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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 39 of 50  ·  985 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 ADSK AUTODESK INC Technology 33.0 $6K -15.0 -31.2% $194.42 +30.1%
762 LENNAR CORP 72.0 $6K $88.72
763 OPY OPPENHEIMER HLDGS INC Financial Services 60.0 $6K $105.55 +9.6%
764 CMRE COSTAMARE INC Industrials 450.0 $6K $14.02 +9.8%
765 IDU ISHARES TR 55.0 $6K $114.62 -4.1%
766 SBLK STAR BULK CARRIERS CORP. Industrials 250.0 $6K $24.97 +21.6%
767 NATL NCR ATLEOS CORPORATION Technology 142.0 $6K $43.42 +6.6%
768 SKYT SKYWATER TECHNOLOGY INC Technology 175.0 $6K $34.82 -6.8%
769 MMT ABERDEEN MULTI-MARKET INCOME Financial Services 1,366.0 $6K +666.0 +95.1% $4.40 +0.2%
770 BLOCK INC 79.0 $6K -100.0 -55.9% $76.00
771 ACGL ARCH CAP GROUP LTD Financial Services 61.0 $6K -71.0 -53.8% $97.07 +3.6%
772 COHR COHERENT CORP Technology 15.0 $6K $394.53 -26.8%
773 CAVA CAVA GROUP INC Consumer Cyclical 75.0 $6K NEW $78.48 -8.7%
774 IYE ISHARES TR 104.0 $6K -15.0 -12.6% $56.38 +17.2%
775 LYV LIVE NATION ENTERTAINMENT IN Communication Services 32.0 $6K $183.12 +1.1%
776 UAL UNITED AIRLS HLDGS INC Industrials 43.0 $6K -80.0 -65.0% $136.00 -14.9%
777 ATOM ATOMERA INC Technology 665.0 $6K $8.71 -47.4%
778 SLS SELLAS LIFE SCIENCES GROUP I Healthcare 380.0 $6K NEW $14.76 +0.4%
779 PAVE GLOBAL X FDS 95.0 $6K $58.93 -5.1%
780 DSX DIANA SHIPPING INC Industrials 2,663.0 $6K $2.10 +29.7%
Page 39 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%