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Portfolio (Quarterly) Guide ↗

Allegheny Financial Group

· CIK 0001844148
13F Portfolio $676M AUM 286 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 286 New
Page 10 of 15  ·  286 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ADBE ADOBE INC Technology 1,033.0 $362K 0.05% NEW $349.99 -28.5%
182 MET METLIFE INC Financial Services 4,565.0 $360K 0.05% NEW $78.94 +4.7%
183 MDLZ MONDELEZ INTL INC Consumer Defensive 6,652.0 $358K 0.05% NEW $53.83 +14.5%
184 PRU PRUDENTIAL FINL INC Financial Services 3,156.0 $356K 0.05% NEW $112.88 -8.6%
185 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 6,140.0 $353K 0.05% NEW $57.44 +10.8%
186 CL COLGATE PALMOLIVE CO Consumer Defensive 4,315.0 $341K 0.05% NEW $79.04 +14.5%
187 TLN TALEN ENERGY CORP Utilities 906.0 $340K 0.05% NEW $374.84 -9.6%
188 VEGN ETF SER SOLUTIONS 5,572.0 $339K 0.05% NEW $60.81 +18.8%
189 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 4,161.0 $334K 0.05% NEW $80.30 -2.6%
190 PAYX PAYCHEX INC Industrials 2,978.0 $334K 0.05% NEW $112.19 -16.0%
191 FLEX FLEX LTD Technology 5,506.0 $333K 0.05% NEW $60.42 +116.8%
192 EQT EQT CORP Energy 6,082.0 $326K 0.05% NEW $53.60 +8.6%
193 LPX LOUISIANA PAC CORP Basic Materials 4,029.0 $325K 0.05% NEW $80.77 -14.5%
194 MUB ISHARES TR 2,964.0 $317K 0.05% NEW $107.11 -1.1%
195 MCK MCKESSON CORP Healthcare 387.0 $317K 0.05% NEW $820.30 -8.0%
196 AA ALCOA CORP Basic Materials 5,948.0 $316K 0.05% NEW $53.14 +22.4%
197 ED CONSOLIDATED EDISON INC Utilities 3,171.0 $315K 0.05% NEW $99.34 +7.2%
198 VAL VALARIS LTD Energy 6,243.0 $315K 0.05% NEW $50.40 +115.2%
199 DTD WISDOMTREE TR 3,556.0 $302K 0.04% NEW $84.89 +8.2%
200 D DOMINION ENERGY INC Utilities 5,113.0 $300K 0.04% NEW $58.60 +15.5%
Page 10 of 15  ·  286 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 22.1%
Technology 20.7%
Consumer Cyclical 12.1%
Healthcare 11.2%
Energy 8.9%
Industrials 7.1%
Communication Services 5.6%
Consumer Defensive 4.9%
Basic Materials 4.2%
Utilities 2.9%