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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 5 of 8  ·  159 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 XLV SELECT SECTOR SPDR TR 626.0 $92K 0.01% +88.0 +16.4% $146.70 +1.3%
82 HWM HOWMET AEROSPACE INC Industrials 381.0 $88K 0.01% +38.0 +11.1% $230.46 +13.6%
83 ARCC ARES CAPITAL CORP Financial Services 4,673.0 $84K 0.01% +1K +27.2% $18.02 +4.4%
84 AMAT APPLIED MATLS INC Technology 243.0 $83K 0.01% +6.0 +2.5% $341.79 +33.1%
85 EMR EMERSON ELEC CO Industrials 608.0 $80K 0.01% +56.0 +10.1% $130.95 +7.7%
86 ITA ISHARES TR 329.0 $72K 0.01% +49.0 +17.5% $218.98 +4.8%
87 QYLD GLOBAL X FDS 4,127.0 $71K 0.01% +22.0 +0.5% $17.15 +4.9%
88 UBER UBER TECHNOLOGIES INC Technology 960.0 $69K 0.01% +27.0 +2.9% $71.93 -2.5%
89 DRI DARDEN RESTAURANTS INC Consumer Cyclical 342.0 $67K 0.00% +6.0 +1.8% $196.04 +4.0%
90 CHRW C H ROBINSON WORLDWIDE IN Industrials 374.0 $62K 0.00% +69.0 +22.6% $166.21 +7.0%
91 CI THE CIGNA GROUP Healthcare 217.0 $58K 0.00% +5.0 +2.4% $266.75 +5.3%
92 BKR BAKER HUGHES COMPANY Energy 906.0 $55K 0.00% +592.0 +188.5% $61.05 +9.3%
93 MILLROSE PPTYS INC 1,876.0 $53K 0.00% +2K +4970.3% $28.00
94 MGA MAGNA INTL INC Consumer Cyclical 912.0 $51K 0.00% +324.0 +55.1% $55.81 +16.8%
95 UEC URANIUM ENERGY CORP Energy 3,704.0 $50K 0.00% +280.0 +8.2% $13.50 +0.1%
96 CCJ CAMECO CORP Energy 449.0 $49K 0.00% +78.0 +21.0% $108.61 -0.4%
97 ABNB AIRBNB INC Consumer Cyclical 361.0 $46K 0.00% +19.0 +5.6% $126.28 +5.1%
98 BXSL BLACKSTONE SECD LENDING FD Financial Services 1,812.0 $43K 0.00% +813.0 +81.4% $23.69 -0.0%
99 EME EMCOR GROUP INC Industrials 56.0 $41K 0.00% +33.0 +143.5% $738.32 +16.7%
100 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 105.0 $41K 0.00% +5.0 +5.0% $391.76 +115.9%
Page 5 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%