Portfolio (Quarterly)
Guide ↗
ARMSTRONG ADVISORY GROUP, INC
· CIK 0001932952| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 861 | BWXT | BWX TECHNOLOGIES INC | Industrials | 11.0 | $2K | — | — | — | $204.55 | -0.1% |
| 862 | CDNS | CADENCE DESIGN SYSTEM INC | Technology | 8.0 | $2K | — | — | — | $277.88 | +37.4% |
| 863 | IAC | IAC INC | Technology | 55.0 | $2K | — | — | — | $40.04 | +6.1% |
| 864 | BCS | BARCLAYS PLC | Financial Services | 104.0 | $2K | — | — | — | $21.16 | +15.9% |
| 865 | TTEK | TETRA TECH INC NEW | Industrials | 73.0 | $2K | — | — | — | $30.12 | -7.9% |
| 866 | — | NATWEST GROUP PLC | — | 146.0 | $2K | — | — | — | $14.90 | — |
| 867 | VAC | MARRIOTT VACATIONS WORLDWIDE | Consumer Cyclical | 33.0 | $2K | — | — | — | $65.12 | +22.5% |
| 868 | PRIM | PRIMORIS SVCS CORP | Industrials | 15.0 | $2K | — | — | — | $143.07 | -9.6% |
| 869 | JEF | JEFFERIES FINANCIAL GROUP IN | Financial Services | 50.0 | $2K | — | — | — | $41.28 | +25.8% |
| 870 | MUFG | MITSUBISHI UFJ FINANCIAL GRO | Financial Services | 120.0 | $2K | — | — | — | $16.98 | +13.9% |
| 871 | BE | BLOOM ENERGY CORP | Industrials | 15.0 | $2K | — | — | — | $135.53 | +123.1% |
| 872 | DY | DYCOM INDS INC | Industrials | 6.0 | $2K | — | NEW | — | $338.83 | +24.1% |
| 873 | — | MNTN INC | — | 225.0 | $2K | — | NEW | — | $8.80 | — |
| 874 | LUMN | LUMEN TECHNOLOGIES INC | Communication Services | 276.0 | $2K | — | — | — | $6.95 | +46.3% |
| 875 | — | TOTALENERGIES SE | — | 21.0 | $2K | — | — | — | $91.00 | — |
| 876 | HIMS | HIMS & HERS HEALTH INC | Healthcare | 91.0 | $2K | — | NEW | — | $20.77 | +14.8% |
| 877 | TPCS | TECHPRECISION CORP | Industrials | 625.0 | $2K | — | — | — | $3.01 | +32.8% |
| 878 | NCLH | NORWEGIAN CRUISE LINE HLDGS | Consumer Cyclical | 100.0 | $2K | — | — | — | $18.70 | -8.6% |
| 879 | AMRX | AMNEAL PHARMACEUTICALS INC | Healthcare | 150.0 | $2K | — | — | — | $12.43 | +2.9% |
| 880 | ARKG | ARK ETF TR | — | 70.0 | $2K | — | — | — | $26.43 | +18.4% |
① 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
24.7%
Financial Services
23.8%
Industrials
13.5%
Consumer Cyclical
9.6%
Healthcare
7.7%
Utilities
4.7%
Consumer Defensive
4.7%
Energy
4.6%
Communication Services
4.2%
Real Estate
1.5%