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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 43 of 48  ·  952 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 NATWEST GROUP PLC 146.0 $3K NEW $17.50
842 CDNS CADENCE DESIGN SYSTEM INC Technology 8.0 $3K NEW $312.62 +22.3%
843 ACMR ACM RESH INC Technology 63.0 $2K NEW $39.46 +114.4%
844 FNDA SCHWAB STRATEGIC TR 78.0 $2K NEW $31.51 +14.8%
845 IYF ISHARES TR 19.0 $2K NEW $128.95 -4.2%
846 TTEK TETRA TECH INC NEW Industrials 73.0 $2K NEW $33.55 -17.3%
847 FG F&G ANNUITIES & LIFE INC Financial Services 78.0 $2K NEW $30.88 -9.9%
848 SEI SOLARIS ENERGY INFRAS INC Energy 52.0 $2K NEW $45.98 +62.8%
849 ONON ON HLDG AG Consumer Cyclical 51.0 $2K NEW $46.49 -13.2%
850 TRMB TRIMBLE INC Technology 30.0 $2K NEW $78.37 -28.0%
851 ARKK ARK ETF TR 30.0 $2K NEW $76.93 +0.1%
852 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 115.0 $2K NEW $19.71 -27.1%
853 VYX NCR VOYIX CORPORATION Technology 222.0 $2K NEW $10.20 -35.2%
854 NCLH NORWEGIAN CRUISE LINE HLDG L Consumer Cyclical 100.0 $2K NEW $22.32 -24.4%
855 SCHQ SCHWAB STRATEGIC TR 70.0 $2K NEW $31.70 -2.6%
856 TRIPLE FLAG PRECIOUS METAL 66.0 $2K NEW $33.23
857 IAC IAC INC Technology 55.0 $2K NEW $39.11 +7.9%
858 LUMN LUMEN TECHNOLOGIES INC Communication Services 276.0 $2K NEW $7.77 +29.0%
859 EL LAUDER ESTEE COS INC Consumer Defensive 20.0 $2K NEW $104.75 -17.4%
860 PNR PENTAIR PLC Industrials 20.0 $2K NEW $103.10 -28.6%
Page 43 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%