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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 9 of 10  ·  195 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 5,400.0 $270K 0.15% $49.98 +6.2%
162 VUG VANGUARD INDEX FDS 3,126.0 $269K 0.15% +2K +399.4% $86.14 +2.8%
163 IWN ISHARES TR 1,200.0 $265K 0.15% $221.11 +0.9%
164 CGUI CAPITAL GRP FIXED INCM ETF T 10,480.0 $265K 0.15% NEW $25.28 +0.4%
165 ENR ENERGIZER HLDGS INC Industrials 12,210.0 $262K 0.15% $21.44 +3.9%
166 MMM 3M CO Industrials 1,615.0 $261K 0.15% $161.91 +7.7%
167 IEF ISHARES TR 2,757.0 $261K 0.15% $94.57 -1.8%
168 WAB WABTEC Industrials 924.0 $249K 0.14% $269.69 +8.4%
169 D DOMINION ENERGY INC Utilities 3,630.0 $248K 0.14% -43.0 -1.2% $68.29 -4.1%
170 KLAC KLA CORP Technology 811.0 $245K 0.14% NEW $301.75 -41.8%
171 CGBL CAPITAL GROUP CORE BALANCED 6,410.0 $243K 0.14% -125.0 -1.9% $37.96 +0.6%
172 IUS INVESCO EXCH TRD SLF IDX FD 3,663.0 $240K 0.14% $65.58 +6.8%
173 ALRM ALARM COM HLDGS INC Technology 5,140.0 $240K 0.14% $46.72 +23.0%
174 VLO VALERO ENERGY CORP Energy 916.0 $239K 0.14% +50.0 +5.8% $260.49 +35.3%
175 JCPB J P MORGAN EXCHANGE TRADED F 5,025.0 $236K 0.14% $46.94 -1.5%
176 SIL GLOBAL X FDS 3,032.0 $235K 0.14% $77.45 +28.0%
177 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 800.0 $235K 0.14% $293.18 +5.1%
178 JCI JOHNSON CONTROLS INTERNATION Industrials 1,598.0 $233K 0.13% $146.11 -4.5%
179 PEP PEPSICO INC Consumer Defensive 1,722.0 $233K 0.13% +403.0 +30.6% $135.40 +4.2%
180 INMD INMODE LTD Healthcare 15,795.0 $231K 0.13% $14.62 +1.6%
Page 9 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%