BullishAgent BullishAgent Filings Market Earnings Ratings ETFs Insiders
Screener Research
Sign in Register
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 9 of 15  ·  286 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CMCSA COMCAST CORP NEW Communication Services 14,338.0 $429K 0.06% NEW $29.89 -16.0%
162 XYL XYLEM INC Industrials 3,145.0 $428K 0.06% NEW $136.22 -20.7%
163 GNL GLOBAL NET LEASE INC Real Estate 49,656.0 $427K 0.06% NEW $8.60 +9.0%
164 IVW ISHARES TR 3,456.0 $426K 0.06% NEW $123.26 +10.2%
165 J P MORGAN EXCHANGE TRADED F 3,426.0 $425K 0.06% NEW $123.97
166 CAH CARDINAL HEALTH INC Healthcare 2,057.0 $423K 0.06% NEW $205.59 -2.6%
167 VUSB VANGUARD BD INDEX FDS 8,346.0 $416K 0.06% NEW $49.84 -0.2%
168 XLI SELECT SECTOR SPDR TR 2,678.0 $415K 0.06% NEW $155.12 +10.2%
169 MSTR STRATEGY INC Technology 2,732.0 $415K 0.06% NEW $151.96 +10.1%
170 HON HONEYWELL INTL INC Industrials 2,113.0 $412K 0.06% NEW $195.15 +11.4%
171 BMY BRISTOL-MYERS SQUIBB CO Healthcare 7,612.0 $411K 0.06% NEW $53.94 +8.1%
172 NFG NATIONAL FUEL GAS CO Energy 5,116.0 $410K 0.06% NEW $80.07 +4.3%
173 USB US BANCORP DEL Financial Services 7,463.0 $398K 0.06% NEW $53.37 +1.9%
174 CTVA CORTEVA INC Basic Materials 5,899.0 $395K 0.06% NEW $67.03 +17.4%
175 MPLX MPLX LP Energy 7,364.0 $393K 0.06% NEW $53.37 +4.5%
176 HBAN HUNTINGTON BANCSHARES INC Financial Services 22,390.0 $388K 0.06% NEW $17.35 -9.1%
177 GLW CORNING INC Technology 4,320.0 $378K 0.06% NEW $87.56 +105.5%
178 GWX SPDR INDEX SHS FDS 9,156.0 $374K 0.06% NEW $40.86 +11.8%
179 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,450.0 $373K 0.06% NEW $257.25 -14.9%
180 MA MASTERCARD INCORPORATED Financial Services 643.0 $368K 0.05% NEW $571.62 -13.6%
Page 9 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%