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Portfolio (Quarterly) Guide ↗

Allegiance Financial Group Advisory Services LLC

· CIK 0001964068
13F Portfolio $578M AUM 205 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 43 New 63 Added 78 Reduced 36 Exited
Page 1 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 META META PLATFORMS INC Communication Services 8,399 $4.8M 0.96% SOLD
2 XOM EXXON MOBIL CORP Energy 7,945 $1.3M 0.27% SOLD
3 PWZ INVESCO EXCH TRADED FD TR II 25,870 $618K 0.12% SOLD
4 DHR DANAHER CORP DEL Healthcare 2,777 $527K 0.10% SOLD
5 CIEN CIENA CORP Technology 1,148 $446K 0.09% SOLD
6 BKNG BOOKING HOLDINGS INC Consumer Cyclical 98 $413K 0.08% SOLD
7 REGN REGENERON PHARMACEUTICALS Healthcare 511 $395K 0.08% SOLD
8 SCHF SCHWAB STRATEGIC TR 15,645 $387K 0.08% SOLD
9 ADBE ADOBE INC Technology 1,462 $355K 0.07% SOLD
10 MKTX MARKETAXESS HLDGS INC Financial Services 2,113 $349K 0.07% SOLD
11 FDX FEDEX CORP Industrials 904 $322K 0.06% SOLD
12 INTU INTUIT Technology 717 $310K 0.06% SOLD
13 FIVE FIVE BELOW INC Consumer Cyclical 1,309 $299K 0.06% SOLD
14 DOW DOW HLDGS INC Basic Materials 7,005 $292K 0.06% SOLD
15 EFX EQUIFAX INC Industrials 1,582 $285K 0.06% SOLD
16 COP CONOCOPHILLIPS Energy 2,138 $282K 0.06% SOLD
17 BBY BEST BUY INC Consumer Cyclical 4,149 $266K 0.05% SOLD
18 MDT MEDTRONIC PLC Healthcare 3,048 $264K 0.05% SOLD
19 LULU LULULEMON ATHLETICA INC Consumer Cyclical 1,676 $257K 0.05% SOLD
20 VEA VANGUARD TAX-MANAGED FDS 3,996 $256K 0.05% SOLD
Page 1 of 2  ·  36 positions
Sector Allocation
Technology 45.0%
Industrials 11.9%
Financial Services 11.6%
Healthcare 9.4%
Consumer Cyclical 8.9%
Utilities 4.3%
Consumer Defensive 2.7%
Energy 2.5%
Communication Services 1.9%
Basic Materials 1.4%