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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 49 of 50  ·  985 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 GWRE GUIDEWIRE SOFTWARE INC Technology 4.0 $493.0 $123.25 +53.6%
962 MPT MEDICAL PROPERTIES TRUST INC Financial Services 100.0 $462.0 $4.62 -11.4%
963 OGN ORGANON & CO Healthcare 30.0 $407.0 $13.57 +1.2%
964 PLUG PLUG PWR INC Industrials 128.0 $347.0 $2.71 -18.8%
965 QS QUANTUMSCAPE CORP Consumer Cyclical 40.0 $303.0 $7.58 -23.2%
966 OUTLOOK THERAPEUTICS INC 179.0 $285.0 $1.59
967 ARDX ARDELYX INC Healthcare 55.0 $281.0 NEW $5.11 -25.7%
968 THOMSON REUTERS CORP 3.0 $246.0 NEW $82.00
969 OS THERAPIES INCORPORATED 100.0 $190.0 $1.90
970 BEEM BEAM GLOBAL Energy 140.0 $182.0 NEW $1.30 +10.0%
971 PRPL PURPLE INNOVATION INC Consumer Cyclical 500.0 $179.0 NEW $0.36 +1450.3%
972 ANGI ANGI INC Communication Services 28.0 $167.0 $5.96 -17.2%
973 TREE LENDINGTREE INC Financial Services 3.0 $133.0 $44.33 -29.8%
974 LCID LUCID GROUP INC Consumer Cyclical 15.0 $101.0 $6.73 -22.3%
975 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 1.0 $86.0 $86.00 +2.4%
976 VTS VITESSE ENERGY INC Energy 5.0 $79.0 $15.80 +7.0%
977 KOPN KOPIN CORP Technology 10.0 $45.0 $4.50 +6.8%
978 GAMESTOP CORP NEW 16.0 $45.0 $2.81
979 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical $41.0 NEW
980 ADNT ADIENT PLC Consumer Cyclical 2.0 $41.0 $20.50 -6.1%
Page 49 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%