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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 6 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PFE PFIZER INC Healthcare 46,701.0 $1.1M 0.12% +1K +3.0% $24.08 +17.3%
102 GLW CORNING INC Technology 4,376.0 $1.1M 0.12% $255.45 -40.3%
103 NSC NORFOLK SOUTHN CORP Industrials 3,552.0 $1.1M 0.12% +135.0 +4.0% $314.64 +9.9%
104 VTWO VANGUARD SCOTTSDALE FDS 8,921.0 $1.1M 0.12% +585.0 +7.0% $121.43 +0.5%
105 TSLA TESLA INC Consumer Cyclical 2,542.0 $1.1M 0.11% +48.0 +1.9% $420.67 -16.5%
106 CI THE CIGNA GROUP Healthcare 3,868.0 $1.1M 0.11% +53.0 +1.4% $275.74 +0.6%
107 VRTX VERTEX PHARMACEUTICALS INC Healthcare 2,072.0 $1.0M 0.11% +54.0 +2.7% $496.85 +11.1%
108 INTC INTEL CORP Technology 7,369.0 $1.0M 0.11% +857.0 +13.2% $139.65 -33.5%
109 BAC BANK OF AMER CORP Financial Services 18,004.0 $1.0M 0.11% +221.0 +1.2% $56.98 +10.9%
110 KO COCA COLA CO Consumer Defensive 12,354.0 $1.0M 0.11% +319.0 +2.6% $81.28 +11.2%
111 COP CONOCOPHILLIPS Energy 9,619.0 $1.0M 0.11% -180.0 -1.8% $103.96 +25.6%
112 T AT&T INC Communication Services 48,148.0 $997K 0.11% $20.70 +21.4%
113 PPL PPL CORP Utilities 27,406.0 $996K 0.11% $36.35 -2.4%
114 UNH UNITEDHEALTH GROUP INC Healthcare 2,346.0 $975K 0.10% +237.0 +11.2% $415.78 -6.5%
115 DKS DICKS SPORTING GOODS INC Consumer Cyclical 4,288.0 $973K 0.10% $226.85 -15.7%
116 EQWL INVESCO EXCHANGE TRADED FD T 7,401.0 $955K 0.10% $129.03 +4.9%
117 V VISA INC Financial Services 2,746.0 $942K 0.10% +70.0 +2.6% $343.12 +6.5%
118 EFV ISHARES TR 12,137.0 $929K 0.10% -513.0 -4.1% $76.55 +6.5%
119 TPL TEXAS PACIFIC LAND CORPORATI Energy 2,090.0 $915K 0.10% $437.74 -14.7%
120 GLD SPDR GOLD TR Financial Services 2,356.0 $868K 0.09% +79.0 +3.5% $368.50 +12.3%
Page 6 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%