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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 5 of 8  ·  158 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 XLF SELECT SECTOR SPDR TR 24,924.0 $1.2M 0.22% +667.0 +2.8% $49.35 +8.6%
82 IXUS ISHARES TR 13,057.0 $1.1M 0.21% +188.0 +1.5% $86.62 +11.9%
83 RSP INVESCO EXCHANGE TRADED FD T 5,701.0 $1.1M 0.20% NEW $191.90 +9.4%
84 CHD CHURCH & DWIGHT CO INC Consumer Defensive 11,205.0 $1.0M 0.19% $93.26 +2.5%
85 MRVL MARVELL TECHNOLOGY INC Technology 10,466.0 $1.0M 0.19% -7K -41.0% $98.99 +213.8%
86 QCOM QUALCOMM INC Technology 7,628.0 $982K 0.18% -6K -45.2% $128.74 +75.6%
87 VOX VANGUARD WORLD FD 5,327.0 $958K 0.17% +54.0 +1.0% $179.84 +3.9%
88 WMT WALMART INC Consumer Defensive 7,650.0 $950K 0.17% -864.0 -10.2% $124.18 -5.6%
89 KMI KINDER MORGAN INC DEL Energy 27,874.0 $934K 0.17% -12K -30.2% $33.51 -5.7%
90 DIA STATE STR SPDR DOW JONES IND Financial Services 1,785.0 $826K 0.15% -9.0 -0.5% $462.75 +11.4%
91 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 9,740.0 $788K 0.14% +3K +45.2% $80.90 -1.3%
92 XEL XCEL ENERGY INC Utilities 9,812.0 $779K 0.14% -673.0 -6.4% $79.39 -2.5%
93 BUG GLOBAL X FDS 30,213.0 $758K 0.14% +2K +7.6% $25.09 +35.1%
94 J JACOBS SOLUTIONS INC Industrials 5,473.0 $696K 0.13% -561.0 -9.3% $127.17 -4.9%
95 WEC WEC ENERGY GROUP INC Utilities 6,006.0 $695K 0.13% -244.0 -3.9% $115.72 -3.1%
96 UPS UNITED PARCEL SVCS INC Industrials 6,970.0 $685K 0.12% -2K -21.6% $98.28 +6.7%
97 WFC WELLS FARGO & CO Financial Services 8,434.0 $671K 0.12% $79.56 +3.3%
98 UNP UNION PAC CORP Industrials 2,740.0 $664K 0.12% -23.0 -0.8% $242.34 +6.0%
99 NUE NUCOR CORP Basic Materials 3,822.0 $646K 0.12% -1K -24.7% $169.02 +44.3%
100 FAST FASTENAL CO Industrials 13,620.0 $631K 0.12% -3K -17.5% $46.33 -0.9%
Page 5 of 8  ·  158 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%