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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 12 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 GS GOLDMAN SACHS GROUP INC Financial Services 321.0 $326K 0.04% $1014.39 -0.9%
222 TRV TRAVELERS COMPANIES INC Financial Services 982.0 $324K 0.03% +210.0 +27.2% $330.42 +10.5%
223 DTD WISDOMTREE TR 3,468.0 $323K 0.03% $93.26 +4.5%
224 CR CRANE COMPANY Industrials 1,441.0 $321K 0.03% $223.07 -6.9%
225 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 452.0 $318K 0.03% +20.0 +4.6% $704.52 -0.9%
226 BIIB BIOGEN INC Healthcare 1,472.0 $318K 0.03% +22.0 +1.5% $216.16 +1.7%
227 LPX LOUISIANA PAC CORP Basic Materials 4,029.0 $317K 0.03% $78.67 -5.6%
228 IEMG ISHARES INC 3,738.0 $310K 0.03% +23.0 +0.6% $82.84 -2.5%
229 COHR COHERENT CORP Technology 785.0 $310K 0.03% NEW $394.47 -27.9%
230 EPD ENTERPRISE PRODS PARTNERS L Energy 8,398.0 $309K 0.03% $36.76 +4.2%
231 NWBI NORTHWEST BANCSHARES INC Financial Services 20,097.0 $305K 0.03% $15.16 +0.3%
232 MCK MCKESSON CORP Healthcare 401.0 $303K 0.03% +10.0 +2.6% $755.61 +12.6%
233 STBA S & T BANCORP INC Financial Services 6,164.0 $303K 0.03% $49.09 +1.4%
234 EXC EXELON CORP Utilities 6,468.0 $302K 0.03% +361.0 +5.9% $46.62 -1.9%
235 VNQ VANGUARD INDEX FDS 3,125.0 $301K 0.03% +253.0 +8.8% $96.44 +2.6%
236 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,018.0 $299K 0.03% $293.39 +5.5%
237 SRE SEMPRA Utilities 3,207.0 $297K 0.03% $92.74 -5.1%
238 PAYX PAYCHEX INC Industrials 2,996.0 $295K 0.03% $98.34 +25.8%
239 FLYW FLYWIRE CORPORATION Technology 16,459.0 $289K 0.03% +2K +13.1% $17.57 +7.5%
240 VSS VANGUARD INTL EQUITY INDEX F 1,850.0 $285K 0.03% -1K -38.8% $154.30 +3.1%
Page 12 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%