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Portfolio (Quarterly) Guide ↗

ARMSTRONG ADVISORY GROUP, INC

· CIK 0001932952
13F Portfolio $1.5B AUM 959 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 54 New 159 Added 205 Reduced 46 Exited
Page 4 of 8  ·  159 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CMI CUMMINS INC Industrials 579.0 $311K 0.02% +18.0 +3.2% $537.96 +24.3%
62 MTB M & T BK CORP Financial Services 1,418.0 $293K 0.02% +35.0 +2.5% $206.72 +4.1%
63 VTIP VANGUARD MALVERN FDS 5,483.0 $274K 0.02% +5K +660.5% $49.95 +0.7%
64 PANW PALO ALTO NETWORKS INC Technology 1,692.0 $271K 0.02% +2K +804.8% $160.32 +60.1%
65 HPQ HP INC Technology 12,433.0 $239K 0.02% +8K +156.7% $19.21 +27.2%
66 LMT LOCKHEED MARTIN CORP Industrials 327.0 $198K 0.01% +9.0 +2.8% $604.39 -11.8%
67 REMX VANECK ETF TRUST 2,164.0 $190K 0.01% +583.0 +36.9% $88.00 +12.5%
68 QQQI NEOS ETF TRUST 3,818.0 $190K 0.01% +111.0 +3.0% $49.69 +14.4%
69 IYW ISHARES TR 959.0 $174K 0.01% +40.0 +4.3% $181.42 +36.4%
70 WBD WARNER BROS DISCOVERY INC Communication Services 6,167.0 $169K 0.01% +72.0 +1.2% $27.46 -1.6%
71 VMC VULCAN MATLS CO Basic Materials 556.0 $151K 0.01% +32.0 +6.1% $272.48 -1.3%
72 HTGC HERCULES CAPITAL INC Financial Services 9,607.0 $142K 0.01% +4K +82.6% $14.77 +6.4%
73 VWO VANGUARD INTL EQUITY INDEX F 2,556.0 $138K 0.01% +182.0 +7.7% $54.05 +11.4%
74 RIO RIO TINTO PLC Basic Materials 1,387.0 $129K 0.01% +75.0 +5.7% $93.32 +14.6%
75 FCX FREEPORT MCMORAN INC Basic Materials 2,128.0 $125K 0.01% +500.0 +30.7% $58.78 +9.5%
76 PAA PLAINS ALL AMERN PIPELINE L Energy 5,076.0 $113K 0.01% +5K +915.2% $22.33 +5.5%
77 AMP AMERIPRISE FINL INC Financial Services 240.0 $107K 0.01% +2.0 +0.8% $444.40 +2.5%
78 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 386.0 $106K 0.01% +7.0 +1.9% $275.02 -2.7%
79 PGR PROGRESSIVE CORP Financial Services 526.0 $104K 0.01% +6.0 +1.1% $198.24 +0.3%
80 FORTINET INC 1,234.0 $101K 0.01% +33.0 +2.8% $81.72
Page 4 of 8  ·  159 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 24.7%
Financial Services 23.8%
Industrials 13.5%
Consumer Cyclical 9.6%
Healthcare 7.7%
Utilities 4.7%
Consumer Defensive 4.7%
Energy 4.6%
Communication Services 4.2%
Real Estate 1.5%