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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 23 of 50  ·  985 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 QXO QXO INC Industrials 2,680.0 $46K 0.00% +3K +2781.7% $17.28 -19.9%
442 YUM YUM BRANDS INC Consumer Cyclical 285.0 $46K 0.00% $159.86 -2.2%
443 CMC COMMERCIAL METALS CO Basic Materials 724.0 $45K 0.00% $62.75 +6.5%
444 CRM SALESFORCE INC Technology 289.0 $45K 0.00% -26.0 -8.2% $156.76 +31.2%
445 DOW DOW HLDGS INC Basic Materials 1,653.0 $45K 0.00% -333.0 -16.8% $27.36 +10.2%
446 SPGP INVESCO EXCHANGE TRADED FD T 369.0 $45K 0.00% -327.0 -47.0% $122.41 +4.6%
447 RPM RPM INTL INC Basic Materials 405.0 $45K 0.00% $111.24 -4.0%
448 AIRR FIRST TR EXCHANGE TRADED FD 337.0 $45K 0.00% $133.25 -16.5%
449 HSY HERSHEY CO Consumer Defensive 255.0 $45K 0.00% +15.0 +6.2% $175.45 +6.7%
450 FXZ FIRST TR EXCHANGE-TRADED FD 563.0 $45K 0.00% $79.44 +10.1%
451 VEA VANGUARD TAX-MANAGED FDS 624.0 $44K 0.00% $71.25 +3.6%
452 STT STATE STR CORP Financial Services 261.0 $44K 0.00% $169.83 +13.6%
453 DRIV GLOBAL X FDS 1,140.0 $44K 0.00% $38.57 -10.6%
454 CPER UNITED STS COMMODITY INDEX F Financial Services 1,161.0 $44K 0.00% $37.73 +8.0%
455 TSCO TRACTOR SUPPLY CO Consumer Cyclical 1,375.0 $43K 0.00% $31.61 +11.9%
456 GSIE GOLDMAN SACHS ETF TR 949.0 $43K 0.00% $45.70 +6.0%
457 BXSL BLACKSTONE SECD LENDING FD Financial Services 1,812.0 $43K 0.00% $23.71 +4.7%
458 OHI OMEGA HEALTHCARE INVS INC Real Estate 900.0 $43K 0.00% $47.68 -1.5%
459 SCHF SCHWAB STRATEGIC TR 1,542.0 $43K 0.00% NEW $27.70 +3.2%
460 TMUS T-MOBILE US INC Communication Services 250.0 $42K 0.00% $167.73 +8.3%
Page 23 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%