Allegheny Financial Group
Top Portfolio Positions
186 positions ·
$248,410,206 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| XOM |
Exxon Mobil Corp
Energy
|
126,111 | $21,395,992 | 8.61% | |
| AAPL |
Apple Inc.
Technology
|
77,369 | $19,635,478 | 7.90% | |
| NVR |
Nvr Inc
Consumer Cyclical
|
2,971 | $19,578,385 | 7.88% | |
| ERIE |
Erie Indemnity Co
Financial Services
|
65,647 | $16,497,747 | 6.64% | |
| MSFT |
Microsoft Corp
Technology
|
23,455 | $8,682,337 | 3.50% | |
| PPG |
Ppg Industries Inc
Basic Materials
|
79,246 | $8,469,812 | 3.41% | |
| LLY |
ELI LILLY & Co
Healthcare
|
7,997 | $7,355,400 | 2.96% | |
| SPY |
Spdr S&P 500 ETF Trust
|
9,379 | $6,099,538 | 2.46% | |
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
102,632 | $6,058,366 | 2.44% | |
| CAT |
Caterpillar Inc
Industrials
|
6,322 | $4,478,884 | 1.80% |
Portfolio Trend
Holdings in ERIE
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,497,747 | 65,647 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $18,817,712 | 65,647 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $20,883,067 | 65,637 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $22,763,642 | 65,641 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $27,505,184 | 65,637 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $27,120,199 | 65,789 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $35,432,705 | 65,638 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $24,252,170 | 66,921 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $26,395,196 | 65,730 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $23,556,933 | 70,336 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $20,661,956 | 70,329 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $15,511,128 | 73,859 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $17,124,538 | 73,921 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $18,397,072 | 73,967 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $18,175,620 | 81,758 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $15,711,148 | 81,748 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $14,396,513 | 81,738 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $15,745,523 | 81,727 | Shares | Sole | 2022-05-11 | |
| 2021-09-30 | $14,580,125 | 81,718 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $15,798,241 | 81,708 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $18,052,544 | 81,719 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $20,068,467 | 81,712 | Shares | Sole | 2021-02-11 | |
| No 13F history on record for this holder in this stock. | ||||||