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Portfolio (Quarterly) Guide ↗

ADVISORS MANAGEMENT GROUP INC /ADV

· CIK 0000842766
13F Portfolio $550M AUM Filed Jan 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 160 New
Page 2 of 8  ·  160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 O REALTY INCOME CORP Real Estate 132,192.0 $7.5M 1.36% NEW $56.37 +6.9%
22 MSFT MICROSOFT CORP Technology 14,693.0 $7.1M 1.29% NEW $483.63 -21.6%
23 AMD ADVANCED MICRO DEVICES INC Technology 32,386.0 $6.9M 1.26% NEW $214.17 +150.9%
24 MLI MUELLER INDS INC Industrials 56,965.0 $6.5M 1.19% NEW $114.81 +19.7%
25 MRK MERCK & CO INC Healthcare 58,625.0 $6.2M 1.12% NEW $105.26 +8.2%
26 JPM JPMORGAN CHASE & CO. Financial Services 17,973.0 $5.8M 1.05% NEW $322.21 +0.9%
27 CVX CHEVRON CORP NEW Energy 37,380.0 $5.7M 1.04% NEW $152.41 +13.9%
28 EMR EMERSON ELEC CO Industrials 42,573.0 $5.7M 1.03% NEW $132.71 +13.5%
29 VZ VERIZON COMMUNICATIONS INC Communication Services 135,558.0 $5.5M 1.00% NEW $40.73 +11.4%
30 JNJ JOHNSON & JOHNSON Healthcare 26,461.0 $5.5M 1.00% NEW $206.95 +10.4%
31 OKE ONEOK INC NEW Energy 71,725.0 $5.3M 0.96% NEW $73.50 +15.7%
32 GE GE AEROSPACE Industrials 16,817.0 $5.2M 0.94% NEW $308.02 +16.1%
33 LAMR LAMAR ADVERTISING CO NEW Real Estate 38,272.0 $4.8M 0.88% NEW $126.57 +18.2%
34 MDT MEDTRONIC PLC Healthcare 49,539.0 $4.8M 0.87% NEW $96.07 -17.4%
35 AVGO BROADCOM INC Technology 13,480.0 $4.7M 0.85% NEW $346.07 +18.9%
36 QQQ INVESCO QQQ TR Financial Services 7,445.0 $4.6M 0.83% NEW $614.37 +20.5%
37 AEP AMERICAN ELEC PWR CO INC Utilities 38,351.0 $4.4M 0.81% NEW $115.30 +10.7%
38 PANW PALO ALTO NETWORKS INC Technology 23,958.0 $4.4M 0.80% NEW $184.20 +56.2%
39 ADBE ADOBE INC Technology 12,207.0 $4.3M 0.78% NEW $349.96 -44.2%
40 VTR VENTAS INC Real Estate 51,417.0 $4.0M 0.72% NEW $77.39 +5.4%
Page 2 of 8  ·  160 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 28.6%
Industrials 12.5%
Utilities 11.7%
Financial Services 11.0%
Energy 9.6%
Healthcare 8.5%
Real Estate 7.0%
Communication Services 5.4%
Consumer Cyclical 3.1%
Consumer Defensive 2.0%