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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 11 of 11  ·  205 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 WEBULL CORP 14,795.0 $96K 0.02% +4K +38.3% $6.52
202 ADT ADT INC DEL Industrials 12,059.0 $79K 0.01% -11K -47.7% $6.57 +12.4%
203 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 10,115.0 $57K 0.01% -657.0 -6.1% $5.61 -12.5%
204 IRWD IRONWOOD PHARMACEUTICALS INC Healthcare 10,875.0 $46K 0.01% +158.0 +1.5% $4.21 +1.9%
205 BYND BEYOND MEAT INC Consumer Defensive 16,276.0 $12K 0.00% NEW $0.75 +1869.3%
Page 11 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%