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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 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMAT APPLIED MATLS INC Technology 294.0 $213K 0.02% NEW $724.09 -30.2%
22 PH PARKER-HANNIFIN CORP Industrials 215.0 $210K 0.02% NEW $978.43 +5.8%
23 DECW AIM ETF PRODUCTS TRUST 5,894.0 $210K 0.02% NEW $35.66 +1.7%
24 VXF VANGUARD INDEX FDS 849.0 $209K 0.02% NEW $246.44 +0.1%
25 FENI FIDELITY COVINGTON TRUST 5,146.0 $207K 0.02% NEW $40.14 +3.1%
26 NVBW AIM ETF PRODUCTS TRUST 5,760.0 $205K 0.02% NEW $35.61 +1.8%
27 DFIV DIMENSIONAL ETF TRUST 3,792.0 $205K 0.02% NEW $54.03 +6.8%
28 VWO VANGUARD INTL EQUITY INDEX F 3,369.0 $201K 0.02% NEW $59.69 -0.2%
29 PLUG PLUG PWR INC Industrials 12,619.0 $34K 0.00% NEW $2.71 -20.5%
Page 2 of 2  ·  29 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%