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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 18 of 50  ·  985 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 ARCC ARES CAPITAL CORP Financial Services 5,691.0 $105K 0.01% +1K +21.8% $18.53 +8.2%
342 AXSM AXSOME THERAPEUTICS INC. Healthcare 423.0 $104K 0.01% $244.77 -16.1%
343 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 105.0 $101K 0.01% $965.00 -17.7%
344 CENCORA INC 358.0 $101K 0.01% $282.98
345 FBCG FIDELITY COVINGTON TRUST 1,609.0 $100K 0.01% $62.10 -2.0%
346 LIN LINDE PLC Basic Materials 189.0 $98K 0.01% $518.94 -5.6%
347 HE HAWAIIAN ELEC INDS INC MTN B Utilities 7,224.0 $98K 0.01% $13.53 -15.7%
348 HRB BLOCK H & R INC Consumer Cyclical 2,566.0 $98K 0.01% $38.08 +41.0%
349 KRE SPDR SERIES TRUST 1,286.0 $96K 0.01% -275.0 -17.6% $74.85 -0.1%
350 ITB ISHARES TR 919.0 $96K 0.01% NEW $104.51 -6.4%
351 BIIB BIOGEN INC Healthcare 443.0 $96K 0.01% NEW $216.06 +1.0%
352 CLH CLEAN HARBORS INC Industrials 320.0 $96K 0.01% -322.0 -50.2% $298.75 +5.0%
353 STLD STEEL DYNAMICS INC Basic Materials 414.0 $95K 0.01% $229.46 -0.1%
354 XJH ISHARES TR 1,810.0 $94K 0.01% +687.0 +61.2% $52.15 -1.3%
355 BBJP J P MORGAN EXCHANGE TRADED F 1,236.0 $93K 0.01% $75.31 +1.7%
356 CTVA CORTEVA INC Basic Materials 1,098.0 $93K 0.01% $84.69 -2.2%
357 CEG CONSTELLATION ENERGY CORP Utilities 368.0 $91K 0.01% +67.0 +22.3% $248.37 +10.1%
358 ATO ATMOS ENERGY CORP Utilities 527.0 $91K 0.01% $172.27 -2.6%
359 VO VANGUARD INDEX FDS 1,124.0 $91K 0.01% +843.0 +300.0% $80.57 +2.8%
360 NOBL PROSHARES TR 1,590.0 $89K 0.01% +795.0 +100.0% $56.16 +5.2%
Page 18 of 50  ·  985 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%