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M.E. ALLISON & CO., INC. 13F portfolio summary

M.E. ALLISON & CO., INC. of M.E. ALLISON & CO., INC. has 192 current stock holdings with a reported portfolio value of $150.9M. The portfolio 1 year return is +15.62%. Top holdings include SBR (0.00%), SPY (0.00%), QQQ (0.00%), CGGR (4.69%), CGDV (4.11%).

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M.E. ALLISON & CO., INC.

M.E. ALLISON & CO., INC.
Latest filing: 2026-03-31

M.E. ALLISON & CO., INC. runs M.E. ALLISON & CO., INC. and currently holds 192 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $150.85M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. M.E. ALLISON & CO., INC. ranks #948 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, M.E. ALLISON & CO., INC.'s portfolio at M.E. ALLISON & CO., INC. has delivered returns of +15.62%. Their 3-year annualized return is +12.55%. Looking at the 5-year horizon, M.E. ALLISON & CO., INC. has achieved +12.55% annualized returns at M.E. ALLISON & CO., INC..

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+15.62%
#846/1000
3 Year
+12.55%
#953/1000
5 Year
+12.55%
#948/1000

Portfolio Value

$150.85M

Alpha Score

11.8

#948 of 1000

Holdings

192

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change