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  Name: Allied Investment Advisors LLC
  City: BILLINGS
  State: MT
  Zip: 59106
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $414,158,000
  Total Value Change : $46,525,000
  Securities Held Change : 7
   
All Securities Held : 70
  New Positions : 7
  Closed Positions : 1
  Increased Positions : 41
  Unchanged Positions : 13
  Decreased Positions : 9

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 7     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (C)1 Year Chart         C Citigroup Inc 60 New $63.40 $227,000 3,585 0.05% 227,000 3,585 0    Domestic Money Center...
   (ADP)1 Year Chart         ADP Automatic Data Processing Inc 62 New $247.80 $219,000 877 0.05% 219,000 877 0    Business Software & S...
   (SCHD)1 Year Chart         SCHD Schwab US Dividend Equity ETF 63 New $79.56 $211,000 2,623 0.05% 211,000 2,623 0.001    N/A
   (COST)1 Year Chart         COST Costco Wholesale Corp 64 New $775.15 $210,000 287 0.05% 210,000 287 0    Discount, Variety Stores
   (ECL)1 Year Chart         ECL Ecolab Inc 65 New $231.75 $209,000 903 0.05% 209,000 903 0    Cleaning Products
   (LLY)1 Year Chart         LLY Eli Lilly & Co 66 New $757.70 $209,000 269 0.05% 209,000 269 0    Drug Manufacturers - ...
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc 67 New $150.56 $208,000 1,151 0.05% 208,000 1,151 0    Semiconductor- Broad...

      7 Records Found
  1    
Page 1 of 1
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