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Portfolio (Quarterly) Guide ↗

M.E. ALLISON & CO., INC.

· CIK 0001619532
13F Portfolio $147M AUM Filed Jan 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 178 New
Page 3 of 9  ·  178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TGT TARGET CORP Consumer Defensive 9,993.0 $977K 0.66% NEW $97.75 +28.0%
42 BERKSHIRE HATHAWAY INC DEL 1,883.0 $946K 0.64% NEW $502.65
43 VGT VANGUARD WORLD FD 1,253.0 $945K 0.64% NEW $754.16 -84.4%
44 PFE PFIZER INC Healthcare 37,674.0 $938K 0.64% NEW $24.90 +3.4%
45 IJR ISHARES TR 7,382.0 $887K 0.60% NEW $120.18 +16.0%
46 IVV ISHARES TR 1,275.0 $873K 0.59% NEW $684.75 +10.0%
47 XLV SELECT SECTOR SPDR TR 5,627.0 $871K 0.59% NEW $154.81 -3.8%
48 CGMS CAPITAL GRP FIXED INCM ETF T 31,157.0 $861K 0.58% NEW $27.62 -0.3%
49 CGGO CAPITAL GROUP GBL GROWTH EQT 24,184.0 $838K 0.57% NEW $34.65 +17.0%
50 IJH ISHARES TR 12,478.0 $824K 0.56% NEW $66.00 +12.9%
51 MRK MERCK & CO INC Healthcare 7,643.0 $805K 0.55% NEW $105.26 +14.4%
52 VZ VERIZON COMMUNICATIONS INC Communication Services 18,980.0 $773K 0.53% NEW $40.73 +19.1%
53 SFNC SIMMONS 1ST NATL CORP Financial Services 40,066.0 $755K 0.51% NEW $18.85 +14.1%
54 JAVA J P MORGAN EXCHANGE TRADED F 10,365.0 $743K 0.51% NEW $71.72 +7.7%
55 COST COSTCO WHSL CORP NEW Consumer Defensive 845.0 $729K 0.49% NEW $862.85 +16.3%
56 LUV SOUTHWEST AIRLS CO Industrials 16,911.0 $699K 0.47% NEW $41.33 +2.4%
57 SO SOUTHERN CO Utilities 7,996.0 $697K 0.47% NEW $87.20 +8.0%
58 XLY SELECT SECTOR SPDR TR 5,654.0 $675K 0.46% NEW $119.42 -0.3%
59 BAC BANK AMERICA CORP Financial Services 12,204.0 $671K 0.46% NEW $55.00 -5.5%
60 ALGN ALIGN TECHNOLOGY INC Healthcare 4,155.0 $649K 0.44% NEW $156.15 +4.9%
Page 3 of 9  ·  178 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 26.2%
Financial Services 18.0%
Healthcare 11.4%
Industrials 9.3%
Communication Services 9.1%
Consumer Cyclical 8.1%
Consumer Defensive 7.5%
Energy 6.6%
Utilities 3.0%
Basic Materials 0.9%