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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 9 of 50  ·  985 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 HONEYWELL AEROSPACE INC 1,970.0 $436K 0.03% NEW $221.08
162 PM PHILIP MORRIS INTL INC Consumer Defensive 2,407.0 $435K 0.03% $180.89 +5.8%
163 NFLX NETFLIX INC. Communication Services 6,068.0 $433K 0.03% +182.0 +3.1% $71.40 +12.1%
164 VB VANGUARD INDEX FDS 1,425.0 $432K 0.03% $303.17 -0.1%
165 AXON AXON ENTERPRISE INC Industrials 767.0 $430K 0.03% +67.0 +9.6% $560.61 +6.6%
166 IWD ISHARES TR 1,756.0 $426K 0.03% -185.0 -9.5% $242.43 +6.6%
167 NEBIUS GROUP N.V. 1,530.0 $423K 0.03% +1K +325.0% $276.17
168 DGRO ISHARES TR 5,558.0 $421K 0.03% $75.79 +5.5%
169 EMXC ISHARES INC 4,053.0 $415K 0.03% -5K -54.7% $102.31 -5.8%
170 LRCX LAM RESEARCH CORP Technology 954.0 $413K 0.03% $433.33 -28.4%
171 EWJ ISHARES INC 4,417.0 $412K 0.03% -4K -47.9% $93.27 +1.7%
172 PWR QUANTA SVCS INC Industrials 564.0 $406K 0.03% $720.04 -14.3%
173 O REALTY INCOME CORP Real Estate 6,548.0 $406K 0.03% +502.0 +8.3% $61.96 +1.9%
174 NEE NEXTERA ENERGY INC Utilities 4,622.0 $406K 0.03% -68.0 -1.4% $87.77 -4.2%
175 HMOP HARTFORD FDS EXCHANGE TRADED 10,350.0 $405K 0.03% -150.0 -1.4% $39.15 -1.3%
176 HR HEALTHCARE RLTY TR Real Estate 19,443.0 $392K 0.02% -1K -5.4% $20.17 -4.2%
177 BX BLACKSTONE INC Financial Services 3,317.0 $390K 0.02% $117.68 +22.1%
178 NSC NORFOLK SOUTHN CORP Industrials 1,238.0 $389K 0.02% $314.59 +12.2%
179 HDV ISHARES TR 14,047.0 $385K 0.02% +11K +408.4% $27.41 +9.2%
180 AMLP ALPS ETF TR 7,423.0 $385K 0.02% -171.0 -2.2% $51.85 +5.9%
Page 9 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%