BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 9 of 11  ·  205 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 5,048.0 $266K 0.05% NEW $52.65 +28.3%
162 TEAM ATLASSIAN CORPORATION Technology 3,397.0 $264K 0.05% NEW $77.79 +120.9%
163 AMD ADVANCED MICRO DEVICES INC Technology 452.0 $263K 0.04% NEW $580.91 -18.5%
164 LOB LIVE OAK BANCSHARES INC Financial Services 6,307.0 $258K 0.04% NEW $40.84 +0.3%
165 MHK MOHAWK INDS INC Consumer Cyclical 2,105.0 $255K 0.04% NEW $121.33 +12.3%
166 CMI CUMMINS INC Industrials 354.0 $252K 0.04% NEW $713.21 -17.6%
167 FNB F N B CORP Financial Services 13,040.0 $249K 0.04% +266.0 +2.1% $19.08 -2.9%
168 C CITIGROUP INC Financial Services 1,774.0 $248K 0.04% NEW $139.96 -5.9%
169 D DOMINION ENERGY INC Utilities 3,634.0 $248K 0.04% NEW $68.28 -2.5%
170 BAC BANK OF AMER CORP Financial Services 4,331.0 $247K 0.04% -192.0 -4.2% $56.98 +8.3%
171 SPGI S&P GLOBAL INC Financial Services 602.0 $245K 0.04% -652.0 -52.0% $407.26 +5.9%
172 UJUL INNOVATOR ETFS TRUST 5,991.0 $244K 0.04% $40.77 +1.4%
173 MTCH MATCH GROUP INC NEW Communication Services 6,367.0 $242K 0.04% -190.0 -2.9% $38.05 +7.4%
174 EQIX EQUINIX INC Real Estate 231.0 $241K 0.04% NEW $1042.39 +2.2%
175 UAL UNITED AIRLS HLDGS INC Industrials 1,766.0 $240K 0.04% NEW $135.99 -16.8%
176 CPRT COPART INC Industrials 8,373.0 $236K 0.04% +2K +35.7% $28.19 +19.9%
177 DTE DTE ENERGY CO Utilities 1,537.0 $235K 0.04% NEW $153.18 -11.7%
178 MLI MUELLER INDS INC Industrials 1,893.0 $233K 0.04% NEW $122.93 -48.6%
179 BWA BORGWARNER INC Consumer Cyclical 3,496.0 $232K 0.04% -222.0 -6.0% $66.40 +2.1%
180 INNOVATOR ETFS TRUST 7,682.0 $230K 0.04% $29.97
Page 9 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%