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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 2 of 50  ·  985 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XLP SELECT SECTOR SPDR TR 199,398.0 $16.6M 1.01% +4K +2.1% $83.07 +3.5%
22 XAR SPDR SERIES TRUST 48,295.0 $13.7M 0.83% +2K +4.1% $283.79 -3.9%
23 XLE SELECT SECTOR SPDR TR 244,158.0 $13.0M 0.79% +4K +1.9% $53.11 +19.8%
24 BERKSHIRE HATHAWAY INC DEL 23,469.0 $11.7M 0.71% +444.0 +1.9% $500.39
25 MSFT MICROSOFT CORP Technology 26,691.0 $10.0M 0.61% -835.0 -3.0% $373.02 +29.5%
26 XLU SELECT SECTOR SPDR TR 189,318.0 $8.6M 0.52% +3K +1.6% $45.34 -5.7%
27 AMZN AMAZON COM INC Consumer Cyclical 35,918.0 $8.6M 0.52% +604.0 +1.7% $238.34 +8.5%
28 VOO VANGUARD INDEX FDS 11,818.0 $8.1M 0.49% $686.79 +2.5%
29 LLY ELI LILLY & CO Healthcare 6,723.0 $8.1M 0.49% $1199.40 +4.6%
30 QQQ INVESCO QQQ TR Financial Services 9,759.0 $7.2M 0.44% +194.0 +2.0% $736.43 -3.1%
31 XLRE SELECT SECTOR SPDR TR 145,903.0 $6.4M 0.39% +2K +1.4% $44.03 +2.4%
32 XLB SELECT SECTOR SPDR TR 117,242.0 $6.0M 0.36% +2K +2.0% $50.83 +5.3%
33 SPYM SPDR SERIES TRUST 66,850.0 $5.9M 0.36% $87.88 +2.6%
34 NVDA NVIDIA CORPORATION Technology 29,321.0 $5.9M 0.36% -1K -3.5% $200.09 +7.3%
35 DE DEERE & CO Industrials 8,806.0 $5.6M 0.34% -234.0 -2.6% $634.32 +2.1%
36 VYM VANGUARD WHITEHALL FDS 33,189.0 $5.2M 0.32% +1K +3.7% $158.03 +4.4%
37 TJX TJX COS INC NEW Consumer Cyclical 31,909.0 $4.8M 0.29% +596.0 +1.9% $151.50 -7.3%
38 VXF VANGUARD INDEX FDS 17,438.0 $4.3M 0.26% +1K +6.8% $246.20 -0.3%
39 JEPI J P MORGAN EXCHANGE TRADED F 75,535.0 $4.3M 0.26% +29K +60.6% $56.48 +2.5%
40 VIG VANGUARD SPECIALIZED FUNDS 15,082.0 $3.6M 0.22% +426.0 +2.9% $236.62 +3.1%
Page 2 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%