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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 7 of 10  ·  193 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 XLP SELECT SECTOR SPDR TR 4,080.0 $334K 0.22% +96.0 +2.4% $81.97 +2.0%
122 PBA PEMBINA PIPELINE CORP Energy 7,450.0 $333K 0.22% $44.76 +9.0%
123 VBK VANGUARD INDEX FDS 1,089.0 $329K 0.22% $302.25 +16.7%
124 EMR EMERSON ELEC CO Industrials 2,500.0 $328K 0.22% $131.02 +6.5%
125 VIS VANGUARD WORLD FD 1,040.0 $325K 0.21% $312.22 +9.5%
126 IEMG ISHARES INC 4,570.0 $319K 0.21% NEW $69.75 +19.3%
127 RTX RTX CORPORATION Industrials 1,641.0 $317K 0.21% $192.90 -7.7%
128 AMP AMERIPRISE FINL INC Financial Services 705.0 $313K 0.21% $444.40 +1.9%
129 GOOG ALPHABET INC Communication Services 1,091.0 $313K 0.21% $286.78 +33.4%
130 AMT AMERICAN TOWER CORP Real Estate 1,790.0 $309K 0.20% NEW $172.58 +7.0%
131 CB CHUBB LTD SWITZ Financial Services 942.0 $307K 0.20% -37.0 -3.8% $325.81 -0.3%
132 COWZ PACER FDS TR 4,885.0 $306K 0.20% $62.56 +2.8%
133 KHC KRAFT HEINZ CO Consumer Defensive 13,551.0 $305K 0.20% +351.0 +2.7% $22.49 +6.5%
134 BCSF BAIN CAP SPECIALTY FIN INC Financial Services 24,527.0 $304K 0.20% $12.40 +8.0%
135 XEL XCEL ENERGY INC Utilities 3,800.0 $302K 0.20% $79.44 +2.2%
136 CTRA COTERRA ENERGY INC Energy 8,486.0 $298K 0.20% $35.14 -7.3%
137 HYFI AB ACTIVE ETFS INC 8,000.0 $298K 0.20% $37.19 +0.6%
138 UNP UNION PAC CORP Industrials 1,209.0 $293K 0.19% $242.62 +11.6%
139 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,429.0 $290K 0.19% $203.18 +8.3%
140 DUK DUKE ENERGY CORP NEW Utilities 2,198.0 $288K 0.19% $130.93 -4.0%
Page 7 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%