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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 4 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 UNP UNION PAC CORP Industrials 2,740.0 $664K 0.12% -23.0 -0.8% $242.34 +6.0%
62 NUE NUCOR CORP Basic Materials 3,822.0 $646K 0.12% -1K -24.7% $169.02 +44.3%
63 FAST FASTENAL CO Industrials 13,620.0 $631K 0.12% -3K -17.5% $46.33 -0.9%
64 DLR DIGITAL RLTY TR INC Real Estate 3,435.0 $619K 0.11% -2K -31.1% $180.20 +4.4%
65 EMN EASTMAN CHEM CO Basic Materials 8,024.0 $612K 0.11% -4K -31.0% $76.27 -5.0%
66 EOG EOG RES INC Energy 4,115.0 $594K 0.11% -2K -33.7% $144.35 -10.0%
67 ISRG INTUITIVE SURGICAL INC Healthcare 1,165.0 $537K 0.10% -950.0 -44.9% $460.94 -11.8%
68 TSLA TESLA INC Consumer Cyclical 1,300.0 $483K 0.09% -496.0 -27.6% $371.54 +7.8%
69 STT STATE STR CORP Financial Services 3,508.0 $443K 0.08% -759.0 -17.8% $126.28 +33.3%
70 GOOG ALPHABET INC Communication Services 1,506.0 $432K 0.08% -1K -44.5% $286.85 +28.1%
71 DOC HEALTHPEAK PROPERTIES INC Real Estate 23,456.0 $385K 0.07% -22K -48.3% $16.41 +19.2%
72 PAVE GLOBAL X FDS 6,787.0 $344K 0.06% -732.0 -9.7% $50.69 +15.5%
73 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,650.0 $342K 0.06% -1K -20.5% $60.53 -10.8%
74 VHT VANGUARD WORLD FD 1,216.0 $331K 0.06% -139.0 -10.3% $272.20 +3.0%
75 AXP AMERICAN EXPRESS CO Financial Services 1,048.0 $316K 0.06% -167.0 -13.7% $301.53 +12.1%
76 AMGN AMGEN INC Healthcare 767.0 $269K 0.05% -9.0 -1.2% $350.72 -3.7%
77 PFF ISHARES TR 8,100.0 $245K 0.04% -2K -20.9% $30.25 +3.3%
78 ARKK ARK ETF TR 3,567.0 $241K 0.04% -44.0 -1.2% $67.56 +18.7%
79 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,391.0 $230K 0.04% -100.0 -4.0% $96.19 +6.6%
80 NSC NORFOLK SOUTHN CORP Industrials 804.0 $230K 0.04% -39.0 -4.6% $286.07 +4.9%
Page 4 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%