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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 7 of 9  ·  177 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 FCX FREEPORT-MCMORAN INC Basic Materials 6,334.0 $322K 0.07% NEW $50.79 +17.3%
122 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 50,840.0 $320K 0.07% NEW $6.30 -18.7%
123 ESTC ELASTIC N V Technology 4,190.0 $316K 0.07% NEW $75.44 -29.1%
124 ZS ZSCALER INC Technology 1,397.0 $314K 0.07% NEW $224.92 -22.3%
125 DAL DELTA AIR LINES INC DEL Industrials 4,418.0 $307K 0.06% NEW $69.40 -1.2%
126 REGN REGENERON PHARMACEUTICALS Healthcare 391.0 $302K 0.06% NEW $771.87 -17.8%
127 ADT ADT INC DEL Industrials 35,926.0 $290K 0.06% NEW $8.07 -14.1%
128 MTCH MATCH GROUP INC NEW Communication Services 8,978.0 $290K 0.06% NEW $32.29 +10.1%
129 EXACT SCIENCES CORP 2,800.0 $284K 0.06% NEW $101.56
130 DKNG DRAFTKINGS INC NEW Consumer Cyclical 8,197.0 $282K 0.06% NEW $34.46 -25.2%
131 NEM NEWMONT CORP Basic Materials 2,811.0 $281K 0.06% NEW $99.85 +5.8%
132 TOL TOLL BROTHERS INC Consumer Cyclical 2,043.0 $276K 0.06% NEW $135.22 -7.8%
133 JCI JOHNSON CTLS INTL PLC Industrials 2,305.0 $276K 0.06% NEW $119.75 +14.3%
134 CVX CHEVRON CORP NEW Energy 1,811.0 $276K 0.06% NEW $152.41 +28.7%
135 TGT TARGET CORP Consumer Defensive 2,811.0 $275K 0.06% NEW $97.76 +29.1%
136 KDP KEURIG DR PEPPER INC Consumer Defensive 9,746.0 $273K 0.06% NEW $28.01 +4.2%
137 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 7,371.0 $273K 0.06% NEW $37.00 -9.5%
138 DASH DOORDASH INC Communication Services 1,192.0 $270K 0.06% NEW $226.48 -31.6%
139 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 554.0 $270K 0.06% NEW $487.25 +16.8%
140 UMAY INNOVATOR ETFS TRUST 7,355.0 $269K 0.06% NEW $36.57 +3.0%
Page 7 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%