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 14 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 MSTR STRATEGY INC Technology 2,800.0 $243K 0.03% $86.93 +6.4%
262 CARE CARTER BANKSHARES INC Financial Services 7,148.0 $243K 0.03% NEW $34.01 -7.3%
263 TDY TELEDYNE TECHNOLOGIES INC Technology 362.0 $241K 0.03% +24.0 +7.1% $666.90 -0.3%
264 HONEYWELL AEROSPACE INC 1,089.0 $241K 0.03% NEW $221.08
265 LHX L3HARRIS TECHNOLOGIES INC Industrials 822.0 $239K 0.03% -5.0 -0.6% $290.60 -3.8%
266 AUGW AIM ETF PRODUCTS TRUST 6,950.0 $237K 0.03% $34.05 +1.8%
267 IWV ISHARES TR 551.0 $235K 0.03% $426.60 +2.5%
268 URTH ISHARES INC 1,154.0 $234K 0.03% $202.70 +3.0%
269 IJS ISHARES TR 1,704.0 $233K 0.03% $136.70 +1.0%
270 PWR QUANTA SVCS INC Industrials 323.0 $233K 0.03% NEW $721.07 -3.5%
271 UPS UNITED PARCEL SVCS INC Industrials 2,161.0 $232K 0.03% -161.0 -6.9% $107.52 -5.2%
272 DTE DTE ENERGY CO Utilities 1,516.0 $231K 0.03% $152.40 -8.0%
273 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 2,717.0 $229K 0.02% $84.21 -12.9%
274 BDX BECTON DICKINSON & CO Healthcare 1,504.0 $228K 0.02% +9.0 +0.6% $151.34 +19.4%
275 VIOO VANGUARD ADMIRAL FDS INC 1,649.0 $227K 0.02% NEW $137.56 -0.5%
276 BP BP PLC Energy 6,059.0 $224K 0.02% $36.95 +17.5%
277 COF CAPITAL ONE FINL CORP Financial Services 1,109.0 $223K 0.02% -15.0 -1.3% $200.69 +10.4%
278 ICUI ICU MED INC Healthcare 1,500.0 $220K 0.02% NEW $146.60 +25.3%
279 SCHX SCHWAB STRATEGIC TR 7,324.0 $216K 0.02% NEW $29.43 +2.8%
280 VBR VANGUARD INDEX FDS 885.0 $215K 0.02% NEW $243.01 +1.8%
Page 14 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%