Long-term investor

Allegheny Financial Group @alleghenyfinancialgroup

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001844148).

Record

  • Tracked since 2025-06-30 (476 days), 90 trades recorded
  • Returns: week n/a · month n/a · 90 days +0.0% · 6 months -0.8% · 1 year -1.3% · all -1.3%
  • Max drawdown n/a · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 746729300 · 14.1% · long · since 2025-06-30
  • 464288307 · 6.5% · long · since 2025-06-30
  • 25264S320 · 5.9% · long · since 2025-12-31
  • 02072Q382 · 3.9% · long · since 2025-09-30
  • 46654Q559 · 3.8% · long · since 2025-09-30
  • 55286W207 · 2.7% · long · since 2025-06-30
  • 46434V621 · 2.6% · long · since 2025-06-30
  • 808524300 · 2.4% · long · since 2025-06-30
  • AAPL · 2.4% · long · since 2025-06-30
  • 46654Q609 · 2.4% · long · since 2025-06-30
  • NVR · 2.1% · long · since 2025-06-30
  • 90139K100 · 2.1% · long · since 2025-06-30

Copy on paper, free More traders How copying works