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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 10 of 10  ·  190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 RMD RESMED INC Healthcare 9.0 $2K -18.0 -66.7% $194.89 +18.8%
182 LUMN LUMEN TECHNOLOGIES INC Communication Services 224.0 $2K -52.0 -18.8% $7.68 -22.7%
183 UHS UNIVERSAL HLTH SVCS INC Healthcare 11.0 $2K -20.0 -64.5% $148.73 +19.2%
184 PTC PTC INC Technology 14.0 $2K -26.0 -65.0% $113.64 +36.1%
185 IT GARTNER INC Technology 10.0 $1K -19.0 -65.5% $129.70 +51.0%
186 XSVN BONDBLOXX ETF TRUST 26.0 $1K -25.0 -49.0% $47.54 -2.4%
187 BHF BRIGHTHOUSE FINL INC Financial Services 17.0 $1K -5.0 -22.7% $63.35 -17.5%
188 INTU INTUIT Technology 2.0 $522.0 -2.0 -50.0% $261.00 +40.6%
189 VTRS VIATRIS INC Healthcare 32.0 $502.0 -15.0 -31.9% $15.69 +4.0%
190 EMBC EMBECTA CORP Healthcare 2.0 $7.0 -2.0 -50.0% $3.50 +49.4%
Page 10 of 10  ·  190 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%