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Portfolio (Quarterly) Guide ↗

Allegheny Financial Group

· CIK 0001844148
13F Portfolio $676M AUM 286 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 286 New
Page 6 of 15  ·  286 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BAC BANK AMERICA CORP Financial Services 18,005.0 $990K 0.15% NEW $55.00 -6.7%
102 NSC NORFOLK SOUTHN CORP Industrials 3,408.0 $984K 0.15% NEW $288.74 +9.2%
103 PPL PPL CORP Utilities 27,161.0 $951K 0.14% NEW $35.02 +1.2%
104 COP CONOCOPHILLIPS Energy 9,958.0 $932K 0.14% NEW $93.62 +31.1%
105 V VISA INC Financial Services 2,657.0 $932K 0.14% NEW $350.76 -6.0%
106 IWM ISHARES TR 3,760.0 $926K 0.14% NEW $246.21 +13.2%
107 TT TRANE TECHNOLOGIES PLC Industrials 2,354.0 $916K 0.14% NEW $389.25 +17.1%
108 VRTX VERTEX PHARMACEUTICALS INC Healthcare 2,003.0 $908K 0.13% NEW $453.36 -5.4%
109 GLD SPDR GOLD TR Financial Services 2,273.0 $901K 0.13% NEW $396.38 +5.0%
110 ABT ABBOTT LABS Healthcare 7,157.0 $897K 0.13% NEW $125.30 -29.9%
111 JMEE J P MORGAN EXCHANGE TRADED F 13,895.0 $895K 0.13% NEW $64.38 +12.7%
112 SONO SONOS INC Technology 50,218.0 $882K 0.13% NEW $17.56 -15.3%
113 KO COCA COLA CO Consumer Defensive 12,573.0 $879K 0.13% NEW $69.91 +17.6%
114 VTWO VANGUARD SCOTTSDALE FDS 8,745.0 $870K 0.13% NEW $99.52 +13.2%
115 EQWL INVESCO EXCHANGE TRADED FD T 7,338.0 $867K 0.13% NEW $118.17 +5.9%
116 DKS DICKS SPORTING GOODS INC Consumer Cyclical 4,330.0 $857K 0.13% NEW $198.01 +10.3%
117 CEG CONSTELLATION ENERGY CORP Utilities 2,417.0 $854K 0.13% NEW $353.29 -20.7%
118 CSCO CISCO SYS INC Technology 10,628.0 $819K 0.12% NEW $77.03 +49.6%
119 EFV ISHARES TR 11,324.0 $809K 0.12% NEW $71.41 +10.1%
120 DHR DANAHER CORPORATION Healthcare 3,502.0 $802K 0.12% NEW $228.93 -26.2%
Page 6 of 15  ·  286 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 22.1%
Technology 20.7%
Consumer Cyclical 12.1%
Healthcare 11.2%
Energy 8.9%
Industrials 7.1%
Communication Services 5.6%
Consumer Defensive 4.9%
Basic Materials 4.2%
Utilities 2.9%