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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 9 of 9  ·  177 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 UJUL INNOVATOR ETFS TRUST 5,991.0 $232K 0.05% NEW $38.75 +4.0%
162 PANW PALO ALTO NETWORKS INC Technology 1,258.0 $232K 0.05% NEW $184.20 +31.8%
163 DG DOLLAR GEN CORP NEW Consumer Defensive 1,722.0 $229K 0.05% NEW $132.77 -22.9%
164 DINO HF SINCLAIR CORP Energy 4,954.0 $228K 0.05% NEW $46.08 +51.9%
165 FNB F N B CORP Financial Services 13,171.0 $225K 0.05% NEW $17.10 -0.2%
166 INNOVATOR ETFS TRUST 7,682.0 $223K 0.05% NEW $29.06
167 RGLD ROYAL GOLD INC Basic Materials 992.0 $221K 0.05% NEW $222.29 +2.7%
168 ALGN ALIGN TECHNOLOGY INC Healthcare 1,404.0 $219K 0.05% NEW $156.15 +1.7%
169 SIRI SIRIUSXM HOLDINGS INC Communication Services 10,929.0 $219K 0.05% NEW $20.00 +29.2%
170 TT TRANE TECHNOLOGIES PLC Industrials 560.0 $218K 0.05% NEW $389.20 +19.9%
171 UNH UNITEDHEALTH GROUP INC Healthcare 634.0 $209K 0.04% NEW $330.22 +19.3%
172 DOV DOVER CORP Industrials 1,067.0 $208K 0.04% NEW $195.24 +8.0%
173 AIG AMERICAN INTL GROUP INC Financial Services 2,372.0 $203K 0.04% NEW $85.55 -8.4%
174 NUE NUCOR CORP Basic Materials 1,233.0 $201K 0.04% NEW $163.08 +39.2%
175 FSK FS KKR CAP CORP Financial Services 10,581.0 $157K 0.03% NEW $14.81 -25.9%
176 UA UNDER ARMOUR INC Consumer Cyclical 29,221.0 $140K 0.03% NEW $4.80 +4.0%
177 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 12,974.0 $73K 0.01% NEW $5.60 +2.9%
Page 9 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%