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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 8 of 10  ·  195 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CB CHUBB LIMITED Financial Services 925.0 $315K 0.18% -17.0 -1.8% $340.66 -0.2%
142 MCK MCKESSON CORP Healthcare 416.0 $314K 0.18% -6.0 -1.4% $755.71 +18.2%
143 BCSF BAIN CAP SPECIALTY FIN INC Financial Services 24,603.0 $308K 0.18% $12.52 -4.7%
144 XEL XCEL ENERGY INC Utilities 3,800.0 $305K 0.18% $80.30 -4.8%
145 PNW PINNACLE WEST CAP CORP Utilities 2,847.0 $305K 0.17% $106.98 -8.8%
146 ISRG INTUITIVE SURGICAL INC Healthcare 765.0 $304K 0.17% -45.0 -5.6% $397.68 -6.3%
147 COWZ PACER FDS TR 4,885.0 $304K 0.17% $62.20 +16.4%
148 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 908.0 $300K 0.17% $330.46 -2.6%
149 HYFI AB ACTIVE ETFS INC 8,000.0 $299K 0.17% $37.34 -0.5%
150 AMAT APPLIED MATLS INC Technology 410.0 $296K 0.17% NEW $723.00 -36.1%
151 AMT AMERICAN TOWER CORP Real Estate 1,790.0 $293K 0.17% $163.57 +7.7%
152 HBAN HUNTINGTON BANCSHARES INC Financial Services 16,450.0 $292K 0.17% $17.73 -4.6%
153 EPD ENTERPRISE PRODS PARTNERS L 7,765.0 $285K 0.16% +402.0 +5.5% $36.76
154 EXPAND ENERGY CORPORATION 3,105.0 $283K 0.16% +1K +66.7% $91.19
155 CSX CSX CORP Industrials 5,933.0 $282K 0.16% -826.0 -12.2% $47.53 +7.9%
156 INTU INTUIT Technology 1,066.0 $278K 0.16% +230.0 +27.5% $261.00 +37.2%
157 IFLO VICTORY PORTFOLIOS II 8,373.0 $277K 0.16% NEW $33.12 +12.3%
158 VTV VANGUARD INDEX FDS 1,266.0 $276K 0.16% $217.93 +3.4%
159 DUK DUKE ENERGY CORP NEW Utilities 2,173.0 $275K 0.16% -25.0 -1.1% $126.60 -5.0%
160 KMI KINDER MORGAN INC DEL Energy 8,500.0 $272K 0.16% $31.97 -1.3%
Page 8 of 10  ·  195 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%