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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 42 of 50  ·  985 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 PINNACLE FINL PARTNERS INC 37.0 $4K NEW $100.89
822 AIG AMERICAN INTL GROUP INC Financial Services 50.0 $4K $74.54 +3.8%
823 DXYZ DESTINY TECH100 INC 142.0 $4K -44.0 -23.7% $25.76 +25.8%
824 DCI DONALDSON INC Industrials 40.0 $4K $89.78 +3.0%
825 ASTS AST SPACEMOBILE INC Technology 40.0 $4K -250.0 -86.2% $88.88 -29.8%
826 BNO UNITED STS BRENT OIL FD LP Financial Services 87.0 $4K -16K -99.5% $40.70 +29.7%
827 GAMESTOP CORP 160.0 $4K $22.08
828 VVX V2X INC Industrials 47.0 $4K $74.57 +4.0%
829 WAB WABTEC Industrials 13.0 $4K $269.62 +10.4%
830 YUMC YUM CHINA HLDGS INC Consumer Cyclical 84.0 $3K $40.88 +19.7%
831 MOH MOLINA HEALTHCARE INC Healthcare 15.0 $3K -28.0 -65.1% $228.73 -13.2%
832 UGI UGI CORP NEW Utilities 98.0 $3K +1.0 +1.0% $34.55 +10.5%
833 CNH INDL N V 300.0 $3K $11.23
834 PCG PG&E CORP Utilities 200.0 $3K $16.82 +7.7%
835 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 33.0 $3K $101.91 +12.2%
836 TPCS TECHPRECISION CORP Industrials 625.0 $3K $5.24 +10.1%
837 CACI CACI INTL INC Technology 7.0 $3K $463.29 +37.4%
838 APTIV PLC 52.0 $3K $61.38
839 DECK DECKERS OUTDOOR CORP Consumer Cyclical 32.0 $3K -59.0 -64.8% $99.31 -7.3%
840 HIMS HIMS & HERS HEALTH INC Healthcare 91.0 $3K $34.67 -10.4%
Page 42 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%