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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 7 of 10  ·  190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 USAR USA RARE EARTH INC Basic Materials 1,104.0 $24K 0.00% -119.0 -9.7% $21.58 -15.2%
122 TLT ISHARES TR 265.0 $23K 0.00% -282.0 -51.5% $86.46 -4.5%
123 LNG CHENIERE ENERGY INC Energy 95.0 $23K 0.00% -63.0 -39.9% $239.01 +17.5%
124 IYF ISHARES TR 171.0 $22K 0.00% -14.0 -7.6% $127.51 +7.7%
125 HBAN HUNTINGTON BANCSHARES INC Financial Services 1,155.0 $20K 0.00% -288.0 -20.0% $17.73 -3.9%
126 IYM ISHARES TR 112.0 $20K 0.00% -1.0 -0.9% $179.58 +8.6%
127 CCJ CAMECO CORP Energy 189.0 $19K 0.00% -260.0 -57.9% $101.86 +0.4%
128 GPN GLOBAL PMTS INC Industrials 254.0 $18K 0.00% -49.0 -16.2% $72.67 +29.8%
129 EXPE EXPEDIA GROUP INC Consumer Cyclical 71.0 $18K 0.00% -31.0 -30.4% $255.89 +32.5%
130 KGC KINROSS GOLD CORP Basic Materials 750.0 $18K 0.00% -1K -61.5% $23.62 +39.6%
131 ULTA ULTA BEAUTY INC Consumer Cyclical 39.0 $18K 0.00% -7.0 -15.2% $451.00 +19.5%
132 TRV TRAVELERS COMPANIES INC Financial Services 52.0 $17K 0.00% -15.0 -22.4% $330.13 +12.2%
133 ADBE ADOBE INC Technology 83.0 $17K 0.00% -15.0 -15.3% $205.02 +34.8%
134 SPMO INVESCO EXCH TRADED FD TR II 100.0 $16K 0.00% -76.0 -43.2% $161.54 -9.5%
135 UNM UNUM GROUP Financial Services 179.0 $16K 0.00% -143.0 -44.4% $89.40 +0.1%
136 BILS SPDR SERIES TRUST 153.0 $15K 0.00% -36.0 -19.1% $99.42 -0.0%
137 PNC PNC FINL SVCS GROUP INC Financial Services 59.0 $15K 0.00% -25.0 -29.8% $246.22 -1.0%
138 HAL HALLIBURTON CO Energy 376.0 $13K 0.00% -159.0 -29.7% $33.95 +2.0%
139 HST HOST HOTELS & RESORTS INC Real Estate 457.0 $11K 0.00% -555.0 -54.8% $23.71 -2.2%
140 VSNT VERSANT MEDIA GROUP INC Industrials 274.0 $10K 0.00% -36.0 -11.6% $36.07 +9.0%
Page 7 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%