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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 11 of 15  ·  286 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CSX CSX CORP Industrials 8,241.0 $299K 0.04% NEW $36.25 +27.7%
202 IHS IHS HOLDING LIMITED Communication Services 39,381.0 $294K 0.04% NEW $7.46 +10.7%
203 PSX PHILLIPS 66 Energy 2,275.0 $294K 0.04% NEW $129.06 +42.2%
204 XLK SELECT SECTOR SPDR TR 2,010.0 $289K 0.04% NEW $143.97 +21.4%
205 MTUM ISHARES TR 1,153.0 $289K 0.04% NEW $250.31 +18.3%
206 BDX BECTON DICKINSON & CO Healthcare 1,467.0 $285K 0.04% NEW $194.11 -25.4%
207 WSFS WSFS FINL CORP Financial Services 5,129.0 $283K 0.04% NEW $55.25 +29.4%
208 SRE SEMPRA Utilities 3,207.0 $283K 0.04% NEW $88.31 +4.0%
209 IAU ISHARES GOLD TR Financial Services 3,420.0 $278K 0.04% NEW $81.18 +4.1%
210 DGX QUEST DIAGNOSTICS INC Healthcare 1,597.0 $277K 0.04% NEW $173.53 +10.2%
211 VYMI VANGUARD WHITEHALL FDS 3,056.0 $275K 0.04% NEW $90.02 +9.9%
212 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 3,005.0 $274K 0.04% NEW $91.21 +0.1%
213 PDD PDD HOLDINGS INC Consumer Cyclical 2,412.0 $273K 0.04% NEW $113.39 -13.9%
214 VT VANGUARD INTL EQUITY INDEX F 1,935.0 $273K 0.04% NEW $141.07 +8.4%
215 IMCB ISHARES TR 3,273.0 $271K 0.04% NEW $82.74 +8.7%
216 GS GOLDMAN SACHS GROUP INC Financial Services 306.0 $270K 0.04% NEW $880.89 +7.1%
217 EPD ENTERPRISE PRODS PARTNERS L Energy 8,398.0 $269K 0.04% NEW $32.06 +24.6%
218 DOW DOW INC Basic Materials 11,489.0 $269K 0.04% NEW $23.38 +60.6%
219 FE FIRSTENERGY CORP Utilities 5,974.0 $267K 0.04% NEW $44.77 +1.2%
220 EXC EXELON CORP Utilities 6,097.0 $266K 0.04% NEW $43.59 +3.1%
Page 11 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%