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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 3 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 S SENTINELONE INC Technology 11,731.0 $199K 0.03% NEW $16.97 +22.7%
42 FRSH FRESHWORKS INC Technology 14,214.0 $144K 0.03% NEW $10.12 +30.3%
43 BYND BEYOND MEAT INC Consumer Defensive 16,276.0 $12K 0.00% NEW $0.75 +1786.7%
Page 3 of 3  ·  43 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 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%