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M.E. ALLISON & CO., INC.
M.E. ALLISON & CO., INC.
Latest filing: 2026-06-30
M.E. ALLISON & CO., INC. runs M.E. ALLISON & CO., INC. and currently holds 195 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $173.75M. Their top holdings are CGGR, CGDV, AAPL, SPY, JEPI. The top five represent 17.2% of reported portfolio weight. M.E. ALLISON & CO., INC. ranks #870 out of 1000 investors tracked by Alpha Score. In the most recent quarter, M.E. ALLISON & CO., INC. initiated 1 new position. They added to 52 existing positions. They trimmed 24 positions. Their current best-performing preview position is MU with returns of +241.75%.
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195 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 CGGR CAPITAL GROUP GROWTH ETF | 4.91% | $39.38 | $46.99 | +19.32% | Added +7.51% |
 CGDV CAPITAL GROUP DIVIDEND VALUE | 4.24% | $37.25 | $50.21 | +34.78% | Added +7.46% |
 AAPL APPLE INC | 2.83% | $253.18 | $309.35 | +22.19% | Added +3.12% |
 SPY STATE STR SPDR S&P 500 ETF T | 2.80% | $590.34 | $765.62 | +29.69% | Trimmed -3.97% |
 JEPI J P MORGAN EXCHANGE TRADED F | 2.45% | $57.23 | $57.91 | +1.18% | Added +6.02% |
 BE BLOOM ENERGY CORP | 2.30% | $21.26 | $201.42 | +847.41% | Trimmed -15.28% |
 CGUS CAPITAL GROUP CORE EQUITY ET | 2.15% | $36.74 | $45.12 | +22.81% | Added +3.38% |
 JEPQ J P MORGAN EXCHANGE TRADED F | 2.09% | $55.19 | $59.84 | +8.43% | Added +7.00% |
 JAAA JANUS DETROIT STR TR | 1.93% | $50.73 | $50.67 | -0.12% | Trimmed -3.99% |
 AVGO BROADCOM INC | 1.90% | $229.86 | $368.45 | +60.29% | Trimmed -0.94% |
Showing 1-10 of 195