0001172661-18-001090.txt : 20180514 0001172661-18-001090.hdr.sgml : 20180514 20180514163624 ACCESSION NUMBER: 0001172661-18-001090 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180331 FILED AS OF DATE: 20180514 DATE AS OF CHANGE: 20180514 EFFECTIVENESS DATE: 20180514 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Allen Investment Management LLC CENTRAL INDEX KEY: 0001326234 IRS NUMBER: 341975156 STATE OF INCORPORATION: NY FISCAL YEAR END: 1130 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-11378 FILM NUMBER: 18831256 BUSINESS ADDRESS: STREET 1: 711 FIFTH AVENUE CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 2128328000 MAIL ADDRESS: STREET 1: 711 FIFTH AVENUE CITY: NEW YORK STATE: NY ZIP: 10022 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001326234 XXXXXXXX 03-31-2018 03-31-2018 false Allen Investment Management LLC

711 Fifth Avenue New York NY 10022

13F HOLDINGS REPORT 028-11378 N Howard M. Felson 212-832-8000 /s/ Howard M. Felson New York NY 05-14-2018 1 166 2400937 1 0001389544 028-12302 ALLEN OPERATIONS LLC INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 4525 20614 SH DFND 1 20614 0 0 ABB LTD SPONSORED ADR 000375204 362 15234 SH DFND 1 15234 0 0 ABBOTT LABS COM 002824100 697 11627 SH DFND 1 11627 0 0 ABBVIE INC COM 00287Y109 805 8504 SH DFND 1 8504 0 0 ABIOMED INC COM 003654100 6371 21894 SH DFND 1 21894 0 0 ACTIVISION BLIZZARD INC COM 00507V109 1796 26623 SH DFND 1 26623 0 0 ADOBE SYS INC COM 00724F101 1171 5418 SH DFND 1 5418 0 0 ADVANCE AUTO PARTS INC COM 00751Y106 61630 519867 SH DFND 1 519867 0 0 ADVANCED DRAIN SYS INC DEL COM 00790R104 2741 105820 SH DFND 1 105820 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 10308 56164 SH DFND 1 56164 0 0 ALPHABET INC CAP STK CL A 02079K305 7785 7506 SH DFND 1 7506 0 0 ALPHABET INC CAP STK CL C 02079K107 131630 127574 SH DFND 1 127574 0 0 ALPS ETF TR ALERIAN MLP 00162Q866 4092 436744 SH DFND 1 436744 0 0 AMAZON COM INC COM 023135106 6756 4668 SH DFND 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9656 SH DFND 1 9656 0 0 SCHWAB CHARLES CORP NEW COM 808513105 62960 1205663 SH DFND 1 1205663 0 0 SERVICENOW INC COM 81762P102 50635 306042 SH DFND 1 306042 0 0 SHERWIN WILLIAMS CO COM 824348106 48225 122985 SH DFND 1 122985 0 0 SHUTTERSTOCK INC COM 825690100 265 5500 SH DFND 1 5500 0 0 SONY CORP SPONSORED ADR 835699307 973 20132 SH DFND 1 20132 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 6825 25936 SH DFND 1 25936 0 0 SPDR SER TR NUVEEN BLMBRG SR 78468R739 1750 36586 SH DFND 1 36586 0 0 SYSCO CORP COM 871829107 61904 1032414 SH DFND 1 1032414 0 0 TCP CAP CORP COM 87238Q103 347 24416 SH DFND 1 24416 0 0 TEXAS INSTRS INC COM 882508104 355 3416 SH DFND 1 3416 0 0 THIRD PT REINS LTD COM G8827U100 1744 125000 SH DFND 1 125000 0 0 TJX COS INC NEW COM 872540109 310 3800 SH DFND 1 3800 0 0 TORTOISE ENERGY INFRA CORP COM 89147L100 4228 169244 SH DFND 1 169244 0 0 TORTOISE MLP FD INC COM 89148B101 4298 269124 SH DFND 1 269124 0 0 TPG SPECIALTY LENDING INC COM 87265K102 406 22754 SH DFND 1 22754 0 0 TRANSDIGM GROUP INC COM 893641100 133566 435155 SH DFND 1 435155 0 0 TRIANGLE CAP CORP COM 895848109 219 19692 SH DFND 1 19692 0 0 TWITTER INC COM 90184L102 11684 402743 SH DFND 1 402743 0 0 TYLER TECHNOLOGIES INC COM 902252105 1695 8034 SH DFND 1 8034 0 0 UNILEVER PLC SPON ADR NEW 904767704 3820 68760 SH DFND 1 68760 0 0 UNITED TECHNOLOGIES CORP COM 913017109 827 6571 SH DFND 1 6571 0 0 UNITED THERAPEUTICS CORP DEL COM 91307C102 723 6434 SH DFND 1 6434 0 0 VANGUARD BD INDEX FD INC INTERMED TERM 921937819 26856 328430 SH DFND 1 328430 0 0 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 19945 254277 SH DFND 1 254277 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3346 13821 SH DFND 1 13821 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 5027 38843 SH DFND 1 38843 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 17644 130004 SH DFND 1 130004 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 31333 576292 SH DFND 1 576292 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 24690 525547 SH DFND 1 525547 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 6310 108518 SH DFND 1 108518 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 11396 134328 SH DFND 1 134328 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 18706 238509 SH DFND 1 238509 0 0 VANGUARD STAR FD VG TL INTL STK F 921909768 107473 1900503 SH DFND 1 1900503 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 27481 621029 SH DFND 1 621029 0 0 VANGUARD WORLD FDS ENERGY ETF 92204A306 413 4467 SH DFND 1 4467 0 0 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 587 8449 SH DFND 1 8449 0 0 VANGUARD WORLD FDS INDUSTRIAL ETF 92204A603 534 3841 SH DFND 1 3841 0 0 VANGUARD WORLD FDS MATERIALS ETF 92204A801 510 3960 SH DFND 1 3960 0 0 VISA INC COM CL A 92826C839 1236 10332 SH DFND 1 10332 0 0 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 3447 123898 SH DFND 1 123898 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 770 11757 SH DFND 1 11757 0 0 WAYFAIR INC CL A 94419L101 71582 1060000 SH DFND 1 1060000 0 0 WORKDAY INC CL A 98138H101 3084 24264 SH DFND 1 24264 0 0