Allegheny Financial Group
CIK
1844148
City
Pittsburgh
State / Country
PA
Top Portfolio Positions
186 positions ·
$248,410,206 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| 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 IMPP
Shares Held
Position Value (USD)
7 of 7 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $411,051 | 96,040 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $210,148 | 58,052 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $399,861 | 83,653 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $241,900 | 78,539 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $135,254 | 55,206 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $234,141 | 77,788 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $647,375 | 155,994 | Shares | Sole | 2024-11-14 | |
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