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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 12 of 15  ·  290 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 VYMI VANGUARD WHITEHALL FDS 3,080.0 $290K 0.04% +24.0 +0.8% $94.24 +5.2%
222 INTC INTEL CORP Technology 6,512.0 $287K 0.04% -386.0 -5.6% $44.14 +160.6%
223 LHX L3HARRIS TECHNOLOGIES INC Industrials 827.0 $285K 0.04% +5.0 +0.6% $345.16 -11.1%
224 BP BP PLC Energy 6,051.0 $284K 0.04% -429.0 -6.6% $47.01 -3.0%
225 IMCB ISHARES TR 3,403.0 $284K 0.04% +130.0 +4.0% $83.44 +8.4%
226 DD DUPONT DE NEMOURS INC Basic Materials 6,132.0 $281K 0.04% +255.0 +4.3% $45.80 +1.7%
227 VAL VALARIS LTD Energy 2,845.0 $279K 0.04% -3K -54.4% $98.04 +11.0%
228 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 3,005.0 $277K 0.04% $92.31 -0.9%
229 VT VANGUARD INTL EQUITY INDEX F 2,001.0 $277K 0.04% +66.0 +3.4% $138.39 +11.2%
230 PAYX PAYCHEX INC Industrials 2,993.0 $276K 0.04% +15.0 +0.5% $92.12 +1.1%
231 PPA INVESCO EXCHANGE TRADED FD T 1,650.0 $274K 0.04% +242.0 +17.2% $165.79 +0.1%
232 GS GOLDMAN SACHS GROUP INC Financial Services 322.0 $273K 0.04% +16.0 +5.2% $846.93 +16.3%
233 XLK SELECT SECTOR SPDR TR 2,022.0 $269K 0.04% +12.0 +0.6% $132.93 +33.2%
234 MA MASTERCARD INCORPORATED Financial Services 534.0 $267K 0.04% -109.0 -16.9% $500.44 -1.7%
235 KMI KINDER MORGAN INC DEL Energy 7,969.0 $267K 0.04% -630.0 -7.3% $33.53 +0.6%
236 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 432.0 $267K 0.04% $617.34 +6.3%
237 BIIB BIOGEN INC Healthcare 1,450.0 $266K 0.04% +8.0 +0.6% $183.41 +2.1%
238 DOW DOW HLDGS INC Basic Materials 6,342.0 $264K 0.04% -5K -44.8% $41.65 -12.6%
239 DVY ISHARES TR 1,741.0 $264K 0.04% $151.44 +0.5%
240 SOXL DIREXION SHARES ETF TRUST 5,496.0 $263K 0.04% $47.91 +259.7%
Page 12 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%