Allegheny Financial Group
Top Portfolio Positions
187 positions ·
$260,441,001 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| XOM |
Exxon Mobil Corp
Energy
|
126,111 | $21,395,992 | 8.22% | |
| AAPL |
Apple Inc.
Technology
|
77,369 | $19,635,478 | 7.54% | |
| NVR |
Nvr Inc
Consumer Cyclical
|
2,971 | $19,578,385 | 7.52% | |
| 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 | 4.62% | |
| 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 | 2.33% |
Portfolio Trend
22 quarters · across all stocks
Holdings in INN
Shares Held
Position Value (USD)
21 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $139,336 | 31,524 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $160,286 | 32,913 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $871,801 | 158,798 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,015,923 | 199,592 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,099,144 | 203,169 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,448,268 | 211,426 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,685,001 | 245,627 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,507,790 | 251,718 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,502,481 | 230,796 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,897,351 | 282,344 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,558,187 | 268,653 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,745,376 | 268,107 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,039,240 | 291,320 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $2,197,233 | 304,326 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,158,343 | 321,182 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,362,037 | 324,902 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,366,171 | 337,969 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $3,315,257 | 339,678 | Shares | Sole | 2022-05-11 | |
| 2021-09-30 | $3,300,509 | 342,732 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $3,205,974 | 343,620 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $3,180,746 | 353,024 | Shares | Sole | 2021-02-11 | |
| No 13F history on record for this holder in this stock. | ||||||