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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 3 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JCI JOHNSON CONTROLS INTERNATION Industrials 17,858.0 $2.3M 0.43% -5K -22.4% $130.92 +10.6%
42 AMAT APPLIED MATLS INC Technology 6,639.0 $2.3M 0.41% -4K -37.4% $341.77 +80.6%
43 PG PROCTER & GAMBLE CO Consumer Defensive 14,332.0 $2.1M 0.38% -5K -26.2% $144.43 +4.1%
44 ADBE ADOBE INC Technology 8,247.0 $2.0M 0.36% -4K -32.4% $243.00 -19.7%
45 NVS NOVARTIS AG Healthcare 12,613.0 $1.9M 0.35% -2K -11.9% $152.70 -3.7%
46 OKTA OKTA INC Technology 24,381.0 $1.9M 0.35% -4K -13.1% $78.71 +49.7%
47 DE DEERE & CO Industrials 3,282.0 $1.8M 0.34% -479.0 -12.7% $563.38 +4.6%
48 DELL DELL TECHNOLOGIES INC Technology 9,629.0 $1.6M 0.29% -10K -51.5% $164.09 +149.6%
49 KO COCA COLA CO Consumer Defensive 20,062.0 $1.5M 0.28% -6K -21.8% $76.01 +4.4%
50 BNS BANK NOVA SCOTIA B C Financial Services 19,699.0 $1.4M 0.25% -10K -34.7% $69.29 +25.6%
51 MMM 3M CO Industrials 9,080.0 $1.3M 0.24% -2K -17.6% $145.15 +10.6%
52 MRVL MARVELL TECHNOLOGY INC Technology 10,466.0 $1.0M 0.19% -7K -41.0% $98.99 +213.8%
53 QCOM QUALCOMM INC Technology 7,628.0 $982K 0.18% -6K -45.2% $128.74 +75.6%
54 WMT WALMART INC Consumer Defensive 7,650.0 $950K 0.17% -864.0 -10.2% $124.18 -5.6%
55 KMI KINDER MORGAN INC DEL Energy 27,874.0 $934K 0.17% -12K -30.2% $33.51 -5.7%
56 DIA STATE STR SPDR DOW JONES IND Financial Services 1,785.0 $826K 0.15% -9.0 -0.5% $462.75 +11.4%
57 XEL XCEL ENERGY INC Utilities 9,812.0 $779K 0.14% -673.0 -6.4% $79.39 -2.5%
58 J JACOBS SOLUTIONS INC Industrials 5,473.0 $696K 0.13% -561.0 -9.3% $127.17 -4.9%
59 WEC WEC ENERGY GROUP INC Utilities 6,006.0 $695K 0.13% -244.0 -3.9% $115.72 -3.1%
60 UPS UNITED PARCEL SVCS INC Industrials 6,970.0 $685K 0.12% -2K -21.6% $98.28 +6.7%
Page 3 of 5  ·  81 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%