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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 6 of 15  ·  290 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CI THE CIGNA GROUP Healthcare 3,815.0 $1.0M 0.14% $266.82 +8.9%
102 TPL TEXAS PACIFIC LAND CORPORATI Energy 2,087.0 $991K 0.13% -96.0 -4.4% $474.67 -17.4%
103 IWO ISHARES TR 3,144.0 $987K 0.13% $313.87 +13.1%
104 TT TRANE TECHNOLOGIES PLC Industrials 2,361.0 $984K 0.13% $416.83 +7.5%
105 NSC NORFOLK SOUTHN CORP Industrials 3,417.0 $981K 0.13% $287.06 +10.6%
106 GLD SPDR GOLD TR Financial Services 2,277.0 $980K 0.13% $430.31 -4.2%
107 EFV ISHARES TR 12,650.0 $941K 0.13% +1K +11.7% $74.35 +4.7%
108 TSLA TESLA INC Consumer Cyclical 2,494.0 $927K 0.12% +63.0 +2.6% $371.81 +10.1%
109 KO COCA COLA CO Consumer Defensive 12,035.0 $915K 0.12% -538.0 -4.3% $76.06 +7.8%
110 VRTX VERTEX PHARMACEUTICALS INC Healthcare 2,018.0 $901K 0.12% +15.0 +0.8% $446.54 -2.2%
111 ISRG INTUITIVE SURGICAL INC Healthcare 1,948.0 $898K 0.12% +15.0 +0.8% $460.99 -5.5%
112 META META PLATFORMS INC Communication Services 1,537.0 $880K 0.12% +19.0 +1.2% $572.40 +4.9%
113 BAC BANK AMERICA CORP Financial Services 17,783.0 $867K 0.12% -222.0 -1.2% $48.75 +3.7%
114 DKS DICKS SPORTING GOODS INC Consumer Cyclical 4,301.0 $853K 0.12% -29.0 -0.7% $198.33 +6.1%
115 EQWL INVESCO EXCHANGE TRADED FD T 7,372.0 $850K 0.12% $115.25 +7.9%
116 CSCO CISCO SYS INC Technology 10,777.0 $836K 0.11% +149.0 +1.4% $77.59 +49.8%
117 VTWO VANGUARD SCOTTSDALE FDS 8,336.0 $835K 0.11% -409.0 -4.7% $100.18 +10.7%
118 FBND FIDELITY MERRIMACK STR TR 18,151.0 $828K 0.11% -12K -39.1% $45.62 -1.2%
119 V VISA INC Financial Services 2,676.0 $809K 0.11% +19.0 +0.7% $302.33 +8.8%
120 FDX FEDEX CORP Industrials 2,212.0 $788K 0.11% -302.0 -12.0% $356.23 +6.2%
Page 6 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%