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Portfolio (Quarterly) Guide ↗

Allegheny Financial Group

· CIK 0001844148
13F Portfolio $942M AUM 305 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 29 New 131 Added 53 Reduced 14 Exited
Page 2 of 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPY STATE STR SPDR S&P 500 ETF T Financial Services 9,430.0 $7.0M 0.75% +51.0 +0.5% $746.82 +2.8%
22 AVMV AMERICAN CENTY ETF TR 80,919.0 $6.5M 0.69% +65K +407.7% $80.54 +3.1%
23 FEGE RBB FUND TRUST 125,647.0 $6.1M 0.65% +14K +12.8% $48.92 +5.7%
24 PARNASSUS INCOME FDS 201,071.0 $5.8M 0.61% +38K +23.4% $28.79
25 JMEE J P MORGAN EXCHANGE TRADED F 72,421.0 $5.7M 0.60% +25K +53.0% $78.03 +0.4%
26 GOOG ALPHABET INC Communication Services 15,525.0 $5.5M 0.58% +427.0 +2.8% $353.33 -3.4%
27 BASG ADVISORS INNER CIRCLE FD III 191,987.0 $5.1M 0.54% +65K +50.8% $26.64 +6.6%
28 GOOGL ALPHABET INC Communication Services 13,410.0 $4.8M 0.51% +945.0 +7.6% $357.37 -3.7%
29 VUG VANGUARD INDEX FDS 51,725.0 $4.5M 0.47% +44K +547.4% $86.14 +2.0%
30 AVGO BROADCOM INC Technology 10,519.0 $4.0M 0.42% +258.0 +2.5% $377.78 +0.5%
31 VO VANGUARD INDEX FDS 48,306.0 $3.9M 0.41% +37K +344.8% $80.57 +3.2%
32 MRK MERCK & CO INC Healthcare 30,018.0 $3.9M 0.41% +307.0 +1.0% $128.50 +5.2%
33 VTV VANGUARD INDEX FDS 16,990.0 $3.7M 0.39% +149.0 +0.9% $217.94 +3.9%
34 VB VANGUARD INDEX FDS 11,918.0 $3.6M 0.38% +253.0 +2.2% $303.13 +0.1%
35 IVV ISHARES TR 4,764.0 $3.6M 0.38% +198.0 +4.3% $748.99 +2.9%
36 IBM INTERNATIONAL BUSINESS MACHS Technology 12,550.0 $3.5M 0.38% +616.0 +5.2% $281.23 -17.2%
37 AMZN AMAZON COM INC Consumer Cyclical 14,741.0 $3.5M 0.37% +2K +12.2% $238.35 +8.9%
38 JPM JPMORGAN CHASE & CO Financial Services 10,284.0 $3.4M 0.36% +282.0 +2.8% $327.35 +11.0%
39 NVDA NVIDIA CORPORATION Technology 16,255.0 $3.3M 0.34% +4K +30.3% $200.10 +9.8%
40 IWF ISHARES TR 25,573.0 $3.2M 0.34% +19K +307.9% $124.17 -0.9%
Page 2 of 7  ·  131 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 21.0%
Financial Services 19.6%
Healthcare 11.2%
Consumer Cyclical 10.5%
Energy 9.4%
Industrials 8.2%
Basic Materials 6.5%
Communication Services 5.6%
Consumer Defensive 4.8%
Utilities 3.1%