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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 4 of 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CVX CHEVRON CORPORATION Energy 7,154.0 $1.2M 0.13% +402.0 +6.0% $165.77 +24.1%
62 META META PLATFORMS INC Communication Services 2,050.0 $1.2M 0.12% +513.0 +33.4% $563.38 -3.1%
63 PFE PFIZER INC Healthcare 46,701.0 $1.1M 0.12% +1K +3.0% $24.08 +17.3%
64 NSC NORFOLK SOUTHN CORP Industrials 3,552.0 $1.1M 0.12% +135.0 +4.0% $314.64 +9.9%
65 VTWO VANGUARD SCOTTSDALE FDS 8,921.0 $1.1M 0.12% +585.0 +7.0% $121.43 +0.5%
66 TSLA TESLA INC Consumer Cyclical 2,542.0 $1.1M 0.11% +48.0 +1.9% $420.67 -16.5%
67 CI THE CIGNA GROUP Healthcare 3,868.0 $1.1M 0.11% +53.0 +1.4% $275.74 +0.6%
68 VRTX VERTEX PHARMACEUTICALS INC Healthcare 2,072.0 $1.0M 0.11% +54.0 +2.7% $496.85 +11.1%
69 INTC INTEL CORP Technology 7,369.0 $1.0M 0.11% +857.0 +13.2% $139.65 -33.5%
70 BAC BANK OF AMER CORP Financial Services 18,004.0 $1.0M 0.11% +221.0 +1.2% $56.98 +10.9%
71 KO COCA COLA CO Consumer Defensive 12,354.0 $1.0M 0.11% +319.0 +2.6% $81.28 +11.2%
72 UNH UNITEDHEALTH GROUP INC Healthcare 2,346.0 $975K 0.10% +237.0 +11.2% $415.78 -6.5%
73 V VISA INC Financial Services 2,746.0 $942K 0.10% +70.0 +2.6% $343.12 +6.5%
74 GLD SPDR GOLD TR Financial Services 2,356.0 $868K 0.09% +79.0 +3.5% $368.50 +12.3%
75 ETN EATON CORP PLC Industrials 1,988.0 $847K 0.09% +95.0 +5.0% $426.26 -0.4%
76 VXUS VANGUARD STAR FDS 9,866.0 $843K 0.09% +677.0 +7.4% $85.49 +1.7%
77 IEFA ISHARES TR 8,593.0 $830K 0.09% +1K +16.7% $96.58 +4.0%
78 NFLX NETFLIX INC. Communication Services 11,191.0 $799K 0.09% +4K +48.1% $71.40 +12.4%
79 ISRG INTUITIVE SURGICAL INC Healthcare 1,993.0 $793K 0.08% +45.0 +2.3% $397.68 +0.0%
80 VYM VANGUARD WHITEHALL FDS 4,957.0 $783K 0.08% +1K +30.5% $158.05 +4.6%
Page 4 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%