Portfolio (Quarterly)
Guide ↗
ARMSTRONG ADVISORY GROUP, INC
· CIK 0001932952| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 761 | — | CONFLUENT INC | — | 175.0 | $5K | — | NEW | — | $30.24 | — |
| 762 | SONY | SONY GROUP CORP | Technology | 205.0 | $5K | — | NEW | — | $25.60 | -13.4% |
| 763 | SOFI | SOFI TECHNOLOGIES INC | Financial Services | 200.0 | $5K | — | NEW | — | $26.18 | -39.0% |
| 764 | CNC | CENTENE CORP DEL | Healthcare | 127.0 | $5K | — | NEW | — | $41.16 | +39.1% |
| 765 | AROC | ARCHROCK INC | Energy | 200.0 | $5K | — | NEW | — | $26.02 | +43.9% |
| 766 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | Technology | 36.0 | $5K | — | NEW | — | $143.92 | +54.0% |
| 767 | TPL | TEXAS PACIFIC LAND CORPORATI | Energy | 18.0 | $5K | — | NEW | — | $287.22 | +39.3% |
| 768 | ERIE | ERIE INDTY CO | Financial Services | 18.0 | $5K | — | NEW | — | $286.67 | -22.2% |
| 769 | QUBT | QUANTUM COMPUTING INC | Technology | 500.0 | $5K | — | NEW | — | $10.26 | +13.8% |
| 770 | FISV | FISERV INC | Technology | 76.0 | $5K | — | NEW | — | $67.17 | -17.2% |
| 771 | UNFI | UNITED NAT FOODS INC | Consumer Defensive | 150.0 | $5K | — | NEW | — | $33.67 | +48.0% |
| 772 | LEN | LENNAR CORP | Consumer Cyclical | 49.0 | $5K | — | NEW | — | $102.82 | -13.2% |
| 773 | EVRG | EVERGY INC | Utilities | 67.0 | $5K | — | NEW | — | $72.49 | +16.0% |
| 774 | SBLK | STAR BULK CARRIERS CORP. | Industrials | 250.0 | $5K | — | NEW | — | $19.22 | +43.3% |
| 775 | — | EXPAND ENERGY CORPORATION | — | 43.0 | $5K | — | NEW | — | $110.37 | — |
| 776 | HCA | HCA HEALTHCARE INC | Healthcare | 10.0 | $5K | — | NEW | — | $466.90 | -16.0% |
| 777 | REGN | REGENERON PHARMACEUTICALS | Healthcare | 6.0 | $5K | — | NEW | — | $772.00 | -17.8% |
| 778 | YUMC | YUM CHINA HLDGS INC | Consumer Cyclical | 96.0 | $5K | — | NEW | — | $47.75 | -7.4% |
| 779 | VTR | VENTAS INC | Real Estate | 59.0 | $5K | — | NEW | — | $77.39 | +14.2% |
| 780 | LYV | LIVE NATION ENTERTAINMENT IN | Communication Services | 32.0 | $5K | — | NEW | — | $142.50 | +16.9% |
① 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%