Portfolio (Quarterly)
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ARMSTRONG ADVISORY GROUP, INC
· CIK 0001932952| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | IYK | ISHARES TR | — | 118.0 | $9K | 0.00% | -7.0 | -5.6% | $72.66 | +4.6% |
| 142 | FSLR | FIRST SOLAR INC | Energy | 34.0 | $8K | — | -19.0 | -35.9% | $235.97 | -11.0% |
| 143 | OTIS | OTIS WORLDWIDE CORP | Industrials | 111.0 | $8K | — | -27.0 | -19.6% | $71.60 | +0.2% |
| 144 | SLB | SLB LIMITED | Energy | 170.0 | $8K | — | -239.0 | -58.4% | $46.49 | +15.9% |
| 145 | LULU | LULULEMON ATHLETICA INC | Consumer Cyclical | 67.0 | $8K | — | -33.0 | -33.0% | $114.19 | +7.1% |
| 146 | ORLY | OREILLY AUTOMOTIVE INC | Consumer Cyclical | 75.0 | $7K | — | -90.0 | -54.5% | $92.09 | -2.3% |
| 147 | ADSK | AUTODESK INC | Technology | 33.0 | $6K | — | -15.0 | -31.2% | $194.42 | +30.9% |
| 148 | — | BLOCK INC | — | 79.0 | $6K | — | -100.0 | -55.9% | $76.00 | — |
| 149 | ACGL | ARCH CAP GROUP LTD | Financial Services | 61.0 | $6K | — | -71.0 | -53.8% | $97.07 | +4.1% |
| 150 | IYE | ISHARES TR | — | 104.0 | $6K | — | -15.0 | -12.6% | $56.38 | +18.4% |
| 151 | UAL | UNITED AIRLS HLDGS INC | Industrials | 43.0 | $6K | — | -80.0 | -65.0% | $136.00 | -16.3% |
| 152 | DKNG | DRAFTKINGS INC NEW | Consumer Cyclical | 221.0 | $6K | — | -88.0 | -28.5% | $25.26 | +2.8% |
| 153 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 14.0 | $6K | — | -5.0 | -26.3% | $397.71 | -5.6% |
| 154 | VOD | VODAFONE GROUP PLC | Communication Services | 415.0 | $5K | — | -207.0 | -33.3% | $13.23 | +20.8% |
| 155 | EBAY | EBAY INC. | Consumer Cyclical | 47.0 | $5K | — | -87.0 | -64.9% | $111.77 | -4.4% |
| 156 | NTRS | NORTHERN TR CORP | Financial Services | 30.0 | $5K | — | -56.0 | -65.1% | $173.87 | +7.7% |
| 157 | EVRG | EVERGY INC | Utilities | 59.0 | $5K | — | -8.0 | -11.9% | $86.44 | -5.8% |
| 158 | AEM | AGNICO EAGLE MINES LTD | Basic Materials | 32.0 | $5K | — | -44.0 | -57.9% | $155.16 | +39.3% |
| 159 | URI | UNITED RENTALS INC | Industrials | 4.0 | $5K | — | -7.0 | -63.6% | $1133.00 | -4.0% |
| 160 | CTAS | CINTAS CORP | Industrials | 26.0 | $4K | — | -315.0 | -92.4% | $171.92 | +20.2% |
① 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%