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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 7 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 GL GLOBE LIFE INC Financial Services 4,752.0 $849K 0.09% $178.68 -4.0%
122 ETN EATON CORP PLC Industrials 1,988.0 $847K 0.09% +95.0 +5.0% $426.26 -1.6%
123 VXUS VANGUARD STAR FDS 9,866.0 $843K 0.09% +677.0 +7.4% $85.49 +1.8%
124 AFL AFLAC INC Financial Services 7,116.0 $834K 0.09% -11K -60.3% $117.25 -0.3%
125 IEFA ISHARES TR 8,593.0 $830K 0.09% +1K +16.7% $96.58 +3.7%
126 NFLX NETFLIX INC. Communication Services 11,191.0 $799K 0.09% +4K +48.1% $71.40 +12.8%
127 ISRG INTUITIVE SURGICAL INC Healthcare 1,993.0 $793K 0.08% +45.0 +2.3% $397.68 -1.5%
128 VYM VANGUARD WHITEHALL FDS 4,957.0 $783K 0.08% +1K +30.5% $158.05 +4.4%
129 EMR EMERSON ELEC CO Industrials 5,467.0 $783K 0.08% $143.16 +8.8%
130 QCOM QUALCOMM INC Technology 4,205.0 $777K 0.08% -102.0 -2.4% $184.82 -11.6%
131 HWM HOWMET AEROSPACE INC Industrials 2,858.0 $768K 0.08% -243.0 -7.8% $268.88 +4.1%
132 ORCL ORACLE CORP Technology 5,224.0 $766K 0.08% +75.0 +1.5% $146.57 -3.3%
133 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 790.0 $762K 0.08% -7.0 -0.9% $965.11 -11.6%
134 BSX BOSTON SCIENTIFIC CORP Healthcare 17,357.0 $741K 0.08% $42.68 +17.4%
135 MS MORGAN STANLEY Financial Services 3,520.0 $736K 0.08% +87.0 +2.5% $209.05 +1.2%
136 FESM FIDELITY COVINGTON TRUST 15,144.0 $731K 0.08% +7K +87.0% $48.29 -1.3%
137 FCF FIRST COMWLTH FINL CORP PA Financial Services 34,793.0 $707K 0.07% $20.33 +4.4%
138 FDX FEDEX CORP Industrials 2,222.0 $696K 0.07% $313.27 +5.4%
139 VHT VANGUARD WORLD FD 2,312.0 $691K 0.07% $299.07 +9.4%
140 JSMD JANUS DETROIT STR TR 6,825.0 $691K 0.07% -199.0 -2.8% $101.24 -6.4%
Page 7 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%