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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 14 of 15  ·  286 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 PRF INVESCO EXCHANGE TRADED FD T 4,635.0 $217K 0.03% NEW $46.92 +11.2%
262 TRV TRAVELERS COMPANIES INC Financial Services 742.0 $215K 0.03% NEW $290.32 +5.4%
263 ANNX ANNEXON INC Healthcare 42,900.0 $215K 0.03% NEW $5.02 -2.2%
264 URTH ISHARES INC 1,154.0 $214K 0.03% NEW $185.83 +7.1%
265 ICUI ICU MED INC Healthcare 1,500.0 $214K 0.03% NEW $142.67 -13.7%
266 IWV ISHARES TR 548.0 $212K 0.03% NEW $387.50 +7.1%
267 APG API GROUP CORP Industrials 5,533.0 $212K 0.03% NEW $38.26 +7.5%
268 IMPERIAL PETE INC 58,052.0 $210K 0.03% NEW $3.62
269 FLYW FLYWIRE CORPORATION Technology 14,767.0 $209K 0.03% NEW $14.16 +13.1%
270 WAB WABTEC Industrials 977.0 $209K 0.03% NEW $213.55 +21.8%
271 LRCX LAM RESEARCH CORP Technology 1,215.0 $208K 0.03% NEW $171.20 +62.4%
272 XME SPDR SERIES TRUST 2,000.0 $207K 0.03% NEW $103.61 +6.3%
273 AGG ISHARES TR 2,072.0 $207K 0.03% NEW $99.91 -2.3%
274 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 2,718.0 $205K 0.03% NEW $75.56 +3.4%
275 DECW AIM ETF PRODUCTS TRUST 5,894.0 $200K 0.03% NEW $33.95 +3.8%
276 NOMD NOMAD FOODS LTD Consumer Defensive 15,699.0 $196K 0.03% NEW $12.51 -18.1%
277 PAX PATRIA INVESTMENTS LIMITED Financial Services 12,316.0 $196K 0.03% NEW $15.89 -29.8%
278 ASPI ASP ISOTOPES INC Basic Materials 34,473.0 $184K 0.03% NEW $5.35 -9.5%
279 INN SUMMIT HOTEL PPTYS INC Real Estate 32,913.0 $160K 0.02% NEW $4.87 +12.1%
280 TSHA TAYSHA GENE THERAPIES INC Healthcare 26,350.0 $145K 0.02% NEW $5.50 -0.9%
Page 14 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%