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Portfolio (Quarterly) Guide ↗

Allegiance Financial Group Advisory Services LLC

· CIK 0001964068
13F Portfolio $502.7B AUM 198 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 42 New 80 Added 56 Reduced 21 Exited
Page 3 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PDEC INNOVATOR ETFS TRUST 6,392.0 $272K 0.05% -5K -44.2% $42.50 +6.8%
42 BBY BEST BUY INC Consumer Cyclical 4,149.0 $266K 0.05% -666.0 -13.8% $64.20 -7.8%
43 MDT MEDTRONIC PLC Healthcare 3,048.0 $264K 0.05% -623.0 -17.0% $86.65 -9.8%
44 TOL TOLL BROTHERS INC Consumer Cyclical 1,920.0 $262K 0.05% -123.0 -6.0% $136.47 -8.7%
45 VZ VERIZON COMMUNICATIONS INC Communication Services 5,215.0 $262K 0.05% -3K -35.4% $50.20 -5.4%
46 WMT WALMART INC Consumer Defensive 2,014.0 $250K 0.05% -1K -37.8% $124.28 +8.6%
47 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 47,689.0 $243K 0.05% -3K -6.2% $5.10 +0.4%
48 RGLD ROYAL GOLD INC Basic Materials 951.0 $242K 0.05% -41.0 -4.1% $254.49 -13.1%
49 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 408.0 $242K 0.05% -146.0 -26.4% $592.98 -4.0%
50 LVS LAS VEGAS SANDS CORP Consumer Cyclical 4,392.0 $237K 0.05% -1K -24.7% $53.88 -6.6%
51 BAC BANK AMERICA CORP Financial Services 4,523.0 $220K 0.04% -239.0 -5.0% $48.75 +4.8%
52 FNB F N B CORP Financial Services 12,774.0 $214K 0.04% -397.0 -3.0% $16.72 +2.7%
53 MTCH MATCH GROUP INC NEW Communication Services 6,557.0 $201K 0.04% -2K -27.0% $30.71 +15.8%
54 ADT ADT INC DEL Industrials 23,054.0 $151K 0.03% -13K -35.8% $6.57 +5.6%
55 FSK FS KKR CAP CORP Financial Services 10,132.0 $103K 0.02% -449.0 -4.2% $10.18 +5.2%
56 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 10,772.0 $60K 0.01% -2K -17.0% $5.60 +1.0%
Page 3 of 3  ·  56 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 39.0%
Healthcare 10.4%
Financial Services 10.1%
Communication Services 9.6%
Consumer Cyclical 9.4%
Industrials 9.1%
Energy 4.0%
Utilities 3.2%
Consumer Defensive 2.9%
Basic Materials 2.1%