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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 2 of 15  ·  286 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FTRB FEDERATED HERMES ETF TRUST 335,158.0 $8.5M 1.26% NEW $25.39 -1.9%
22 PPG PPG INDS INC Basic Materials 78,968.0 $8.1M 1.20% NEW $102.46 +2.8%
23 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 102,680.0 $7.8M 1.16% NEW $76.23 -11.8%
24 SPY SPDR S&P 500 ETF TR Financial Services 9,378.0 $6.4M 0.95% NEW $681.92 +8.4%
25 HELO J P MORGAN EXCHANGE TRADED F 77,745.0 $5.2M 0.77% NEW $66.43 +2.0%
26 GOOG ALPHABET INC Communication Services 15,033.0 $4.7M 0.70% NEW $313.80 +21.8%
27 FEGE RBB FUND TRUST 95,983.0 $4.4M 0.65% NEW $46.03 +8.3%
28 GOOGL ALPHABET INC Communication Services 13,013.0 $4.1M 0.60% NEW $313.02 +23.0%
29 SNPS SYNOPSYS INC Technology 8,654.0 $4.1M 0.60% NEW $469.73 +4.5%
30 VTWG VANGUARD SCOTTSDALE FDS 16,654.0 $3.9M 0.58% NEW $236.00 +11.6%
31 PARNASSUS INCOME FDS 139,546.0 $3.7M 0.56% NEW $26.86
32 VUG VANGUARD INDEX FDS 7,666.0 $3.7M 0.55% NEW $487.92 -82.2%
33 CAT CATERPILLAR INC Industrials 6,293.0 $3.6M 0.53% NEW $572.93 +52.0%
34 IBM INTERNATIONAL BUSINESS MACHS Technology 11,972.0 $3.5M 0.53% NEW $296.23 -24.9%
35 AVGO BROADCOM INC Technology 10,180.0 $3.5M 0.52% NEW $346.11 +20.9%
36 IYR ISHARES TR 34,713.0 $3.3M 0.48% NEW $93.89 +8.6%
37 JPM JPMORGAN CHASE & CO. Financial Services 9,986.0 $3.2M 0.48% NEW $322.25 -6.2%
38 IAGG ISHARES TR 64,211.0 $3.2M 0.47% NEW $50.01 -0.1%
39 MRK MERCK & CO INC Healthcare 29,703.0 $3.1M 0.46% NEW $105.26 +7.4%
40 AMZN AMAZON COM INC Consumer Cyclical 13,262.0 $3.1M 0.45% NEW $230.82 +13.9%
Page 2 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%