ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BRK-B | 1K | $724.95K |
 | ZS | 1K | $412.93K |
 | MANH | 1K | $274.67K |
 | TEAM | 1K | $208.73K |
 | ALL | 1K | $269.56K |
 | COF | 1K | $261.90K |
 | AME | 1K | $226.73K |
 | ADSK | 1K | $382.48K |
 | IBM | 1K | $336.84K |
 | FCNCA | 1K | $2.12M |
 | VEEV | 1K | $348.56K |
 | JPM | 1K | $351.67K |
 | TRV | 1K | $305.19K |
 | PANW | 1K | $222.56K |
 | RGLD | 1K | $207.20K |
 | HD | 880 | $356.57K |
 | AVGO | 851 | $280.75K |
 | ADBE | 796 | $280.79K |
 | GEV | 776 | $477.16K |
 | UNH | 675 | $233.14K |
Berkshire Hathaway Inc.
BRK-B
Shares Held
1K
Value
$724.95K
Zscaler, Inc.
ZS
Shares Held
1K
Value
$412.93K
Manhattan Associates, Inc.
MANH
Shares Held
1K
Value
$274.67K
Atlassian Corporation
TEAM
Shares Held
1K
Value
$208.73K
The Allstate Corporation
ALL
Shares Held
1K
Value
$269.56K
Capital One Financial Corporation
COF
Shares Held
1K
Value
$261.90K
AMETEK, Inc.
AME
Shares Held
1K
Value
$226.73K
Autodesk, Inc.
ADSK
Shares Held
1K
Value
$382.48K
International Business Machines Corporation
IBM
Shares Held
1K
Value
$336.84K
First Citizens BancShares, Inc.
FCNCA
Shares Held
1K
Value
$2.12M
Veeva Systems Inc.
VEEV
Shares Held
1K
Value
$348.56K
JPMorgan Chase & Co.
JPM
Shares Held
1K
Value
$351.67K
The Travelers Companies, Inc.
TRV
Shares Held
1K
Value
$305.19K
Palo Alto Networks, Inc.
PANW
Shares Held
1K
Value
$222.56K
Royal Gold, Inc.
RGLD
Shares Held
1K
Value
$207.20K
The Home Depot, Inc.
HD
Shares Held
880
Value
$356.57K
Broadcom Inc.
AVGO
Shares Held
851
Value
$280.75K
Adobe Inc.
ADBE
Shares Held
796
Value
$280.79K
GE Vernova Inc.
GEV
Shares Held
776
Value
$477.16K
UnitedHealth Group Incorporated
UNH
Shares Held
675
Value
$233.14K