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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 6 of 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MELI MERCADOLIBRE INC Consumer Cyclical 247.0 $419K 0.04% +52.0 +26.7% $1697.39 +4.8%
102 CL COLGATE PALMOLIVE CO Consumer Defensive 4,563.0 $418K 0.04% +224.0 +5.2% $91.68 -0.2%
103 VT VANGUARD INTL EQUITY INDEX F 2,578.0 $405K 0.04% +577.0 +28.8% $156.97 +2.0%
104 NFG NATIONAL FUEL GAS CO Energy 5,175.0 $400K 0.04% +28.0 +0.5% $77.22 +8.0%
105 MADE ISHARES TR 10,080.0 $398K 0.04% +960.0 +10.5% $39.46 -5.8%
106 XLK SELECT SECTOR SPDR TR 2,063.0 $393K 0.04% +41.0 +2.0% $190.59 -2.6%
107 EQT EQT CORP Energy 6,812.0 $362K 0.04% +707.0 +11.6% $53.17 -0.1%
108 VYMI VANGUARD WHITEHALL FDS 3,636.0 $357K 0.04% +556.0 +18.1% $98.23 +5.9%
109 MUB ISHARES TR 3,300.0 $355K 0.04% +415.0 +14.4% $107.65 -2.1%
110 ED CONSOLIDATED EDISON INC Utilities 3,189.0 $353K 0.04% +18.0 +0.6% $110.65 -1.3%
111 PRU PRUDENTIAL FINL INC Financial Services 3,222.0 $348K 0.04% +43.0 +1.4% $107.95 +15.4%
112 DGX QUEST DIAGNOSTICS INC Healthcare 1,609.0 $341K 0.04% +12.0 +0.8% $211.95 +11.5%
113 PPA INVESCO EXCHANGE TRADED FD T 1,903.0 $336K 0.04% +253.0 +15.3% $176.74 +3.3%
114 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,469.0 $329K 0.04% +23.0 +1.6% $223.97 +20.2%
115 TRV TRAVELERS COMPANIES INC Financial Services 982.0 $324K 0.03% +210.0 +27.2% $330.42 +11.4%
116 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 452.0 $318K 0.03% +20.0 +4.6% $704.52 -0.0%
117 BIIB BIOGEN INC Healthcare 1,472.0 $318K 0.03% +22.0 +1.5% $216.16 -1.7%
118 IEMG ISHARES INC 3,738.0 $310K 0.03% +23.0 +0.6% $82.84 -3.9%
119 MCK MCKESSON CORP Healthcare 401.0 $303K 0.03% +10.0 +2.6% $755.61 +15.0%
120 EXC EXELON CORP Utilities 6,468.0 $302K 0.03% +361.0 +5.9% $46.62 -2.8%
Page 6 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%