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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 43 of 50  ·  985 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 93.0 $3K $33.88 +9.0%
842 KR KROGER CO Consumer Defensive 56.0 $3K $55.54 +6.4%
843 DY DYCOM INDS INC Industrials 6.0 $3K $505.67 -24.7%
844 PHM PULTE GROUP INC Consumer Cyclical 22.0 $3K -41.0 -65.1% $137.23 -5.6%
845 ARES ARES MANAGEMENT CORPORATION Financial Services 27.0 $3K $111.33 +25.8%
846 KGS KODIAK GAS SVCS INC Energy 40.0 $3K NEW $75.15 -21.3%
847 CDNS CADENCE DESIGN SYSTEM INC Technology 8.0 $3K $375.38 -15.8%
848 NNE NANO NUCLEAR ENERGY INC Industrials 142.0 $3K $21.14 -13.6%
849 FCPT FOUR CORNERS PPTY TR INC Real Estate 122.0 $3K $24.56 +3.8%
850 RFI COHEN & STEERS TOTAL RETURN Financial Services 263.0 $3K $11.32 +0.6%
851 EATON VANCE TAX-MANAGED BUY- 200.0 $3K $14.88
852 FNDA SCHWAB STRATEGIC TR 78.0 $3K $38.06 -1.5%
853 GRWG GROWGENERATION CORP Consumer Cyclical 2,000.0 $3K NEW $1.48 +16.9%
854 SCHR SCHWAB STRATEGIC TR 120.0 $3K $24.67 -1.0%
855 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 24.0 $3K $123.12 +32.4%
856 IXJ ISHARES TR 30.0 $3K $98.40 +8.5%
857 TT TRANE TECHNOLOGIES PLC Industrials 6.0 $3K -12.0 -66.7% $491.17 -7.8%
858 ARKG ARK ETF TR 70.0 $3K $42.07 +14.1%
859 ACM AECOM Industrials 42.0 $3K $69.81 -6.9%
860 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 168.0 $3K $17.35 -4.3%
Page 43 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%