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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 10  ·  190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SNDA SONIDA SENIOR LIVING INC Healthcare 7,569.0 $309K 0.02% -1K -11.9% $40.80 -2.7%
62 BSX BOSTON SCIENTIFIC CORP Healthcare 7,041.0 $301K 0.02% -1K -17.4% $42.68 +14.7%
63 DIS DISNEY WALT CO Communication Services 3,043.0 $293K 0.02% -48.0 -1.6% $96.25 +14.4%
64 BCI ABRDN ETFS 11,836.0 $264K 0.02% -384K -97.0% $22.34 +13.4%
65 HYGW ISHARES TR 8,495.0 $247K 0.01% -996.0 -10.5% $29.10 -0.5%
66 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,009.0 $231K 0.01% -601.0 -13.0% $57.63 +16.6%
67 VGK VANGUARD INTL EQUITY INDEX F 2,607.0 $231K 0.01% -3K -56.4% $88.53 +4.7%
68 VICI VICI PPTYS INC Real Estate 8,435.0 $224K 0.01% -77.0 -0.9% $26.55 +0.6%
69 PH PARKER-HANNIFIN CORP Industrials 203.0 $199K 0.01% -5.0 -2.4% $978.12 +3.5%
70 OIH VANECK ETF TRUST 522.0 $194K 0.01% -71.0 -12.0% $372.03 +10.0%
71 MA MASTERCARD INCORPORATED Financial Services 365.0 $188K 0.01% -88.0 -19.4% $514.06 +16.2%
72 IUSG ISHARES TR 992.0 $187K 0.01% -219.0 -18.1% $188.09 +0.4%
73 HIG HARTFORD INSURANCE GROUP INC Financial Services 1,395.0 $185K 0.01% -31.0 -2.2% $132.52 +4.9%
74 NKE NIKE INC Consumer Cyclical 4,359.0 $179K 0.01% -451.0 -9.4% $41.05 -0.1%
75 FORTINET INC 1,148.0 $176K 0.01% -86.0 -7.0% $153.62
76 CMCSA COMCAST CORP NEW Communication Services 7,140.0 $175K 0.01% -752.0 -9.5% $24.55 +10.4%
77 CVS CVS HEALTH CORP Healthcare 1,571.0 $163K 0.01% -600.0 -27.6% $103.45 -9.9%
78 WFC WELLS FARGO & CO Financial Services 1,966.0 $162K 0.01% -369.0 -15.8% $82.64 +2.6%
79 WBD WARNER BROS DISCOVERY INC Communication Services 5,978.0 $159K 0.01% -189.0 -3.1% $26.66 +8.2%
80 VMC VULCAN MATLS CO Basic Materials 526.0 $155K 0.01% -30.0 -5.4% $295.20 -6.9%
Page 4 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%