Holdings of Allegiance Financial Group Advisory Services LLC
185 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 64.2 % of the equity sleeve
Sector breakdown
- Technology 7.1 %
- Funds 5.8 %
- Industrials 2.2 %
- Consumer discretionary 2.2 %
- Communication 2.1 %
- Health care 1.5 %
- Financials 0.9 %
- Energy 0.7 %
- Utilities 0.5 %
- Consumer staples 0.5 %
- Materials 0.4 %
- Unattributed 76.2 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 185 | 447M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 101 | Ulta Beauty Inc | 728 | 380.5K $ | |
| 102 | Capital One Financial Corp | 2,035 | 371.2K $ | |
| 103 | Amphenol Corp | 2,933 | 370.6K $ | |
| 104 | Exelixis Inc | 8,602 | 368.9K $ | |
| 105 | Travelers Cos Inc/The | 1,264 | 368.7K $ | |
| 106 | 3M Co | 2,530 | 367.4K $ | |
| 107 | Delta Air Lines Inc | 5,500 | 365.6K $ | |
| 108 | Innovator U.S. Equity Power Bu | 7,782 | 359K $ | |
| 109 | Dollar General Corp | 3,017 | 358.2K $ | |
| 110 | Science Applications International Corp | 3,768 | 357.7K $ | |
| 111 | Arista Networks Inc | 2,899 | 355.9K $ | |
| 112 | Adobe Inc | 1,462 | 355.4K $ | |
| 113 | Occidental Petroleum Corp | 5,400 | 351K $ | |
| 114 | MarketAxess Holdings Inc | 2,113 | 348.6K $ | |
| 115 | Natera Inc | 1,689 | 337.8K $ | |
| 116 | United Parcel Service Inc | 3,397 | 334.2K $ | |
| 117 | Broadcom Inc | 1,075 | 332.7K $ | |
| 118 | Medpace Holdings Inc | 690 | 331.3K $ | |
| 119 | Zoom Communications Inc | 4,125 | 331.3K $ | |
| 120 | EMCOR Group Inc | 448 | 330.8K $ | |
| 121 | Newmont Corp | 2,997 | 324.4K $ | |
| 122 | FedEx Corp | 904 | 322K $ | |
| 123 | New York Times Co/The | 3,828 | 320.5K $ | |
| 124 | HF Sinclair Corp | 5,129 | 320K $ | |
| 125 | Schwab US Dividend Equity ETF | 10,360 | 317.8K $ | |
| 126 | Lam Research Corp | 1,481 | 316.4K $ | |
| 127 | Teradyne Inc | 1,052 | 311.9K $ | |
| 128 | Boeing Co/The | 1,562 | 310.9K $ | |
| 129 | Lockheed Martin Corp | 514 | 310.7K $ | |
| 130 | Truist Financial Corp | 6,753 | 310.4K $ | |
| 131 | Intuit Inc | 717 | 310K $ | |
| 132 | Sirius XM Holdings Inc | 13,015 | 300.4K $ | |
| 133 | Five Below Inc | 1,309 | 299.1K $ | |
| 134 | Dow Inc | 7,005 | 291.8K $ | |
| 135 | Equifax Inc | 1,582 | 284.9K $ | |
| 136 | ConocoPhillips | 2,138 | 282.2K $ | |
| 137 | AMETEK Inc | 1,313 | 281.5K $ | |
| 138 | CarMax Inc | 6,622 | 275.3K $ | |
| 139 | Phillips 66 | 1,508 | 274.7K $ | |
| 140 | Innovator U.S. Equity Power Bu | 6,392 | 271.7K $ | |
| 141 | Best Buy Co Inc | 4,149 | 266.4K $ | |
| 142 | Molina Healthcare Inc | 1,986 | 264.7K $ | |
| 143 | Veeva Systems Inc | 1,501 | 263.7K $ | |
| 144 | Toll Brothers Inc | 1,920 | 262K $ | |
| 145 | Verizon Communications Inc | 5,215 | 261.8K $ | |
| 146 | DraftKings Inc | 11,991 | 259.2K $ | |
| 147 | BlackRock ETF Trust | 4,416 | 256.9K $ | |
| 148 | Lululemon Athletica Inc | 1,676 | 256.6K $ | |
| 149 | Vanguard FTSE Developed Markets ETF | 3,996 | 256.1K $ | |
| 150 | Walmart Inc | 2,014 | 250.3K $ | |
| 151 | iShares Trust | 1,301 | 249.5K $ | |
| 152 | Comcast Corp | 8,681 | 249.2K $ | |
| 153 | iShares Trust | 2,173 | 245.7K $ | |
| 154 | FS Credit Opportunities Corp | 47,689 | 243.2K $ | |
| 155 | Royal Gold Inc | 951 | 242K $ | |
| 156 | United Therapeutics Corp | 408 | 241.9K $ | |
| 157 | Nucor Corp | 1,405 | 237.7K $ | |
| 158 | Chipotle Mexican Grill Inc | 7,400 | 236.9K $ | |
| 159 | Las Vegas Sands Corp | 4,392 | 236.6K $ | |
| 160 | Datadog Inc | 1,935 | 228.4K $ | |
| 161 | Hasbro Inc | 2,392 | 223.9K $ | |
| 162 | Dover Corp | 1,074 | 223.9K $ | |
| 163 | MongoDB Inc | 905 | 221.5K $ | |
| 164 | Bank of America Corp | 4,523 | 220.5K $ | |
| 165 | Biogen Inc | 1,200 | 220K $ | |
| 166 | BioMarin Pharmaceutical Inc | 3,867 | 218.4K $ | |
| 167 | Oshkosh Corp | 1,472 | 216.7K $ | |
| 168 | Burlington Stores Inc | 664 | 216.1K $ | |
| 169 | Corning Inc | 1,578 | 214.6K $ | |
| 170 | Cigna Group/The | 801 | 213.7K $ | |
| 171 | FNB Corp/PA | 12,774 | 213.6K $ | |
| 172 | Copart Inc | 6,169 | 204.8K $ | |
| 173 | Marsh & McLennan Cos Inc | 1,179 | 204.5K $ | |
| 174 | Alcoa Corp | 3,078 | 204.2K $ | |
| 175 | UnitedHealth Group Inc | 750 | 203K $ | |
| 176 | General Dynamics Corp | 590 | 202.5K $ | |
| 177 | BorgWarner Inc | 3,718 | 201.7K $ | |
| 178 | Match Group Inc | 6,557 | 201.4K $ | |
| 179 | Texas Roadhouse Inc | 1,218 | 201.1K $ | |
| 180 | Textron Inc | 2,290 | 200.5K $ | |
| 181 | Under Armour Inc | 30,010 | 173.8K $ | |
| 182 | ADT Inc | 23,054 | 151.5K $ | |
| 183 | FS KKR Capital Corp | 10,132 | 103.1K $ | |
| 184 | BrightSpire Capital Inc | 10,772 | 60.3K $ | |
| 185 | Ironwood Pharmaceuticals Inc | 10,717 | 37.6K $ | |