BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

M.E. ALLISON & CO., INC.

· CIK 0001619532
13F Portfolio $151M AUM 193 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 38 Added 18 Reduced 5 Exited
Page 10 of 10  ·  193 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 XLC SELECT SECTOR SPDR TR 1,862.0 $206K 0.14% +43.0 +2.4% $110.86 +4.0%
182 PEP PEPSICO INC Consumer Defensive 1,319.0 $205K 0.14% NEW $155.29 -5.1%
183 EXPAND ENERGY CORPORATION 1,863.0 $205K 0.14% $109.78
184 WBS WEBSTER FINL CORP Financial Services 2,928.0 $203K 0.14% NEW $69.42 +4.5%
185 BKNG BOOKING HOLDINGS INC Consumer Cyclical 48.0 $202K 0.13% $4216.54 -96.1%
186 WBD WARNER BROS DISCOVERY INC Communication Services 7,356.0 $202K 0.13% -100.0 -1.3% $27.46 -1.7%
187 EATON VANCE TAX-MANAGED BUY- 14,696.0 $201K 0.13% $13.67
188 RDVY FIRST TR EXCHANGE TRADED FD 2,865.0 $201K 0.13% NEW $70.08 +8.6%
189 ENR ENERGIZER HLDGS INC Industrials 12,210.0 $200K 0.13% NEW $16.42 +12.7%
190 PGNY PROGYNY INC Healthcare 11,365.0 $193K 0.13% $16.98 +49.7%
191 SOUN SOUNDHOUND AI INC Technology 18,900.0 $130K 0.09% $6.87 +20.8%
192 OWL BLUE OWL CAPITAL INC Financial Services 10,000.0 $91K 0.06% NEW $9.13 +10.0%
193 JFR NUVEEN FLOATING RATE INCOME Financial Services 10,788.0 $81K 0.05% $7.52 +1.1%
Page 10 of 10  ·  193 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 24.2%
Financial Services 16.2%
Healthcare 11.4%
Industrials 10.2%
Energy 9.1%
Communication Services 8.4%
Consumer Defensive 8.1%
Consumer Cyclical 7.2%
Utilities 3.4%
Basic Materials 1.5%