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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 9 of 9  ·  178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CTRA COTERRA ENERGY INC Energy 8,486.0 $223K 0.15% NEW $26.32 +23.7%
162 IWN ISHARES TR 1,192.0 $216K 0.15% NEW $181.18 +18.2%
163 D DOMINION ENERGY INC Utilities 3,672.0 $215K 0.15% NEW $58.60 +15.2%
164 WBD WARNER BROS DISCOVERY INC Communication Services 7,456.0 $215K 0.15% NEW $28.82 -6.4%
165 XLC SELECT SECTOR SPDR TR 1,819.0 $214K 0.14% NEW $117.70 -2.0%
166 NOC NORTHROP GRUMMAN CORP Industrials 372.0 $212K 0.14% NEW $570.21 -2.5%
167 DIS DISNEY WALT CO Communication Services 1,857.0 $211K 0.14% NEW $113.78 -9.4%
168 TXN TEXAS INSTRS INC Technology 1,213.0 $210K 0.14% NEW $173.49 +86.4%
169 EATON VANCE TAX-MANAGED BUY- 14,636.0 $210K 0.14% NEW $14.36
170 CSCO CISCO SYS INC Technology 2,710.0 $209K 0.14% NEW $77.03 +52.7%
171 VCR VANGUARD WORLD FD 526.0 $207K 0.14% NEW $393.92 +0.3%
172 EXPAND ENERGY CORPORATION 1,863.0 $206K 0.14% NEW $110.36
173 NTR NUTRIEN LTD Basic Materials 3,265.0 $202K 0.14% NEW $61.72 +13.8%
174 SCHW SCHWAB CHARLES CORP Financial Services 2,010.0 $201K 0.14% NEW $99.89 -10.1%
175 SOUN SOUNDHOUND AI INC Technology 18,900.0 $188K 0.13% NEW $9.97 -18.1%
176 INMD INMODE LTD Healthcare 10,330.0 $152K 0.10% NEW $14.69 -6.2%
177 NEXT NEXTDECADE CORP Energy 28,700.0 $151K 0.10% NEW $5.27 +58.3%
178 JFR NUVEEN FLOATING RATE INCOME Financial Services 10,788.0 $84K 0.06% NEW $7.83 -3.1%
Page 9 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%