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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 Q4 2025 · Filed February 2, 2026 · Accession 0001844148-26-000001

Total Value
$675.6M
Positions
286
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (286)

#IssuerTicker / CUSIPSharesValue% of Filing
1PUTNAM ETF TRUST7467293001,982,142$90.3M13.37%
2J P MORGAN EXCHANGE TRADED F46654Q559638,839$32.1M4.75%
3EA SERIES TRUST02072Q3821,067,374$26.6M3.94%
4DIAMOND HILL FUNDS25264S3201,977,016$26.2M3.88%
5ISHARES TR46434V621316,428$22.0M3.25%
6NVR INCNVR2,984$21.8M3.22%
7APPLE INCAAPL78,346$21.3M3.15%
8SCHWAB STRATEGIC TR808524300648,755$21.2M3.13%
9ERIE INDTY CO29530P10265,647$18.8M2.79%
10EXXON MOBIL CORPXOM126,599$15.2M2.26%
11INVESCO EXCHANGE TRADED FD TIVZ67,526$12.9M1.91%
12ISHARES TR464288307161,775$12.9M1.91%
13BERKSHIRE HATHAWAY INC DELBRK-A25,078$12.6M1.87%
14MFS ACTIVE EXCHANGE TRADED F55286W207423,955$12.0M1.78%
15MICROSOFT CORPMSFT23,182$11.2M1.66%
16VIRTUS ETF TR II92790A868440,618$10.7M1.59%
17J P MORGAN EXCHANGE TRADED F46654Q609102,328$9.5M1.41%
18GMO ETF TRUST90139K100244,177$9.4M1.39%
19ISHARES TR464287507136,253$9.0M1.33%
20ELI LILLY & COLLY8,006$8.6M1.27%
21FEDERATED HERMES ETF TRUSTFHI335,158$8.5M1.26%
22PPG INDS INC69350610778,968$8.1M1.20%
23FIDELITY WISE ORIGIN BITCOINFBTC102,680$7.8M1.16%
24SPDR S&P 500 ETF TRSPY9,378$6.4M0.95%
25J P MORGAN EXCHANGE TRADED F46654Q72477,745$5.2M0.76%
26ALPHABET INCGOOG15,033$4.7M0.70%
27RBB FUND TRUST75526L88695,983$4.4M0.65%
28ALPHABET INCGOOG13,013$4.1M0.60%
29SYNOPSYS INCSNPS8,654$4.1M0.60%
30VANGUARD SCOTTSDALE FDS92206C62316,654$3.9M0.58%
31PARNASSUS INCOME FDS701769507139,546$3.7M0.55%
32VANGUARD INDEX FDS9229087367,666$3.7M0.55%
33CATERPILLAR INCCAT6,293$3.6M0.53%
34INTERNATIONAL BUSINESS MACHSINTR11,972$3.5M0.52%
35BROADCOM INCAVGO10,180$3.5M0.52%
36ISHARES TR46428773934,713$3.3M0.48%
37JPMORGAN CHASE & CO.VYLD9,986$3.2M0.48%
38ISHARES TR46435G67264,211$3.2M0.48%
39MERCK & CO INCMRK29,703$3.1M0.46%
40AMAZON COM INCAMZN13,262$3.1M0.45%
41ISHARES TR4642876146,198$2.9M0.43%
42VANGUARD INDEX FDS92290874415,204$2.9M0.43%
43ISHARES TR4642872004,168$2.9M0.42%
44VANGUARD INDEX FDS92290875111,062$2.9M0.42%
45ISHARES TR46428780423,286$2.8M0.41%
46VANGUARD INDEX FDS9229086299,230$2.7M0.40%
47ISHARES TR46428759812,462$2.6M0.39%
48VANGUARD SCOTTSDALE FDS92206C64915,990$2.6M0.38%
49ISHARES TR46428770519,160$2.5M0.37%
50PNC FINL SVCS GROUP INC69347510512,061$2.5M0.37%
51ISHARES TR4642876226,356$2.4M0.35%
52NVIDIA CORPORATIONNVDA12,721$2.4M0.35%
53ISHARES TR46428748116,620$2.3M0.34%
54ISHARES TR46428763012,374$2.2M0.33%
55PHILIP MORRIS INTL INC71817210913,832$2.2M0.33%
56VANGUARD INDEX FDS9229087696,616$2.2M0.33%
57ISHARES TR46428747315,632$2.2M0.33%
58PROCTER AND GAMBLE CO74271810915,319$2.2M0.32%
59JOHNSON & JOHNSONJNJ10,477$2.2M0.32%
60INVESTMENT MANAGERS SER TR I30254T57754,943$2.0M0.30%
61ABBVIE INCABBV8,857$2.0M0.30%
62AFLAC INCAFL17,937$2.0M0.29%
63ISHARES TR46428815818,064$1.9M0.29%
64ISHARES TR46428888516,845$1.9M0.28%
65UNION PAC CORPUNP8,134$1.9M0.28%
66BLACKROCK MUN INCOME QUALITYBLK167,994$1.8M0.27%
67COSTCO WHSL CORP NEW22160K1052,004$1.7M0.26%
68BOSTON SCIENTIFIC CORPBSX17,371$1.7M0.25%
69ISHARES TR46428760617,051$1.7M0.24%
70ADVISORS INNER CIRCLE FD III00775Y27260,614$1.6M0.23%
71VANECK ETF TRUST92189F10617,645$1.5M0.22%
72HERSHEY COHSY8,066$1.5M0.22%
73AMERICAN EXPRESS COAXP3,921$1.5M0.21%
74THERMO FISHER SCIENTIFIC INCTMO2,500$1.4M0.21%
75ISHARES TR46428827318,404$1.4M0.21%
76VERIZON COMMUNICATIONS INCVZ34,892$1.4M0.21%
77GE AEROSPACE3696043014,570$1.4M0.21%
78FIDELITY MERRIMACK STR TR31618830929,808$1.4M0.20%
79BANK NEW YORK MELLON CORP06405810011,665$1.4M0.20%
80FEDERATED HERMES ETF TRUSTFHI41,749$1.3M0.19%
81MARATHON PETE CORPMARA7,959$1.3M0.19%
82NEXTERA ENERGY INCNEE-PW15,786$1.3M0.19%
83INVESCO QQQ TRIVZ2,001$1.2M0.18%
843M COMMM7,626$1.2M0.18%
85WALMART INCWMT10,513$1.2M0.17%
86VANGUARD INTL EQUITY INDEX F92204277515,700$1.2M0.17%
87ISHARES TR46432F3395,811$1.2M0.17%
88AT&T INCT-PC45,918$1.1M0.17%
89DEERE & CODE2,431$1.1M0.17%
90PFIZER INCPFE44,788$1.1M0.17%
91HOME DEPOT INCHD3,225$1.1M0.16%
92INTUITIVE SURGICAL INCISRG1,933$1.1M0.16%
93TESLA INCTSLA2,431$1.1M0.16%
94ALTRIA GROUP INCMO18,293$1.1M0.16%
95CHEVRON CORP NEWCVX6,906$1.1M0.16%
96THE CIGNA GROUP1255231003,798$1.0M0.15%
97SOUTHERN COSOMN11,877$1.0M0.15%
98ISHARES TR4642876483,143$1.0M0.15%
99META PLATFORMS INCMETA1,518$1.0M0.15%
100ORACLE CORPORCL-PD5,109$995,8540.15%
101BANK AMERICA CORP06050510418,005$990,2790.15%
102NORFOLK SOUTHN CORP6558441083,408$984,0330.15%
103PPL CORPPPLC27,161$951,1940.14%
104CONOCOPHILLIPSCOP9,958$932,2500.14%
105VISA INCV2,657$931,9730.14%
106ISHARES TR4642876553,760$925,7660.14%
107TRANE TECHNOLOGIES PLCTT2,354$916,2850.14%
108VERTEX PHARMACEUTICALS INCVRTX2,003$908,0800.13%
109SPDR GOLD TRGLD2,273$900,9660.13%
110ABBOTT LABSABLZF7,157$896,7460.13%
111J P MORGAN EXCHANGE TRADED F46641Q11813,895$894,5990.13%
112SONOS INCSONO50,218$881,8280.13%
113COCA COLA COKO12,573$879,0030.13%
114VANGUARD SCOTTSDALE FDS92206C6648,745$870,3020.13%
115INVESCO EXCHANGE TRADED FD TIVZ7,338$867,1330.13%
116DICKS SPORTING GOODS INC2533931024,330$857,3830.13%
117CONSTELLATION ENERGY CORPCEG2,417$853,8950.13%
118CISCO SYS INCCSCO10,628$818,6980.12%
119ISHARES TR46428887711,324$808,6580.12%
120DANAHER CORPORATION2358511023,502$801,6960.12%
121GE VERNOVA INCGEV1,172$766,3620.11%
122QUALCOMM INCQCOM4,447$760,7550.11%
123CARVANA COCVNA1,742$735,1590.11%
124FEDEX CORPFDX2,514$726,3660.11%
125EMERSON ELEC COEMR5,442$722,2860.11%
126VANGUARD INDEX FDS9229083631,136$713,0210.11%
127GLOBE LIFE INCGL-PD4,752$664,6150.10%
128VANGUARD WORLD FD92204A5042,307$664,2800.10%
129HOWMET AEROSPACE INCHWM3,238$663,9010.10%
130MCDONALDS CORPMCD2,164$661,6670.10%
131ISHARES TR46432F8427,349$657,4630.10%
132PEPSICO INCPEP4,564$655,1300.10%
133NETFLIX INCNFLX6,944$651,0690.10%
134TEXAS PACIFIC LAND CORPORATITPL2,183$627,1380.09%
135SHERWIN WILLIAMS COSHW1,931$625,7170.09%
136BOEING COBA-PA2,820$612,3450.09%
137MORGAN STANLEYMS-PQ3,431$609,2600.09%
138AMGEN INCAMGN1,858$608,2900.09%
139VANGUARD STAR FDS9219097688,058$607,9470.09%
140EATON CORP PLCETN1,869$595,5900.09%
141FIRST COMWLTH FINL CORP PA31982910734,656$584,3080.09%
142RANGE RES CORPRRC16,525$582,6920.09%
143JANUS DETROIT STR TR47103U2097,022$572,7140.08%
144ISHARES TR4642884066,863$565,1560.08%
145DISNEY WALT CO2546871064,840$550,6680.08%
146VANGUARD WHITEHALL FDS9219464063,793$544,5130.08%
147WELLS FARGO CO NEW9497461015,803$540,8990.08%
148NIKE INCNKE8,147$519,0800.08%
149VANGUARD TAX-MANAGED FDS9219438588,174$510,6560.08%
150ALLSTATE CORPALL-PJ2,286$476,0000.07%
151TIDEWATER INC NEWTDGMW9,403$474,9460.07%
152DUKE ENERGY CORP NEWDUKB4,026$471,9830.07%
153VANGUARD INTL EQUITY INDEX F9220427183,230$462,9630.07%
154AMPLIFY ETF TR0321085577,043$459,9420.07%
155INVESCO EXCH TRADED FD TR IIIVZ15,147$451,2400.07%
156WASTE MGMT INC DEL94106L1092,022$444,4370.07%
157SELECT SECTOR SPDR TR81369Y5069,843$440,1140.07%
158AFFILIATED MANAGERS GROUP INMGRE1,495$430,9790.06%
159ADAMS DIVERSIFIED EQUITY FD00621210418,473$430,7900.06%
160ISHARES TR4642874994,473$430,7070.06%
161COMCAST CORP NEWCCZ14,338$428,5650.06%
162XYLEM INCXYL3,145$428,4210.06%
163GLOBAL NET LEASE INCGNL-PE49,656$427,0450.06%
164ISHARES TR4642873093,456$425,9870.06%
165J P MORGAN EXCHANGE TRADED F46641Q4073,426$424,7310.06%
166CARDINAL HEALTH INCCAH2,057$422,9020.06%
167VANGUARD BD INDEX FDS92203C3038,346$415,9810.06%
168SELECT SECTOR SPDR TR81369Y7042,678$415,4110.06%
169STRATEGY INCSTRK2,732$415,1640.06%
170HONEYWELL INTL INC4385161062,113$412,3460.06%
171BRISTOL-MYERS SQUIBB COCELG-RI7,612$410,5970.06%
172NATIONAL FUEL GAS CONFG5,116$409,6190.06%
173US BANCORP DELUSB-PS7,463$398,2690.06%
174CORTEVA INCCTVA5,899$395,4300.06%
175MPLX LPMPLXP7,364$393,0170.06%
176HUNTINGTON BANCSHARES INCHBANP22,390$388,4780.06%
177CORNING INCGLW4,320$378,2600.06%
178SPDR INDEX SHS FDS78463X8719,156$374,1180.06%
179AUTOMATIC DATA PROCESSING INADP1,450$373,0130.06%
180MASTERCARD INCORPORATEDMA643$367,5490.05%
181ADOBE INCADBE1,033$361,5400.05%
182METLIFE INCMET-PF4,565$360,3790.05%
183MONDELEZ INTL INC6092071056,652$358,0900.05%
184PRUDENTIAL FINL INCPUKPF3,156$356,2620.05%
185COMMUNITY FINANCIAL SYSTEM ICBU6,140$352,7080.05%
186COLGATE PALMOLIVE COCL4,315$341,0370.05%
187TALEN ENERGY CORPTLN906$339,6050.05%
188ETF SER SOLUTIONS26922A2975,572$338,8460.05%
189PUBLIC SVC ENTERPRISE GRP IN7445731064,161$334,1450.05%
190PAYCHEX INCPAYX2,978$334,1150.05%
191FLEX LTDFLEX5,506$332,6730.05%
192EQT CORPEQT6,082$326,0130.05%
193LOUISIANA PAC CORPLPX4,029$325,4040.05%
194ISHARES TR4642884142,964$317,4830.05%
195MCKESSON CORPMCK387$317,4560.05%
196ALCOA CORPAA5,948$316,0950.05%
197CONSOLIDATED EDISON INCED3,171$315,0080.05%
198VALARIS LTDVAL-WT6,243$314,6470.05%
199WISDOMTREE TRWT3,556$301,8780.04%
200DOMINION ENERGY INCD5,113$299,6160.04%
201CSX CORPCSX8,241$298,7570.04%
202IHS HOLDING LIMITEDIHS39,381$293,7820.04%
203PHILLIPS 66PSX2,275$293,6110.04%
204SELECT SECTOR SPDR TR81369Y8032,010$289,3800.04%
205ISHARES TR46432F3961,153$288,6070.04%
206BECTON DICKINSON & COBDX1,467$284,7650.04%
207WSFS FINL CORP9293281025,129$283,3710.04%
208SEMPRASREA3,207$283,2200.04%
209ISHARES GOLD TRIAU3,420$277,6320.04%
210QUEST DIAGNOSTICS INCDGX1,597$277,1270.04%
211VANGUARD WHITEHALL FDS9219467943,056$275,1030.04%
212OREILLY AUTOMOTIVE INC67103H1073,005$274,0860.04%
213PDD HOLDINGS INCPDD2,412$273,4970.04%
214VANGUARD INTL EQUITY INDEX F9220427421,935$272,9730.04%
215ISHARES TR4642882083,273$270,8070.04%
216GOLDMAN SACHS GROUP INCGSCE306$269,5530.04%
217ENTERPRISE PRODS PARTNERS L2937921078,398$269,2400.04%
218DOW INCDOW11,489$268,6310.04%
219FIRSTENERGY CORPFE5,974$267,4650.04%
220EXELON CORPEXC6,097$265,7920.04%
221CRANE COMPANYCR1,441$265,7640.04%
222CAPITAL ONE FINL CORP14040H1051,088$263,7700.04%
223INVESCO DB MULTI-SECTOR COMMIVZ21,598$263,5010.04%
224AIM ETF PRODUCTS TRUST00888H6878,208$261,9860.04%
225ISHARES TR4642877211,310$261,6260.04%
226SPDR S&P MIDCAP 400 ETF TRMDY431$260,5430.04%
227PROSHARES TR74347X7994,849$257,8900.04%
228INSMED INCINSM1,481$257,7530.04%
229INTEL CORPINTC6,898$254,5680.04%
230BIOGEN INCBIIB1,442$253,8950.04%
231MICRON TECHNOLOGY INCMU889$253,8660.04%
232VANGUARD INDEX FDS9229085532,852$252,4600.04%
233AIR PRODS & CHEMS INCAIIR1,018$251,6390.04%
234MOOG INCMOG-B1,000$248,2900.04%
235ISHARES INC46434G1033,688$247,9230.04%
236ISHARES TR4642877965,203$247,3130.04%
237ISHARES TR4642871681,737$245,2020.04%
238ACCENTURE PLC IRELANDACN912$244,7440.04%
239MOOG INCMOG-B1,000$243,5500.04%
240AMERICAN COASTAL INS CORPACIC19,166$242,0670.04%
241S & T BANCORP INCSTBA6,150$242,0350.04%
242MERCADOLIBRE INCMELI120$241,7110.04%
243L3HARRIS TECHNOLOGIES INCLHX822$241,3180.04%
244NORTHWEST BANCSHARES INC MDNWBI20,063$240,7630.04%
245QNITY ELECTRONICS INCQ2,929$239,1880.04%
246KINDER MORGAN INC DELEP-PC8,599$236,4000.03%
247DUPONT DE NEMOURS INCDD5,877$236,2650.03%
248VANGUARD WORLD FD9219107253,280$234,9840.03%
249UNITEDHEALTH GROUP INCUNH705$232,8020.03%
250ADVANCED MICRO DEVICES INCAMD1,083$232,0490.03%
251CARLISLE COS INC142339100724$231,6280.03%
252DIREXION SHS ETF TR25459W4585,496$231,0150.03%
253CAPITAL GROUP DIVIDEND VALUE14020W1065,271$230,0330.03%
254NASDAQ INCNDAQ2,364$229,6150.03%
255GENERAL MLS INC3703341044,904$228,0390.03%
256UNITED PARCEL SERVICE INCUPS2,293$227,5020.03%
257AIM ETF PRODUCTS TRUST00888H7116,950$226,1380.03%
258BP PLCBPPFF6,480$225,0670.03%
259INVESCO EXCHANGE TRADED FD TIVZ1,408$220,6740.03%
260SEAGATE TECHNOLOGY HLDNGS PLSE797$219,5070.03%
261INVESCO EXCHANGE TRADED FD TIVZ4,635$217,4910.03%
262TRAVELERS COMPANIES INCTRV742$215,4190.03%
263ANNEXON INCANNX42,900$215,3580.03%
264ISHARES INC4642863921,154$214,4460.03%
265ICU MED INCICUI1,500$214,0050.03%
266ISHARES TR464287689548$212,3490.03%
267API GROUP CORPAPG5,533$211,6930.03%
268IMPERIAL PETE INCY3894J18758,052$210,1480.03%
269FLYWIRE CORPORATIONFLYW14,767$209,1010.03%
270WABTEC929740108977$208,6390.03%
271LAM RESEARCH CORPLRCX1,215$208,0090.03%
272SPDR SERIES TRUST78464A7552,000$207,2200.03%
273ISHARES TR4642872262,072$207,0120.03%
274WYNDHAM HOTELS & RESORTS INCWH2,718$205,3720.03%
275AIM ETF PRODUCTS TRUST00888H7945,894$200,0740.03%
276NOMAD FOODS LTDNOMD15,699$196,3940.03%
277PATRIA INVESTMENTS LIMITEDPAX12,316$195,7010.03%
278ASP ISOTOPES INCASPI34,473$184,4310.03%
279SUMMIT HOTEL PPTYS INC86608210032,913$160,2860.02%
280TAYSHA GENE THERAPIES INCTSHA26,350$144,9250.02%
281FORD MTR CO34537086010,351$135,8180.02%
282BURFORD CAP LTDBUR14,787$131,9000.02%
283NORTHERN DYNASTY MINERALS LT66510M20452,100$102,6370.02%
284PRECIGEN INCPGEN17,065$71,3320.01%
285LINEAGE CELL THERAPEUTICS IN53566P10920,000$33,4000.00%
286MICROVISION INC DELMVIS12,729$10,5410.00%