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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 16 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 NAK NORTHERN DYNASTY MINERALS LT Basic Materials 52,100.0 $100K 0.01% $1.92 -16.1%
302 ANGX ANGEL STUDIOS INC. Communication Services 20,329.0 $75K 0.01% +2K +10.3% $3.67 +28.3%
303 PLUG PLUG PWR INC Industrials 12,619.0 $34K 0.00% NEW $2.71 -15.9%
304 LINEAGE CELL THERAPEUTICS IN 20,000.0 $26K 0.00% $1.31
305 MVIS MICROVISION INC DEL Technology 12,500.0 $4K $0.33 +554.4%
Page 16 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%