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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 5 of 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ORCL ORACLE CORP Technology 5,224.0 $766K 0.08% +75.0 +1.5% $146.57 -2.6%
82 MS MORGAN STANLEY Financial Services 3,520.0 $736K 0.08% +87.0 +2.5% $209.05 +4.1%
83 FESM FIDELITY COVINGTON TRUST 15,144.0 $731K 0.08% +7K +87.0% $48.29 -0.4%
84 DHR DANAHER CORP DEL Healthcare 3,601.0 $686K 0.07% +66.0 +1.9% $190.52 +4.8%
85 ABT ABBOTT LABORATORIES Healthcare 7,281.0 $661K 0.07% +63.0 +0.9% $90.75 +24.2%
86 IWR ISHARES TR 5,908.0 $652K 0.07% +207.0 +3.6% $110.32 +2.4%
87 J P MORGAN EXCHANGE TRADED F 4,547.0 $638K 0.07% +872.0 +23.7% $140.24
88 VEA VANGUARD TAX-MANAGED FDS 8,842.0 $630K 0.07% +925.0 +11.7% $71.25 +1.6%
89 TDW TIDEWATER INC NEW Energy 9,447.0 $629K 0.07% +114.0 +1.2% $66.63 +41.3%
90 CEG CONSTELLATION ENERGY CORP Utilities 2,526.0 $628K 0.07% +107.0 +4.4% $248.45 +7.4%
91 VOO VANGUARD INDEX FDS 911.0 $626K 0.07% +77.0 +9.2% $686.86 +2.7%
92 MCD MCDONALDS CORP Consumer Cyclical 2,178.0 $589K 0.06% +19.0 +0.9% $270.35 -1.2%
93 CVNA CARVANA CO Consumer Cyclical 8,655.0 $570K 0.06% +7K +460.2% $65.82 -1.2%
94 CAH CARDINAL HEALTH INC Healthcare 2,389.0 $568K 0.06% +306.0 +14.7% $237.65 -1.1%
95 IMPERIAL PETE INC 112,259.0 $518K 0.06% +16K +16.9% $4.61
96 IVW ISHARES TR 3,572.0 $491K 0.05% +116.0 +3.4% $137.53 +1.6%
97 VEGN ETF SER SOLUTIONS 5,845.0 $481K 0.05% +264.0 +4.7% $82.27 -5.6%
98 WM WASTE MGMT INC DEL Industrials 2,133.0 $476K 0.05% +92.0 +4.5% $222.98 +0.3%
99 DIS DISNEY WALT CO Communication Services 4,843.0 $466K 0.05% +103.0 +2.2% $96.26 +8.0%
100 TLN TALEN ENERGY CORP Utilities 1,180.0 $453K 0.05% +49.0 +4.3% $384.26 -17.3%
Page 5 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%