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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 34 of 50  ·  985 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 REGL PROSHARES TR 148.0 $14K 0.00% $91.57 +2.6%
662 DUPONT DE NEMOURS INC 99.0 $13K 0.00% NEW $135.65
663 BKNG BOOKING HOLDINGS INC Consumer Cyclical 75.0 $13K 0.00% +72.0 +2400.0% $178.24 +19.9%
664 BHP BHP BILLITON LIMITED Basic Materials 160.0 $13K 0.00% $83.31 +18.5%
665 NEWSMAX INC 1,604.0 $13K 0.00% $8.28
666 NOK NOKIA CORP Technology 1,000.0 $13K 0.00% $13.28 -22.1%
667 TECHNIPFMC PLC 200.0 $13K 0.00% $66.30
668 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 40.0 $13K 0.00% $330.48 -0.4%
669 DT DYNATRACE INC Technology 300.0 $13K 0.00% $43.91 +14.0%
670 SPEM SPDR INDEX SHS FDS 250.0 $13K 0.00% $51.78 +1.6%
671 CWST CASELLA WASTE SYS INC Industrials 133.0 $13K 0.00% NEW $96.98 -3.7%
672 FELC FIDELITY COVINGTON TRUST 306.0 $13K 0.00% $41.91 +3.6%
673 CARL CARLSMED INC Healthcare 1,234.0 $13K 0.00% NEW $10.38 +54.8%
674 ADX ADAMS DIVERSIFIED EQUITY FD Financial Services 500.0 $13K 0.00% $25.55 +1.4%
675 HAL HALLIBURTON CO Energy 376.0 $13K 0.00% -159.0 -29.7% $33.95 -0.4%
676 TKO TKO GROUP HOLDINGS INC Communication Services 62.0 $12K 0.00% $201.32 -3.9%
677 GPC GENUINE PARTS CO Consumer Cyclical 105.0 $12K 0.00% $117.98 +16.9%
678 NXPI NXP SEMICONDUCTORS N V Technology 44.0 $12K 0.00% $281.05 -20.0%
679 MCHP MICROCHIP TECHNOLOGY INC. Technology 135.0 $12K 0.00% $91.20 -19.4%
680 CQP CHENIERE ENERGY PARTNERS L P Energy 200.0 $12K 0.00% $60.95 +11.5%
Page 34 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%