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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 3 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MRK MERCK & CO INC Healthcare 30,018.0 $3.9M 0.41% +307.0 +1.0% $128.50 +5.8%
42 VTV VANGUARD INDEX FDS 16,990.0 $3.7M 0.39% +149.0 +0.9% $217.94 +4.0%
43 IYR ISHARES TR 35,490.0 $3.6M 0.39% -187.0 -0.5% $102.25 +1.9%
44 VB VANGUARD INDEX FDS 11,918.0 $3.6M 0.38% +253.0 +2.2% $303.13 +1.6%
45 IVV ISHARES TR 4,764.0 $3.6M 0.38% +198.0 +4.3% $748.99 +3.7%
46 IBM INTERNATIONAL BUSINESS MACHS Technology 12,550.0 $3.5M 0.38% +616.0 +5.2% $281.23 -18.6%
47 AMZN AMAZON COM INC Consumer Cyclical 14,741.0 $3.5M 0.37% +2K +12.2% $238.35 +9.6%
48 JPM JPMORGAN CHASE & CO Financial Services 10,284.0 $3.4M 0.36% +282.0 +2.8% $327.35 +10.3%
49 NVDA NVIDIA CORPORATION Technology 16,255.0 $3.3M 0.34% +4K +30.3% $200.10 +12.4%
50 IAGG ISHARES TR 63,276.0 $3.2M 0.34% -2K -3.0% $50.60 -1.6%
51 IWF ISHARES TR 25,573.0 $3.2M 0.34% +19K +307.9% $124.17 +0.7%
52 PNC PNC FINL SVCS GROUP INC Financial Services 12,739.0 $3.1M 0.33% +652.0 +5.4% $246.24 +3.4%
53 VTWV VANGUARD SCOTTSDALE FDS 15,129.0 $3.0M 0.31% -797.0 -5.0% $195.45 +2.2%
54 IWD ISHARES TR 12,137.0 $2.9M 0.31% -335.0 -2.7% $242.43 +5.9%
55 IWN ISHARES TR 12,744.0 $2.8M 0.30% +87.0 +0.7% $221.20 +2.4%
56 IJJ ISHARES TR 18,973.0 $2.8M 0.30% -200.0 -1.0% $147.73 +2.1%
57 JNJ JOHNSON & JOHNSON Healthcare 11,012.0 $2.8M 0.30% +475.0 +4.5% $253.98 +3.3%
58 IWS ISHARES TR 16,283.0 $2.7M 0.28% -408.0 -2.4% $164.61 +4.5%
59 IWP ISHARES TR 17,840.0 $2.6M 0.28% +668.0 +3.9% $146.41 +0.9%
60 IWB ISHARES TR 6,195.0 $2.5M 0.27% -247.0 -3.8% $409.54 +3.4%
Page 3 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%