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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 46 of 50  ·  985 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 TTEK TETRA TECH INC NEW Industrials 73.0 $2K $28.89 +28.8%
902 ELECTROVAYA INC 200.0 $2K NEW $10.50
903 SYY SYSCO CORP Consumer Defensive 25.0 $2K $83.60 +0.6%
904 IGPT INVESCO EXCHANGE TRADED FD T 20.0 $2K $104.10 -13.7%
905 MNTN INC 225.0 $2K $9.20
906 E ENI SPA Energy 43.0 $2K $46.86 +17.4%
907 STNG SCORPIO TANKERS INC Energy 29.0 $2K NEW $69.28 +12.8%
908 CIEN CIENA CORP Technology 4.0 $2K NEW $490.75 -23.4%
909 DRAM ROUNDHILL ETF TRUST 26.0 $2K NEW $73.88 -26.5%
910 UBS UBS GROUP AG Financial Services 38.0 $2K $49.58 +8.5%
911 VYX NCR VOYIX CORPORATION Technology 222.0 $2K $8.17 -2.3%
912 KVYO KLAVIYO INC Technology 120.0 $2K $15.10 +21.0%
913 ONON ON HLDG AG Consumer Cyclical 51.0 $2K $35.43 -16.7%
914 AAOI APPLIED OPTOELECTRONICS INC Technology 12.0 $2K $148.17 -25.7%
915 FOREMOST CLEAN ENERGY LTD 3,000.0 $2K $0.59
916 RMD RESMED INC Healthcare 9.0 $2K -18.0 -66.7% $194.89 +19.4%
917 BTI BRITISH AMERN TOB PLC Consumer Defensive 28.0 $2K $61.79 -7.8%
918 PYPL PAYPAL HLDGS INC Financial Services 40.0 $2K $43.20 +43.5%
919 LUMN LUMEN TECHNOLOGIES INC Communication Services 224.0 $2K -52.0 -18.8% $7.68 -25.7%
920 TEM TEMPUS AI INC Healthcare 29.0 $2K $57.93 +16.6%
Page 46 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%