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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 3 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 URTY PROSHARES TR 4,164.0 $364K 0.04% -4K -47.6% $87.35 -1.5%
42 AMG AFFILIATED MANAGERS GROUP Financial Services 1,049.0 $355K 0.04% -448.0 -29.9% $338.40 +8.2%
43 CMCSA COMCAST CORP NEW Communication Services 13,604.0 $334K 0.04% -2K -11.9% $24.55 +5.8%
44 VSS VANGUARD INTL EQUITY INDEX F 1,850.0 $285K 0.03% -1K -38.8% $154.30 +2.4%
45 DBO INVESCO DB MULTI-SECTOR COMM Financial Services 15,970.0 $282K 0.03% -5K -24.6% $17.65 +23.1%
46 WAB WABTEC Industrials 977.0 $264K 0.03% -8.0 -0.8% $269.75 +9.6%
47 KMI KINDER MORGAN INC DEL Energy 7,687.0 $246K 0.03% -282.0 -3.5% $31.97 +2.8%
48 LHX L3HARRIS TECHNOLOGIES INC Industrials 822.0 $239K 0.03% -5.0 -0.6% $290.60 -2.7%
49 UPS UNITED PARCEL SVCS INC Industrials 2,161.0 $232K 0.03% -161.0 -6.9% $107.52 -5.2%
50 COF CAPITAL ONE FINL CORP Financial Services 1,109.0 $223K 0.02% -15.0 -1.3% $200.69 +10.4%
51 ADBE ADOBE INC Technology 1,043.0 $214K 0.02% -7.0 -0.7% $205.02 +29.5%
52 INN SUMMIT HOTEL PPTYS Real Estate 24,335.0 $171K 0.02% -7K -22.8% $7.01 -14.5%
53 VLRS CONTROLADORA VUELA COMP DE A Industrials 13,681.0 $128K 0.01% -13K -49.3% $9.37 -21.3%
Page 3 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%