Holdings
AllGen Financial Advisors, Inc.
As of Jun 30, 2026, AllGen Financial Advisors, Inc. reported 11 positions worth US$8.2M. Largest: Apple Inc, Berkshire Hathaway Inc. and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 6,225 | US$1.8M | first report | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 3,240 | US$1.62M | first report | Jun 30, 2026 |
| Microsoft Corp. | 4,083 | US$1.52M | first report | Jun 30, 2026 |
| Falcon's Beyond Global, Inc. | 43,173 | US$774K | first report | Jun 30, 2026 |
| Home Depot, Inc. (the) | 1,804 | US$636K | first report | Jun 30, 2026 |
| Tesla, Inc. | 1,129 | US$475K | first report | Jun 30, 2026 |
| Rtx Corporation | 2,227 | US$423K | first report | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 796 | US$284K | first report | Jun 30, 2026 |
| Vulcan Materials Company (holding Company) | 770 | US$227K | first report | Jun 30, 2026 |
| Walmart Inc. | 1,945 | US$220K | first report | Jun 30, 2026 |