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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 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EFV ISHARES TR 12,137.0 $929K 0.10% -513.0 -4.1% $76.55 +6.3%
22 AFL AFLAC INC Financial Services 7,116.0 $834K 0.09% -11K -60.3% $117.25 +3.7%
23 QCOM QUALCOMM INC Technology 4,205.0 $777K 0.08% -102.0 -2.4% $184.82 -13.7%
24 HWM HOWMET AEROSPACE INC Industrials 2,858.0 $768K 0.08% -243.0 -7.8% $268.88 +6.7%
25 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 790.0 $762K 0.08% -7.0 -0.9% $965.11 -5.5%
26 JSMD JANUS DETROIT STR TR 6,825.0 $691K 0.07% -199.0 -2.8% $101.24 -5.0%
27 FLEX FLEX LTD Technology 4,084.0 $662K 0.07% -1K -25.6% $162.07 -25.3%
28 PEP PEPSICO INC Consumer Defensive 4,579.0 $620K 0.07% -27.0 -0.6% $135.41 +3.6%
29 BA BOEING CO Industrials 2,832.0 $613K 0.07% -16.0 -0.6% $216.49 +3.8%
30 AMD ADVANCED MICRO DEVICES INC Technology 1,055.0 $613K 0.07% -23.0 -2.1% $580.91 -17.5%
31 RRC RANGE RES CORP Energy 15,922.0 $592K 0.06% -603.0 -3.6% $37.19 +6.9%
32 MU MICRON TECHNOLOGY INC Technology 456.0 $527K 0.06% -452.0 -49.8% $1155.61 -18.8%
33 FBND FIDELITY MERRIMACK STR TR 11,412.0 $519K 0.06% -7K -37.1% $45.49 -1.3%
34 CGDV CAPITAL GROUP DIVIDEND VALUE 10,024.0 $494K 0.05% -144.0 -1.4% $49.28 +2.5%
35 ETHO AMPLIFY ETF TR 5,775.0 $466K 0.05% -111.0 -1.9% $80.62 +2.3%
36 USB US BANCORP Financial Services 7,463.0 $451K 0.05% -89.0 -1.2% $60.41 +6.5%
37 WFC WELLS FARGO & CO Financial Services 5,125.0 $424K 0.04% -172.0 -3.2% $82.65 +5.4%
38 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 6,076.0 $408K 0.04% -73.0 -1.2% $67.13 -4.1%
39 GNL GLOBAL NET LEASE INC Real Estate 45,318.0 $405K 0.04% -3K -5.9% $8.94 -0.1%
40 GWX SPDR INDEX SHS FDS 8,516.0 $373K 0.04% -563.0 -6.2% $43.76 +4.7%
Page 2 of 3  ·  53 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%