M.E. ALLISON & CO., INC.

13F Filings History

Latest 13F report: Q1 2025 - Apr 17, 2025
Value $: $101M
Signature - Title: Linde Murphy - PRESIDENT
Location: San Antonio, TX
Summary: This page shows a list of all the recent 13F filings made by M.E. ALLISON & CO., INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. M.E. ALLISON & CO., INC. reported 154 stock holdings with total value $101M as of Q1 2025. Top holdings included CGDV, SPY, CGGR, JAAA, and JEPI.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q1 2025	154	$101M	+$14.1M	-$1.71M	+$12.4M	CGDV, SPY, CGGR, JAAA, JEPI	13F-HR	4/17/2025, 12:26 PM
Q4 2024	141	$90.5M	$0	$0		CGDV, SPY, CGGR, JEPI, JAAA	13F-HR	1/16/2025, 11:18 AM