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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 7 of 15  ·  290 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 TDW TIDEWATER INC NEW Energy 9,333.0 $780K 0.10% -70.0 -0.7% $83.55 +0.9%
122 ORCL ORACLE CORP Technology 5,149.0 $758K 0.10% +40.0 +0.8% $147.12 +25.1%
123 RRC RANGE RES CORP Energy 16,525.0 $747K 0.10% $45.18 -6.3%
124 ABT ABBOTT LABORATORIES Healthcare 7,218.0 $741K 0.10% +61.0 +0.8% $102.67 -14.4%
125 NFLX NETFLIX INC. Communication Services 7,555.0 $726K 0.10% +611.0 +8.8% $96.15 -8.4%
126 EMR EMERSON ELEC CO Industrials 5,478.0 $718K 0.10% +36.0 +0.7% $131.03 +1.3%
127 PEP PEPSICO INC Consumer Defensive 4,606.0 $715K 0.10% +42.0 +0.9% $155.30 -3.4%
128 HWM HOWMET AEROSPACE INC Industrials 3,101.0 $715K 0.10% -137.0 -4.2% $230.48 +13.4%
129 VXUS VANGUARD STAR FDS 9,189.0 $709K 0.10% +1K +14.0% $77.12 +8.8%
130 ETN EATON CORP PLC Industrials 1,893.0 $677K 0.09% +24.0 +1.3% $357.73 +6.4%
131 CEG CONSTELLATION ENERGY CORP Utilities 2,419.0 $676K 0.09% $279.34 +0.3%
132 SONO SONOS INC Technology 50,218.0 $673K 0.09% $13.40 +11.0%
133 MCD MCDONALDS CORP Consumer Cyclical 2,159.0 $671K 0.09% $310.93 -10.0%
134 DHR DANAHER CORP DEL Healthcare 3,535.0 $670K 0.09% +33.0 +0.9% $189.60 -10.9%
135 IEFA ISHARES TR 7,361.0 $666K 0.09% $90.53 +6.7%
136 GL GLOBE LIFE INC Financial Services 4,752.0 $661K 0.09% $139.17 +10.8%
137 AMGN AMGEN INC Healthcare 1,836.0 $646K 0.09% -22.0 -1.2% $351.98 -6.0%
138 VHT VANGUARD WORLD FD 2,310.0 $629K 0.09% $272.35 +0.5%
139 SHW SHERWIN WILLIAMS CO Basic Materials 1,935.0 $620K 0.08% $320.57 -4.9%
140 FCF FIRST COMWLTH FINL CORP PA Financial Services 34,724.0 $610K 0.08% $17.58 +5.5%
Page 7 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%