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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 7 of 8  ·  158 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DOC HEALTHPEAK PROPERTIES INC Real Estate 23,456.0 $385K 0.07% -22K -48.3% $16.41 +19.2%
122 IYH ISHARES TR 6,076.0 $374K 0.07% $61.55 +1.8%
123 GNRC GENERAC HLDGS INC Industrials 1,868.0 $364K 0.07% $194.86 +43.3%
124 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 4,792.0 $364K 0.07% $75.96 +12.7%
125 PAVE GLOBAL X FDS 6,787.0 $344K 0.06% -732.0 -9.7% $50.69 +15.5%
126 TRV TRAVELERS COMPANIES INC Financial Services 1,178.0 $343K 0.06% $291.17 +5.7%
127 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,650.0 $342K 0.06% -1K -20.5% $60.53 -10.8%
128 NTRS NORTHERN TR CORP Financial Services 2,440.0 $340K 0.06% $139.34 +23.5%
129 HSY HERSHEY CO Consumer Defensive 1,614.0 $335K 0.06% +14.0 +0.9% $207.56 -16.8%
130 VHT VANGUARD WORLD FD 1,216.0 $331K 0.06% -139.0 -10.3% $272.20 +3.0%
131 AXP AMERICAN EXPRESS CO Financial Services 1,048.0 $316K 0.06% -167.0 -13.7% $301.53 +12.1%
132 IJJ ISHARES TR 2,312.0 $306K 0.06% $132.35 +9.4%
133 JBHT HUNT J B TRANS SVCS INC Industrials 1,400.0 $296K 0.05% $211.43 +28.3%
134 IYW ISHARES TR 1,591.0 $288K 0.05% $181.02 +40.1%
135 FINX GLOBAL X FDS 12,427.0 $287K 0.05% +124.0 +1.0% $23.09 +8.1%
136 IYC ISHARES TR 2,911.0 $282K 0.05% $96.87 +4.6%
137 MCD MCDONALDS CORP Consumer Cyclical 909.0 $282K 0.05% +84.0 +10.2% $310.23 -10.2%
138 TXN TEXAS INSTRS INC Technology 1,454.0 $282K 0.05% +17.0 +1.2% $193.95 +66.5%
139 UNH UNITEDHEALTH GROUP INC Healthcare 1,018.0 $275K 0.05% $270.14 +48.4%
140 CMI CUMMINS INC Industrials 508.0 $273K 0.05% +5.0 +1.0% $537.40 +33.4%
Page 7 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%