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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 3 of 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PNC PNC FINL SVCS GROUP INC Financial Services 12,739.0 $3.1M 0.33% +652.0 +5.4% $246.24 +3.0%
42 IWN ISHARES TR 12,744.0 $2.8M 0.30% +87.0 +0.7% $221.20 +1.7%
43 JNJ JOHNSON & JOHNSON Healthcare 11,012.0 $2.8M 0.30% +475.0 +4.5% $253.98 +6.8%
44 IWP ISHARES TR 17,840.0 $2.6M 0.28% +668.0 +3.9% $146.41 -0.9%
45 PG PROCTER & GAMBLE CO Consumer Defensive 15,649.0 $2.3M 0.24% +272.0 +1.8% $146.64 -2.1%
46 SUB ISHARES TR 19,772.0 $2.1M 0.22% +2K +9.5% $106.47 -0.2%
47 BK BANK OF NY MELLON CORP Financial Services 12,105.0 $1.8M 0.19% +440.0 +3.8% $144.61 -1.9%
48 FLCV FEDERATED HERMES ETF TRUST 47,985.0 $1.7M 0.18% +3K +5.7% $35.86 +5.7%
49 IJR ISHARES TR 11,461.0 $1.7M 0.18% +285.0 +2.5% $148.32 +0.0%
50 IMCV ISHARES TR 17,676.0 $1.6M 0.17% +4K +33.1% $91.38 +7.2%
51 QQQ INVESCO QQQ TR Financial Services 2,088.0 $1.5M 0.16% +161.0 +8.3% $736.66 -2.5%
52 VZ VERIZON COMMUNICATIONS INC Communication Services 35,735.0 $1.5M 0.16% +472.0 +1.3% $42.34 +15.1%
53 HSY HERSHEY CO Consumer Defensive 8,173.0 $1.4M 0.15% +87.0 +1.1% $175.47 +4.6%
54 GEV GE VERNOVA INC Utilities 1,205.0 $1.4M 0.15% +26.0 +2.2% $1175.59 -13.2%
55 QUAL ISHARES TR 6,298.0 $1.4M 0.15% +487.0 +8.4% $219.45 +2.2%
56 CSCO CISCO SYS INC Technology 11,590.0 $1.4M 0.14% +813.0 +7.5% $117.46 -5.5%
57 MO ALTRIA GROUP INC Consumer Defensive 18,645.0 $1.3M 0.14% +93.0 +0.5% $71.95 -9.7%
58 TMO THERMO FISHER SCIENTIFIC INC Healthcare 2,663.0 $1.3M 0.14% +164.0 +6.6% $501.40 +17.0%
59 TT TRANE TECHNOLOGIES PLC Industrials 2,576.0 $1.3M 0.13% +215.0 +9.1% $491.30 -6.0%
60 HD HOME DEPOT INC Consumer Cyclical 3,469.0 $1.2M 0.13% +166.0 +5.0% $352.71 -3.4%
Page 3 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%