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Portfolio (Quarterly) Guide ↗

Allegheny Financial Group

· CIK 0001844148
13F Portfolio $741.8B AUM 290 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 13 New 118 Added 58 Reduced 9 Exited
Page 3 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SCZ ISHARES TR 18,964.0 $1.5M 0.20% +560.0 +3.0% $78.41 +7.4%
42 FLCV FEDERATED HERMES ETF TRUST 45,380.0 $1.4M 0.19% +4K +8.7% $31.50 +7.4%
43 T AT&T INC Communication Services 48,141.0 $1.4M 0.19% +2K +4.8% $28.99 -14.4%
44 GE GE AEROSPACE Industrials 4,595.0 $1.3M 0.18% +25.0 +0.6% $283.80 +1.0%
45 PFE PFIZER INC Healthcare 45,347.0 $1.3M 0.17% +559.0 +1.2% $28.08 -8.7%
46 IWM ISHARES TR 5,079.0 $1.3M 0.17% +1K +35.1% $248.03 +10.5%
47 MO ALTRIA GROUP INC Consumer Defensive 18,552.0 $1.2M 0.17% +259.0 +1.4% $65.99 +12.6%
48 AXP AMERICAN EXPRESS CO Financial Services 3,956.0 $1.2M 0.16% +35.0 +0.9% $302.49 +2.5%
49 IMCV ISHARES TR 13,279.0 $1.1M 0.15% +6K +93.5% $84.79 +3.9%
50 MMM 3M CO Industrials 7,668.0 $1.1M 0.15% +42.0 +0.6% $145.24 +3.1%
51 HD HOME DEPOT INC Consumer Cyclical 3,303.0 $1.1M 0.15% +78.0 +2.4% $328.93 -8.1%
52 GEV GE VERNOVA INC Utilities 1,179.0 $1.0M 0.14% +7.0 +0.6% $873.40 +15.8%
53 EFV ISHARES TR 12,650.0 $941K 0.13% +1K +11.7% $74.35 +4.9%
54 TSLA TESLA INC Consumer Cyclical 2,494.0 $927K 0.12% +63.0 +2.6% $371.81 +8.0%
55 VRTX VERTEX PHARMACEUTICALS INC Healthcare 2,018.0 $901K 0.12% +15.0 +0.8% $446.54 -1.1%
56 ISRG INTUITIVE SURGICAL INC Healthcare 1,948.0 $898K 0.12% +15.0 +0.8% $460.99 -4.7%
57 META META PLATFORMS INC Communication Services 1,537.0 $880K 0.12% +19.0 +1.2% $572.40 +5.5%
58 CSCO CISCO SYS INC Technology 10,777.0 $836K 0.11% +149.0 +1.4% $77.59 +50.2%
59 V VISA INC Financial Services 2,676.0 $809K 0.11% +19.0 +0.7% $302.33 +9.2%
60 ORCL ORACLE CORP Technology 5,149.0 $758K 0.10% +40.0 +0.8% $147.12 +24.5%
Page 3 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%