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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 11 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CSX CSX CORP Industrials 8,056.0 $383K 0.04% $47.54 +7.9%
202 WSFS WSFS FINL CORP Financial Services 4,976.0 $382K 0.04% $76.74 +3.7%
203 GWX SPDR INDEX SHS FDS 8,516.0 $373K 0.04% -563.0 -6.2% $43.76 +5.2%
204 URTY PROSHARES TR 4,164.0 $364K 0.04% -4K -47.6% $87.35 -4.7%
205 EQT EQT CORP Energy 6,812.0 $362K 0.04% +707.0 +11.6% $53.17 +1.5%
206 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 4,438.0 $360K 0.04% $81.18 -7.2%
207 VYMI VANGUARD WHITEHALL FDS 3,636.0 $357K 0.04% +556.0 +18.1% $98.23 +6.0%
208 MUB ISHARES TR 3,300.0 $355K 0.04% +415.0 +14.4% $107.65 -2.1%
209 AMG AFFILIATED MANAGERS GROUP Financial Services 1,049.0 $355K 0.04% -448.0 -29.9% $338.40 +5.2%
210 D DOMINION ENERGY INC Utilities 5,169.0 $353K 0.04% $68.29 -0.4%
211 ED CONSOLIDATED EDISON INC Utilities 3,189.0 $353K 0.04% +18.0 +0.6% $110.65 -1.5%
212 MET METLIFE INC Financial Services 4,137.0 $350K 0.04% $84.62 +11.8%
213 PRU PRUDENTIAL FINL INC Financial Services 3,222.0 $348K 0.04% +43.0 +1.4% $107.95 +12.6%
214 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 716.0 $342K 0.04% NEW $477.94 -13.5%
215 DGX QUEST DIAGNOSTICS INC Healthcare 1,609.0 $341K 0.04% +12.0 +0.8% $211.95 +15.6%
216 PPA INVESCO EXCHANGE TRADED FD T 1,903.0 $336K 0.04% +253.0 +15.3% $176.74 -0.7%
217 CMCSA COMCAST CORP NEW Communication Services 13,604.0 $334K 0.04% -2K -11.9% $24.55 +7.2%
218 IYW ISHARES TR 1,311.0 $331K 0.04% $252.23 -2.2%
219 IMCB ISHARES TR 3,412.0 $329K 0.04% $96.57 +3.3%
220 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,469.0 $329K 0.04% +23.0 +1.6% $223.97 +25.5%
Page 11 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%