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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 4 of 8  ·  160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SCHD SCHWAB STRATEGIC TR 17,111.0 $543K 0.03% +726.0 +4.4% $31.71 +11.0%
62 IWM ISHARES TR 1,599.0 $480K 0.03% +280.0 +21.2% $300.39 -0.8%
63 EPD ENTERPRISE PRODS PARTNERS L 12,749.0 $469K 0.03% +79.0 +0.6% $36.76
64 PLTR PALANTIR TECHNOLOGIES INC Technology 3,985.0 $465K 0.03% +610.0 +18.1% $116.67 +50.8%
65 GDX VANECK ETF TRUST 5,985.0 $452K 0.03% +3K +88.6% $75.45 +37.2%
66 NFLX NETFLIX INC. Communication Services 6,068.0 $433K 0.03% +182.0 +3.1% $71.40 +12.1%
67 AXON AXON ENTERPRISE INC Industrials 767.0 $430K 0.03% +67.0 +9.6% $560.61 +6.6%
68 NEBIUS GROUP N.V. 1,530.0 $423K 0.03% +1K +325.0% $276.17
69 O REALTY INCOME CORP Real Estate 6,548.0 $406K 0.03% +502.0 +8.3% $61.96 +1.9%
70 HDV ISHARES TR 14,047.0 $385K 0.02% +11K +408.4% $27.41 +9.2%
71 SOXX ISHARES TR 541.0 $347K 0.02% +266.0 +96.7% $641.19 -21.1%
72 MFC MANULIFE FINL CORP Financial Services 8,372.0 $339K 0.02% +977.0 +13.2% $40.51 +5.7%
73 HUBS HUBSPOT INC Technology 1,821.0 $332K 0.02% +880.0 +93.5% $182.51 +33.8%
74 NYF ISHARES TR 6,149.0 $331K 0.02% +49.0 +0.8% $53.90 -2.0%
75 IWF ISHARES TR 2,660.0 $330K 0.02% +2K +161.0% $124.17 -2.5%
76 WPM WHEATON PRECIOUS METALS CORP Basic Materials 2,616.0 $294K 0.02% +1K +79.9% $112.32 +42.6%
77 VRT VERTIV HOLDINGS CO Industrials 778.0 $261K 0.02% +106.0 +15.8% $334.87 -23.9%
78 AMAT APPLIED MATLS INC Technology 355.0 $257K 0.02% +112.0 +46.1% $723.00 -33.0%
79 CRWD CROWDSTRIKE HLDGS INC Technology 330.0 $252K 0.01% +50.0 +17.9% $190.79 -0.1%
80 F FORD MTR CO Consumer Cyclical 17,332.0 $241K 0.01% +2K +15.2% $13.90 +0.1%
Page 4 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%