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Portfolio (Quarterly) Guide ↗

ARMSTRONG ADVISORY GROUP, INC

· CIK 0001932952
13F Portfolio $1.5B AUM 954 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 952 New
Page 32 of 48  ·  952 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 ETJ EATON VANCE RISK-MANAGED DIV Financial Services 1,578.0 $14K 0.00% NEW $8.82 -4.8%
622 UTF COHEN & STEERS INFRASTRUCTUR Financial Services 574.0 $14K 0.00% NEW $24.11 +12.3%
623 TRFK PACER FDS TR 215.0 $14K 0.00% NEW $64.04 +54.1%
624 FLNG FLEX LNG LTD Energy 550.0 $14K 0.00% NEW $24.95 +27.0%
625 CNQ CANADIAN NAT RES LTD Energy 400.0 $14K 0.00% NEW $33.85 +38.3%
626 MP MP MATERIALS CORP Basic Materials 266.0 $13K 0.00% NEW $50.52 +32.6%
627 B BARRICK MNG CORP Basic Materials 306.0 $13K 0.00% NEW $43.55 -3.3%
628 LNTH LANTHEUS HLDGS INC Healthcare 200.0 $13K 0.00% NEW $66.55 +50.4%
629 XSD SPDR SERIES TRUST 41.0 $13K 0.00% NEW $321.61 +96.6%
630 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 2,351.0 $13K 0.00% NEW $5.60 +1.4%
631 NOK NOKIA CORP Technology 2,016.0 $13K 0.00% NEW $6.47 +154.2%
632 DOC HEALTHPEAK PROPERTIES INC Real Estate 810.0 $13K 0.00% NEW $16.08 +24.6%
633 DT DYNATRACE INC Technology 300.0 $13K 0.00% NEW $43.34 -6.3%
634 CLOU GLOBAL X FDS 573.0 $13K 0.00% NEW $22.62 +1.3%
635 TKO TKO GROUP HOLDINGS INC Communication Services 62.0 $13K 0.00% NEW $209.00 -10.0%
636 UNM UNUM GROUP Financial Services 167.0 $13K 0.00% NEW $77.50 +8.9%
637 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 354.0 $13K 0.00% NEW $36.49 +5.4%
638 DTE DTE ENERGY CO Utilities 100.0 $13K 0.00% NEW $128.98 +12.1%
639 JHML JOHN HANCOCK EXCHANGE TRADED 161.0 $13K 0.00% NEW $79.85 +10.7%
640 NEWSMAX INC 1,654.0 $13K 0.00% NEW $7.73
Page 32 of 48  ·  952 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 26.9%
Financial Services 23.6%
Industrials 13.0%
Consumer Cyclical 9.5%
Healthcare 8.7%
Consumer Defensive 4.5%
Communication Services 4.1%
Utilities 4.1%
Energy 3.4%
Real Estate 1.5%