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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 4 of 15  ·  290 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VTI VANGUARD INDEX FDS 6,528.0 $2.1M 0.28% -88.0 -1.3% $320.83 +12.5%
62 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,010.0 $2.0M 0.27% $996.80 +9.2%
63 UNP UNION PAC CORP Industrials 8,160.0 $2.0M 0.27% $242.63 +11.7%
64 AFL AFLAC INC Financial Services 17,920.0 $2.0M 0.27% $109.71 +7.0%
65 MPC MARATHON PETE CORP Energy 7,914.0 $1.9M 0.26% -45.0 -0.6% $244.21 +7.2%
66 IJK ISHARES TR 19,169.0 $1.9M 0.26% +2K +12.4% $100.62 +8.2%
67 SUB ISHARES TR 18,064.0 $1.9M 0.26% $106.51 -0.4%
68 EFG ISHARES TR 17,188.0 $1.9M 0.26% +343.0 +2.0% $111.37 +6.3%
69 ABBV ABBVIE INC Healthcare 8,715.0 $1.9M 0.26% -142.0 -1.6% $217.51 -1.9%
70 VZ VERIZON COMMUNICATIONS INC Communication Services 35,263.0 $1.8M 0.24% +371.0 +1.1% $50.20 -4.5%
71 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 155,479.0 $1.8M 0.24% NEW $11.28 +0.4%
72 HSY HERSHEY CO Consumer Defensive 8,086.0 $1.7M 0.23% $207.91 -8.9%
73 GDX VANECK ETF TRUST 17,468.0 $1.6M 0.22% -177.0 -1.0% $91.77 -8.3%
74 SCZ ISHARES TR 18,964.0 $1.5M 0.20% +560.0 +3.0% $78.41 +6.8%
75 NEE NEXTERA ENERGY INC Utilities 15,760.0 $1.5M 0.20% $92.88 -2.6%
76 FLCV FEDERATED HERMES ETF TRUST 45,380.0 $1.4M 0.19% +4K +8.7% $31.50 +7.4%
77 CVX CHEVRON CORPORATION Energy 6,752.0 $1.4M 0.19% -154.0 -2.2% $206.92 -4.6%
78 T AT&T INC Communication Services 48,141.0 $1.4M 0.19% +2K +4.8% $28.99 -13.5%
79 IJR ISHARES TR 11,176.0 $1.4M 0.19% -12K -52.0% $124.31 +7.0%
80 BK BANK NEW YORK MELLON CORP Financial Services 11,665.0 $1.4M 0.19% $118.64 +14.9%
Page 4 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%