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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 10 of 11  ·  205 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VIOO VANGUARD ADMIRAL FDS INC 1,665.0 $229K 0.04% NEW $137.53 -0.7%
182 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 45,766.0 $228K 0.04% -2K -4.0% $4.99 +3.8%
183 GIS GENERAL MILLS INC Consumer Defensive 6,288.0 $219K 0.04% NEW $34.80 +14.9%
184 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 230.0 $215K 0.04% NEW $935.47 +1.3%
185 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 1,112.0 $215K 0.04% -106.0 -8.7% $193.23 +5.8%
186 VEEV VEEVA SYS INC Healthcare 1,210.0 $215K 0.04% -291.0 -19.4% $177.47 +39.7%
187 TJX TJX COS INC NEW Consumer Cyclical 1,417.0 $215K 0.04% NEW $151.53 -7.3%
188 NYT NEW YORK TIMES CO MTN BE Communication Services 3,047.0 $213K 0.04% -781.0 -20.4% $69.98 -6.1%
189 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 841.0 $210K 0.04% NEW $249.98 -4.1%
190 MEDP MEDPACE HLDGS INC Healthcare 395.0 $209K 0.04% -295.0 -42.8% $529.59 +17.2%
191 WCC WESCO INTL INC Industrials 605.0 $209K 0.04% NEW $345.43 +1.1%
192 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 6,145.0 $209K 0.04% -1K -17.0% $34.00 +8.5%
193 ACMR ACM RESH INC Technology 1,637.0 $208K 0.04% NEW $126.89 -37.4%
194 MAA MID-AMER APT CMNTYS INC Real Estate 1,482.0 $206K 0.04% NEW $138.94 -5.5%
195 TMUS T-MOBILE US INC Communication Services 1,215.0 $204K 0.04% NEW $167.69 +9.2%
196 DOV DOVER CORP Industrials 899.0 $202K 0.04% -175.0 -16.3% $224.28 -10.0%
197 AVDE AMERICAN CENTY ETF TR 2,248.0 $200K 0.04% NEW $89.18 +5.7%
198 S SENTINELONE INC Technology 11,731.0 $199K 0.03% NEW $16.97 +24.9%
199 FRSH FRESHWORKS INC Technology 14,214.0 $144K 0.03% NEW $10.12 +28.3%
200 FSK FS KKR CAP CORP Financial Services 10,208.0 $111K 0.02% +76.0 +0.8% $10.92 +9.1%
Page 10 of 11  ·  205 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%