BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 13 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 FE FIRSTENERGY CORP Utilities 5,987.0 $285K 0.03% $47.54 -0.6%
242 DBO INVESCO DB MULTI-SECTOR COMM Financial Services 15,970.0 $282K 0.03% -5K -24.6% $17.65 +22.5%
243 MA MASTERCARD INCORPORATED Financial Services 546.0 $281K 0.03% +12.0 +2.2% $514.39 +11.6%
244 IYE ISHARES TR 4,934.0 $279K 0.03% $56.60 +18.9%
245 DUPONT DE NEMOURS INC 2,046.0 $278K 0.03% NEW $135.64
246 TBLD THORNBURG INCM BUILDER OPP T Financial Services 12,546.0 $277K 0.03% NEW $22.07 -0.2%
247 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 3,005.0 $277K 0.03% $92.09 -1.4%
248 DVY ISHARES TR 1,745.0 $273K 0.03% $156.35 +5.5%
249 HLNE HAMILTON LANE INC Financial Services 3,448.0 $272K 0.03% NEW $78.83 +28.3%
250 VSGX VANGUARD WORLD FD 3,232.0 $266K 0.03% $82.35 -0.2%
251 TRULIEVE CANNABIS CORP 26,880.0 $264K 0.03% NEW $9.83
252 WAB WABTEC Industrials 977.0 $264K 0.03% -8.0 -0.8% $269.75 +9.3%
253 CSL CARLISLE COS INC Industrials 723.0 $262K 0.03% $362.96 -1.8%
254 IAU ISHARES GOLD TR Financial Services 3,440.0 $260K 0.03% +20.0 +0.6% $75.52 +8.2%
255 NEAR ISHARES U S ETF TR 5,056.0 $256K 0.03% $50.67 -0.3%
256 CGIC CAPITAL GROUP INTERNATIONAL 7,029.0 $256K 0.03% $36.39 +0.3%
257 PRF INVESCO EXCHANGE TRADED FD T 4,668.0 $252K 0.03% $54.04 +3.7%
258 KMI KINDER MORGAN INC DEL Energy 7,687.0 $246K 0.03% -282.0 -3.5% $31.97 +2.8%
259 ANNX ANNEXON INC Healthcare 42,900.0 $245K 0.03% $5.71 -7.5%
260 HONEYWELL INTL INC 1,089.0 $244K 0.03% NEW $223.90
Page 13 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%