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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 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VERSIGENT PLC 17.0 $715.0 NEW $42.06
62 ARDX ARDELYX INC Healthcare 55.0 $281.0 NEW $5.11 -23.9%
63 THOMSON REUTERS CORP 3.0 $246.0 NEW $82.00
64 BEEM BEAM GLOBAL Energy 140.0 $182.0 NEW $1.30 +20.8%
65 PRPL PURPLE INNOVATION INC Consumer Cyclical 500.0 $179.0 NEW $0.36 +1444.7%
66 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical $41.0 NEW
67 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical $36.0 NEW
Page 4 of 4  ·  67 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%