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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 Q3 2025 · Filed November 6, 2025 · Accession 0001844148-25-000003

Total Value
$535.2M
Positions
263
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (263)

#IssuerTicker / CUSIPSharesValue% of Filing
1PUTNAM ETF TRUST7467293001,420,552$60.7M11.34%
2J P MORGAN EXCHANGE TRADED F46654Q559602,649$30.3M5.65%
3NVR INCNVR2,992$24.0M4.49%
4ISHARES TR46434V621310,868$21.2M3.95%
5ERIE INDTY CO29530P10265,637$20.9M3.90%
6SCHWAB STRATEGIC TR808524300646,788$20.6M3.86%
7APPLE INCAAPL77,930$19.8M3.71%
8EXXON MOBIL CORPXOM126,404$14.3M2.66%
9BERKSHIRE HATHAWAY INC DELBRK-A25,656$12.9M2.41%
10ISHARES TR464288307149,820$12.4M2.32%
11MICROSOFT CORPMSFT23,368$12.1M2.26%
12FIDELITY WISE ORIGIN BITCOINFBTC101,492$10.1M1.89%
13INVESCO EXCHANGE TRADED FD TIVZ47,203$9.0M1.67%
14SYNOPSYS INCSNPS16,718$8.2M1.54%
15PPG INDS INC69350610770,428$7.4M1.38%
16J P MORGAN EXCHANGE TRADED F46654Q60969,110$6.5M1.21%
17FEDERATED HERMES ETF TRUSTFHI253,500$6.4M1.20%
18SPDR S&P 500 ETF TRSPY9,361$6.2M1.17%
19ELI LILLY & COLLY8,067$6.2M1.15%
20ISHARES TR46428750773,789$4.8M0.90%
212023 ETF SERIES TRUST II90139K100121,548$4.4M0.82%
22VIRTUS ETF TR II92790A868158,500$3.9M0.73%
23ALPHABET INCGOOG15,663$3.8M0.71%
24VANGUARD SCOTTSDALE FDS92206C62316,197$3.8M0.71%
25MFS ACTIVE EXCHANGE TRADED F55286W207132,054$3.7M0.69%
26ISHARES TR46428773935,148$3.4M0.64%
27INTERNATIONAL BUSINESS MACHSINTR12,002$3.4M0.63%
28BROADCOM INCAVGO10,187$3.4M0.63%
29ALPHABET INCGOOG13,300$3.2M0.60%
30ISHARES TR46435G67262,413$3.2M0.60%
31JPMORGAN CHASE & CO.VYLD9,938$3.1M0.59%
32CATERPILLAR INCCAT6,301$3.0M0.56%
33AMAZON COM INCAMZN13,660$3.0M0.56%
34FIDELITY MERRIMACK STR TR31618830963,610$2.9M0.55%
35ISHARES TR4642876146,125$2.9M0.54%
36ISHARES TR4642872004,128$2.8M0.52%
37VANGUARD INDEX FDS9229087365,510$2.6M0.49%
38PNC FINL SVCS GROUP INC69347510513,014$2.6M0.49%
39J P MORGAN EXCHANGE TRADED F46654Q72439,852$2.6M0.48%
40ISHARES TR46428759812,210$2.5M0.46%
41MERCK & CO INCMRK29,570$2.5M0.46%
42ISHARES TR46428770519,085$2.5M0.46%
43PROCTER AND GAMBLE CO74271810916,068$2.5M0.46%
44VANGUARD SCOTTSDALE FDS92206C64915,675$2.4M0.46%
45ISHARES TR4642876226,353$2.3M0.43%
46ISHARES TR46428748116,298$2.3M0.43%
47PHILIP MORRIS INTL INC71817210913,819$2.2M0.42%
48NVIDIA CORPORATIONNVDA11,892$2.2M0.41%
49ISHARES TR46428763012,338$2.2M0.41%
50ABBVIE INCABBV9,047$2.1M0.39%
51VANGUARD INDEX FDS9229087696,379$2.1M0.39%
52AFLAC INCAFL17,952$2.0M0.37%
53JOHNSON & JOHNSONJNJ10,470$1.9M0.36%
54ISHARES TR46428815818,066$1.9M0.36%
55EA SERIES TRUST02072Q38277,308$1.9M0.36%
56UNION PAC CORPUNP8,128$1.9M0.36%
57COSTCO WHSL CORP NEW22160K1052,037$1.9M0.35%
58VANGUARD INDEX FDS9229087517,377$1.9M0.35%
59ISHARES TR46428888516,408$1.9M0.35%
60VANGUARD INDEX FDS9229086296,306$1.9M0.35%
61BLACKROCK MUN INCOME QUALITYBLK167,749$1.8M0.34%
62BOSTON SCIENTIFIC CORPBSX17,670$1.7M0.32%
63ISHARES TR46428760617,045$1.6M0.31%
64VERIZON COMMUNICATIONS INCVZ35,164$1.5M0.29%
65VANGUARD INDEX FDS9229087448,115$1.5M0.28%
66HERSHEY COHSY8,041$1.5M0.28%
67MARATHON PETE CORPMARA7,666$1.5M0.28%
68VANECK ETF TRUST92189F10618,628$1.4M0.27%
69ISHARES TR46428747310,110$1.4M0.26%
70GE AEROSPACE3696043014,569$1.4M0.26%
71AMPLIFY ETF TR03210855721,516$1.4M0.26%
72ORACLE CORPORCL-PD4,868$1.4M0.26%
73AT&T INCT-PC46,781$1.3M0.25%
74BANK NEW YORK MELLON CORP06405810012,080$1.3M0.25%
75HOME DEPOT INCHD3,226$1.3M0.24%
76AMERICAN EXPRESS COAXP3,916$1.3M0.24%
77ALTRIA GROUP INCMO19,622$1.3M0.24%
78ISHARES TR46428780410,648$1.3M0.24%
793M COMMM8,069$1.3M0.23%
80ISHARES TR46428827316,216$1.2M0.23%
81NEXTERA ENERGY INCNEE-PW15,812$1.2M0.22%
82ISHARES TR46432F3395,836$1.1M0.21%
83INVESCO QQQ TRIVZ1,872$1.1M0.21%
84SOUTHERN COSOMN11,859$1.1M0.21%
85PFIZER INCPFE44,108$1.1M0.21%
86CHEVRON CORP NEWCVX7,198$1.1M0.21%
87META PLATFORMS INCMETA1,511$1.1M0.21%
88DEERE & CODE2,426$1.1M0.21%
89THE CIGNA GROUP1255231003,826$1.1M0.21%
90VANGUARD INTL EQUITY INDEX F92204277515,380$1.1M0.21%
91TESLA INCTSLA2,331$1.0M0.19%
92WALMART INCWMT9,975$1.0M0.19%
93NORFOLK SOUTHN CORP6558441083,404$1.0M0.19%
94PPL CORPPPLC27,044$1.0M0.19%
95ISHARES TR4642876483,138$1.0M0.19%
96TRANE TECHNOLOGIES PLCTT2,354$993,3300.19%
97CONOCOPHILLIPSCOP10,378$981,6560.18%
98DICKS SPORTING GOODS INC2533931024,396$977,0570.18%
99ABBOTT LABSABLZF7,149$957,5890.18%
100SONOS INCSONO60,218$951,4440.18%
101VISA INCV2,726$930,6110.17%
102BANK AMERICA CORP06050510417,825$919,6040.17%
103INTUITIVE SURGICAL INCISRG2,021$903,8520.17%
104PARNASSUS INCOME FDS70176950733,735$883,0820.17%
105SUMMIT HOTEL PPTYS INC866082100158,798$871,8060.16%
106STRATEGY INCSTRK2,693$867,7660.16%
107INVESCO EXCHANGE TRADED FD TIVZ7,306$837,9630.16%
108COCA COLA COKO12,559$832,9690.16%
109ISHARES TR4642876553,441$832,6970.16%
110NETFLIX INCNFLX691$828,4540.15%
111SPDR GOLD TRGLD2,298$817,0310.15%
112CONSTELLATION ENERGY CORPCEG2,415$795,0240.15%
113VERTEX PHARMACEUTICALS INCVRTX2,009$786,8050.15%
114QUALCOMM INCQCOM4,556$757,9640.14%
115CISCO SYS INCCSCO10,837$741,5190.14%
116CARVANA COCVNA1,956$737,8810.14%
117GE VERNOVA INCGEV1,171$720,3670.13%
118EATON CORP PLCETN1,919$718,4160.13%
119EMERSON ELEC COEMR5,455$715,7100.13%
120DANAHER CORPORATION2358511023,494$692,7220.13%
121VANGUARD INDEX FDS9229083631,116$683,9480.13%
122TEXAS PACIFIC LAND CORPORATITPL727$679,5270.13%
123GLOBE LIFE INCGL-PD4,752$679,3930.13%
124MCDONALDS CORPMCD2,221$675,0140.13%
125SHERWIN WILLIAMS COSHW1,931$668,7110.12%
126PEPSICO INCPEP4,555$639,8070.12%
127HOWMET AEROSPACE INCHWM3,220$631,8820.12%
128ISHARES TR4642888779,247$627,2760.12%
129ISHARES TR46432F8427,136$623,0450.12%
130RANGE RES CORPRRC16,525$622,0230.12%
131BOEING COBA-PA2,818$608,2750.11%
132FEDEX CORPFDX2,533$597,5400.11%
133VANGUARD WORLD FD92204A5042,299$596,9780.11%
134FIRST COMWLTH FINL CORP PA31982910734,578$589,5590.11%
135NIKE INCNKE8,271$576,7480.11%
136VANGUARD WHITEHALL FDS9219464064,040$569,5350.11%
137MORGAN STANLEYMS-PQ3,469$551,5360.10%
138DISNEY WALT CO2546871064,785$547,9210.10%
139AMGEN INCAMGN1,899$536,0840.10%
140DUKE ENERGY CORP NEWDUKB4,214$521,5930.10%
141ALLSTATE CORPALL-PJ2,285$490,4770.09%
142WELLS FARGO CO NEW9497461015,678$475,9330.09%
143NATIONAL FUEL GAS CONFG5,086$469,8580.09%
144ISHARES TR4642877969,882$469,6220.09%
145TALEN ENERGY CORPTLN1,092$464,5150.09%
146XYLEM INCXYL3,145$464,0320.09%
147WASTE MGMT INC DEL94106L1092,068$456,8580.09%
148VANGUARD INTL EQUITY INDEX F9220427183,202$456,5820.09%
149HONEYWELL INTL INC4385161062,155$453,7630.08%
150DUPONT DE NEMOURS INCDD5,801$451,9180.08%
151COMCAST CORP NEWCCZ14,382$451,9070.08%
152SELECT SECTOR SPDR TR81369Y5065,048$451,0750.08%
153AUTOMATIC DATA PROCESSING INADP1,520$446,1520.08%
154VANGUARD TAX-MANAGED FDS9219438587,362$441,1550.08%
155FLEX LTDFLEX7,514$435,5870.08%
156VANGUARD STAR FDS9219097685,862$430,6920.08%
157GLOBAL NET LEASE INCGNL-PE51,596$419,4780.08%
158VANGUARD BD INDEX FDS92203C3038,346$417,2750.08%
159ISHARES TR4642873093,456$417,2080.08%
160MONDELEZ INTL INC6092071056,627$414,0450.08%
161TIDEWATER INC NEWTDGMW7,761$413,8940.08%
162SELECT SECTOR SPDR TR81369Y7042,678$413,0280.08%
163ADAMS DIVERSIFIED EQUITY FD00621210418,473$411,9480.08%
164IMPERIAL PETE INCY3894J18783,653$399,8610.07%
165EQT CORPEQT7,327$398,8250.07%
166CORTEVA INCCTVA5,831$394,3670.07%
167HUNTINGTON BANCSHARES INCHBANP22,390$386,6870.07%
168METLIFE INCMET-PF4,644$382,5800.07%
169CORNING INCGLW4,655$381,8760.07%
170PAYCHEX INCPAYX2,973$376,8750.07%
171ADOBE INCADBE1,059$373,5620.07%
172RBB FUND TRUST75526L8868,378$370,5690.07%
173MPLX LPMPLXP7,364$367,8320.07%
174US BANCORP DELUSB-PS7,463$360,7260.07%
175AFFILIATED MANAGERS GROUP INMGRE1,510$360,0290.07%
176COMMUNITY FINANCIAL SYSTEM ICBU6,131$359,5350.07%
177LOUISIANA PAC CORPLPX4,029$357,9610.07%
178SNOWFLAKE INCSNOW1,549$349,3770.07%
179PUBLIC SVC ENTERPRISE GRP IN7445731064,159$347,1170.06%
180COLGATE PALMOLIVE COCL4,299$343,6640.06%
181BRISTOL-MYERS SQUIBB COCELG-RI7,572$341,5340.06%
182BIOGEN INCBIIB2,419$338,9470.06%
183PHILLIPS 66PSX2,490$338,7820.06%
184PRUDENTIAL FINL INCPUKPF3,196$331,6120.06%
185ETF SER SOLUTIONS26922A2975,552$330,1720.06%
186OREILLY AUTOMOTIVE INC67103H1073,020$325,5860.06%
187CARDINAL HEALTH INCCAH2,057$323,0110.06%
188ASP ISOTOPES INCASPI33,498$322,2510.06%
189CONSOLIDATED EDISON INCED3,171$318,8140.06%
190DOMINION ENERGY INCD5,143$314,6250.06%
191PDD HOLDINGS INCPDD2,352$310,8640.06%
192MASTERCARD INCORPORATEDMA543$309,3310.06%
193QUEST DIAGNOSTICS INCDGX1,597$304,3560.06%
194EXELON CORPEXC6,723$302,6470.06%
195MCKESSON CORPMCK388$299,7470.06%
196WISDOMTREE TRWT3,536$297,0760.06%
197ISHARES TR46432F3961,153$295,6870.06%
198CSX CORPCSX8,193$290,9560.05%
199SEMPRASREA3,204$288,3630.05%
200INVESCO DB MULTI-SECTOR COMMIVZ21,134$284,2650.05%
201SELECT SECTOR SPDR TR81369Y8031,005$283,2690.05%
202AIM ETF PRODUCTS TRUST00888H6879,008$282,8970.05%
203ACCENTURE PLC IRELANDACN1,137$280,5410.05%
204AIR PRODS & CHEMS INCAIIR1,026$280,0100.05%
205ISHARES GOLD TRIAU3,827$278,5340.05%
206CAMECO CORPCCJ3,301$276,8220.05%
207WSFS FINL CORP9293281025,113$275,7930.05%
208BECTON DICKINSON & COBDX1,469$275,0100.05%
209ISHARES TR4642884142,572$273,9490.05%
210FIRSTENERGY CORPFE5,967$273,4400.05%
211PROSHARES TR74347X7995,109$270,7980.05%
212DOW INCDOW11,661$267,3980.05%
213SPDR S&P MIDCAP 400 ETF TRMDY446$266,2690.05%
214CRANE COMPANYCR1,441$265,3460.05%
215ENTERPRISE PRODS PARTNERS L2937921078,398$262,6050.05%
216ISHARES TR4642877211,310$256,5770.05%
217VANGUARD WHITEHALL FDS9219467943,024$256,1540.05%
218L3HARRIS TECHNOLOGIES INCLHX822$251,0500.05%
219INTEL CORPINTC7,415$248,7790.05%
220CAPITAL ONE FINL CORP14040H1051,161$246,9790.05%
221ISHARES TR4642871681,731$246,0440.05%
222NORTHWEST BANCSHARES INC MDNWBI19,795$245,2700.05%
223GRAND CANYON ED INCLOPE1,114$244,5450.05%
224KINDER MORGAN INC DELEP-PC8,566$242,5050.05%
225GOLDMAN SACHS GROUP INCGSCE304$242,1820.05%
226UNITEDHEALTH GROUP INCUNH697$240,9390.05%
227VANGUARD INDEX FDS9229085532,629$240,3610.04%
228ISHARES INC46434G1033,644$240,2160.04%
229VANGUARD SCOTTSDALE FDS92206C6642,428$237,5090.04%
230GENERAL MLS INC3703341044,678$235,8670.04%
231VANGUARD INDEX FDS9229086521,104$231,2460.04%
232S & T BANCORP INCSTBA6,137$230,7150.04%
233BP PLCBPPFF6,471$223,0240.04%
234AIM ETF PRODUCTS TRUST00888H7116,950$222,1450.04%
235VALARIS LTDVAL-WT4,544$221,6110.04%
236CAPITAL GROUP DIVIDEND VALUE14020W1065,249$220,6420.04%
237ENCOMPASS HEALTH CORPEHC1,695$215,2990.04%
238INSMED INCINSM1,479$212,9910.04%
239DTE ENERGY CODTK1,504$212,7350.04%
240THERMO FISHER SCIENTIFIC INCTMO436$211,5560.04%
241VANGUARD WORLD FD9219107253,048$211,4720.04%
242ISHARES INC4642863921,154$209,5860.04%
243NASDAQ INCNDAQ2,361$208,8300.04%
244INVESCO EXCHANGE TRADED FD TIVZ4,616$208,7320.04%
245MOOG INCMOG-B1,000$207,6700.04%
246ISHARES TR464287689547$207,4260.04%
247TRAVELERS COMPANIES INCTRV740$206,7330.04%
248MOOG INCMOG-B1,000$206,1700.04%
249AMERICAN COASTAL INS CORPACIC18,029$205,3500.04%
250MERCADOLIBRE INCMELI86$200,9770.04%
251PATRIA INVESTMENTS LIMITEDPAX12,347$180,2660.03%
252NOMAD FOODS LTDNOMD13,252$174,2640.03%
253BURFORD CAP LTDBUR12,560$150,2180.03%
254FLYWIRE CORPORATIONFLYW10,880$147,3150.03%
255IHS HOLDING LIMITEDIHS21,102$143,9160.03%
256ANNEXON INCANNX42,900$130,8450.02%
257FORD MTR CO34537086010,032$119,9840.02%
258ANYWHERE REAL ESTATE INC75605Y10610,764$113,9910.02%
259NORTHERN DYNASTY MINERALS LT66510M20452,100$62,5200.01%
260PRECIGEN INCPGEN17,065$56,1440.01%
261TAYSHA GENE THERAPIES INCTSHA15,000$49,0500.01%
262LINEAGE CELL THERAPEUTICS IN53566P10920,000$33,8000.01%
263MICROVISION INC DELMVIS12,729$15,7840.00%