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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 13 of 15  ·  290 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 LRCX LAM RESEARCH CORP Technology 1,226.0 $262K 0.04% +11.0 +0.9% $213.73 +27.9%
242 SEPW AIM ETF PRODUCTS TRUST 8,208.0 $259K 0.04% $31.59 +4.7%
243 IEMG ISHARES INC 3,715.0 $259K 0.04% +27.0 +0.7% $69.75 +14.6%
244 STBA S & T BANCORP INC Financial Services 6,157.0 $258K 0.04% $41.84 +5.5%
245 NEAR ISHARES U S ETF TR 5,056.0 $257K 0.04% NEW $50.84 -0.4%
246 ADBE ADOBE INC Technology 1,050.0 $255K 0.03% +17.0 +1.6% $243.08 +4.2%
247 NWBI NORTHWEST BANCSHARES INC Financial Services 20,080.0 $255K 0.03% $12.69 +7.6%
248 VNQ VANGUARD INDEX FDS 2,872.0 $255K 0.03% +20.0 +0.7% $88.72 +8.8%
249 CR CRANE COMPANY Industrials 1,441.0 $246K 0.03% $171.00 -2.1%
250 WAB WABTEC Industrials 985.0 $246K 0.03% +8.0 +0.8% $250.04 +2.1%
251 PDD PDD HOLDINGS INC Consumer Cyclical 2,395.0 $245K 0.03% -17.0 -0.7% $102.18 -4.7%
252 INSM INSMED INC Healthcare 1,479.0 $242K 0.03% $163.52 -34.3%
253 CSL CARLISLE COS INC Industrials 723.0 $241K 0.03% $333.75 -2.4%
254 IYW ISHARES TR 1,310.0 $238K 0.03% $181.51 +31.9%
255 ANNX ANNEXON INC Healthcare 42,900.0 $238K 0.03% $5.54 -9.0%
256 BDX BECTON DICKINSON & CO Healthcare 1,495.0 $235K 0.03% +28.0 +1.9% $157.31 -6.6%
257 ACN ACCENTURE PLC IRELAND Technology 1,173.0 $233K 0.03% +261.0 +28.6% $198.35 -9.6%
258 CGIC CAPITAL GROUP INTERNATIONAL 7,025.0 $233K 0.03% NEW $33.11 +8.7%
259 VSGX VANGUARD WORLD FD 3,226.0 $231K 0.03% -54.0 -1.6% $71.74 +11.1%
260 UPS UNITED PARCEL SVCS INC Industrials 2,322.0 $228K 0.03% +29.0 +1.3% $98.40 -1.6%
Page 13 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%