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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 15 of 15  ·  290 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 INN SUMMIT HOTEL PPTYS Real Estate 31,524.0 $139K 0.02% -1K -4.2% $4.42 +22.6%
282 F FORD MTR CO Consumer Cyclical 10,668.0 $123K 0.02% +317.0 +3.1% $11.54 +13.2%
283 NAK NORTHERN DYNASTY MINERALS LT Basic Materials 52,100.0 $73K 0.01% $1.40 +33.6%
284 NEWSMAX INC 13,267.0 $69K 0.01% NEW $5.22
285 BUR BURFORD CAPITAL LIMITED Financial Services 14,820.0 $67K 0.01% $4.52 +3.1%
286 PGEN PRECIGEN INC Healthcare 17,065.0 $66K 0.01% $3.87 +7.5%
287 ANGX ANGEL STUDIOS INC Communication Services 18,429.0 $56K 0.01% NEW $3.05 -18.4%
288 TSHA TAYSHA GENE THERAPIES INC Healthcare 12,000.0 $54K 0.01% -14K -54.5% $4.47 +16.1%
289 LINEAGE CELL THERAPEUTICS IN 20,000.0 $32K 0.00% $1.58
290 MVIS MICROVISION INC DEL Technology 12,500.0 $8K 0.00% -229.0 -1.8% $0.64 -8.0%
Page 15 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%