AllGen Financial Advisors, Inc.
AllGen Financial Advisors, Inc. reported 36 holdings worth US$458M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 22, 2026
AllGen Financial Advisors, Inc. reported 36 holdings worth US$458M as of Jun 30, 2026. Largest: Apple Inc, Berkshire Hathaway Inc. and Microsoft Corp. Filed Jul 22, 2026 (Form 13F).
- Holdings
- 36
- Value as reported
- US$458M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 6,225 | US$1.8M | 0.39% |
| Berkshire Hathaway Inc. | 3,240 | US$1.62M | 0.35% |
| Microsoft Corp. | 4,083 | US$1.52M | 0.33% |
| Falcon's Beyond Global, Inc. | 43,173 | US$774K | 0.17% |
| Home Depot, Inc. (the) | 1,804 | US$636K | 0.14% |
| Tesla, Inc. | 1,129 | US$475K | 0.10% |
| Rtx Corporation | 2,227 | US$423K | 0.09% |
| Alphabet Inc (google) Class C | 796 | US$284K | 0.06% |
| Vulcan Materials Company (holding Company) | 770 | US$227K | 0.05% |
| Walmart Inc. | 1,945 | US$220K | 0.05% |
| Southern Company (the) | 2,300 | US$220K | 0.05% |