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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 4 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PM PHILIP MORRIS INTL INC Consumer Defensive 13,837.0 $2.5M 0.27% $180.92 +5.0%
62 VTI VANGUARD INDEX FDS 6,456.0 $2.4M 0.25% -72.0 -1.1% $370.09 +2.7%
63 PG PROCTER & GAMBLE CO Consumer Defensive 15,649.0 $2.3M 0.24% +272.0 +1.8% $146.64 -1.5%
64 UNP UNION PAC CORP Industrials 8,168.0 $2.2M 0.24% $272.02 +10.9%
65 ABBV ABBVIE INC Healthcare 8,745.0 $2.2M 0.23% $251.64 +5.7%
66 IJK ISHARES TR 17,921.0 $2.1M 0.22% -1K -6.5% $117.50 -1.1%
67 SUB ISHARES TR 19,772.0 $2.1M 0.22% +2K +9.5% $106.47 -0.2%
68 EFG ISHARES TR 16,682.0 $2.1M 0.22% -506.0 -2.9% $124.42 +0.8%
69 MPC MARATHON PETE CORP Energy 7,919.0 $2.0M 0.21% $255.70 +41.1%
70 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,994.0 $1.9M 0.20% -16.0 -0.8% $935.58 +2.3%
71 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 147,691.0 $1.8M 0.19% -8K -5.0% $11.90 -2.9%
72 BK BANK OF NY MELLON CORP Financial Services 12,105.0 $1.8M 0.19% +440.0 +3.8% $144.61 -1.9%
73 FLCV FEDERATED HERMES ETF TRUST 47,985.0 $1.7M 0.18% +3K +5.7% $35.86 +6.2%
74 GE GE AEROSPACE Industrials 4,587.0 $1.7M 0.18% $373.76 -4.7%
75 IJR ISHARES TR 11,461.0 $1.7M 0.18% +285.0 +2.5% $148.32 -0.3%
76 IMCV ISHARES TR 17,676.0 $1.6M 0.17% +4K +33.1% $91.38 +7.7%
77 DE DEERE & CO Industrials 2,442.0 $1.5M 0.17% $634.58 -8.5%
78 QQQ INVESCO QQQ TR Financial Services 2,088.0 $1.5M 0.16% +161.0 +8.3% $736.66 -2.8%
79 IWM ISHARES TR 5,072.0 $1.5M 0.16% $300.50 +0.4%
80 VZ VERIZON COMMUNICATIONS INC Communication Services 35,735.0 $1.5M 0.16% +472.0 +1.3% $42.34 +16.6%
Page 4 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%