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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 8 of 15  ·  290 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 XLE SELECT SECTOR SPDR TR 9,885.0 $606K 0.08% $61.26 -1.8%
142 GLW CORNING INC Technology 4,360.0 $593K 0.08% +40.0 +0.9% $135.98 +32.3%
143 UNH UNITEDHEALTH GROUP INC Healthcare 2,109.0 $571K 0.08% +1K +199.2% $270.63 +41.8%
144 BA BOEING CO Industrials 2,848.0 $567K 0.08% +28.0 +1.0% $199.05 +11.4%
145 MS MORGAN STANLEY Financial Services 3,433.0 $565K 0.08% $164.61 +20.0%
146 VYM VANGUARD WHITEHALL FDS 3,799.0 $563K 0.08% $148.12 +5.8%
147 JSMD JANUS DETROIT STR TR 7,024.0 $557K 0.07% $79.36 +14.7%
148 QCOM QUALCOMM INC Technology 4,307.0 $555K 0.07% -140.0 -3.1% $128.80 +57.0%
149 IWR ISHARES TR 5,701.0 $554K 0.07% +1K +27.4% $97.24 +7.2%
150 DUK DUKE ENERGY CORP NEW Utilities 4,044.0 $530K 0.07% $130.97 -5.0%
151 BMY BRISTOL-MYERS SQUIBB CO Healthcare 8,694.0 $527K 0.07% +1K +14.2% $60.65 -3.9%
152 CTVA CORTEVA INC Basic Materials 6,131.0 $513K 0.07% +232.0 +3.9% $83.71 -6.0%
153 VEA VANGUARD TAX-MANAGED FDS 7,917.0 $507K 0.07% -257.0 -3.1% $64.09 +9.2%
154 VOO VANGUARD INDEX FDS 834.0 $498K 0.07% -302.0 -26.6% $597.63 +13.7%
155 CVNA CARVANA CO Consumer Cyclical 1,545.0 $486K 0.07% -197.0 -11.3% $314.38 -79.0%
156 NFG NATIONAL FUEL GAS CO Energy 5,147.0 $484K 0.07% +31.0 +0.6% $93.97 -11.1%
157 HON HONEYWELL INTL INC Industrials 2,127.0 $481K 0.07% +14.0 +0.7% $226.07 -3.8%
158 J P MORGAN EXCHANGE TRADED F 3,675.0 $479K 0.07% +249.0 +7.3% $130.24
159 ALL ALLSTATE CORP Financial Services 2,302.0 $477K 0.06% +16.0 +0.7% $207.40 +7.1%
160 WM WASTE MGMT INC DEL Industrials 2,041.0 $469K 0.06% +19.0 +0.9% $229.90 -4.3%
Page 8 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%