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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 2 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 WMT WALMART INC Consumer Defensive 2,014 $250K 0.05% SOLD
22 CMCSA COMCAST CORP NEW Communication Services 8,681 $249K 0.05% SOLD
23 RGLD ROYAL GOLD INC Basic Materials 951 $242K 0.05% SOLD
24 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 408 $242K 0.05% SOLD
25 LVS LAS VEGAS SANDS CORP Consumer Cyclical 4,392 $237K 0.05% SOLD
26 HAS HASBRO INC Consumer Cyclical 2,392 $224K 0.04% SOLD
27 LIN LINDE PLC Basic Materials 445 $221K 0.04% SOLD
28 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 3,867 $218K 0.04% SOLD
29 BURL BURLINGTON STORES INC Consumer Cyclical 664 $216K 0.04% SOLD
30 GLW CORNING INC Technology 1,578 $215K 0.04% SOLD
31 CI THE CIGNA GROUP Healthcare 801 $214K 0.04% SOLD
32 MRSH MARSH & MCLENNAN COS INC Financial Services 1,179 $204K 0.04% SOLD
33 AA ALCOA CORP Basic Materials 3,078 $204K 0.04% SOLD
34 GD GENERAL DYNAMICS CORP Industrials 590 $202K 0.04% SOLD
35 TXT TEXTRON INC Industrials 2,290 $201K 0.04% SOLD
36 UA UNDER ARMOUR INC 30,010 $174K 0.04% SOLD
Page 2 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%