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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 5 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SCZ ISHARES TR 17,658.0 $1.5M 0.15% -1K -6.9% $82.27 +4.7%
82 HSY HERSHEY CO Consumer Defensive 8,173.0 $1.4M 0.15% +87.0 +1.1% $175.47 +7.6%
83 GEV GE VERNOVA INC Utilities 1,205.0 $1.4M 0.15% +26.0 +2.2% $1175.59 -16.0%
84 QUAL ISHARES TR 6,298.0 $1.4M 0.15% +487.0 +8.4% $219.45 +2.2%
85 NEE NEXTERA ENERGY INC Utilities 15,729.0 $1.4M 0.15% $87.77 -2.1%
86 CSCO CISCO SYS INC Technology 11,590.0 $1.4M 0.14% +813.0 +7.5% $117.46 -5.9%
87 MO ALTRIA GROUP INC Consumer Defensive 18,645.0 $1.3M 0.14% +93.0 +0.5% $71.95 -8.2%
88 AXP AMERICAN EXPRESS CO Financial Services 3,956.0 $1.3M 0.14% $338.27 +0.5%
89 TMO THERMO FISHER SCIENTIFIC INC Healthcare 2,663.0 $1.3M 0.14% +164.0 +6.6% $501.40 +22.4%
90 VEU VANGUARD INTL EQUITY INDEX F 15,840.0 $1.3M 0.14% $83.75 +1.4%
91 SOXL DIREXION SHARES ETF TRUST 4,914.0 $1.3M 0.14% -582.0 -10.6% $266.73 -54.7%
92 GDX VANECK ETF TRUST 17,273.0 $1.3M 0.14% -195.0 -1.1% $75.45 +29.0%
93 TT TRANE TECHNOLOGIES PLC Industrials 2,576.0 $1.3M 0.13% +215.0 +9.1% $491.30 -7.3%
94 MMM 3M CO Industrials 7,652.0 $1.2M 0.13% $161.92 +11.5%
95 IWO ISHARES TR 3,128.0 $1.2M 0.13% -16.0 -0.5% $394.02 -0.9%
96 HD HOME DEPOT INC Consumer Cyclical 3,469.0 $1.2M 0.13% +166.0 +5.0% $352.71 -2.4%
97 CVX CHEVRON CORPORATION Energy 7,154.0 $1.2M 0.13% +402.0 +6.0% $165.77 +24.1%
98 WMT WALMART INC Consumer Defensive 10,345.0 $1.2M 0.12% $113.27 +0.9%
99 META META PLATFORMS INC Communication Services 2,050.0 $1.2M 0.12% +513.0 +33.4% $563.38 -3.1%
100 SO SOUTHERN CO Utilities 11,942.0 $1.1M 0.12% $95.71 -3.7%
Page 5 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%