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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 47 of 50  ·  985 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 IYJ ISHARES TR 10.0 $2K $166.70 -1.3%
922 UHS UNIVERSAL HLTH SVCS INC Healthcare 11.0 $2K -20.0 -64.5% $148.73 +18.6%
923 TOTALENERGIES SE 21.0 $2K $77.76
924 PTC PTC INC Technology 14.0 $2K -26.0 -65.0% $113.64 +35.8%
925 CMDB COSTAMARE BULKERS HLDGS LTD Industrials 90.0 $2K $17.57 +15.1%
926 EL LAUDER ESTEE COS INC Consumer Defensive 20.0 $2K $78.95 +31.9%
927 PNR PENTAIR PLC Industrials 20.0 $2K $75.90 -16.6%
928 KD KYNDRYL HLDGS INC Technology 125.0 $1K $11.31 +12.7%
929 FDS FACTSET RESH SYS INC Financial Services 6.0 $1K $230.17 +32.6%
930 MKC MCCORMICK & CO INC Consumer Defensive 26.0 $1K $50.42 +11.5%
931 IT GARTNER INC Technology 10.0 $1K -19.0 -65.5% $129.70 +56.3%
932 CC CHEMOURS CO Basic Materials 63.0 $1K $20.52 -25.0%
933 ING ING GROEP N.V. Financial Services 40.0 $1K $31.40 +11.6%
934 HDB HDFC BANK LTD Financial Services 48.0 $1K $25.83 -8.9%
935 XSVN BONDBLOXX ETF TRUST 26.0 $1K -25.0 -49.0% $47.54 -2.2%
936 RIG TRANSOCEAN LTD Energy 250.0 $1K $4.89 +17.9%
937 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 7.0 $1K $173.14 -6.1%
938 PSKY PARAMOUNT SKYDANCE CORP Communication Services 119.0 $1K $9.87 +4.9%
939 PBW INVESCO EXCHANGE TRADED FD T 30.0 $1K $39.03 -17.3%
940 IGSB ISHARES TR 22.0 $1K $52.45 -0.6%
Page 47 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%