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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 45 of 50  ·  985 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 50.0 $2K $49.98 +3.8%
882 ICL ICL GROUP LTD Basic Materials 500.0 $2K $4.98 +14.7%
883 KEYS KEYSIGHT TECHNOLOGIES INC Technology 7.0 $2K NEW $350.14 -11.1%
884 RYAM RAYONIER ADVANCED MATLS INC Basic Materials 309.0 $2K $7.86 +6.9%
885 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 120.0 $2K $19.89 +10.3%
886 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 8.0 $2K $293.25 +3.3%
887 SIMO SILICON MOTION TECHNOLOGY CO Technology 7.0 $2K NEW $333.43 -26.5%
888 ZETA ZETA GLOBAL HOLDINGS CORP Technology 117.0 $2K NEW $19.68 +44.8%
889 AVNS AVANOS MED INC Healthcare 90.0 $2K $24.89 +0.4%
890 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 286.0 $2K $7.74 +18.9%
891 CEREBRAS SYSTEMS INC 10.0 $2K NEW $221.00
892 GTX GARRETT MOTION INC Consumer Cyclical 60.0 $2K $36.23 -28.6%
893 CGNX COGNEX CORP Technology 30.0 $2K NEW $72.43 -19.3%
894 BHE BENCHMARK ELECTRS INC Technology 22.0 $2K NEW $98.68 -27.2%
895 GALAXY DIGITAL INC. 79.0 $2K $27.34
896 ERIE ERIE INDTY CO Financial Services 9.0 $2K -16.0 -64.0% $239.78 +11.3%
897 STZ CONSTELLATION BRANDS INC Consumer Defensive 15.0 $2K NEW $143.47 -3.9%
898 BWXT BWX TECHNOLOGIES INC Industrials 11.0 $2K $194.73 -22.5%
899 RJF RAYMOND JAMES FINL INC Financial Services 14.0 $2K -26.0 -65.0% $152.07 +15.4%
900 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 100.0 $2K $21.11 -19.2%
Page 45 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%