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Portfolio (Quarterly) Guide ↗

ADVISORS MANAGEMENT GROUP INC /ADV

· CIK 0000842766
13F Portfolio $549M AUM 158 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 15 New 43 Added 81 Reduced 13 Exited
Page 1 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 JAAA JANUS DETROIT STR TR 1,917,031.0 $96.6M 17.60% +95K +5.2% $50.37 +0.5%
2 ENTERGY CORP NEW 174,913.0 $19.7M 3.58% +1K +0.7% $112.36
3 SO SOUTHERN CO Utilities 145,639.0 $14.1M 2.56% +5K +3.6% $96.52 -3.6%
4 FE FIRSTENERGY CORP Utilities 240,056.0 $12.2M 2.22% +8K +3.5% $50.66 -8.3%
5 DUK DUKE ENERGY CORP NEW Utilities 80,861.0 $10.6M 1.93% +3K +3.3% $130.93 -5.4%
6 QQQ INVESCO QQQ TR Financial Services 7,546.0 $4.4M 0.79% +101.0 +1.4% $577.13 +28.3%
7 PANW PALO ALTO NETWORKS INC Technology 25,359.0 $4.1M 0.74% +1K +5.8% $160.30 +79.5%
8 SCHX SCHWAB STRATEGIC TR 142,120.0 $3.6M 0.66% +2K +1.1% $25.63 +15.0%
9 SCHD SCHWAB STRATEGIC TR 117,129.0 $3.6M 0.66% +5K +4.8% $30.68 +3.9%
10 VTI VANGUARD INDEX FDS 9,656.0 $3.1M 0.56% +70.0 +0.7% $320.84 +15.3%
11 XLE SELECT SECTOR SPDR TR 45,452.0 $2.8M 0.51% +480.0 +1.1% $61.25 -12.2%
12 D DOMINION ENERGY INC Utilities 41,073.0 $2.5M 0.46% +1K +2.6% $61.82 +10.7%
13 SMH VANECK ETF TRUST 6,369.0 $2.4M 0.45% +62.0 +1.0% $383.26 +72.2%
14 IDU ISHARES TR 20,980.0 $2.4M 0.44% +216.0 +1.0% $116.11 -3.1%
15 IWM ISHARES TR 8,506.0 $2.1M 0.38% +46.0 +0.5% $247.94 +19.2%
16 XLV SELECT SECTOR SPDR TR 12,746.0 $1.9M 0.34% +271.0 +2.2% $146.56 +1.9%
17 BERKSHIRE HATHAWAY INC DEL 3,368.0 $1.6M 0.29% +50.0 +1.5% $478.92
18 SMIN ISHARES TR 21,491.0 $1.3M 0.23% +1K +6.4% $59.93 +15.8%
19 NGG NATIONAL GRID PLC Utilities 14,673.0 $1.2M 0.23% +380.0 +2.7% $84.58 -6.1%
20 XLF SELECT SECTOR SPDR TR 24,924.0 $1.2M 0.22% +667.0 +2.8% $49.35 +8.6%
Page 1 of 3  ·  43 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.6%
Utilities 14.8%
Industrials 13.3%
Financial Services 11.4%
Healthcare 8.6%
Energy 8.5%
Real Estate 7.4%
Communication Services 5.2%
Consumer Cyclical 2.9%
Consumer Defensive 1.9%