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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 22 of 48  ·  958 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 SWK STANLEY BLACK & DECKER INC Industrials 651.0 $46K 0.00% $71.06 +11.8%
422 USHY ISHARES TR 1,242.0 $46K 0.00% $36.84 +0.7%
423 ABNB AIRBNB INC Consumer Cyclical 361.0 $46K 0.00% +19.0 +5.6% $126.28 +4.6%
424 EXR EXTRA SPACE STORAGE INC Real Estate 346.0 $45K 0.00% -38.0 -9.9% $131.13 +10.1%
425 MPC MARATHON PETE CORP Energy 185.0 $45K 0.00% -50.0 -21.3% $244.18 +1.2%
426 LNG CHENIERE ENERGY INC Energy 158.0 $45K 0.00% $284.09 -18.7%
427 CMC COMMERCIAL METALS CO Basic Materials 724.0 $44K 0.00% $61.43 +24.6%
428 YUM YUM BRANDS INC Consumer Cyclical 285.0 $44K 0.00% -12.0 -4.0% $155.48 -0.9%
429 TSN TYSON FOODS INC Consumer Defensive 685.0 $44K 0.00% $64.07 +3.0%
430 CRWV COREWEAVE INC Technology 566.0 $44K 0.00% -104.0 -15.5% $77.47 +34.6%
431 BC BRUNSWICK CORP Consumer Cyclical 600.0 $44K 0.00% $72.76 +14.8%
432 BXSL BLACKSTONE SECD LENDING FD Financial Services 1,812.0 $43K 0.00% +813.0 +81.4% $23.69 -0.3%
433 FXZ FIRST TR EXCHANGE-TRADED FD 563.0 $43K 0.00% $76.21 +8.4%
434 DBA INVESCO DB MULTI-SECTOR COMM Financial Services 1,565.0 $43K 0.00% $27.32 +0.5%
435 BSCQ INVESCO EXCH TRD SLF IDX FD 2,140.0 $42K 0.00% $19.53 -0.0%
436 EME EMCOR GROUP INC Industrials 56.0 $41K 0.00% +33.0 +143.5% $738.32 +15.8%
437 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 105.0 $41K 0.00% +5.0 +5.0% $391.76 +122.2%
438 EAGG ISHARES TR 862.0 $41K 0.00% -316.0 -26.8% $47.55 -0.5%
439 GSIE GOLDMAN SACHS ETF TR 949.0 $41K 0.00% $43.13 +6.6%
440 VTHR VANGUARD SCOTTSDALE FDS 142.0 $41K 0.00% NEW $287.58 +14.9%
Page 22 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%