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Portfolio (Quarterly) Guide ↗

ARMSTRONG ADVISORY GROUP, INC

· CIK 0001932952
13F Portfolio $1.5B AUM 959 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 54 New 159 Added 205 Reduced 46 Exited
Page 2 of 48  ·  958 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XLP SELECT SECTOR SPDR TR 195,321.0 $16.0M 1.07% -20K -9.1% $81.98 +2.1%
22 XLE SELECT SECTOR SPDR TR 239,694.0 $14.7M 0.98% -16K -6.2% $61.26 -4.8%
23 XAR SPDR SERIES TRUST 46,393.0 $11.8M 0.79% +21K +85.4% $253.98 +9.7%
24 BERKSHIRE HATHAWAY INC DEL 23,025.0 $11.0M 0.74% $479.20
25 MSFT MICROSOFT CORP Technology 27,526.0 $10.2M 0.68% -207.0 -0.8% $370.17 +12.0%
26 BCI ABRDN ETFS 396,127.0 $9.6M 0.65% NEW $24.29 +1.9%
27 XLU SELECT SECTOR SPDR TR 186,263.0 $8.5M 0.57% -26K -12.1% $45.89 -0.9%
28 AMZN AMAZON COM INC Consumer Cyclical 35,314.0 $7.4M 0.49% -187.0 -0.5% $208.27 +26.4%
29 VOO VANGUARD INDEX FDS 11,837.0 $7.1M 0.47% -140.0 -1.2% $597.57 +15.2%
30 LLY ELI LILLY & CO Healthcare 6,751.0 $6.2M 0.42% -1K -17.6% $919.80 +17.4%
31 XLRE SELECT SECTOR SPDR TR 143,933.0 $5.9M 0.39% -10K -6.7% $40.83 +9.4%
32 XLB SELECT SECTOR SPDR TR 114,974.0 $5.7M 0.39% -4K -3.7% $49.97 +1.8%
33 QQQ INVESCO QQQ TR Financial Services 9,565.0 $5.5M 0.37% +315.0 +3.4% $577.21 +26.1%
34 XOP SPDR SERIES TRUST 29,656.0 $5.4M 0.36% +29K +10000.0% $181.83 -7.6%
35 NVDA NVIDIA CORPORATION Technology 30,392.0 $5.3M 0.36% $174.40 +22.5%
36 SPYM SPDR SERIES TRUST 67,056.0 $5.1M 0.34% -530K -88.8% $76.54 +15.2%
37 DE DEERE & CO Industrials 9,040.0 $5.1M 0.34% $563.28 -6.2%
38 TJX TJX COS INC NEW Consumer Cyclical 31,313.0 $5.0M 0.34% $159.70 -1.1%
39 VYM VANGUARD WHITEHALL FDS 32,016.0 $4.7M 0.32% +228.0 +0.7% $148.10 +7.1%
40 SGOV ISHARES TR 45,086.0 $4.5M 0.30% -9K -16.4% $100.66 -0.0%
Page 2 of 48  ·  958 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 24.7%
Financial Services 23.8%
Industrials 13.5%
Consumer Cyclical 9.6%
Healthcare 7.7%
Utilities 4.7%
Consumer Defensive 4.7%
Energy 4.6%
Communication Services 4.2%
Real Estate 1.5%