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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 15 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 JMST J P MORGAN EXCHANGE TRADED F 4,194.0 $214K 0.02% NEW $51.01 -0.2%
282 XME SPDR SERIES TRUST 2,000.0 $214K 0.02% $106.93 +6.3%
283 ADBE ADOBE INC Technology 1,043.0 $214K 0.02% -7.0 -0.7% $205.02 +28.3%
284 AMAT APPLIED MATLS INC Technology 294.0 $213K 0.02% NEW $724.09 -29.0%
285 PH PARKER-HANNIFIN CORP Industrials 215.0 $210K 0.02% NEW $978.43 +6.5%
286 DECW AIM ETF PRODUCTS TRUST 5,894.0 $210K 0.02% NEW $35.66 +1.7%
287 VXF VANGUARD INDEX FDS 849.0 $209K 0.02% NEW $246.44 -0.3%
288 VAL VALARIS LTD Energy 2,846.0 $207K 0.02% $72.60 +19.0%
289 FENI FIDELITY COVINGTON TRUST 5,146.0 $207K 0.02% NEW $40.14 +3.1%
290 NOMD NOMAD FOODS LTD Consumer Defensive 18,791.0 $206K 0.02% +3K +19.5% $10.95 +4.3%
291 NVBW AIM ETF PRODUCTS TRUST 5,760.0 $205K 0.02% NEW $35.61 +1.8%
292 DFIV DIMENSIONAL ETF TRUST 3,792.0 $205K 0.02% NEW $54.03 +6.8%
293 AGG ISHARES TR 2,032.0 $201K 0.02% +16.0 +0.8% $98.99 -1.7%
294 VWO VANGUARD INTL EQUITY INDEX F 3,369.0 $201K 0.02% NEW $59.69 -0.1%
295 INN SUMMIT HOTEL PPTYS Real Estate 24,335.0 $171K 0.02% -7K -22.8% $7.01 -14.0%
296 F FORD MTR CO Consumer Cyclical 10,874.0 $151K 0.02% +206.0 +1.9% $13.90 +0.2%
297 PAX PATRIA INVESTMENTS LIMITED Financial Services 12,257.0 $135K 0.01% $10.98 +2.5%
298 VLRS CONTROLADORA VUELA COMP DE A Industrials 13,681.0 $128K 0.01% -13K -49.3% $9.37 -21.6%
299 NEWSMAX INC 13,267.0 $110K 0.01% $8.28
300 BUR BURFORD CAPITAL LIMITED Financial Services 25,917.0 $106K 0.01% +11K +74.9% $4.10 +1.0%
Page 15 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%