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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 26 of 50  ·  985 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 MDT MEDTRONIC PLC Healthcare 437.0 $34K 0.00% $78.23 +17.5%
502 VICR VICOR CORP Technology 90.0 $34K 0.00% -90.0 -50.0% $379.79 -48.1%
503 FAF FIRST AMERN FINL CORP Financial Services 494.0 $34K 0.00% $68.59 +7.1%
504 ACN ACCENTURE PLC IRELAND Technology 272.0 $34K 0.00% +28.0 +11.5% $124.44 +46.3%
505 RYN RAYONIER INC Real Estate 1,570.0 $33K 0.00% $21.28 -0.8%
506 CNI CANADIAN NATL RY CO Industrials 280.0 $33K 0.00% $119.24 +7.5%
507 GVI ISHARES TR 314.0 $33K 0.00% $106.10 -0.5%
508 DVN DEVON ENERGY CORP NEW Energy 797.0 $33K 0.00% +347.0 +77.1% $41.32 +13.9%
509 MSM MSC INDL DIRECT INC Industrials 276.0 $33K 0.00% $118.95 +2.5%
510 WELL WELLTOWER INC Real Estate 143.0 $32K 0.00% $226.97 +6.5%
511 ITW ILLINOIS TOOL WKS INC Industrials 118.0 $32K 0.00% $270.47 +5.5%
512 INDB INDEPENDENT BK CORP MASS Financial Services 379.0 $32K 0.00% $83.74 -0.9%
513 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 368.0 $32K 0.00% $86.17 +17.3%
514 QRMI GLOBAL X FDS 1,992.0 $31K 0.00% $15.62 -3.2%
515 VSS VANGUARD INTL EQUITY INDEX F 200.0 $31K 0.00% $154.29 +4.1%
516 NET CLOUDFLARE INC Technology 125.0 $31K 0.00% $245.28 +16.2%
517 WES WESTERN MIDSTREAM PARTNERS L Energy 700.0 $31K 0.00% $43.76 +10.9%
518 NXT NEXTPOWER INC Technology 255.0 $30K 0.00% +174.0 +214.8% $119.14 -28.3%
519 HPF HANCOCK JOHN PFD INCOME FD I Financial Services 1,905.0 $30K 0.00% NEW $15.87 -1.1%
520 CAH CARDINAL HEALTH INC Healthcare 127.0 $30K 0.00% $237.57 +0.5%
Page 26 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%