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| Allied Investment Advisors LLC
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| CRD # | 159103 |
| SEC # | 801-79202 |
| CIK # | 0001729869 |
| AUM | 1,488.0 M (2026-02-11) |
| Employees | 12 (92% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 406-839-2037 |
| Address | 3409 Transtech Way Billings, MT 59102 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001729869 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 25.4 | ||
| J P Morgan Chase & Co | 23.1 | ||
| Caterpillar Inc | 21.4 | ||
| State Street Corp | 20.8 | ||
| Goldman Sachs Group Inc | 20.8 | ||
| Johnson & Johnson | 19.3 | ||
| United Technologies Corp /DE/ | 19.2 | ||
| Deere & Co | 19.1 | ||
| Bank of America Corp /DE/ | 19.0 | ||
| AAON Inc | 19.0 | ||
| Wells Fargo & Co/MN | 17.4 | ||
| US Bancorp de | 16.9 | ||
| Royal Dutch Shell PLC | 15.8 | ||
| Chevron Corp | 15.6 | ||
| Fedex Corp | 15.4 | ||
| Total Sa | 15.0 | ||
| 3M Co | 14.7 | ||
| Lowes Companies Inc | 14.6 | ||
| Sysco Corp | 14.4 | ||
| Apple Inc | 13.8 | ||
| Target Corp | 13.7 | ||
| Procter & Gamble Co | 13.4 | ||
| Realty Income Corp | 13.4 | ||
| Amrize Ltd | 12.8 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 646 | 182.9 |
| (b) Individuals (high net worth individuals) | 307 | 785.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 77 | 353.6 |
| (h) Charitable organizations | 14 | 95.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 27 | 69.8 |
| (n) Other | 0 | 0.0 |
| Total | 2,411 | 1,488.0 |
| By Discretionary | ||
| Discretionary | 2,388 | 1,467.5 |
| Non-Discretionary | 23 | 20.5 |
| Total | 2,411 | 1,488.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,488.0 | |
| Total | 2,411 | 1,488.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001729869] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail, Research |
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|---|---|---|
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