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 FBTC
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,058,366 | 102,632 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $7,827,296 | 102,680 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $10,129,916 | 101,492 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $9,308,957 | 99,042 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,591,683 | 105,484 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,608,298 | 68,746 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,267,972 | 22,834 | Shares | Sole | 2024-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||