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 TDUP
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $154,117 | 46,987 | Shares | Sole | 2026-04-16 | |
| No 13F history on record for this holder in this stock. | ||||||