M.E. ALLISON & CO., INC. - Portfolio overview

M.E. ALLISON & CO., INC. has 206 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. CGGR - CAPITAL GROUP GROWTH ETF, 4.39%
2. CGDV - CAPITAL GROUP DIVIDEND VALUE, 3.85%
3. SPY - STATE STR SPDR S&P 500 ETF T, 2.87%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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