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Portfolio (Quarterly) Guide ↗

Allegheny Financial Group

· CIK 0001844148
13F Portfolio $742M AUM 290 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 13 New 118 Added 58 Reduced 9 Exited
Page 10 of 15  ·  290 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 EQT EQT CORP Energy 6,105.0 $389K 0.05% $63.64 -18.4%
182 MDLZ MONDELEZ INTL INC Consumer Defensive 6,680.0 $385K 0.05% $57.65 +9.3%
183 GWX SPDR INDEX SHS FDS 9,079.0 $383K 0.05% -77.0 -0.8% $42.23 +8.2%
184 CL COLGATE PALMOLIVE CO Consumer Defensive 4,339.0 $370K 0.05% +24.0 +0.6% $85.23 +4.9%
185 TLN TALEN ENERGY CORP Utilities 1,131.0 $361K 0.05% +225.0 +24.8% $319.23 +12.9%
186 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 6,149.0 $361K 0.05% $58.65 +12.8%
187 FLEX FLEXTRONICS INTL LTD Technology 5,492.0 $360K 0.05% $65.46 +128.7%
188 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 4,434.0 $359K 0.05% +273.0 +6.6% $80.96 -1.6%
189 ED CONSOLIDATED EDISON INC Utilities 3,171.0 $359K 0.05% $113.20 -4.8%
190 MSTR STRATEGY INC Technology 2,789.0 $348K 0.05% +57.0 +2.1% $124.80 -0.7%
191 HBAN HUNTINGTON BANCSHARES INC Financial Services 21,842.0 $342K 0.05% -548.0 -2.5% $15.65 +11.9%
192 MCK MCKESSON CORP Healthcare 391.0 $338K 0.05% +4.0 +1.0% $865.37 -9.4%
193 MELI MERCADOLIBRE INC Consumer Cyclical 195.0 $337K 0.04% +75.0 +62.5% $1729.02 -8.1%
194 CSX CSX CORP Industrials 8,056.0 $331K 0.04% -185.0 -2.2% $41.05 +15.9%
195 Q QNITY ELECTRONICS INC Technology 2,831.0 $327K 0.04% -98.0 -3.4% $115.41 +30.5%
196 WSFS WSFS FINL CORP Financial Services 4,963.0 $325K 0.04% -166.0 -3.2% $65.46 +13.6%
197 AA ALCOA CORP Basic Materials 4,848.0 $322K 0.04% -1K -18.5% $66.34 +3.7%
198 D DOMINION ENERGY INC Utilities 5,165.0 $319K 0.04% +52.0 +1.0% $61.83 +9.8%
199 IYE ISHARES TR 4,922.0 $319K 0.04% -281.0 -5.4% $64.78 -5.8%
200 EPD ENTERPRISE PRODS PARTNERS L Energy 8,398.0 $318K 0.04% $37.84 -1.6%
Page 10 of 15  ·  290 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 20.9%
Technology 18.5%
Energy 12.4%
Consumer Cyclical 11.1%
Healthcare 10.8%
Industrials 7.5%
Communication Services 5.4%
Consumer Defensive 5.2%
Basic Materials 4.5%
Utilities 3.3%