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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 5 of 9  ·  178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 USTB VICTORY PORTFOLIOS II 9,563.0 $486K 0.33% NEW $50.84 -0.5%
82 BK BANK NEW YORK MELLON CORP Financial Services 4,185.0 $486K 0.33% NEW $116.08 +21.5%
83 CAT CATERPILLAR INC Industrials 846.0 $485K 0.33% NEW $572.98 +58.6%
84 PHM PULTE GROUP INC Consumer Cyclical 4,074.0 $478K 0.33% NEW $117.26 +0.5%
85 BMY BRISTOL-MYERS SQUIBB CO Healthcare 8,814.0 $475K 0.32% NEW $53.94 +7.6%
86 TDTT FLEXSHARES TR 19,232.0 $463K 0.31% NEW $24.06 +0.7%
87 GS GOLDMAN SACHS GROUP INC Financial Services 522.0 $459K 0.31% NEW $879.00 +13.1%
88 GILD GILEAD SCIENCES INC Healthcare 3,633.0 $446K 0.30% NEW $122.74 +9.0%
89 DFAT DIMENSIONAL ETF TRUST 7,443.0 $443K 0.30% NEW $59.54 +13.5%
90 CGCV CAPITAL GROUP CONSERVATIVE E 14,260.0 $435K 0.29% NEW $30.49 +5.5%
91 LOW LOWES COS INC Consumer Cyclical 1,768.0 $426K 0.29% NEW $241.22 -12.1%
92 VSAT VIASAT INC Technology 12,370.0 $426K 0.29% NEW $34.46 +136.2%
93 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 1,375.0 $418K 0.28% NEW $303.86 +35.7%
94 VOX VANGUARD WORLD FD 2,115.0 $410K 0.28% NEW $193.69 +1.6%
95 VUG VANGUARD INDEX FDS 838.0 $409K 0.28% NEW $487.86 -81.9%
96 ET ENERGY TRANSFER L P Energy 24,692.0 $407K 0.28% NEW $16.49 +18.9%
97 SHYL DBX ETF TR 9,000.0 $405K 0.28% NEW $44.97 -1.1%
98 VO VANGUARD INDEX FDS 1,392.0 $404K 0.28% NEW $290.22 -72.9%
99 PANW PALO ALTO NETWORKS INC Technology 2,184.0 $402K 0.27% NEW $184.20 +39.4%
100 HYBL SSGA ACTIVE TR 14,000.0 $398K 0.27% NEW $28.44 -1.2%
Page 5 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%