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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 4 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ABT ABBOTT LABORATORIES Healthcare 7,218.0 $741K 0.10% +61.0 +0.8% $102.67 -13.5%
62 NFLX NETFLIX INC. Communication Services 7,555.0 $726K 0.10% +611.0 +8.8% $96.15 -6.8%
63 EMR EMERSON ELEC CO Industrials 5,478.0 $718K 0.10% +36.0 +0.7% $131.03 +0.9%
64 PEP PEPSICO INC Consumer Defensive 4,606.0 $715K 0.10% +42.0 +0.9% $155.30 -4.0%
65 VXUS VANGUARD STAR FDS 9,189.0 $709K 0.10% +1K +14.0% $77.12 +7.4%
66 ETN EATON CORP PLC Industrials 1,893.0 $677K 0.09% +24.0 +1.3% $357.73 +6.7%
67 DHR DANAHER CORP DEL Healthcare 3,535.0 $670K 0.09% +33.0 +0.9% $189.60 -13.6%
68 GLW CORNING INC Technology 4,360.0 $593K 0.08% +40.0 +0.9% $135.98 +31.3%
69 UNH UNITEDHEALTH GROUP INC Healthcare 2,109.0 $571K 0.08% +1K +199.2% $270.63 +44.5%
70 BA BOEING CO Industrials 2,848.0 $567K 0.08% +28.0 +1.0% $199.05 +8.0%
71 IWR ISHARES TR 5,701.0 $554K 0.07% +1K +27.4% $97.24 +6.0%
72 BMY BRISTOL-MYERS SQUIBB CO Healthcare 8,694.0 $527K 0.07% +1K +14.2% $60.65 -3.9%
73 CTVA CORTEVA INC Basic Materials 6,131.0 $513K 0.07% +232.0 +3.9% $83.71 -3.1%
74 NFG NATIONAL FUEL GAS CO Energy 5,147.0 $484K 0.07% +31.0 +0.6% $93.97 -11.7%
75 HON HONEYWELL INTL INC Industrials 2,127.0 $481K 0.07% +14.0 +0.7% $226.07 -3.9%
76 J P MORGAN EXCHANGE TRADED F 3,675.0 $479K 0.07% +249.0 +7.3% $130.24
77 ALL ALLSTATE CORP Financial Services 2,302.0 $477K 0.06% +16.0 +0.7% $207.40 +8.3%
78 WM WASTE MGMT INC DEL Industrials 2,041.0 $469K 0.06% +19.0 +0.9% $229.90 -3.1%
79 XLI SELECT SECTOR SPDR TR 2,744.0 $444K 0.06% +66.0 +2.5% $161.76 +4.3%
80 CMCSA COMCAST CORP NEW Communication Services 15,448.0 $444K 0.06% +1K +7.7% $28.71 -13.6%
Page 4 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%