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Portfolio (Quarterly) Guide ↗

M.E. ALLISON & CO., INC.

· CIK 0001619532
13F Portfolio $174M AUM 195 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 50 Added 29 Reduced 10 Exited
Page 2 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CB CHUBB LIMITED Financial Services 925.0 $315K 0.18% -17.0 -1.8% $340.66 -0.2%
22 MCK MCKESSON CORP Healthcare 416.0 $314K 0.18% -6.0 -1.4% $755.71 +18.2%
23 ISRG INTUITIVE SURGICAL INC Healthcare 765.0 $304K 0.17% -45.0 -5.6% $397.68 -6.3%
24 CSX CSX CORP Industrials 5,933.0 $282K 0.16% -826.0 -12.2% $47.53 +7.9%
25 DUK DUKE ENERGY CORP NEW Utilities 2,173.0 $275K 0.16% -25.0 -1.1% $126.60 -5.0%
26 D DOMINION ENERGY INC Utilities 3,630.0 $248K 0.14% -43.0 -1.2% $68.29 -4.1%
27 CGBL CAPITAL GROUP CORE BALANCED 6,410.0 $243K 0.14% -125.0 -1.9% $37.96 +0.6%
28 COP CONOCOPHILLIPS Energy 2,074.0 $216K 0.12% -13.0 -0.6% $103.96 +25.4%
29 EATON VANCE TAX-MANAGED BUY- 13,336.0 $198K 0.11% -1K -9.2% $14.88
Page 2 of 2  ·  29 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.6%
Financial Services 16.3%
Healthcare 10.9%
Industrials 10.7%
Consumer Cyclical 8.4%
Communication Services 7.5%
Energy 6.4%
Consumer Defensive 6.3%
Utilities 3.4%
Basic Materials 1.2%