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Portfolio (Quarterly) Guide ↗

ARMSTRONG ADVISORY GROUP, INC

· CIK 0001932952
13F Portfolio $1.5B AUM 959 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 54 New 159 Added 205 Reduced 46 Exited
Page 8 of 11  ·  205 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 COIN COINBASE GLOBAL INC Financial Services 193.0 $34K 0.00% -185.0 -48.9% $174.61 +3.1%
142 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 368.0 $33K 0.00% -40.0 -9.8% $90.43 -5.4%
143 ITW ILLINOIS TOOL WKS INC Industrials 118.0 $31K 0.00% -54.0 -31.4% $260.30 -3.8%
144 NET CLOUDFLARE INC Technology 125.0 $26K 0.00% -9.0 -6.7% $206.34 +5.4%
145 ARKQ ARK ETF TR 228.0 $26K 0.00% -30.0 -11.6% $112.54 +24.1%
146 RGTI RIGETTI COMPUTING INC Technology 1,796.0 $25K 0.00% -100.0 -5.3% $14.04 +78.6%
147 IRT INDEPENDENCE RLTY TR INC Real Estate 1,693.0 $25K 0.00% -3K -64.2% $14.89 +11.8%
148 FNF FIDELITY NATL FINL INC Financial Services 536.0 $25K 0.00% -765.0 -58.8% $46.38 +4.4%
149 VPU VANGUARD WORLD FD 123.0 $24K 0.00% -2.0 -1.6% $198.15 -0.8%
150 ULTA ULTA BEAUTY INC Consumer Cyclical 46.0 $24K 0.00% -3.0 -6.1% $522.72 -1.3%
151 ADBE ADOBE INC Technology 98.0 $24K 0.00% -19.0 -16.2% $243.08 -1.1%
152 EXPE EXPEDIA GROUP INC Consumer Cyclical 102.0 $24K 0.00% -22.0 -17.7% $230.89 -3.4%
153 VST VISTRA CORP Utilities 144.0 $22K 0.00% -95.0 -39.8% $150.33 +3.9%
154 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 298.0 $22K 0.00% -86.0 -22.4% $72.46 +20.6%
155 GM GENERAL MTRS CO Consumer Cyclical 280.0 $21K 0.00% -157.0 -35.9% $74.50 +7.1%
156 HAL HALLIBURTON CO Energy 535.0 $21K 0.00% -63.0 -10.5% $38.99 +5.4%
157 ESML ISHARES TR 437.0 $21K 0.00% -18.0 -4.0% $47.02 +12.8%
158 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 288.0 $20K 0.00% -786.0 -73.2% $69.37 +18.9%
159 IYM ISHARES TR 113.0 $20K 0.00% -7.0 -5.8% $175.96 +5.3%
160 ALL ALLSTATE CORP Financial Services 93.0 $19K 0.00% -40.0 -30.1% $207.34 +2.6%
Page 8 of 11  ·  205 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 24.7%
Financial Services 23.8%
Industrials 13.5%
Consumer Cyclical 9.6%
Healthcare 7.7%
Utilities 4.7%
Consumer Defensive 4.7%
Energy 4.6%
Communication Services 4.2%
Real Estate 1.5%