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Portfolio (Quarterly) Guide ↗

Allegheny Financial Group

· CIK 0001844148
13F Portfolio $742M AUM 290 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 13 New 118 Added 58 Reduced 9 Exited
Page 2 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VUG VANGUARD INDEX FDS 7,990.0 $3.5M 0.47% +324.0 +4.2% $436.82 -80.2%
22 SNPS SYNOPSYS INC Technology 8,773.0 $3.5M 0.47% +119.0 +1.4% $396.49 +25.7%
23 IYR ISHARES TR 35,677.0 $3.4M 0.46% +964.0 +2.8% $94.56 +7.1%
24 VTV VANGUARD INDEX FDS 16,841.0 $3.3M 0.45% +2K +10.8% $196.20 +5.5%
25 IAGG ISHARES TR 65,227.0 $3.3M 0.44% +1K +1.6% $50.04 -0.7%
26 AVGO BROADCOM INC Technology 10,261.0 $3.2M 0.43% +81.0 +0.8% $309.51 +32.8%
27 JMEE J P MORGAN EXCHANGE TRADED F 47,348.0 $3.2M 0.43% +33K +240.8% $66.77 +6.8%
28 VO VANGUARD INDEX FDS 10,861.0 $3.1M 0.42% +2K +17.7% $287.20 -73.5%
29 VB VANGUARD INDEX FDS 11,665.0 $3.1M 0.41% +603.0 +5.5% $261.94 +6.5%
30 IVV ISHARES TR 4,566.0 $3.0M 0.40% +398.0 +9.6% $653.32 +12.8%
31 BASG ADVISORS INNER CIRCLE FD III 127,318.0 $2.9M 0.39% +67K +110.0% $22.72 +12.2%
32 IWF ISHARES TR 6,270.0 $2.7M 0.36% +72.0 +1.2% $426.40 -71.1%
33 JNJ JOHNSON & JOHNSON Healthcare 10,537.0 $2.6M 0.35% +60.0 +0.6% $244.46 -6.4%
34 IWS ISHARES TR 16,691.0 $2.4M 0.33% +1K +6.8% $145.74 +6.1%
35 IWN ISHARES TR 12,657.0 $2.4M 0.32% +283.0 +2.3% $189.60 +7.7%
36 IWB ISHARES TR 6,442.0 $2.3M 0.31% +86.0 +1.4% $356.59 +12.1%
37 IWP ISHARES TR 17,172.0 $2.2M 0.30% +552.0 +3.3% $128.12 +5.4%
38 IJK ISHARES TR 19,169.0 $1.9M 0.26% +2K +12.4% $100.62 +7.9%
39 EFG ISHARES TR 17,188.0 $1.9M 0.26% +343.0 +2.0% $111.37 +6.0%
40 VZ VERIZON COMMUNICATIONS INC Communication Services 35,263.0 $1.8M 0.24% +371.0 +1.1% $50.20 -6.9%
Page 2 of 6  ·  118 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
Financial Services 20.9%
Technology 18.5%
Energy 12.4%
Consumer Cyclical 11.1%
Healthcare 10.8%
Industrials 7.5%
Communication Services 5.4%
Consumer Defensive 5.2%
Basic Materials 4.5%
Utilities 3.3%