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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 41 of 50  ·  985 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 CE CELANESE CORP DEL Basic Materials 100.0 $5K $46.00 -1.6%
802 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 100.0 $5K $45.52 +33.9%
803 BE BLOOM ENERGY CORP Industrials 15.0 $5K $302.73 -32.6%
804 URI UNITED RENTALS INC Industrials 4.0 $5K -7.0 -63.6% $1133.00 -4.4%
805 MTCH MATCH GROUP INC NEW Communication Services 118.0 $4K $38.05 +9.7%
806 CTAS CINTAS CORP Industrials 26.0 $4K -315.0 -92.4% $171.92 +20.6%
807 IDRV ISHARES TR 115.0 $4K $38.10 -2.7%
808 NEM NEWMONT CORP Basic Materials 46.0 $4K -113.0 -71.1% $93.41 +41.1%
809 SEI SOLARIS ENERGY INFRAS INC Energy 52.0 $4K $80.46 -33.5%
810 WAT WATERS CORP Healthcare 11.0 $4K -1.0 -8.3% $375.09 +9.5%
811 VLTO VERALTO CORP Industrials 45.0 $4K $88.69 +12.0%
812 TPL TEXAS PACIFIC LAND CORPORATI Energy 9.0 $4K -15.0 -62.5% $437.67 -14.7%
813 EXPAND ENERGY CORPORATION 43.0 $4K $91.21
814 CIFR CIPHER DIGITAL INC Financial Services 160.0 $4K NEW $24.50 -37.3%
815 HCA HCA HEALTHCARE INC Healthcare 10.0 $4K $389.90 +10.1%
816 FISV FISERV INC Technology 79.0 $4K -115.0 -59.3% $49.05 +8.0%
817 SYF SYNCHRONY FINANCIAL Financial Services 50.0 $4K -93.0 -65.0% $76.06 +5.2%
818 ESLT ELBIT SYS LTD Industrials 5.0 $4K $758.80 -3.7%
819 KAI KADANT INC Industrials 12.0 $4K $314.25 -0.5%
820 REGN REGENERON PHARMACEUTICALS Healthcare 6.0 $4K $623.67 +32.8%
Page 41 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%