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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 41 of 48  ·  952 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 UGI UGI CORP NEW Utilities 97.0 $4K NEW $37.43 -4.2%
802 SB SAFE BULKERS INC Industrials 750.0 $4K NEW $4.82 +42.5%
803 LYFT LYFT INC Technology 186.0 $4K NEW $19.37 -29.9%
804 DCI DONALDSON INC Industrials 40.0 $4K NEW $88.67 -4.4%
805 IT GARTNER INC Technology 14.0 $4K NEW $252.29 -37.4%
806 KR KROGER CO Consumer Defensive 56.0 $3K NEW $62.48 +3.3%
807 KAI KADANT INC Industrials 12.0 $3K NEW $285.08 +15.6%
808 ALC ALCON AG Healthcare 43.0 $3K NEW $78.81 -14.1%
809 KD KYNDRYL HLDGS INC Technology 125.0 $3K NEW $26.56 -54.7%
810 MMT MFS MULTIMARKET INCOME TR Financial Services 700.0 $3K NEW $4.65 -3.2%
811 CBRE CBRE GROUP INC Real Estate 20.0 $3K NEW $160.80 -19.3%
812 LPLA LPL FINL HLDGS INC Financial Services 9.0 $3K NEW $357.22 -20.9%
813 PCG PG&E CORP Utilities 200.0 $3K NEW $16.07 +2.2%
814 GAMESTOP CORP NEW 160.0 $3K NEW $20.08
815 WAB WABTEC Industrials 15.0 $3K NEW $213.47 +22.5%
816 SKYT SKYWATER TECHNOLOGY INC Technology 175.0 $3K NEW $18.16 +105.8%
817 MCR MFS CHARTER INCOME TR Financial Services 500.0 $3K NEW $6.27 -5.1%
818 JEF JEFFERIES FINL GROUP INC Financial Services 50.0 $3K NEW $61.98 -16.2%
819 BBAI BIGBEAR AI HLDGS INC Technology 570.0 $3K NEW $5.40 -22.6%
820 WAT WATERS CORP Healthcare 8.0 $3K NEW $379.88 -10.9%
Page 41 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%