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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 10 of 11  ·  205 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 PHM PULTE GROUP INC Consumer Cyclical 63.0 $7K -11.0 -14.9% $117.62 +0.2%
182 PCAR PACCAR INC Industrials 62.0 $7K -10.0 -13.9% $115.50 -3.0%
183 XMHQ INVESCO EXCHANGE TRADED FD T 66.0 $7K -4.0 -5.7% $103.18 +6.6%
184 CODI COMPASS DIVERSIFIED Industrials 865.0 $7K -361.0 -29.4% $7.86 +47.5%
185 IDU ISHARES TR 55.0 $6K -19.0 -25.7% $116.13 -1.5%
186 IYR ISHARES TR 66.0 $6K -34.0 -34.0% $94.56 +9.1%
187 KLAC KLA CORP Technology 4.0 $6K -10.0 -71.4% $1472.50 +36.6%
188 UHS UNIVERSAL HLTH SVCS INC Healthcare 31.0 $6K -7.0 -18.4% $179.00 -12.5%
189 BDX BECTON DICKINSON & CO Healthcare 35.0 $6K -13.0 -27.1% $157.26 -6.0%
190 HLN HALEON PLC Healthcare 962.0 $5K -700.0 -42.1% $5.59 +65.3%
191 GWW WW GRAINGER INC Industrials 4.0 $4K -6.0 -60.0% $1091.00 +14.5%
192 YUMC YUM CHINA HLDGS INC Consumer Cyclical 84.0 $4K -12.0 -12.5% $48.79 -8.7%
193 SNOW SNOWFLAKE INC Technology 25.0 $4K -44.0 -63.8% $150.84 +17.7%
194 APTIV PLC 52.0 $4K -104.0 -66.7% $69.44
195 WAB WABTEC Industrials 13.0 $3K -2.0 -13.3% $249.92 +2.6%
196 SCHR SCHWAB STRATEGIC TR 120.0 $3K -1K -90.1% $24.92 -1.1%
197 AFRM AFFIRM HLDGS INC Technology 65.0 $3K -100.0 -60.6% $45.83 +51.1%
198 MLCO MELCO RESORTS AND ENTMNT LTD Consumer Cyclical 500.0 $3K -450.0 -47.4% $5.68 -2.6%
199 XSVN BONDBLOXX ETF TRUST 51.0 $2K -10K -99.5% $47.84 -1.5%
200 PYPL PAYPAL HLDGS INC Financial Services 40.0 $2K -72.0 -64.3% $45.25 -2.4%
Page 10 of 11  ·  205 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%