Notify me when Allegheny Financial Group files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 286 | $675,557,282 | +$148,454,206 | -$11,930,751 | +$136,523,455 | PVAL, JFLX, CDIG, DHLX, DGRO | 13F-HR | 02 Feb 2026, 17:00 |
| Q3 2025 | 263 | $535,189,479 | +$90,066,495 | -$29,757,501 | +$60,308,994 | PVAL, JFLX, NVR, DGRO, ERIE | 13F-HR | 06 Nov 2025, 13:15 |
| Q2 2025 | 248 | $450,325,970 | +$55,271,355 | -$10,511,728 | +$44,759,627 | PVAL, ERIE, NVR, DGRO, SCHG | 13F-HR | 13 Aug 2025, 16:01 |
| Q1 2025 | 231 | $390,072,552 | +$26,308,972 | -$16,949,441 | +$9,359,531 | ERIE, NVR, PVAL, DGRO, AAPL | 13F-HR | 13 May 2025, 14:51 |
| Q4 2024 | 230 | $388,282,772 | +$36,887,765 | -$26,302,214 | +$10,585,551 | ERIE, NVR, AAPL, DGRO, ANSS | 13F-HR | 14 Feb 2025, 11:28 |
| Q3 2024 | 242 | $405,071,982 | +$26,770,053 | -$5,710,104 | +$21,059,949 | ERIE, NVR, DGRO, AAPL, ANSS | 13F-HR | 14 Nov 2024, 15:59 |
| Q2 2024 | 221 | $348,523,626 | +$36,620,349 | -$7,987,292 | +$28,633,057 | ERIE, NVR, ANSS, DGRO, AAPL | 13F-HR | 01 Aug 2024, 16:23 |
| Q1 2024 | 205 | $324,037,162 | +$15,646,189 | -$26,336,877 | -$10,690,688 | ERIE, NVR, ANSS, DGRO, SCHG | 13F-HR | 07 May 2024, 16:22 |
| Q4 2023 | 209 | $311,393,755 | +$25,958,876 | -$8,743,059 | +$17,215,817 | ERIE, NVR, ANSS, AAPL, DGRO | 13F-HR | 08 Feb 2024, 17:08 |
| Q3 2023 | 192 | $266,893,398 | +$61,398,051 | -$4,138,331 | +$57,259,720 | ERIE, NVR, ANSS, XOM, DGRO | 13F-HR | 14 Nov 2023, 11:55 |
| Q2 2023 | 150 | $211,347,883 | +$484,620 | -$47,403,829 | -$46,919,209 | ANSS, ERIE, XOM, AAPL, NVR | 13F-HR | 07 Aug 2023, 16:37 |
| Q1 2023 | 164 | $247,575,248 | +$6,863,338 | -$10,464,990 | -$3,601,652 | ANSS, NVR, ERIE, XOM, DGRO | 13F-HR | 05 May 2023, 14:58 |
| Q4 2022 | 169 | $238,918,398 | +$10,235,716 | -$5,705,257 | +$4,530,459 | ERIE, NVR, ANSS, XOM, DGRO | 13F-HR | 08 Feb 2023, 08:37 |
| Q3 2022 | 162 | $212,544,000 | +$11,335,148 | -$4,553,044 | +$6,782,104 | ERIE, NVR, ANSS, XOM, DGRO | 13F-HR | 01 Nov 2022, 13:39 |
| Q2 2022 | 166 | $214,559,000 | +$13,030,190 | -$3,913,831 | +$9,116,359 | ERIE, ANSS, NVR, DGRO, XOM | 13F-HR | 11 Aug 2022, 10:38 |
| Q1 2022 | 161 | $236,265,000 | +$11,098,057 | -$5,513,195 | +$5,584,862 | ANSS, NVR, ERIE, DGRO, AAPL | 13F-HR | 11 May 2022, 11:22 |
| Q4 2021 | 158 | $250,591,000 | +$20,144,306 | -$5,490,863 | +$14,653,443 | ANSS, NVR, ERIE, RH, DGRO | Restatement | 11 May 2022, 11:15 |
| Q3 2021 | 150 | $218,133,000 | +$7,801,852 | -$4,761,360 | +$3,040,492 | ANSS, NVR, RH, ERIE, DGRO | 13F-HR | 04 Nov 2021, 19:40 |
| Q2 2021 | 152 | $220,980,000 | +$83,299,539 | -$2,628,791 | +$80,670,748 | ANSS, NVR, ERIE, RH, DGRO | 13F-HR | 09 Aug 2021, 21:50 |
| Q1 2021 | 101 | $136,674,000 | +$9,700,013 | -$62,043,879 | -$52,343,866 | ANSS, ERIE, DGRO, XOM, AAPL | 13F-HR | 12 May 2021, 15:21 |
| Q4 2020 | 130 | $186,212,000 | $0 | $0 | $0 | ANSS, ERIE, NVR, RH, DGRO | 13F-HR | 10 Feb 2021, 21:00 |