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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 12 of 15  ·  286 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CR CRANE COMPANY Industrials 1,441.0 $266K 0.04% NEW $184.43 -8.4%
222 COF CAPITAL ONE FINL CORP Financial Services 1,088.0 $264K 0.04% NEW $242.44 -25.6%
223 DBO INVESCO DB MULTI-SECTOR COMM Financial Services 21,598.0 $264K 0.04% NEW $12.20 +92.1%
224 SEPW AIM ETF PRODUCTS TRUST 8,208.0 $262K 0.04% NEW $31.92 +3.5%
225 IYW ISHARES TR 1,310.0 $262K 0.04% NEW $199.71 +18.1%
226 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 431.0 $261K 0.04% NEW $604.51 +8.1%
227 URTY PROSHARES TR 4,849.0 $258K 0.04% NEW $53.18 +29.6%
228 INSM INSMED INC Healthcare 1,481.0 $258K 0.04% NEW $174.04 -38.3%
229 INTC INTEL CORP Technology 6,898.0 $255K 0.04% NEW $36.90 +222.0%
230 BIIB BIOGEN INC Healthcare 1,442.0 $254K 0.04% NEW $176.07 +8.2%
231 MU MICRON TECHNOLOGY INC Technology 889.0 $254K 0.04% NEW $285.56 +153.4%
232 VNQ VANGUARD INDEX FDS 2,852.0 $252K 0.04% NEW $88.52 +7.9%
233 APD AIR PRODS & CHEMS INC Basic Materials 1,018.0 $252K 0.04% NEW $247.19 +17.7%
234 MOOG INC 1,000.0 $248K 0.04% NEW $248.29
235 IEMG ISHARES INC 3,688.0 $248K 0.04% NEW $67.22 +17.3%
236 IYE ISHARES TR 5,203.0 $247K 0.04% NEW $47.53 +36.4%
237 DVY ISHARES TR 1,737.0 $245K 0.04% NEW $141.16 +8.2%
238 ACN ACCENTURE PLC IRELAND Technology 912.0 $245K 0.04% NEW $268.36 -36.4%
239 MOOG INC 1,000.0 $244K 0.04% NEW $243.55
240 AMERICAN COASTAL INS CORP 19,166.0 $242K 0.04% NEW $12.63
Page 12 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%