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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Allegheny Financial Group LTD

Quarter ended Q2 2024 · Filed August 1, 2024 · Accession 0001172661-24-003038

Total Value
$348.5M
Positions
221
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (221)

#IssuerTicker / CUSIPSharesValue% of Filing
1ERIE INDTY CO29530P10266,921$24.3M6.96%
2NVR INCNVR3,077$23.3M6.70%
3ANSYS INC03662Q10557,144$18.4M5.27%
4ISHARES TR46434V621304,935$17.6M5.04%
5APPLE INCAAPL80,060$16.9M4.84%
6SCHWAB STRATEGIC TR808524300165,434$16.7M4.79%
7EXXON MOBIL CORPXOM124,592$14.3M4.12%
8BERKSHIRE HATHAWAY INC DELBRK-A29,716$12.1M3.47%
9FIDELITY MERRIMACK STR TR316188309204,107$9.2M2.63%
10MICROSOFT CORPMSFT20,332$9.1M2.61%
11PPG INDS INC69350610769,490$8.7M2.51%
12ELI LILLY & COLLY7,852$7.1M2.04%
13MERCK & CO INCMRK32,709$4.0M1.16%
14SPDR S&P 500 ETF TRSPY7,114$3.9M1.11%
15ISHARES TR46435G67267,970$3.4M0.97%
16ISHARES TR46428773938,371$3.4M0.97%
17ALPHABET INCGOOG16,206$3.0M0.85%
18AMAZON COM INCAMZN14,997$2.9M0.83%
19VANGUARD SCOTTSDALE FDS92206C62315,081$2.9M0.83%
20QUINSTREET INCQNST166,453$2.8M0.79%
21ISHARES TR46428750747,005$2.8M0.79%
22PROCTER AND GAMBLE CO74271810915,304$2.5M0.72%
23ALPHABET INCGOOG13,250$2.4M0.69%
24AMGEN INCAMGN7,706$2.4M0.69%
25JOHNSON & JOHNSONJNJ14,832$2.2M0.62%
26UNION PAC CORPUNP9,396$2.1M0.61%
27INTERNATIONAL BUSINESS MACHSINTR11,728$2.0M0.58%
28INVESCO EXCHANGE TRADED FD TIVZ12,241$2.0M0.58%
29BLACKROCK MUN INCOME QUALITYBLK175,377$2.0M0.58%
30ISHARES TR46428815818,866$2.0M0.57%
31ISHARES TR46428759810,976$1.9M0.55%
32ISHARES TR4642872003,442$1.9M0.54%
33JPMORGAN CHASE & CO.VYLD8,570$1.7M0.50%
34ISHARES TR46428760619,519$1.7M0.49%
35PNC FINL SVCS GROUP INC69347510511,016$1.7M0.49%
36COSTCO WHSL CORP NEW22160K1051,998$1.7M0.49%
37ABBVIE INCABBV9,462$1.6M0.47%
38VANGUARD INDEX FDS9229087696,056$1.6M0.46%
39ISHARES TR4642876225,320$1.6M0.45%
40BROADCOM INCAVGO986$1.6M0.45%
41SUMMIT HOTEL PPTYS INC866082100251,718$1.5M0.43%
42ISHARES TR46428770513,285$1.5M0.43%
43ISHARES TR46428748113,026$1.4M0.41%
44ISHARES TR4642876143,938$1.4M0.41%
45CHEVRON CORP NEWCVX9,092$1.4M0.41%
46VANGUARD INDEX FDS9229087363,644$1.4M0.39%
47BOSTON SCIENTIFIC CORPBSX17,670$1.4M0.39%
48ISHARES TR46428830719,974$1.4M0.39%
49MARATHON PETE CORPMARA7,719$1.3M0.38%
50VERIZON COMMUNICATIONS INCVZ31,116$1.3M0.37%
51HERSHEY COHSY6,857$1.3M0.36%
52PHILIP MORRIS INTL INC71817210912,368$1.3M0.36%
53THE CIGNA GROUP1255231003,743$1.2M0.36%
54HOME DEPOT INCHD3,582$1.2M0.35%
55AFLAC INCAFL13,788$1.2M0.35%
56RHRH4,900$1.2M0.34%
57ISHARES TR46428888511,412$1.2M0.33%
58DANAHER CORPORATION2358511024,603$1.2M0.33%
59VANGUARD INDEX FDS9229087515,272$1.1M0.33%
60EATON CORP PLCETN3,653$1.1M0.33%
61CATERPILLAR INCCAT3,417$1.1M0.33%
62TRANE TECHNOLOGIES PLCTT3,430$1.1M0.32%
63PFIZER INCPFE38,034$1.1M0.31%
64AMERICAN EXPRESS COAXP4,550$1.1M0.30%
65TESLA INCTSLA5,279$1.0M0.30%
66QUALCOMM INCQCOM4,987$993,3670.29%
67ISHARES TR46432F3395,713$975,5520.28%
68GOLAR LNG LTDGLNG31,108$975,2360.28%
69CONSTELLATION ENERGY CORPCEG4,835$968,3010.28%
70VERTEX PHARMACEUTICALS INCVRTX2,021$947,2830.27%
71AMPLIFY ETF TR03210855716,680$942,4360.27%
72INTUITIVE SURGICAL INCISRG2,087$928,4020.27%
73DICKS SPORTING GOODS INC2533931024,249$912,9330.26%
74COCA COLA COKO14,292$909,6710.26%
75CONOCOPHILLIPSCOP7,819$894,3330.26%
76VANGUARD INDEX FDS9229086293,675$889,8510.26%
77ISHARES TR4642874737,327$884,6080.25%
78BLACKROCK MUNICIPAL INCOMEBLK71,454$881,7460.25%
79VANGUARD INTL EQUITY INDEX F92204277514,846$870,5710.25%
80BANK AMERICA CORP06050510421,354$849,2390.24%
81NVIDIA CORPORATIONNVDA6,763$835,4700.24%
82AT&T INCT-PC43,239$826,2950.24%
83PEPSICO INCPEP5,000$824,5900.24%
84VISA INCV3,094$812,1440.23%
85INVESCO QQQ TRIVZ1,689$809,2050.23%
86ISHARES TR4642878047,517$801,7710.23%
87BRISTOL-MYERS SQUIBB COCELG-RI19,100$793,2150.23%
88INVESCO EXCHANGE TRADED FD TIVZ8,069$762,5100.22%
89ISHARES TR4642876482,886$757,7880.22%
90ALTRIA GROUP INCMO16,483$750,8220.22%
91ABBOTT LABSABLZF7,123$740,1830.21%
92VANGUARD INDEX FDS9229087444,551$729,9610.21%
93NORFOLK SOUTHN CORP6558441083,395$728,7990.21%
94FIRST COMWLTH FINL CORP PA31982910752,410$723,7820.21%
95MCDONALDS CORPMCD2,817$717,7590.21%
96DEERE & CODE1,911$714,1370.20%
97GE AEROSPACE3696043014,489$713,5470.20%
98NIKE INCNKE9,449$712,1530.20%
99META PLATFORMS INCMETA1,379$695,1250.20%
100ETF SER SOLUTIONS26922A29714,368$694,8740.20%
101ISHARES TR46428827311,195$690,0350.20%
102BANK NEW YORK MELLON CORP06405810011,436$684,8920.20%
103COMCAST CORP NEWCCZ17,110$670,0470.19%
104ORACLE CORPORCL-PD4,736$668,7590.19%
105VALARIS LTDVAL-WT8,925$664,9130.19%
106BIOGEN INCBIIB2,860$662,9290.19%
107VANECK ETF TRUST92189F10619,440$659,6150.19%
108BOEING COBA-PA3,532$642,9470.18%
109CAMECO CORPCCJ12,807$630,1040.18%
110AMERICAN COASTAL INS CORPACIC58,677$619,0420.18%
111HONEYWELL INTL INC4385161062,870$612,9150.18%
112ISHARES TR46428779612,500$600,0180.17%
113VANGUARD WHITEHALL FDS9219464065,031$596,6370.17%
114CISCO SYS INCCSCO12,479$592,8760.17%
115VANGUARD SCOTTSDALE FDS92206C6494,402$590,1590.17%
116BP PLCBPPFF15,959$576,1060.17%
117ADOBE INCADBE1,026$569,9840.16%
118SHERWIN WILLIAMS COSHW1,909$569,7990.16%
119VANGUARD WORLD FD92204A5042,140$569,3250.16%
120MERCADOLIBRE INCMELI345$566,9730.16%
121DUPONT DE NEMOURS INCDD6,984$562,1470.16%
122RANGE RES CORPRRC16,526$554,1000.16%
123ALLSTATE CORPALL-PJ3,465$553,1510.16%
124VANGUARD STAR FDS9219097689,152$551,8900.16%
125SOUTHERN COSOMN7,078$549,0040.16%
126FLEX LTDFLEX18,415$543,0580.16%
127ISHARES TR4642876552,651$537,8780.15%
128TEXAS PACIFIC LAND CORPORATITPL727$533,5880.15%
129NEXTERA ENERGY INCNEE-PW7,379$522,5100.15%
130UNITEDHEALTH GROUP INCUNH1,023$520,9120.15%
1313M COMMM5,041$515,1520.15%
132AUTOMATIC DATA PROCESSING INADP2,085$497,6660.14%
133EMERSON ELEC COEMR4,247$467,8570.13%
134DISNEY WALT CO2546871064,660$462,7110.13%
135ADAMS DIVERSIFIED EQUITY FD00621210421,150$454,5070.13%
136GLOBAL NET LEASE INCGNL-PE60,910$447,6900.13%
137THERMO FISHER SCIENTIFIC INCTMO797$440,5160.13%
138SELECT SECTOR SPDR TR81369Y5064,832$440,4050.13%
139ALCOA CORPAA10,564$420,2350.12%
140GENERAL MLS INC3703341046,619$418,7120.12%
141SPDR GOLD TRGLD1,933$415,5470.12%
142VANGUARD BD INDEX FDS92203C3038,346$413,3100.12%
143DOW INCDOW7,783$412,8860.12%
144ACCENTURE PLC IRELANDACN1,360$412,6270.12%
145AFFILIATED MANAGERS GROUP INMGRE2,630$410,8850.12%
146DESPEGAR COM CORPG2735810330,785$407,2860.12%
147MONDELEZ INTL INC6092071056,218$406,8850.12%
148EXELON CORPEXC11,684$404,3950.12%
149AMERICAN INTL GROUP INC0268747845,434$403,4260.12%
150NOMAD FOODS LTDNOMD24,336$401,0570.12%
151XYLEM INCXYL2,938$398,4720.11%
152PHILLIPS 66PSX2,773$391,4240.11%
153GLOBE LIFE INCGL-PD4,752$390,9950.11%
154SELECT SECTOR SPDR TR81369Y7043,200$389,9840.11%
155CORTEVA INCCTVA6,998$377,4800.11%
156GRAND CANYON ED INCLOPE2,656$371,6010.11%
157WELLS FARGO CO NEW9497461016,241$370,6710.11%
158CSX CORPCSX11,019$368,5710.11%
159PAYCHEX INCPAYX3,007$356,5300.10%
160LOWES COS INC5486611071,590$350,4870.10%
161BURFORD CAP LTDBUR26,590$347,0000.10%
162FORTUNE BRANDS INNOVATIONS IFBIN5,306$344,5450.10%
163WYNDHAM HOTELS & RESORTS INCWH4,649$344,0260.10%
164PRUDENTIAL FINL INCPUKPF2,863$335,5260.10%
165UNITED PARCEL SERVICE INCUPS2,421$331,2780.10%
166LOUISIANA PAC CORPLPX4,023$331,2360.10%
167BECTON DICKINSON & COBDX1,401$327,3490.09%
168API GROUP CORPAPG8,543$321,4730.09%
169ISHARES TR4642873093,456$319,8180.09%
170WALMART INCWMT4,681$316,9210.09%
171US BANCORP DELUSB-PS7,671$304,5580.09%
172STAGWELL INCSTGW44,327$302,3100.09%
173METLIFE INCMET-PF4,306$302,1770.09%
174CARLISLE COS INC142339100741$300,2610.09%
175INTEL CORPINTC9,542$295,4940.08%
176SPHERE ENTERTAINMENT COSPHR8,415$295,0300.08%
177HUNTINGTON BANCSHARES INCHBANP22,360$294,7010.08%
178COMMUNITY FINANCIAL SYSTEM ICBU6,209$293,1500.08%
179SPDR S&P MIDCAP 400 ETF TRMDY545$291,7330.08%
180NETFLIX INCNFLX427$288,1740.08%
181AIM ETF PRODUCTS TRUST00888H7119,879$275,7170.08%
182PATRIA INVESTMENTS LIMITEDPAX22,728$274,1000.08%
183SELECT SECTOR SPDR TR81369Y8031,200$271,4760.08%
184MASTERCARD INCORPORATEDMA613$270,3300.08%
185CARMAX INCKMX3,597$263,8040.08%
186HOWMET AEROSPACE INCHWM3,350$260,0690.07%
187ISHARES TR4642888774,881$258,8640.07%
188ZIMMER BIOMET HOLDINGS INCZBH2,365$256,6200.07%
189FTI CONSULTING INCFCN1,182$254,7560.07%
190AIM ETF PRODUCTS TRUST00888H6879,138$254,3550.07%
191SNOWFLAKE INCSNOW1,874$253,1590.07%
192DUKE ENERGY CORP NEWDUKB2,514$251,9430.07%
193INGERSOLL RAND INCIR2,749$249,7190.07%
194WISDOMTREE TRWT3,512$248,7740.07%
195ISHARES TR4642877211,641$246,9300.07%
196WSFS FINL CORP9293281025,041$236,9230.07%
197MORGAN STANLEYMS-PQ2,400$233,2710.07%
198EQT CORPEQT6,206$229,5020.07%
199ISHARES TR4642871681,887$228,2330.07%
200CONSOLIDATED EDISON INCED2,537$226,8950.07%
201FIRST TR EXCHANGE-TRADED FD33733E1042,690$226,0680.06%
202ISHARES TR46432F3961,153$224,6850.06%
203NORTHWEST BANCSHARES INC MDNWBI19,358$223,5860.06%
204INVESCO DB MULTI-SECTOR COMMIVZ13,988$221,7080.06%
205COLGATE PALMOLIVE COCL2,262$219,5040.06%
206FEDEX CORPFDX702$210,6150.06%
207CROCS INCCROX1,434$209,2780.06%
208CRANE COMPANYCR1,441$208,9160.06%
209S & T BANCORP INCSTBA6,196$206,8920.06%
210MODINE MFG CO6078281002,050$205,3900.06%
211ISHARES TR4642874652,587$202,6310.06%
212PAPA JOHNS INTL INC6988131024,304$202,1970.06%
213VANGUARD WHITEHALL FDS9219467942,940$201,4990.06%
214SOTERA HEALTH COSHC11,285$133,9530.04%
215ANNEXON INCANNX25,200$123,4800.04%
216LIFECORE BIOMEDICAL INCLFCR10,085$51,7360.01%
217ANYWHERE REAL ESTATE INC75605Y10610,764$35,6290.01%
218BLUEBIRD BIO INC09609G10025,000$24,6050.01%
219LINEAGE CELL THERAPEUTICS IN53566P10920,000$19,9460.01%
220MICROVISION INC DELMVIS12,859$13,6310.00%
221ALPHA TAU MEDICAL LTDDRTSW15,000$3,0380.00%