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Portfolio (Quarterly) Guide ↗

ARMSTRONG ADVISORY GROUP, INC

· CIK 0001932952
13F Portfolio $1.5B AUM 954 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 952 New
Page 35 of 48  ·  952 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 PNC PNC FINL SVCS GROUP INC Financial Services 45.0 $9K 0.00% NEW $208.73 +5.8%
682 IYR ISHARES TR 100.0 $9K 0.00% NEW $93.89 +9.5%
683 DGX QUEST DIAGNOSTICS INC Healthcare 54.0 $9K 0.00% NEW $173.54 +11.8%
684 DXC DXC TECHNOLOGY CO Technology 638.0 $9K 0.00% NEW $14.65 -36.2%
685 BDX BECTON DICKINSON & CO Healthcare 48.0 $9K 0.00% NEW $194.08 -24.1%
686 MUX MCEWEN INC. Basic Materials 500.0 $9K 0.00% NEW $18.51 +13.7%
687 SHOP SHOPIFY INC Technology 57.0 $9K 0.00% NEW $160.98 -33.8%
688 PAA PLAINS ALL AMERN PIPELINE L Energy 500.0 $9K 0.00% NEW $17.96 +27.9%
689 TECHNIPFMC PLC 200.0 $9K 0.00% NEW $44.56
690 URI UNITED RENTALS INC Industrials 11.0 $9K 0.00% NEW $809.36 +22.1%
691 PIO INVESCO EXCH TRADED FD TR II 200.0 $9K 0.00% NEW $44.16 -0.3%
692 MTZ MASTEC INC Industrials 40.0 $9K 0.00% NEW $217.38 +78.3%
693 PHM PULTE GROUP INC Consumer Cyclical 74.0 $9K 0.00% NEW $117.27 +1.6%
694 HP HELMERICH & PAYNE INC Energy 300.0 $9K 0.00% NEW $28.68 +34.2%
695 MCHP MICROCHIP TECHNOLOGY INC. Technology 135.0 $9K 0.00% NEW $63.73 +52.0%
696 FPF FIRST TR INTER DURATN PFD & Financial Services 461.0 $9K 0.00% NEW $18.64 -2.5%
697 HOOD ROBINHOOD MKTS INC Financial Services 75.0 $8K 0.00% NEW $113.11 -32.6%
698 TPR TAPESTRY INC Consumer Cyclical 66.0 $8K 0.00% NEW $127.77 +8.7%
699 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 146.0 $8K 0.00% NEW $57.49 +38.4%
700 NGVT INGEVITY CORP Basic Materials 141.0 $8K 0.00% NEW $59.18 +16.5%
Page 35 of 48  ·  952 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 26.9%
Financial Services 23.6%
Industrials 13.0%
Consumer Cyclical 9.5%
Healthcare 8.7%
Consumer Defensive 4.5%
Communication Services 4.1%
Utilities 4.1%
Energy 3.4%
Real Estate 1.5%