ALLEN OPERATIONS LLC

Taken From the combined 2019-09-30 13F-HR Filing of ALLEN INVESTMENT MANAGEMENT LLC

Stock Symbol Security Type Shares Market Value
Comcast Corp. Class A CMCSA SH 4689088 211.384 Million
Charter Communications Inc CHTR SH 502091 206.922 Million
Alphabet Inc. Class C GOOG SH 167698 204.424 Million
Advance Auto Parts, Inc. AAP SH 1181328 195.392 Million
Microsoft Corp. MSFT SH 1360316 189.125 Million
Laboratory Corp of America Holdings LH SH 1103832 185.444 Million
TransDigm Group Inc TDG SH 353827 184.227 Million
Amazon.com Inc. AMZN SH 95931 166.528 Million
Lowes Companies, Inc. LOW SH 1496027 164.503 Million
US Foods Holding Corp USFD SH 3814915 156.793 Million
Booking Holdings Inc. (Priceline) BKNG SH 75608 148.389 Million
UnitedHealth Group Inc. UNH SH 637002 138.433 Million
Facebook Inc FB SH 759604 135.27 Million
Moodys Corp MCO SH 626444 128.315 Million
Sysco Corp. SYY SH 1546338 122.779 Million
Wayfair Inc Class A W SH 1057000 118.511 Million
Vanguard Total International Stock ETF VXUS SH 1662833 85.902 Million
Charles Schwab Corp SCHW SH 1789691 74.863 Million
Boeing Company BA SH 141903 53.99 Million
Alibaba Group Holding Ltd ADR BABA SH 316656 52.954 Million
ServiceNow Inc NOW SH 203879 51.755 Million
Equinix Inc EQIX SH 82070 47.338 Million
United Technologies Corp. (United Aircraft Corp.) UTX SH 333043 45.467 Million
S&P Global Inc. (McGraw-Hill Inc.) SPGI SH 180785 44.289 Million
Alerian MLP ETF AMLP SH 4256987 38.909 Million
FIserv Inc. FISV SH 371379 38.471 Million
Vanguard FTSE Developed Markets ETF VEA SH 696150 28.598 Million
Sherwin-Williams Co. SHW SH 51895 28.536 Million
iShares Core MSCI Total International Stock ETF IXUS SH 442805 25.576 Million
MongoDB Inc MDB SH 186762 22.501 Million
Johnson & Johnson Co. JNJ SH 171221 22.153 Million
Vanguard Total Stock Market ETF VTI SH 144738 21.855 Million
Twitter Inc TWTR SH 416595 17.164 Million
Liberty Broadband Corp Class A LBRDA SH 138292 14.454 Million
Vanguard FTSE Emerging Markets ETF VWO SH 322724 12.993 Million
Liberty Broadband Corp Class C LBRDK SH 123693 12.947 Million
Walmart Inc WMT SH 102604 12.177 Million
General Electric Co GE SH 1351020 12.078 Million
IQVIA Holdings Inc IQV SH 79657 11.899 Million
Danaher Corp. DHR SH 80373 11.608 Million
Alphabet Inc. Class A GOOGL SH 8098 9.889 Million
SPDR S&P 500 ETF Trust SPY SH 32793 9.732 Million
Netflix Inc NFLX SH 35621 9.533 Million
Twilio Inc TWLO SH 83400 9.171 Million
Vanguard FTSE All World Ex US ETF VEU SH 183551 9.159 Million
Berkshire Hathaway Inc Class B BRK.B SH 43352 9.018 Million
Salesforce.com Inc. CRM SH 54145 8.037 Million
Procter & Gamble Co. (OH) (1905) PG SH 62615 7.788 Million
Vanguard Short-Term Corporate Bond ETF VCSH SH 91276 7.398 Million
Apple Inc AAPL SH 32392 7.255 Million
MercadoLibre Inc MELI SH 12863 7.09 Million
iShares MSCI ACWI Index Fund ACWI SH 95607 7.051 Million
ClearBridge Energy MLP Fund Inc CEM SH 600491 6.834 Million
Kayne Anderson MLP Midstream Investment KYN SH 471971 6.825 Million
Vanguard Short-Term Bond ETF BSV SH 83611 6.755 Million
IHS Markit Ltd INFO SH 100722 6.736 Million
Workday Inc WDAY SH 39020 6.632 Million
Tortoise Midstream Energy Closed Fund NTG SH 537464 6.605 Million
Tortoise Energy Infrastructure Corp TYG SH 320329 6.551 Million
General Dynamics Corp. (Electric Boat) GD SH 34906 6.378 Million
Activision Blizzard Inc ATVI SH 119945 6.347 Million
iShares Core MSCI EAFE ETF IEFA SH 100606 6.148 Million
Adobe Systems, Inc. ADBE SH 21258 5.873 Million
iShares MSCI ACWI ex US Index Fund ACWX SH 126728 5.836 Million
3M Co. (Minnesota Mining & Manufacturing) MMM SH 35237 5.793 Million
Vanguard FTSEEuropean ETF VGK SH 107720 5.775 Million
Mondelez International Inc. (Kraft Foods) MDLZ SH 88792 4.912 Million
Coca Cola Co. KO SH 84930 4.624 Million
SPDR Nuveen Bloomberg Barclays Short Ter SHM SH 92716 4.542 Million
iShares Short-Term National MuniBond ETF SUB SH 42574 4.536 Million
Invesco QQQ Trust Series 1 QQQ SH 22715 4.289 Million
Coupa Software Inc COUP SH 32802 4.25 Million
VISA Inc V SH 24530 4.219 Million
PayPal Holdings Inc PYPL SH 40347 4.18 Million
Ares Capital Corp ARCC SH 218336 4.069 Million
Shopify Inc SHOP SH 12560 3.914 Million
Mastercard Inc MA SH 13955 3.79 Million
Berkshire Hathaway Inc Class A BRK.A SH 12 3.742 Million
Diageo Plc ADR DEO SH 21991 3.596 Million
iShares MSCI Emerging Index Fund EEM SH 86731 3.545 Million
Unilever PLC ADR UL SH 57134 3.434 Million
Illumina Inc ILMN SH 10755 3.272 Million
Expedia Group Inc EXPE SH 22722 3.054 Million
Liberty Global plc Class A LBTYA SH 121822 3.015 Million
Baidu Inc ADR BIDU SH 29345 3.015 Million
Square Inc SQ SH 46652 2.89 Million
Abiomed Inc ABMD SH 15605 2.776 Million
iShares Russell 1000 Value ETF IWD SH 20656 2.649 Million
iShares Trust S&P 1500 Index Fund (ETF) ITOT SH 39340 2.639 Million
Paycom Software Inc PAYC SH 12046 2.524 Million
iShares Core MSCI Emerging Markets ETF IEMG SH 50738 2.487 Million
Spotify Technology SA SPOT SH 21363 2.435 Million
Vanguard Intermediate-Term Bond ETF BIV SH 25671 2.259 Million
Veeva Systems Inc VEEV SH 14779 2.257 Million
Etsy Inc ETSY SH 38618 2.182 Million
Blackstone Group Inc BX SH 40350 1.971 Million
Brookfield Asset Management Inc BAM SH 36863 1.957 Million
Manhattan Associates, Inc. MANH SH 24003 1.936 Million
Cable One Inc CABO SH 1381 1.733 Million
CarMax Inc. KMX SH 19494 1.715 Million
SPDR Gold Trust GLD SH 11631 1.615 Million
INCYTE Corporation INCY SH 18863 1.4 Million
Sony Corp. Sponsored ADR SNE SH 20172 1.193 Million
Apollo Glbl Management LLC APO SH 29499 1.116 Million
iShares Russell 2000 ETF IWM SH 6985 1.057 Million
Palo Alto Networks Inc PANW SH 5117 1.043 Million
Invesco S&P 500 Pure Value ETF RPV SH 15073 977 Thousand
Abbott Laboratories ABT SH 11627 973 Thousand
Merck & Co MRK SH 11460 965 Thousand
Ionis Phrmacutls IONS SH 15680 939 Thousand
The Carlyle Group L.P. CG SH 35361 904 Thousand
Intel Corp. INTC SH 17483 901 Thousand
Cincinnati Financial Corp. CINF SH 7622 889 Thousand
iShares MSCI EAFE Index Fund EFA SH 13414 875 Thousand
Seattle Genetics Inc SGEN SH 10242 875 Thousand
KKR & Co. L.P. KKR SH 32164 864 Thousand
iShares S&P 100 ETF OEF SH 6353 835 Thousand
iShares Russell 3000 ETF IWV SH 4807 835 Thousand
Donaldson Company, Inc. DCI SH 16000 833 Thousand
Dover Corp. DOV SH 7987 795 Thousand
Home Depot, Inc. (The) HD SH 3421 794 Thousand
Pepsico Inc. (Loft, Inc.) PEP SH 5763 790 Thousand
JD.com Inc ADR JD SH 26130 737 Thousand
Neurocrine Biosciences Inc. NBIX SH 8147 734 Thousand
Vanguard S&P 500 ETF VOO SH 2493 680 Thousand
TPG Specialty Lending Inc TSLX SH 30935 649 Thousand
Pfizer, Inc. PFE SH 17997 647 Thousand
Universal Display Corp OLED SH 3780 635 Thousand
BlackRock Inc. Class A BLK SH 1360 606 Thousand
AbbVie Inc ABBV SH 8000 606 Thousand
Alteryx Inc AYX SH 5466 587 Thousand
NIKE Inc. NKE SH 6055 569 Thousand
American Electric Power Co. (American Gas & Electric) AEP SH 6066 568 Thousand
Unilever N.V. ADR UN SH 9020 541 Thousand
Smartsheet Inc SMAR SH 14131 509 Thousand
McDonalds Corp. MCD SH 2271 488 Thousand
United Therapeutics Corp UTHR SH 5923 472 Thousand
BlackRock TCP Capital TCPC SH 33024 448 Thousand
iShares S&P SmallCap 600 Growth ETF IJT SH 2500 446 Thousand
GrubHub Inc GRUB SH 7881 443 Thousand
LendingClub Corp LC SH 33428 437 Thousand
Texas Instruments, Inc. TXN SH 3340 432 Thousand
iShares Russell 1000 Growth ETF IWF SH 2671 426 Thousand
TJX Companies Inc. TJX SH 7600 424 Thousand
iShares Trust iShares S&P MidCap 400 Growth Index Fund IJK SH 1889 423 Thousand
iShares Russell Midcap Growth ETF IWP SH 2969 420 Thousand
ConocoPhillips (Phillips Petroleum) COP SH 7260 414 Thousand
Emerson Electric Co. EMR SH 6173 413 Thousand
Fomento Economico Mexicano S.A.B. de CV ADR FMX SH 4500 412 Thousand
JPMorgan Chase & Co. (Chemical Bank) JPM SH 3486 410 Thousand
iShares Russell Mid-Cap Value ETF IWS SH 4421 397 Thousand
Altria Group, Inc. (Philip Morris) MO SH 9623 394 Thousand
iShares Russell 2000 Value ETF IWN SH 3302 394 Thousand
Marriott International Inc/MD MAR SH 3100 386 Thousand
Credit Acceptance Corp. CACC SH 800 369 Thousand
Roper Technologies Inc ROP SH 1000 357 Thousand
CarGurus Inc CARG SH 11457 355 Thousand
SPDR S&P Health Care ETF XLV SH 3943 355 Thousand
Phillips 66 PSX SH 3443 353 Thousand
Euronet Worldwide Inc. EEFT SH 2272 332 Thousand
iShares Russell 2000 Growth ETF IWO SH 1720 331 Thousand
Colgate-Palmolive Co. CL SH 4506 331 Thousand
Philip Morris International Inc PM SH 4167 316 Thousand
Markel Corp. (Holding Co.) MKL SH 262 310 Thousand
Enstar Group Ltd ESGR SH 1600 304 Thousand
EPAM Systems, Inc. EPAM SH 1610 294 Thousand
Morgan Stanley MS SH 6887 294 Thousand
Westinghouse Air Brake Technologies Corp WAB SH 4056 291 Thousand
Norfolk Southern Corp. NSC SH 1589 285 Thousand
iShares Trust Core S&P Small Cap Index Fund IJR SH 3616 281 Thousand
Golub Capital BDC Inc GBDC SH 14894 281 Thousand
iShares U.S. Technology ETF IYW SH 1366 279 Thousand
SPDR Consumer Discretionary Select Sector ETF XLY SH 2278 275 Thousand
SPDR S&P Consumer Staples Etf XLP SH 4313 265 Thousand
Baxter International Inc. BAX SH 2990 262 Thousand
Williams Cos. (The) WMB SH 10762 259 Thousand
Humana, Inc. HUM SH 1000 256 Thousand
NVIDIA Corp. NVDA SH 1451 253 Thousand
New Mountain Finance Corp NMFC SH 18558 253 Thousand
Okta Inc OKTA SH 2561 252 Thousand
SPDR S&P Industrial ETF XLI SH 3202 249 Thousand
Dupont De Nemours Inc DD SH 3436 245 Thousand
Adaptive Biotechnologies Corp ADPT SH 7882 244 Thousand
Electronic Arts, Inc. EA SH 2440 239 Thousand
IAC/InterActiveCorp IAC SH 1037 226 Thousand
Wells Fargo & Co. (Northwest Bancorporation) WFC SH 4450 224 Thousand
SPDR S&P Financial ETF XLF SH 8004 224 Thousand
Broadcom Ltd. (Avago Technologies) AVGO SH 779 215 Thousand
Waters Corporation WAT SH 943 211 Thousand
Crown Castle International Corp CCI SH 1500 209 Thousand
Vanguard Growth ETF VUG SH 1250 208 Thousand
Gannett Co Inc GCI SH 15170 163 Thousand

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