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Portfolio (Quarterly) Guide ↗

Allegiance Financial Group Advisory Services LLC

· CIK 0001964068
13F Portfolio $476M AUM Filed Feb 3, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 177 New
Page 4 of 9  ·  177 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TSLA TESLA INC Consumer Cyclical 1,462.0 $657K 0.14% NEW $449.72 -10.7%
62 PEP PEPSICO INC Consumer Defensive 4,357.0 $625K 0.13% NEW $143.52 +4.3%
63 GEV GE VERNOVA INC Utilities 926.0 $605K 0.13% NEW $653.57 +52.2%
64 SNOW SNOWFLAKE INC Technology 2,719.0 $596K 0.12% NEW $219.36 -21.8%
65 HWM HOWMET AEROSPACE INC Industrials 2,868.0 $588K 0.12% NEW $205.00 +23.5%
66 BMAY INNOVATOR ETFS TRUST 13,114.0 $588K 0.12% NEW $44.82 +4.2%
67 MCK MCKESSON CORP Healthcare 685.0 $562K 0.12% NEW $820.29 -5.5%
68 RL RALPH LAUREN CORP Consumer Cyclical 1,580.0 $559K 0.12% NEW $353.61 -8.6%
69 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,954.0 $554K 0.12% NEW $283.31 -24.4%
70 ZM ZOOM COMMUNICATIONS INC Technology 6,369.0 $550K 0.12% NEW $86.29 +13.8%
71 ILMN ILLUMINA INC Healthcare 4,154.0 $545K 0.12% NEW $131.16 +6.8%
72 EIX EDISON INTL Utilities 9,048.0 $543K 0.11% NEW $60.02 +14.2%
73 DFAS DIMENSIONAL ETF TRUST 7,712.0 $537K 0.11% NEW $69.67 +7.7%
74 VRSN VERISIGN INC Technology 2,122.0 $516K 0.11% NEW $242.95 +24.6%
75 UDEC INNOVATOR ETFS TRUST 12,988.0 $515K 0.11% NEW $39.64 +3.9%
76 MEDP MEDPACE HLDGS INC Healthcare 897.0 $504K 0.11% NEW $561.65 -25.5%
77 PDEC INNOVATOR ETFS TRUST 11,458.0 $497K 0.10% NEW $43.38 +4.7%
78 SCHB SCHWAB STRATEGIC TR 18,945.0 $497K 0.10% NEW $26.23 +7.6%
79 ABNB AIRBNB INC Consumer Cyclical 3,624.0 $492K 0.10% NEW $135.72 -2.6%
80 CME CME GROUP INC Financial Services 1,799.0 $491K 0.10% NEW $273.08 +11.9%
Page 4 of 9  ·  177 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 50.6%
Financial Services 11.3%
Healthcare 9.8%
Consumer Cyclical 8.0%
Industrials 6.1%
Communication Services 5.3%
Consumer Defensive 3.1%
Utilities 2.4%
Energy 2.3%
Basic Materials 1.1%