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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 10 of 10  ·  198 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CI THE CIGNA GROUP Healthcare 801.0 $214K 0.04% NEW $266.75 +7.5%
182 FNB F N B CORP Financial Services 12,774.0 $214K 0.04% -397.0 -3.0% $16.72 +2.1%
183 CPRT COPART INC Industrials 6,169.0 $205K 0.04% NEW $33.20 -2.7%
184 MRSH MARSH & MCLENNAN COS INC Financial Services 1,179.0 $204K 0.04% NEW $173.45 -7.1%
185 AA ALCOA CORP Basic Materials 3,078.0 $204K 0.04% NEW $66.33 -5.6%
186 AON AON PLC Financial Services 632.0 $204K 0.04% NEW $322.78 +1.2%
187 UNH UNITEDHEALTH GROUP INC Healthcare 750.0 $203K 0.04% +116.0 +18.3% $270.68 +45.5%
188 GD GENERAL DYNAMICS CORP Industrials 590.0 $202K 0.04% NEW $343.22 -2.5%
189 BWA BORGWARNER INC Consumer Cyclical 3,718.0 $202K 0.04% NEW $54.26 +13.9%
190 MTCH MATCH GROUP INC NEW Communication Services 6,557.0 $201K 0.04% -2K -27.0% $30.71 +15.3%
191 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 1,218.0 $201K 0.04% NEW $165.14 +7.8%
192 TXT TEXTRON INC Industrials 2,290.0 $201K 0.04% NEW $87.56 +1.4%
193 UA UNDER ARMOUR INC Consumer Cyclical 30,010.0 $174K 0.04% +789.0 +2.7% $5.79 -13.8%
194 ADT ADT INC DEL Industrials 23,054.0 $151K 0.03% -13K -35.8% $6.57 +6.2%
195 FSK FS KKR CAP CORP Financial Services 10,132.0 $103K 0.02% -449.0 -4.2% $10.18 +7.9%
196 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 10,772.0 $60K 0.01% -2K -17.0% $5.60 +2.9%
197 WEBULL CORP 10,701.0 $51K 0.01% NEW $4.80
198 IRWD IRONWOOD PHARMACEUTICALS INC Healthcare 10,717.0 $38K 0.01% NEW $3.51 +2.0%
Page 10 of 10  ·  198 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%