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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 44 of 50  ·  985 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 USB US BANCORP Financial Services 48.0 $3K -89.0 -65.0% $60.42 +3.3%
862 ALC ALCON AG Healthcare 43.0 $3K $67.12 +9.8%
863 RL RALPH LAUREN CORP Consumer Cyclical 7.0 $3K -14.0 -66.7% $401.43 -7.6%
864 BCS BARCLAYS PLC Financial Services 104.0 $3K $26.87 +0.4%
865 ASGI ABRDN GLOBAL INFRA INCOME FU Financial Services 120.0 $3K $23.25 +7.1%
866 AVNT AVIENT CORPORATION Basic Materials 75.0 $3K NEW $36.96 +20.2%
867 LYFT LYFT INC Technology 186.0 $3K $14.61 +21.0%
868 WNC WABASH NATL CORP Industrials 200.0 $3K $13.50 -10.7%
869 CBRE CBRE GROUP INC Real Estate 20.0 $3K $134.70 +12.8%
870 PCAR PACCAR INC Industrials 22.0 $3K -40.0 -64.5% $120.14 +8.2%
871 PAYC PAYCOM SOFTWARE INC Technology 21.0 $3K -40.0 -65.6% $125.71 +82.7%
872 MLCO MELCO RESORTS AND ENTMNT LTD Consumer Cyclical 500.0 $3K $5.27 +3.6%
873 HUBB HUBBELL INC Industrials 5.0 $3K -10.0 -66.7% $523.20 -10.8%
874 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 150.0 $3K $17.31 +2.7%
875 HSAI HESAI GROUP Consumer Cyclical 142.0 $3K $18.23 -0.4%
876 NATWEST GROUP PLC 146.0 $3K $17.63
877 IYR ISHARES TR 25.0 $3K -41.0 -62.1% $102.28 +3.0%
878 IAC PEOPLE INC Technology 55.0 $3K $46.16 -0.0%
879 LPLA LPL FINL HLDGS INC Financial Services 9.0 $3K $281.78 +29.2%
880 RMBS RAMBUS INC DEL Technology 19.0 $3K $132.79 -34.4%
Page 44 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%