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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 14 of 15  ·  290 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 TRV TRAVELERS COMPANIES INC Financial Services 772.0 $225K 0.03% +30.0 +4.0% $292.04 +4.6%
262 AUGW AIM ETF PRODUCTS TRUST 6,950.0 $223K 0.03% $32.15 +4.9%
263 DTE DTE ENERGY CO Utilities 1,516.0 $222K 0.03% NEW $146.24 -2.1%
264 PRF INVESCO EXCHANGE TRADED FD T 4,653.0 $221K 0.03% $47.53 +10.8%
265 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 2,717.0 $221K 0.03% $81.23 -4.9%
266 AMD ADVANCED MICRO DEVICES INC Technology 1,078.0 $219K 0.03% $203.53 +119.9%
267 XME SPDR SERIES TRUST 2,000.0 $216K 0.03% $108.01 +4.8%
268 URTH ISHARES INC 1,154.0 $208K 0.03% $180.08 +11.9%
269 COF CAPITAL ONE FINL CORP Financial Services 1,124.0 $205K 0.03% +36.0 +3.3% $182.48 -0.2%
270 TDY TELEDYNE TECHNOLOGIES INC Technology 338.0 $204K 0.03% NEW $605.01 +0.2%
271 IWV ISHARES TR 550.0 $204K 0.03% $370.70 +13.2%
272 IJS ISHARES TR 1,704.0 $202K 0.03% NEW $118.46 +7.8%
273 NDAQ NASDAQ INC Financial Services 2,362.0 $201K 0.03% $84.89 +8.4%
274 AGG ISHARES TR 2,016.0 $200K 0.03% -56.0 -2.7% $99.32 -1.1%
275 VLRS CONTROLADORA VUELA COMP DE A Industrials 26,990.0 $195K 0.03% NEW $7.24 -15.1%
276 ASPI ASP ISOTOPES INC Basic Materials 40,649.0 $180K 0.02% +6K +17.9% $4.42 +19.0%
277 FLYW FLYWIRE CORPORATION Technology 14,552.0 $169K 0.02% -215.0 -1.5% $11.64 +36.0%
278 PAX PATRIA INVESTMENTS LIMITED Financial Services 12,254.0 $154K 0.02% -62.0 -0.5% $12.60 -13.3%
279 TDUP THREDUP INC Consumer Cyclical 46,987.0 $154K 0.02% NEW $3.28 +23.5%
280 NOMD NOMAD FOODS LTD Consumer Defensive 15,724.0 $151K 0.02% $9.61 +7.2%
Page 14 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%