M.E. Allison & Co., Inc. has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $147 Billion distributed in 178 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Capital Group Growth ETF Shs C with a value of $7.09B, Capital Group Divid Value ETF with a value of $5.84B, Spdr S&P 500 ETF Trust with a value of $4.5B, Apple Inc. with a value of $4.49B, and Janus Detroit Str Tr Janus Hen with a value of $4.04B.
Examining the 13F form we can see an increase of $3.52B in the current position value, from $144B to 147B.
M.E. Allison & Co., Inc. is based out at San Antonio, TX
Below you can find more details about M.E. Allison & Co., Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$147 Billion
ETFs: $56.2 Billion
Technology: $22.4 Billion
Financial Services: $11.3 Billion
Healthcare: $9.59 Billion
Industrials: $8.12 Billion
Communication Services: $7.91 Billion
Consumer Cyclical: $7.04 Billion
Consumer Defensive: $6.53 Billion
Other: $8.88 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions