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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 5 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CAH CARDINAL HEALTH INC Healthcare 2,083.0 $440K 0.06% +26.0 +1.3% $211.40 -3.9%
82 CGDV CAPITAL GROUP DIVIDEND VALUE 10,168.0 $433K 0.06% +5K +92.9% $42.54 +11.7%
83 PSX PHILLIPS 66 Energy 2,289.0 $417K 0.06% +14.0 +0.6% $182.25 +0.0%
84 IMPERIAL PETE INC 96,040.0 $411K 0.06% +38K +65.4% $4.28
85 URTY PROSHARES TR 7,943.0 $409K 0.06% +3K +63.8% $51.55 +32.5%
86 USB US BANCORP Financial Services 7,552.0 $393K 0.05% +89.0 +1.2% $52.02 +3.0%
87 CL COLGATE PALMOLIVE CO Consumer Defensive 4,339.0 $370K 0.05% +24.0 +0.6% $85.23 +5.3%
88 TLN TALEN ENERGY CORP Utilities 1,131.0 $361K 0.05% +225.0 +24.8% $319.23 -1.5%
89 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 4,434.0 $359K 0.05% +273.0 +6.6% $80.96 -4.1%
90 MSTR STRATEGY INC Technology 2,789.0 $348K 0.05% +57.0 +2.1% $124.80 +33.8%
91 MCK MCKESSON CORP Healthcare 391.0 $338K 0.05% +4.0 +1.0% $865.37 -10.6%
92 MELI MERCADOLIBRE INC Consumer Cyclical 195.0 $337K 0.04% +75.0 +62.5% $1729.02 -7.8%
93 D DOMINION ENERGY INC Utilities 5,165.0 $319K 0.04% +52.0 +1.0% $61.83 +10.6%
94 PRU PRUDENTIAL FINL INC Financial Services 3,179.0 $311K 0.04% +23.0 +0.7% $97.70 +3.9%
95 MU MICRON TECHNOLOGY INC Technology 908.0 $307K 0.04% +19.0 +2.1% $338.03 +111.5%
96 MTUM ISHARES TR 1,226.0 $294K 0.04% +73.0 +6.3% $240.00 +22.6%
97 VYMI VANGUARD WHITEHALL FDS 3,080.0 $290K 0.04% +24.0 +0.8% $94.24 +5.1%
98 LHX L3HARRIS TECHNOLOGIES INC Industrials 827.0 $285K 0.04% +5.0 +0.6% $345.16 -11.0%
99 IMCB ISHARES TR 3,403.0 $284K 0.04% +130.0 +4.0% $83.44 +7.6%
100 DD DUPONT DE NEMOURS INC Basic Materials 6,132.0 $281K 0.04% +255.0 +4.3% $45.80 +2.6%
Page 5 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%