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Portfolio (Quarterly) Guide ↗

Allegheny Financial Group

· CIK 0001844148
13F Portfolio $942M AUM 305 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 29 New 131 Added 53 Reduced 14 Exited
Page 2 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FTRB FEDERATED HERMES ETF TRUST — 395,812.0 $9.9M 1.05% +31K +8.5% $25.09 -3.6%
22 LLY ELI LILLY & CO Healthcare 8,119.0 $9.7M 1.03% +122.0 +1.5% $1199.55 -1.3%
23 PPG PPG INDS INC Basic Materials 79,420.0 $9.6M 1.02% — — $121.29 -11.4%
24 MSFT MICROSOFT CORP Technology 23,828.0 $8.9M 0.94% +373.0 +1.6% $373.03 +38.4%
25 SPY STATE STR SPDR S&P 500 ETF T Financial Services 9,430.0 $7.0M 0.75% +51.0 +0.5% $746.82 +3.3%
26 B BARRICK MNG CORP Basic Materials 177,847.0 $6.5M 0.69% NEW — $36.73 +16.7%
27 AVMV AMERICAN CENTY ETF TR — 80,919.0 $6.5M 0.69% +65K +407.7% $80.54 -3.6%
28 CAT CATERPILLAR INC Industrials 6,086.0 $6.5M 0.69% -236.0 -3.7% $1064.97 -22.9%
29 FEGE RBB FUND TRUST — 125,647.0 $6.1M 0.65% +14K +12.8% $48.92 +4.7%
30 — PARNASSUS INCOME FDS — 201,071.0 $5.8M 0.61% +38K +23.4% $28.79 —
31 JMEE J P MORGAN EXCHANGE TRADED F — 72,421.0 $5.7M 0.60% +25K +53.0% $78.03 -4.5%
32 GOOG ALPHABET INC — 15,525.0 $5.5M 0.58% +427.0 +2.8% $353.33 —
33 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 102,569.0 $5.2M 0.56% — — $51.05 +43.1%
34 BASG ADVISORS INNER CIRCLE FD III — 191,987.0 $5.1M 0.54% +65K +50.8% $26.64 +6.6%
35 GOOGL ALPHABET INC Communication Services 13,410.0 $4.8M 0.51% +945.0 +7.6% $357.37 -3.8%
36 VTWG VANGUARD SCOTTSDALE FDS — 16,440.0 $4.7M 0.50% -366.0 -2.2% $287.69 -8.6%
37 VUG VANGUARD INDEX FDS — 51,725.0 $4.5M 0.47% +44K +547.4% $86.14 +5.6%
38 AVGO BROADCOM INC Technology 10,519.0 $4.0M 0.42% +258.0 +2.5% $377.78 -6.6%
39 SNPS SYNOPSYS INC Technology 8,776.0 $3.9M 0.42% — — $446.08 -4.6%
40 VO VANGUARD INDEX FDS — 48,306.0 $3.9M 0.41% +37K +344.8% $80.57 -0.7%
Page 2 of 16  ·  305 positions

① 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
Technology 21.5%
Financial Services 20.1%
Healthcare 11.4%
Consumer Cyclical 10.7%
Energy 9.5%
Industrials 8.3%
Basic Materials 6.6%
Consumer Defensive 4.9%
Communication Services 3.7%
Utilities 3.2%