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Allegheny Financial Group

· CIK 0001844148
13F Portfolio $741.8B AUM 290 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 13 New 118 Added 58 Reduced 9 Exited
Page 2 of 15  ·  290 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PPG PPG INDS INC Basic Materials 79,246.0 $8.5M 1.14% $106.88 -0.9%
22 HELO J P MORGAN EXCHANGE TRADED F 117,678.0 $7.5M 1.01% +40K +51.4% $63.91 +5.9%
23 LLY ELI LILLY & CO Healthcare 7,997.0 $7.4M 0.99% $919.81 +9.4%
24 SPY STATE STR SPDR S&P 500 ETF T Financial Services 9,379.0 $6.1M 0.82% $650.40 +13.6%
25 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 102,632.0 $6.1M 0.82% $59.03 +20.1%
26 FPAG INVESTMENT MANAGERS SER TR I 145,494.0 $5.3M 0.71% +91K +164.8% $36.28 +6.8%
27 FEGE RBB FUND TRUST 111,410.0 $5.2M 0.71% +15K +16.1% $47.00 +4.9%
28 CAT CATERPILLAR INC Industrials 6,322.0 $4.5M 0.60% $708.56 +25.4%
29 GOOG ALPHABET INC Communication Services 15,098.0 $4.3M 0.58% $286.88 +38.4%
30 PARNASSUS INCOME FDS 162,987.0 $4.1M 0.55% +23K +16.8% $25.00
31 VTWG VANGUARD SCOTTSDALE FDS 16,806.0 $3.8M 0.52% +152.0 +0.9% $229.04 +15.4%
32 GOOGL ALPHABET INC Communication Services 12,465.0 $3.6M 0.48% -548.0 -4.2% $287.58 +39.5%
33 MRK MERCK & CO INC Healthcare 29,711.0 $3.6M 0.48% $120.29 -5.7%
34 VUG VANGUARD INDEX FDS 7,990.0 $3.5M 0.47% +324.0 +4.2% $436.82 -80.0%
35 SNPS SYNOPSYS INC Technology 8,773.0 $3.5M 0.47% +119.0 +1.4% $396.49 +28.6%
36 IYR ISHARES TR 35,677.0 $3.4M 0.46% +964.0 +2.8% $94.56 +5.5%
37 VTV VANGUARD INDEX FDS 16,841.0 $3.3M 0.45% +2K +10.8% $196.20 +5.3%
38 IAGG ISHARES TR 65,227.0 $3.3M 0.44% +1K +1.6% $50.04 -0.7%
39 AVGO BROADCOM INC Technology 10,261.0 $3.2M 0.43% +81.0 +0.8% $309.51 +37.4%
40 JMEE J P MORGAN EXCHANGE TRADED F 47,348.0 $3.2M 0.43% +33K +240.8% $66.77 +7.7%
Page 2 of 15  ·  290 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
Financial Services 20.9%
Technology 18.5%
Energy 12.4%
Consumer Cyclical 11.1%
Healthcare 10.8%
Industrials 7.5%
Communication Services 5.4%
Consumer Defensive 5.2%
Basic Materials 4.5%
Utilities 3.3%