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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 9 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CAH CARDINAL HEALTH INC Healthcare 2,389.0 $568K 0.06% +306.0 +14.7% $237.65 -2.8%
162 ALL ALLSTATE CORP Financial Services 2,312.0 $550K 0.06% $237.99 +8.5%
163 LRCX LAM RESEARCH CORP Technology 1,226.0 $532K 0.06% $433.57 -28.8%
164 MU MICRON TECHNOLOGY INC Technology 456.0 $527K 0.06% -452.0 -49.8% $1155.61 -17.2%
165 XLE SELECT SECTOR SPDR TR 9,868.0 $524K 0.06% $53.11 +20.6%
166 CTVA CORTEVA INC Basic Materials 6,158.0 $522K 0.06% $84.69 -5.4%
167 DELL DELL TECHNOLOGIES INC Technology 1,208.0 $521K 0.06% NEW $431.50 +0.8%
168 FBND FIDELITY MERRIMACK STR TR 11,412.0 $519K 0.06% -7K -37.1% $45.49 -1.2%
169 IMPERIAL PETE INC 112,259.0 $518K 0.06% +16K +16.9% $4.61
170 RSPE INVESCO EXCH TRADED FD TR II 15,172.0 $514K 0.06% $33.91 +3.6%
171 DUK DUKE ENERGY CORP NEW Utilities 4,048.0 $512K 0.05% $126.59 -2.6%
172 XLI SELECT SECTOR SPDR TR 2,753.0 $510K 0.05% $185.24 -2.5%
173 BMY BRISTOL-MYERS SQUIBB CO Healthcare 8,665.0 $499K 0.05% $57.63 +15.3%
174 CGDV CAPITAL GROUP DIVIDEND VALUE 10,024.0 $494K 0.05% -144.0 -1.4% $49.28 +1.8%
175 IVW ISHARES TR 3,572.0 $491K 0.05% +116.0 +3.4% $137.53 +1.0%
176 VEGN ETF SER SOLUTIONS 5,845.0 $481K 0.05% +264.0 +4.7% $82.27 -6.6%
177 WM WASTE MGMT INC DEL Industrials 2,133.0 $476K 0.05% +92.0 +4.5% $222.98 +0.9%
178 ADX ADAMS DIVERSIFIED EQUITY FD Financial Services 18,473.0 $472K 0.05% $25.55 +1.2%
179 DIS DISNEY WALT CO Communication Services 4,843.0 $466K 0.05% +103.0 +2.2% $96.26 +11.6%
180 ETHO AMPLIFY ETF TR 5,775.0 $466K 0.05% -111.0 -1.9% $80.62 +1.6%
Page 9 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%