Position in ALLE
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$404,196
+$137,503 QoQ
Shares Held
2,782
+66.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ALLE Over Time
Shares Held
Position Value (USD)
Position in Security & Protection Services
Industrials · as of Mar 31, 2026IFP Advisors, Inc holds $564,844 across 13 Security & Protection Services names. ALLE ranks #1 (71.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALLE |
Allegion plc
This page
|
2,782 | $404,196 | |
| 2 | BCO |
Brinks Co
|
476 | $49,327 | |
| 3 | NSSC |
Napco Security Technologies, Inc
|
782 | $30,802 | |
| 4 | GEO |
Geo Group Inc
|
1,832 | $30,795 | |
| 5 | ADT |
ADT Inc.
|
4,110 | $27,002 | |
| 6 | NL |
Nl Industries Inc
|
1,766 | $10,295 | |
| 7 | MSA |
MSA Safety Inc
|
30 | $4,918 | |
| 8 | BAER |
Bridger Aerospace Group Holdings, Inc.
|
2,000 | $3,960 |
All Filings in ALLE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $404,196 | 2,782 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $266,693 | 1,675 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $296,351 | 1,671 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $128,266 | 890 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $76,449 | 586 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $59,067 | 452 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $53,486 | 367 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $41,706 | 353 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $34,216 | 254 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $30,785 | 243 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $34,281 | 329 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $30,485 | 254 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $26,042 | 244 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $37,683 | 358 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $29,415 | 328 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $31,621 | 323 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $35,458 | 323 | Shares | Sole | 2022-09-06 | |
| 2021-09-30 | $46,791 | 354 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $41,929 | 301 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $80,648 | 642 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $108,117 | 929 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $78,435 | 793 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $87,602 | 857 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $72,695 | 790 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||