Allegheny Financial Group

13F filer · CIK 0001844148

Reported Jul 22, 2026

Net buyer this quarter

13F portfolio value$942MU.S. long equity reported on 13F

Positions20115 new · 12 closed

Net flow last quarter+$15.6MBuys minus sells

Top 10 positions weight15.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 22, 2026201 positions
AAPLApple Inc.	$22.9M	2.43%	0.00%	+2.3%	Q4 2020
NVRNVR Inc	$20.1M	2.13%	0.11%	-0.7%	Q4 2020
QLTYQuality Distribution Inc	$20M	2.12%	1.71%	+20.0%	Q1 2025
XOMExxonMobil Holdings Corp	$17.2M	1.82%	0.00%	-0.4%	Q4 2020
ERIEErie Indemnity Co	$15.7M	1.67%	Not reported	Not reported	Q4 2020
BRK.BBerkshire Hathaway Inc	$12.9M	1.37%	Not reported	+2.6%	Q4 2020
LLYELI LILLY & Co	$9.74M	1.03%	0.00%	+1.5%	Q4 2020
PPGPPG Industries Inc	$9.63M	1.02%	0.04%	+0.2%	Q4 2020
MSFTMicrosoft Corp	$8.89M	0.94%	0.00%	+1.6%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$7.04M	0.75%	Not reported	+0.5%	Q4 2020
BBarrick Mining Corp	$6.53M	0.69%	0.01%	New	Q2 2026
CATCaterpillar Inc	$6.48M	0.69%	0.00%	-3.7%	Q4 2021
PRCSPraecis Pharmaceuticals Inc	$5.79M	0.61%	Not reported	+23.4%	Q3 2025
GOOGAlphabet Inc.	$5.49M	0.58%	Not reported	+2.8%	Q4 2020
FBTCFidelity Wise Origin Bitcoin Fund	$5.24M	0.56%	0.05%	-0.1%	Q3 2024
GOOGLAlphabet Inc.	$4.79M	0.51%	0.00%	+7.6%	Q4 2020
AVGOBroadcom Inc.	$3.97M	0.42%	0.00%	+2.5%	Q1 2021
SNPSSynopsys Inc	$3.91M	0.42%	0.00%	0.0%	Q3 2025
MRKMerck & Co., Inc.	$3.86M	0.41%	0.00%	+1.0%	Q4 2020
IBMInternational Business Machines Corp	$3.53M	0.37%	0.00%	+5.2%	Q4 2020
AMZNAmazon Com Inc	$3.51M	0.37%	0.00%	+12.2%	Q4 2020
JPMJPMorgan Chase & Co	$3.37M	0.36%	0.00%	+2.8%	Q4 2020
NVDANvidia Corp	$3.25M	0.35%	0.00%	+30.3%	Q3 2023
PNCPNC Financial Services Group, Inc.	$3.14M	0.33%	0.00%	+5.4%	Q4 2020
JNJJohnson & Johnson	$2.8M	0.30%	0.00%	+4.5%	Q4 2020
IWSImageware Systems Inc	$2.68M	0.28%	Not reported	-2.4%	Q2 2021
PMPhilip Morris International Inc.	$2.5M	0.27%	0.00%	+0.2%	Q4 2020
PGPROCTER & GAMBLE Co	$2.29M	0.24%	0.00%	+1.8%	Q4 2020
UNPUnion Pacific Corp	$2.22M	0.24%	0.00%	+0.1%	Q4 2020
ABBVAbbVie Inc.	$2.2M	0.23%	0.00%	+0.3%	Q4 2020
MPCMarathon Petroleum Corp	$2.02M	0.21%	0.00%	+0.1%	Q4 2020
COSTCostco Wholesale Corp	$1.87M	0.20%	0.00%	-0.8%	Q4 2020
MHDBlackRock Muniholdings Fund, Inc.	$1.76M	0.19%	Not reported	-5.0%	Q1 2026
BNYBank of New York Mellon Corp	$1.75M	0.19%	0.00%	+3.8%	Q4 2020
GEGeneral Electric Co	$1.71M	0.18%	0.00%	-0.2%	Q3 2021
DEDeere & Co	$1.55M	0.16%	0.00%	+0.1%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$1.54M	0.16%	Not reported	+8.4%	Q4 2021
VZVerizon Communications Inc	$1.51M	0.16%	0.00%	+1.3%	Q4 2020
SCZNXG NextGen Infrastructure Income Fund	$1.45M	0.15%	Not reported	-6.9%	Q2 2022
HSYHershey Co	$1.43M	0.15%	0.00%	+1.1%	Q4 2020
GEVGE Vernova Inc.	$1.42M	0.15%	0.00%	+2.2%	Q2 2024
NEENextera Energy Inc	$1.38M	0.15%	0.00%	-0.2%	Q4 2020
CSCOCisco Systems, Inc.	$1.36M	0.14%	0.00%	+7.5%	Q4 2020
MOAltria Group, Inc.	$1.34M	0.14%	0.00%	+0.5%	Q4 2020
AXPAmerican Express Co	$1.34M	0.14%	0.00%	Not reported	Q4 2020
TMOThermo Fisher Scientific Inc.	$1.34M	0.14%	0.00%	+6.6%	Q2 2021
TTTrane Technologies plc	$1.27M	0.13%	0.00%	+9.1%	Q4 2020
MMM3m Co	$1.24M	0.13%	0.00%	-0.2%	Q4 2020
HDHome Depot, Inc.	$1.22M	0.13%	0.00%	+5.0%	Q4 2020
CVXChevron Corp	$1.19M	0.13%	0.00%	+6.0%	Q4 2020

Q1 2026Reported Apr 16, 2026196 positions
XOMExxonMobil Holdings Corp	$21.4M	2.88%	0.00%	-0.4%	Q4 2020
AAPLApple Inc.	$19.6M	2.65%	0.00%	-1.3%	Q4 2020
NVRNVR Inc	$19.6M	2.64%	0.11%	-0.4%	Q4 2020
ERIEErie Indemnity Co	$16.5M	2.22%	Not reported	Not reported	Q4 2020
QLTYQuality Distribution Inc	$14.5M	1.95%	1.43%	+64.0%	Q1 2025
BRK.BBerkshire Hathaway Inc	$12M	1.62%	Not reported	+0.1%	Q4 2020
MSFTMicrosoft Corp	$8.68M	1.17%	0.00%	+1.2%	Q4 2020
PPGPPG Industries Inc	$8.47M	1.14%	0.04%	+0.4%	Q4 2020
LLYELI LILLY & Co	$7.36M	0.99%	0.00%	-0.1%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$6.1M	0.82%	Not reported	0.0%	Q4 2020
FBTCFidelity Wise Origin Bitcoin Fund	$6.06M	0.82%	0.05%	-0.1%	Q3 2024
CATCaterpillar Inc	$4.48M	0.60%	0.00%	+0.5%	Q4 2021
GOOGAlphabet Inc.	$4.33M	0.58%	Not reported	+0.4%	Q4 2020
PRCSPraecis Pharmaceuticals Inc	$4.07M	0.55%	Not reported	+16.8%	Q3 2025
GOOGLAlphabet Inc.	$3.58M	0.48%	0.00%	-4.2%	Q4 2020
MRKMerck & Co., Inc.	$3.57M	0.48%	0.00%	0.0%	Q4 2020
SNPSSynopsys Inc	$3.48M	0.47%	0.00%	+1.4%	Q3 2025
AVGOBroadcom Inc.	$3.18M	0.43%	0.00%	+0.8%	Q1 2021
JPMJPMorgan Chase & Co	$2.94M	0.40%	0.00%	+0.2%	Q4 2020
IBMInternational Business Machines Corp	$2.89M	0.39%	0.00%	-0.3%	Q4 2020
AMZNAmazon Com Inc	$2.74M	0.37%	0.00%	-0.9%	Q4 2020
JNJJohnson & Johnson	$2.58M	0.35%	0.00%	+0.6%	Q4 2020
PNCPNC Financial Services Group, Inc.	$2.52M	0.34%	0.00%	+0.2%	Q4 2020
IWSImageware Systems Inc	$2.43M	0.33%	Not reported	+6.8%	Q2 2021
PMPhilip Morris International Inc.	$2.28M	0.31%	0.00%	-0.2%	Q4 2020
PGPROCTER & GAMBLE Co	$2.22M	0.30%	0.00%	+0.4%	Q4 2020
NVDANvidia Corp	$2.18M	0.29%	0.00%	-1.9%	Q3 2023
COSTCostco Wholesale Corp	$2M	0.27%	0.00%	+0.3%	Q4 2020
UNPUnion Pacific Corp	$1.98M	0.27%	0.00%	+0.3%	Q4 2020
AFLAflac Inc	$1.97M	0.27%	0.00%	-0.1%	Q4 2020
MPCMarathon Petroleum Corp	$1.93M	0.26%	0.00%	-0.6%	Q4 2020
ABBVAbbVie Inc.	$1.9M	0.26%	0.00%	-1.6%	Q4 2020
VZVerizon Communications Inc	$1.77M	0.24%	0.00%	+1.1%	Q4 2020
MHDBlackRock Muniholdings Fund, Inc.	$1.75M	0.24%	Not reported	New	Q1 2026
HSYHershey Co	$1.68M	0.23%	0.00%	+0.3%	Q4 2020
SCZNXG NextGen Infrastructure Income Fund	$1.49M	0.20%	Not reported	+3.0%	Q2 2022
NEENextera Energy Inc	$1.46M	0.20%	0.00%	-0.2%	Q4 2020
CVXChevron Corp	$1.4M	0.19%	0.00%	-2.2%	Q4 2020
TAt&T Inc.	$1.4M	0.19%	0.00%	+4.8%	Q4 2020
BNYBank of New York Mellon Corp	$1.38M	0.19%	0.00%	Not reported	Q4 2020
DEDeere & Co	$1.37M	0.19%	0.00%	+0.3%	Q4 2020
GEGeneral Electric Co	$1.3M	0.18%	0.00%	+0.6%	Q3 2021
COPConocophillips	$1.29M	0.17%	0.00%	-1.6%	Q4 2020
WMTWalmart Inc.	$1.29M	0.17%	0.00%	-1.2%	Q3 2023
PFEPfizer Inc	$1.27M	0.17%	0.00%	+1.3%	Q4 2020
TMOThermo Fisher Scientific Inc.	$1.23M	0.17%	0.00%	0.0%	Q2 2021
MOAltria Group, Inc.	$1.22M	0.17%	0.00%	+1.4%	Q4 2020
AXPAmerican Express Co	$1.2M	0.16%	0.00%	+0.9%	Q4 2020
SOSouthern Co	$1.15M	0.16%	0.00%	+0.5%	Q4 2020
MMM3m Co	$1.11M	0.15%	0.00%	+0.6%	Q4 2020

Q4 2025Reported Feb 2, 2026196 positions
NVRNVR Inc	$21.8M	3.22%	0.11%	-0.3%	Q4 2020
AAPLApple Inc.	$21.3M	3.15%	0.00%	+0.5%	Q4 2020
ERIEErie Indemnity Co	$18.8M	2.79%	Not reported	0.0%	Q4 2020
XOMExxonMobil Holdings Corp	$15.2M	2.26%	0.00%	+0.2%	Q4 2020
BRK.BBerkshire Hathaway Inc	$12.6M	1.87%	Not reported	-2.3%	Q4 2020
MSFTMicrosoft Corp	$11.2M	1.66%	0.00%	-0.8%	Q4 2020
QLTYQuality Distribution Inc	$9.39M	1.39%	0.87%	+100.9%	Q1 2025
LLYELI LILLY & Co	$8.6M	1.27%	0.00%	-0.8%	Q4 2020
PPGPPG Industries Inc	$8.09M	1.20%	0.04%	+12.1%	Q4 2020
FBTCFidelity Wise Origin Bitcoin Fund	$7.83M	1.16%	0.04%	+1.2%	Q3 2024
SPYSPDR S&P 500 ETF Trust	$6.4M	0.95%	Not reported	+0.2%	Q4 2020
GOOGAlphabet Inc.	$4.72M	0.70%	Not reported	-4.0%	Q4 2020
GOOGLAlphabet Inc.	$4.07M	0.60%	0.00%	-2.2%	Q4 2020
SNPSSynopsys Inc	$4.07M	0.60%	0.00%	-48.2%	Q3 2025
PRCSPraecis Pharmaceuticals Inc	$3.75M	0.55%	Not reported	+313.7%	Q3 2025
CATCaterpillar Inc	$3.61M	0.53%	0.00%	-0.1%	Q4 2021
IBMInternational Business Machines Corp	$3.55M	0.52%	0.00%	-0.3%	Q4 2020
AVGOBroadcom Inc.	$3.52M	0.52%	0.00%	-0.1%	Q1 2021
JPMJPMorgan Chase & Co	$3.22M	0.48%	0.00%	+0.5%	Q4 2020
MRKMerck & Co., Inc.	$3.13M	0.46%	0.00%	+0.5%	Q4 2020
AMZNAmazon Com Inc	$3.06M	0.45%	0.00%	-2.9%	Q4 2020
PNCPNC Financial Services Group, Inc.	$2.52M	0.37%	0.00%	-7.3%	Q4 2020
NVDANvidia Corp	$2.37M	0.35%	0.00%	+7.0%	Q3 2023
PMPhilip Morris International Inc.	$2.22M	0.33%	0.00%	+0.1%	Q4 2020
IWSImageware Systems Inc	$2.21M	0.33%	Not reported	+54.6%	Q2 2021
PGPROCTER & GAMBLE Co	$2.2M	0.32%	0.00%	-4.7%	Q4 2020
JNJJohnson & Johnson	$2.17M	0.32%	0.00%	+0.1%	Q4 2020
ABBVAbbVie Inc.	$2.02M	0.30%	0.00%	-2.1%	Q4 2020
AFLAflac Inc	$1.98M	0.29%	0.00%	-0.1%	Q4 2020
UNPUnion Pacific Corp	$1.88M	0.28%	0.00%	+0.1%	Q4 2020
BYMBlackRock Municipal Income Quality Trust	$1.84M	0.27%	Not reported	+0.2%	Q2 2022
COSTCostco Wholesale Corp	$1.73M	0.26%	0.00%	-1.6%	Q4 2020
BSXBoston Scientific Corp	$1.66M	0.25%	0.00%	-1.7%	Q1 2021
HSYHershey Co	$1.47M	0.22%	0.00%	+0.3%	Q4 2020
AXPAmerican Express Co	$1.45M	0.21%	0.00%	+0.1%	Q4 2020
TMOThermo Fisher Scientific Inc.	$1.45M	0.21%	0.00%	+473.4%	Q2 2021
SCZNXG NextGen Infrastructure Income Fund	$1.43M	0.21%	Not reported	+13.5%	Q2 2022
VZVerizon Communications Inc	$1.42M	0.21%	0.00%	-0.8%	Q4 2020
GEGeneral Electric Co	$1.41M	0.21%	0.00%	0.0%	Q3 2021
BNYBank of New York Mellon Corp	$1.35M	0.20%	0.00%	-3.4%	Q4 2020
MPCMarathon Petroleum Corp	$1.29M	0.19%	0.00%	+3.8%	Q4 2020
NEENextera Energy Inc	$1.27M	0.19%	0.00%	-0.2%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$1.23M	0.18%	Not reported	+6.9%	Q4 2021
MMM3m Co	$1.22M	0.18%	0.00%	-5.5%	Q4 2020
WMTWalmart Inc.	$1.17M	0.17%	0.00%	+5.4%	Q3 2023
TAt&T Inc.	$1.14M	0.17%	0.00%	-1.8%	Q4 2020
DEDeere & Co	$1.13M	0.17%	0.00%	+0.2%	Q4 2020
PFEPfizer Inc	$1.12M	0.17%	0.00%	+1.5%	Q4 2020
HDHome Depot, Inc.	$1.11M	0.16%	0.00%	0.0%	Q4 2020
ISRGIntuitive Surgical Inc	$1.09M	0.16%	0.00%	-4.4%	Q3 2022

Q3 2025Reported Nov 6, 2025189 positions
NVRNVR Inc	$24M	4.49%	0.10%	-0.6%	Q4 2020
ERIEErie Indemnity Co	$20.9M	3.90%	Not reported	0.0%	Q4 2020
AAPLApple Inc.	$19.8M	3.71%	0.00%	-1.1%	Q4 2020
XOMExxonMobil Holdings Corp	$14.3M	2.66%	0.00%	-0.6%	Q4 2020
BRK.BBerkshire Hathaway Inc	$12.9M	2.41%	Not reported	+0.6%	Q4 2020
MSFTMicrosoft Corp	$12.1M	2.26%	0.00%	+0.7%	Q4 2020
FBTCFidelity Wise Origin Bitcoin Fund	$10.1M	1.89%	0.04%	+2.5%	Q3 2024
SNPSSynopsys Inc	$8.25M	1.54%	0.01%	New	Q3 2025
PPGPPG Industries Inc	$7.4M	1.38%	0.03%	0.0%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$6.24M	1.17%	Not reported	+22.8%	Q4 2020
LLYELI LILLY & Co	$6.16M	1.15%	0.00%	+0.1%	Q4 2020
QLTYQuality Distribution Inc	$4.4M	0.82%	0.43%	+46.7%	Q1 2025
GOOGAlphabet Inc.	$3.81M	0.71%	Not reported	-1.2%	Q4 2020
IBMInternational Business Machines Corp	$3.39M	0.63%	0.00%	-0.4%	Q4 2020
AVGOBroadcom Inc.	$3.36M	0.63%	0.00%	-0.9%	Q1 2021
GOOGLAlphabet Inc.	$3.23M	0.60%	0.00%	-1.8%	Q4 2020
JPMJPMorgan Chase & Co	$3.13M	0.59%	0.00%	+0.2%	Q4 2020
CATCaterpillar Inc	$3.01M	0.56%	0.00%	+21.9%	Q4 2021
AMZNAmazon Com Inc	$3M	0.56%	0.00%	+1.0%	Q4 2020
PNCPNC Financial Services Group, Inc.	$2.61M	0.49%	0.00%	+1.4%	Q4 2020
MRKMerck & Co., Inc.	$2.48M	0.46%	0.00%	-3.1%	Q4 2020
PGPROCTER & GAMBLE Co	$2.47M	0.46%	0.00%	-4.7%	Q4 2020
PMPhilip Morris International Inc.	$2.24M	0.42%	0.00%	+0.1%	Q4 2020
NVDANvidia Corp	$2.22M	0.41%	0.00%	-0.8%	Q3 2023
ABBVAbbVie Inc.	$2.09M	0.39%	0.00%	-3.2%	Q4 2020
AFLAflac Inc	$2.01M	0.37%	0.00%	-0.7%	Q4 2020
JNJJohnson & Johnson	$1.94M	0.36%	0.00%	-8.4%	Q4 2020
UNPUnion Pacific Corp	$1.92M	0.36%	0.00%	+32.5%	Q4 2020
COSTCostco Wholesale Corp	$1.89M	0.35%	0.00%	+0.4%	Q4 2020
BYMBlackRock Municipal Income Quality Trust	$1.84M	0.34%	Not reported	-0.3%	Q2 2022
BSXBoston Scientific Corp	$1.73M	0.32%	0.00%	-0.1%	Q1 2021
VZVerizon Communications Inc	$1.55M	0.29%	0.00%	+6.8%	Q4 2020
HSYHershey Co	$1.5M	0.28%	0.00%	+0.2%	Q4 2020
MPCMarathon Petroleum Corp	$1.48M	0.28%	0.00%	-0.3%	Q4 2020
IWSImageware Systems Inc	$1.41M	0.26%	Not reported	+13.5%	Q2 2021
GEGeneral Electric Co	$1.37M	0.26%	0.00%	-0.2%	Q3 2021
ORCLOracle Corp	$1.37M	0.26%	0.00%	+2.9%	Q2 2021
TAt&T Inc.	$1.32M	0.25%	0.00%	-16.5%	Q4 2020
BNYBank of New York Mellon Corp	$1.32M	0.25%	0.00%	+0.1%	Q4 2020
HDHome Depot, Inc.	$1.31M	0.24%	0.00%	0.0%	Q4 2020
AXPAmerican Express Co	$1.3M	0.24%	0.00%	-0.1%	Q4 2020
MOAltria Group, Inc.	$1.3M	0.24%	0.00%	+4.2%	Q4 2020
MMM3m Co	$1.25M	0.23%	0.00%	-0.3%	Q4 2020
SCZNXG NextGen Infrastructure Income Fund	$1.24M	0.23%	Not reported	+19.8%	Q2 2022
NEENextera Energy Inc	$1.19M	0.22%	0.00%	-1.9%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$1.12M	0.21%	Not reported	-0.5%	Q4 2021
SOSouthern Co	$1.12M	0.21%	0.00%	-0.2%	Q4 2020
PFEPfizer Inc	$1.12M	0.21%	0.00%	-3.4%	Q4 2020
CVXChevron Corp	$1.12M	0.21%	0.00%	-0.4%	Q4 2020
METAMeta Platforms, Inc.	$1.11M	0.21%	Not reported	-2.1%	Q2 2023

Premium opens every quarter this fund has filed