Allegheny Financial Group
Top Portfolio Positions
188 positions ·
$260,733,641 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| XOM |
Exxon Mobil Corp
Energy
|
126,111 | $21,395,992 | 8.21% | |
| AAPL |
Apple Inc.
Technology
|
77,369 | $19,635,478 | 7.53% | |
| NVR |
Nvr Inc
Consumer Cyclical
|
2,971 | $19,578,385 | 7.51% | |
| ERIE |
Erie Indemnity Co
Financial Services
|
65,647 | $16,497,747 | 6.33% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
25,106 | $12,030,795 | 4.61% | |
| MSFT |
Microsoft Corp
Technology
|
23,455 | $8,682,337 | 3.33% | |
| PPG |
Ppg Industries Inc
Basic Materials
|
79,246 | $8,469,812 | 3.25% | |
| LLY |
ELI LILLY & Co
Healthcare
|
7,997 | $7,355,400 | 2.82% | |
| SPY |
Spdr S&P 500 ETF Trust
|
9,379 | $6,099,538 | 2.34% | |
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
102,632 | $6,058,366 | 2.32% |
Portfolio Trend
22 quarters · across all stocks
Holdings in DBO
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $416,669 | 21,183 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $263,495 | 21,598 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $284,252 | 21,134 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $257,499 | 19,478 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $200,863 | 14,017 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $200,583 | 14,017 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $195,412 | 13,988 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $221,709 | 13,988 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $217,373 | 13,988 | Shares | Sole | 2024-05-07 | |
| 2021-03-31 | $106,346 | 10,109 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $85,218 | 10,109 | Shares | Sole | 2021-02-11 | |
| No 13F history on record for this holder in this stock. | ||||||