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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 9 of 10  ·  198 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IVW ISHARES TR 2,173.0 $246K 0.05% $113.09 +19.3%
162 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 47,689.0 $243K 0.05% -3K -6.2% $5.10 -0.0%
163 RGLD ROYAL GOLD INC Basic Materials 951.0 $242K 0.05% -41.0 -4.1% $254.49 -13.1%
164 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 408.0 $242K 0.05% -146.0 -26.4% $592.98 -4.2%
165 NUE NUCOR CORP Basic Materials 1,405.0 $238K 0.05% +172.0 +13.9% $169.16 +30.4%
166 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 7,400.0 $237K 0.05% $32.01 +4.5%
167 LVS LAS VEGAS SANDS CORP Consumer Cyclical 4,392.0 $237K 0.05% -1K -24.7% $53.88 -6.9%
168 UJUL INNOVATOR ETFS TRUST 5,991.0 $229K 0.05% $38.30 +5.2%
169 DDOG DATADOG INC Technology 1,935.0 $228K 0.04% +84.0 +4.5% $118.05 +76.5%
170 HAS HASBRO INC Consumer Cyclical 2,392.0 $224K 0.04% NEW $93.60 -1.2%
171 DOV DOVER CORP Industrials 1,074.0 $224K 0.04% +7.0 +0.7% $208.45 -0.6%
172 INNOVATOR ETFS TRUST 7,682.0 $223K 0.04% $29.07
173 MDB MONGODB INC Technology 905.0 $222K 0.04% NEW $244.77 +38.5%
174 LIN LINDE PLC Basic Materials 445.0 $221K 0.04% NEW $495.76 +2.2%
175 BAC BANK AMERICA CORP Financial Services 4,523.0 $220K 0.04% -239.0 -5.0% $48.75 +3.9%
176 BIIB BIOGEN INC Healthcare 1,200.0 $220K 0.04% NEW $183.33 +3.4%
177 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 3,867.0 $218K 0.04% NEW $56.49 -11.8%
178 OSK OSHKOSH CORP Industrials 1,472.0 $217K 0.04% NEW $147.21 -19.5%
179 BURL BURLINGTON STORES INC Consumer Cyclical 664.0 $216K 0.04% NEW $325.38 -12.5%
180 GLW CORNING INC Technology 1,578.0 $215K 0.04% NEW $135.97 +30.1%
Page 9 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%