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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 29 of 50  ·  985 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 288.0 $24K 0.00% $82.40 -4.8%
562 PPG PPG INDS INC Basic Materials 195.0 $24K 0.00% $121.29 -5.6%
563 HALO HALOZYME THERAPEUTICS INC Healthcare 300.0 $23K 0.00% $78.27 +36.8%
564 NTAP NETAPP INC Technology 150.0 $23K 0.00% $154.76 +25.2%
565 NEXTBOAT INC 10,000.0 $23K 0.00% $2.30
566 TRFK PACER FDS TR 215.0 $23K 0.00% $106.68 -12.9%
567 TLT ISHARES TR 265.0 $23K 0.00% -282.0 -51.5% $86.46 -3.7%
568 VST VISTRA CORP Utilities 144.0 $23K 0.00% $158.63 -11.7%
569 SAM BOSTON BEER INC Consumer Defensive 129.0 $23K 0.00% +20.0 +18.4% $177.03 +4.8%
570 KEY KEYCORP Financial Services 989.0 $23K 0.00% $23.05 -4.2%
571 LNG CHENIERE ENERGY INC Energy 95.0 $23K 0.00% -63.0 -39.9% $239.01 +18.9%
572 MPWR MONOLITHIC PWR SYS INC Technology 16.0 $22K 0.00% +2.0 +14.3% $1396.50 -6.6%
573 LNTH LANTHEUS HLDGS INC Healthcare 200.0 $22K 0.00% $110.94 -9.1%
574 ALL ALLSTATE CORP Financial Services 93.0 $22K 0.00% $237.95 +10.0%
575 FIW FIRST TR EXCHANGE-TRADED FD 202.0 $22K 0.00% $109.46 +1.5%
576 IYF ISHARES TR 171.0 $22K 0.00% -14.0 -7.6% $127.51 +7.9%
577 SMURFIT WESTROCK PLC 471.0 $22K 0.00% $46.26
578 BEACON FINANCIAL CORP. 709.0 $22K 0.00% $30.45
579 GM GENERAL MTRS CO Consumer Cyclical 280.0 $22K 0.00% $77.08 +12.0%
580 ZM ZOOM COMMUNICATIONS INC Technology 250.0 $22K 0.00% NEW $86.31 +8.7%
Page 29 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%