M.E. Allison & Co., Inc. Incresed Positions in Q4 2025

M.E. Allison & Co., Inc.

  • $147 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
ORCL
Oracle Corp

Technology
4K
+ 375.59%
$217.57 - $313.0 $870K - $1.25M
5.07K $987M
CGGR
Capital Group Growth ETF Shs C

ETFs
8.96K
+ 5.96%
$43.04 - $45.68 $386K - $409K
159K $7.09B
LLY
Eli Lilly & CO

Healthcare
10
+ 0.68%
$799.57 - $1025.28 $8K - $10.3K
1.48K $1.59B
CGUS
Capital Group Core Equity ETF
9.39K
+ 13.22%
$38.81 - $40.67 $364K - $382K
80.4K $3.23B
CGDV
Capital Group Divid Value ETF

ETFs
5.01K
+ 3.89%
$41.33 - $43.47 $207K - $218K
134K $5.84B
GOOGL
Alphabet Inc.

Communication Services
81
+ 2.02%
$236.57 - $291.31 $19.2K - $23.6K
4.09K $1.28B
ALGN
Align Technology Inc

Healthcare
1.05K
+ 33.6%
$125.79 - $144.49 $131K - $151K
4.16K $649M
NVDA
Nvidia Corp

Technology
1.05K
+ 12.55%
$179.83 - $207.04 $189K - $218K
9.44K $1.76B
Victory Portfolios Ii
3.47K
+ 12.5%
N/A
31.2K $1.23B
WFC
Wells Fargo & Company

Financial Services
2
+ 0.01%
$77.62 - $87.3 $155 - $175
18.8K $1.75B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.29K
+ 5.29%
$56.33 - $59.22 $129K - $135K
45.5K $2.64B
MU
Micron Technology Inc

Technology
1
+ 0.08%
$181.6 - $253.3 $182 - $253
1.3K $369M
XLV
Select Sector Spdr Fund Health

ETFs
442
+ 8.52%
$141.95 - $152.82 $62.7K - $67.5K
5.63K $871M
VO
Vanguard Mid Cap ETF

ETFs
515
+ 58.72%
$286.27 - $296.23 $147K - $153K
1.39K $404M
AVGO
Broadcom Inc.

Technology
4
+ 0.05%
$324.63 - $385.98 $1.3K - $1.54K
8.88K $3.07B
KO
Coca Cola CO

Consumer Defensive
116
+ 0.45%
$66.1 - $71.61 $7.67K - $8.31K
25.9K $1.81B
CGMS
Capital Grp Core Plus Income E
3.76K
+ 13.71%
N/A
31.2K $861M
Capital Group Conservative E
3.09K
+ 27.66%
N/A
14.3K $435M
USTB
Victory Portfolios Ii Victorys

ETFs
1.89K
+ 24.63%
$50.79 - $51.05 $96K - $96.5K
9.56K $486M
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
3.8K
+ 24.65%
$24.14 - $24.4 $91.8K - $92.8K
19.2K $463M
BMY
Bristol Myers Squibb CO

Healthcare
1
+ 0.01%
$42.6 - $49.08 $42.6 - $49.1
8.81K $475M
IEF
Ishares Barclays

ETFs
565
+ 25.91%
$96.12 - $97.72 $54.3K - $55.2K
2.75K $264M
DOW
Dow Inc.

Basic Materials
2.01K
+ 21.46%
$20.65 - $25.73 $41.5K - $51.7K
11.4K $266M
XLF
Financial Sector Spdr

ETFs
578
+ 2.88%
$51.76 - $53.77 $29.9K - $31.1K
20.6K $1.13B
Super Micro Computer Inc
4.18K
+ 97.89%
N/A
8.44K $247M
BAC
Bank Of America Corp

Financial Services
10
+ 0.08%
$48.65 - $54.11 $487 - $541
12.2K $671M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
20
+ 1.48%
$280.66 - $305.09 $5.61K - $6.1K
1.38K $418M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2
+ 0.08%
$600.51 - $631.95 $1.2K - $1.26K
2.58K $1.62B
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.02%
$294.11 - $320.41 $294 - $320
5.62K $1.81B
XLK
Technology Sector Spdr

ETFs
5.35K
+ 100.02%
$278.39 - $304.13 $1.49M - $1.63M
10.7K $1.54B
CGGO
Capital Group Global Growth Eq

ETFs
543
+ 2.3%
$33.63 - $35.51 $18.3K - $19.3K
24.2K $838M
CB
Chubb LTD

Financial Services
1
+ 0.1%
$268.2 - $296.22 $268 - $296
979 $305M
TSLA
Tesla, Inc.

Consumer Cyclical
50
+ 3.91%
$401.99 - $468.37 $20.1K - $23.4K
1.33K $597M
Capital Group Core Balanced
570
+ 9.56%
N/A
6.54K $231M
Capital Group Dividend Growe
2
+ 0.01%
N/A
15.1K $538M
V
Visa Inc.

Financial Services
2
+ 0.14%
$325.75 - $352.42 $652 - $705
1.46K $512M
OGE
Oge Energy Corp.

Utilities
991
+ 12.29%
$44.05 - $47.04 $43.7K - $46.6K
9.05K $387M
XLP
Consumer Staples Sector Spdr

ETFs
194
+ 5.12%
N/A
3.98K $309M
VUG
Vanguard Growth ETF

ETFs
11
+ 1.33%
$470.44 - $504.26 $5.17K - $5.55K
838 $409M
VV
Vanguard Large Cap ETF

ETFs
1
+ 0.06%
$301.9 - $317.98 $302 - $318
1.58K $496M
QCOM
Qualcomm Inc

Technology
1
+ 0.05%
$153.59 - $187.68 $154 - $188
2.2K $375M
DFAT
Dimensional ETF Tr U S Target

ETFs
4
+ 0.05%
$55.75 - $58.83 $223 - $235
7.44K $443M
XLY
Select Sector Spdr Consumer Di

ETFs
2.88K
+ 103.67%
$228.75 - $242.18 $658K - $697K
5.65K $675M
IEFA
Ishares Tr

ETFs
5
+ 0.13%
$86.09 - $89.88 $430 - $449
3.72K $332M
PFE
Pfizer Inc

Healthcare
1.16K
+ 3.18%
$24.23 - $27.37 $28.2K - $31.8K
37.7K $938M
VTV
Vanguard Value ETF

ETFs
6
+ 0.48%
$182.87 - $189.72 $1.1K - $1.14K
1.27K $242M
WM
Waste Management Inc

Industrials
42
+ 1.72%
$196.77 - $219.98 $8.26K - $9.24K
2.48K $544M
IWN
Ishares Russell2000 Val ETF

ETFs
7
+ 0.59%
$172.34 - $181.51 $1.21K - $1.27K
1.19K $216M
VBK
Vanguard Small Cap Growth ETF

ETFs
3
+ 0.28%
$291.71 - $309.36 $875 - $928
1.09K $329M
Activity Summary
Buys All Purchases 79 New Holdings 12 Increased Positions 67 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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