91,467 SH	New
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF	ETF	$1.4M	0.2%Prev: 0.3%	25,204 SH	Decreased+8,922 SH
REALTY INCOME CORP COM	REIT	$13.4M	1.7%	215,880 SH	New
RTX CORPORATION COM	Stock	$19.2M	2.4%Prev: 2.7%	101,187 SH	Increased-3,162 SH
SCHWAB CHARLES CORP COM	Stock	$244K	0.0%	2,639 SH	New
SCHWAB U.S. LARGE-CAP VALUE ETF	ETF	$433K	0.1%Prev: 0.1%	12,439 SH	Increased+257 SH
SCHWAB US DIVIDEND EQUITY ETF	ETF	$59.3M	7.5%Prev: 7.6%	1,871,398 SH	Increased+238,808 SH
SHELL PLC SPON ADS	ADR	$15.8M	2.0%Prev: 2.3%	204,343 SH	Increased+19,157 SH
SPACE EXPLORATION TECHN CORP CLASS A COM STK	Stock	$222K	0.0%	1,302 SH	New
SPDR GOLD SHARES	ETF	$2.6M	0.3%Prev: 0.4%	6,957 SH	Increased+322 SH
STARBUCKS CORP COM	Stock	$727K	0.1%Prev: 0.1%	7,117 SH	Increased+125 SH
STATE STR CORP COM	Stock	$20.8M	2.6%Prev: 2.3%	122,745 SH	Increased-1,640 SH
STATE STREET SPDR S&P 500 ETF	ETF	$931K	0.1%	1,247 SH	New
STEEL DYNAMICS INC COM	Stock	$419K	0.1%	1,827 SH	New
SYSCO CORP COM	Stock	$14.4M	1.8%Prev: 1.9%	172,615 SH	Increased+30,071 SH
TARGET CORP COM	Stock	$13.7M	1.7%Prev: 1.4%	104,850 SH	Increased+20,919 SH
TESLA INC COM	Stock	$271K	0.0%	644 SH	New
TOTALENERGIES SE ACT	Stock	$15.0M	1.9%	192,577 SH	New
UNITEDHEALTH GROUP INC COM	Stock	$255K	0.0%	612 SH	New
US BANCORP COM NEW	Stock	$16.9M	2.1%	279,232 SH	New
VANGUARD FINANCIALS ETF	ETF	$245K	0.0%Prev: 0.1%	1,863 SH	Decreased-1,967 SH
VANGUARD FTSE EUROPE ETF	ETF	$15.2M	1.9%Prev: 1.0%	171,665 SH	Increased+97,428 SH
VANGUARD HEALTH CARE ETF	ETF	$54.1M	6.8%Prev: 6.7%	180,940 SH	Increased+26,025 SH
VANGUARD INDUSTRIALS ETF	ETF	$280K	0.0%Prev: 0.1%	778 SH	Decreased-285 SH
VANGUARD INFORMATION TECHNOLOGY ETF	ETF	$1.8M	0.2%Prev: 0.2%	15,392 SH	Increased+13,426 SH
VANGUARD INTERMEDIATE-TERM BOND ETF	ETF	$11.9M	1.5%	155,473 SH	New
VANGUARD MEGA CAP GROWTH ETF	ETF	$390K	0.0%	4,436 SH	New
VANGUARD SHORT-TERM BOND ETF	ETF	$21.3M	2.7%	273,991 SH	New
VANGUARD SHORT-TERM CORPORATE BOND ETF	ETF	$12.1M	1.5%	153,415 SH	New
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF	ETF	$217K	0.0%Prev: 0.0%	4,318 SH	Increased+304 SH
VANGUARD TOTAL STOCK MARKET ETF	ETF	$8.1M	1.0%Prev: 1.1%	21,872 SH	Increased+452 SH
VANGUARD UTILITIES ETF	ETF	$17.9M	2.2%Prev: 4.3%	91,546 SH	Decreased-47,219 SH
VANGUARD VALUE ETF	ETF	$1.8M	0.2%Prev: 0.2%	8,449 SH	Increased+3,203 SH
WALMART INC COM	Stock	$2.3M	0.3%Prev: 0.4%	20,284 SH	Increased-192 SH
WELLS FARGO & CO COM	Stock	$17.4M	2.2%	209,957 SH	New
WP CAREY INC COM	REIT	$235K	0.0%	3,281 SH	New

Sold (vs prior filing)

ABBOTT LABS COM — $12.2M
AUTOMATIC DATA PROCESSING INC COM — $247K
BANK AMERICA CORP COM — $14.7M
CHEVRON CORP NEW COM — $11.9M
COSTCO WHSL CORP NEW COM — $1.6M
EXXON MOBIL CORP COM — $12.7M
ISHARES S&P MID-CAP 400 VALUE ETF — $220K
JPMORGAN CHASE & CO. COM — $20.1M
PROCTER AND GAMBLE CO COM — $10.6M
RYVYL INC COM — $12K
SPDR S&P 500 ETF TRUST — $712K
TOTALENERGIES SE SPONSORED ADS — $10.5M
US BANCORP DEL COM NEW — $11.3M
WELLS FARGO CO NEW COM — $15.7M

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