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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 48 of 50  ·  985 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 WDS WOODSIDE ENERGY GROUP LTD Energy 57.0 $1K $19.33 +24.0%
942 EEM ISHARES TR 16.0 $1K $68.44 -3.6%
943 BHF BRIGHTHOUSE FINL INC Financial Services 17.0 $1K -5.0 -22.7% $63.35 -17.2%
944 ASIX ADVANSIX INC Basic Materials 53.0 $1K $19.89 -14.1%
945 SNY SANOFI SA Healthcare 23.0 $982.0 $42.70 +6.9%
946 IRTC IRHYTHM HOLDINGS INC Healthcare 7.0 $833.0 $119.00 +8.4%
947 TRIP TRIPADVISOR INC Consumer Cyclical 55.0 $755.0 $13.73 -25.5%
948 CALM CAL MAINE FOODS INC Consumer Defensive 9.0 $743.0 NEW $82.56 +6.0%
949 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 14.0 $723.0 $51.64 +8.3%
950 VERSIGENT PLC 17.0 $715.0 NEW $42.06
951 RKT ROCKET COS INC Financial Services 44.0 $693.0 $15.75 -11.7%
952 RSG REPUBLIC SVCS INC Industrials 3.0 $640.0 $213.33 +4.6%
953 INFY INFOSYS LTD Technology 58.0 $609.0 $10.50 +13.1%
954 AHR AMERICAN HEALTHCARE REIT INC Real Estate 11.0 $574.0 $52.18 +8.0%
955 JBLU JETBLUE AIRWAYS CORP Industrials 100.0 $573.0 $5.73 -14.8%
956 INTU INTUIT Technology 2.0 $522.0 -2.0 -50.0% $261.00 +42.3%
957 WMB WILLIAMS COS INC Energy 7.0 $521.0 $74.43 -6.0%
958 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 20.0 $519.0 $25.95 +33.3%
959 RYANAIR HOLDINGS PLC 8.0 $518.0 $64.75
960 VTRS VIATRIS INC Healthcare 32.0 $502.0 -15.0 -31.9% $15.69 +3.8%
Page 48 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%