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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 10 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 Q QNITY ELECTRONICS INC Technology 2,844.0 $465K 0.05% $163.35 -18.3%
182 TLN TALEN ENERGY CORP Utilities 1,180.0 $453K 0.05% +49.0 +4.3% $384.26 -17.5%
183 USB US BANCORP Financial Services 7,463.0 $451K 0.05% -89.0 -1.2% $60.41 +2.3%
184 MSI MOTOROLA SOLUTIONS INC Technology 1,051.0 $437K 0.05% NEW $415.46 +14.0%
185 MOOG INC 1,000.0 $427K 0.04% $427.16
186 MOOG INC 1,000.0 $424K 0.04% $423.84
187 WFC WELLS FARGO & CO Financial Services 5,125.0 $424K 0.04% -172.0 -3.2% $82.65 +1.3%
188 MTUM ISHARES TR 1,226.0 $420K 0.04% $342.87 -11.0%
189 MELI MERCADOLIBRE INC Consumer Cyclical 247.0 $419K 0.04% +52.0 +26.7% $1697.39 +13.2%
190 CL COLGATE PALMOLIVE CO Consumer Defensive 4,563.0 $418K 0.04% +224.0 +5.2% $91.68 -2.2%
191 MPLX MPLX LP Energy 7,364.0 $415K 0.04% $56.33 +4.0%
192 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 6,076.0 $408K 0.04% -73.0 -1.2% $67.13 -6.0%
193 GNL GLOBAL NET LEASE INC Real Estate 45,318.0 $405K 0.04% -3K -5.9% $8.94 +1.7%
194 VT VANGUARD INTL EQUITY INDEX F 2,578.0 $405K 0.04% +577.0 +28.8% $156.97 +1.9%
195 NFG NATIONAL FUEL GAS CO Energy 5,175.0 $400K 0.04% +28.0 +0.5% $77.22 +8.7%
196 MADE ISHARES TR 10,080.0 $398K 0.04% +960.0 +10.5% $39.46 -8.1%
197 XLK SELECT SECTOR SPDR TR 2,063.0 $393K 0.04% +41.0 +2.0% $190.59 -3.9%
198 MDLZ MONDELEZ INTL INC Consumer Defensive 6,692.0 $387K 0.04% $57.85 +10.9%
199 HBAN HUNTINGTON BANCSHARES INC Financial Services 21,786.0 $386K 0.04% $17.73 -4.1%
200 PSX PHILLIPS 66 Energy 2,283.0 $386K 0.04% $169.09 +41.9%
Page 10 of 16  ·  305 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%