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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 38 of 50  ·  985 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 OTIS OTIS WORLDWIDE CORP Industrials 111.0 $8K -27.0 -19.6% $71.60 +0.5%
742 SLB SLB LIMITED Energy 170.0 $8K -239.0 -58.4% $46.49 +13.9%
743 BAX BAXTER INTL INC Healthcare 364.0 $8K $21.32 +23.7%
744 STRV EA SERIES TRUST 160.0 $8K $48.32 -1.4%
745 NFG NATIONAL FUEL GAS CO Energy 100.0 $8K $77.21 +6.4%
746 LULU LULULEMON ATHLETICA INC Consumer Cyclical 67.0 $8K -33.0 -33.0% $114.19 +3.2%
747 CAG CONAGRA BRANDS INC Consumer Defensive 565.0 $8K $13.46 +21.0%
748 AJG GALLAGHER ARTHUR J & CO Financial Services 32.0 $7K $229.59 +16.9%
749 DTM DT MIDSTREAM INC Energy 50.0 $7K $146.74 -13.7%
750 WCN WASTE CONNECTIONS INC Industrials 44.0 $7K $166.70 -0.0%
751 PJP INVESCO EXCHANGE TRADED FD T 60.0 $7K $118.45 +10.7%
752 AR ANTERO RESOURCES CORP Energy 200.0 $7K $35.14 +7.1%
753 REZI RESIDEO TECHNOLOGIES INC Industrials 225.0 $7K $31.10 -37.3%
754 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 75.0 $7K -90.0 -54.5% $92.09 -1.8%
755 UNFI UNITED NAT FOODS INC Consumer Defensive 150.0 $7K $45.67 +3.8%
756 INGERSOLL RAND INC 82.0 $7K $82.00
757 VRSK VERISK ANALYTICS INC Industrials 37.0 $7K $179.54 +4.8%
758 NVT NVENT ELEC PLC Industrials 39.0 $7K +19.0 +95.0% $168.74 -10.1%
759 EHC ENCOMPASS HEALTH CORP Healthcare 65.0 $7K $101.09 +18.3%
760 MYRG MYR GROUP INC Industrials 13.0 $7K $500.46 -40.7%
Page 38 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%