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Portfolio (Quarterly) Guide ↗

ARMSTRONG ADVISORY GROUP, INC

· CIK 0001932952
13F Portfolio $1.6B AUM 987 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 67 New 160 Added 190 Reduced 38 Exited
Page 2 of 8  ·  160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XLRE SELECT SECTOR SPDR TR 145,903.0 $6.4M 0.39% +2K +1.4% $44.03 +2.9%
22 XLB SELECT SECTOR SPDR TR 117,242.0 $6.0M 0.36% +2K +2.0% $50.83 +6.3%
23 VYM VANGUARD WHITEHALL FDS 33,189.0 $5.2M 0.32% +1K +3.7% $158.03 +4.6%
24 TJX TJX COS INC NEW Consumer Cyclical 31,909.0 $4.8M 0.29% +596.0 +1.9% $151.50 -7.7%
25 VXF VANGUARD INDEX FDS 17,438.0 $4.3M 0.26% +1K +6.8% $246.20 -0.9%
26 JEPI J P MORGAN EXCHANGE TRADED F 75,535.0 $4.3M 0.26% +29K +60.6% $56.48 +2.7%
27 VIG VANGUARD SPECIALIZED FUNDS 15,082.0 $3.6M 0.22% +426.0 +2.9% $236.62 +3.3%
28 TLTW ISHARES TR 135,889.0 $3.0M 0.18% +17K +14.3% $22.34 -4.6%
29 VXUS VANGUARD STAR FDS 35,467.0 $3.0M 0.18% +8K +29.3% $85.49 +1.9%
30 VTI VANGUARD INDEX FDS 8,140.0 $3.0M 0.18% +2K +42.8% $370.05 +1.9%
31 VCSH VANGUARD SCOTTSDALE FDS 36,966.0 $2.9M 0.18% +7K +21.6% $79.03 -0.5%
32 LQDW ISHARES TR 102,894.0 $2.5M 0.15% +11K +11.5% $24.02 -3.1%
33 PFF ISHARES TR 79,209.0 $2.4M 0.15% +6K +7.5% $30.49 -0.2%
34 XYLD GLOBAL X FDS 56,923.0 $2.3M 0.14% +3K +5.3% $40.79 +1.2%
35 AGG ISHARES TR 22,249.0 $2.2M 0.13% +3K +13.2% $98.98 -1.5%
36 GOOGL ALPHABET INC Communication Services 6,147.0 $2.2M 0.13% +85.0 +1.4% $357.40 -2.6%
37 VTEB VANGUARD MUN BD FDS 38,128.0 $1.9M 0.12% +4K +12.4% $50.58 -2.1%
38 MU MICRON TECHNOLOGY INC Technology 1,560.0 $1.8M 0.11% +22.0 +1.4% $1153.97 -22.2%
39 VGIT VANGUARD SCOTTSDALE FDS 26,704.0 $1.6M 0.10% +8K +43.3% $58.98 -1.0%
40 AMD ADVANCED MICRO DEVICES INC Technology 2,710.0 $1.6M 0.10% +94.0 +3.6% $580.91 -21.8%
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 28.3%
Financial Services 24.1%
Industrials 12.5%
Consumer Cyclical 9.3%
Healthcare 8.2%
Utilities 4.5%
Consumer Defensive 4.3%
Energy 3.4%
Communication Services 3.0%
Real Estate 1.5%