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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 9 of 15  ·  290 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 DIS DISNEY WALT CO Communication Services 4,740.0 $457K 0.06% -100.0 -2.1% $96.39 +8.3%
162 GNL GLOBAL NET LEASE INC Real Estate 48,157.0 $451K 0.06% -1K -3.0% $9.36 +0.2%
163 RSPE INVESCO EXCH TRADED FD TR II 15,160.0 $446K 0.06% $29.43 +9.0%
164 XLI SELECT SECTOR SPDR TR 2,744.0 $444K 0.06% +66.0 +2.5% $161.76 +5.7%
165 CMCSA COMCAST CORP NEW Communication Services 15,448.0 $444K 0.06% +1K +7.7% $28.71 -12.5%
166 VSS VANGUARD INTL EQUITY INDEX F 3,024.0 $441K 0.06% -206.0 -6.4% $145.80 +8.2%
167 CAH CARDINAL HEALTH INC Healthcare 2,083.0 $440K 0.06% +26.0 +1.3% $211.40 -5.3%
168 CGDV CAPITAL GROUP DIVIDEND VALUE 10,168.0 $433K 0.06% +5K +92.9% $42.54 +11.9%
169 WFC WELLS FARGO & CO Financial Services 5,297.0 $422K 0.06% -506.0 -8.7% $79.61 -4.8%
170 MPLX MPLX LP Energy 7,364.0 $420K 0.06% $57.07 -2.3%
171 PSX PHILLIPS 66 Energy 2,289.0 $417K 0.06% +14.0 +0.6% $182.25 -1.9%
172 DBO INVESCO DB MULTI-SECTOR COMM Financial Services 21,183.0 $417K 0.06% -415.0 -1.9% $19.67 +14.7%
173 AMG AFFILIATED MANAGERS GROUP Financial Services 1,497.0 $414K 0.06% $276.70 +8.8%
174 IMPERIAL PETE INC 96,040.0 $411K 0.06% +38K +65.4% $4.28
175 NKE NIKE INC Consumer Cyclical 7,777.0 $411K 0.06% -370.0 -4.5% $52.82 -17.0%
176 URTY PROSHARES TR 7,943.0 $409K 0.06% +3K +63.8% $51.55 +38.1%
177 ADX ADAMS DIVERSIFIED EQUITY FD Financial Services 18,473.0 $404K 0.06% $21.89 +12.8%
178 USB US BANCORP Financial Services 7,552.0 $393K 0.05% +89.0 +1.2% $52.02 +4.5%
179 IVW ISHARES TR 3,456.0 $391K 0.05% $113.11 +20.1%
180 ETHO AMPLIFY ETF TR 5,886.0 $389K 0.05% -1K -16.4% $66.09 +11.4%
Page 9 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%