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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 12 of 48  ·  958 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 VICI VICI PPTYS INC Real Estate 8,512.0 $233K 0.02% -265.0 -3.0% $27.32 +4.9%
222 JCI JOHNSON CONTROLS INTERNATION Industrials 1,775.0 $232K 0.02% $130.94 +5.6%
223 HUBS HUBSPOT INC Technology 941.0 $230K 0.01% -555.0 -37.1% $244.10 -17.7%
224 CMCSA COMCAST CORP NEW Communication Services 7,892.0 $227K 0.01% -310.0 -3.8% $28.71 -12.2%
225 MA MASTERCARD INCORPORATED Financial Services 453.0 $226K 0.01% -3.0 -0.7% $499.92 -0.9%
226 GILD GILEAD SCIENCES INC Healthcare 1,606.0 $224K 0.01% $139.37 -4.1%
227 ROK ROCKWELL AUTOMATION INC Industrials 621.0 $223K 0.01% $358.88 +27.1%
228 QCOM QUALCOMM INC Technology 1,726.0 $222K 0.01% -301.0 -14.8% $128.78 +81.2%
229 MRK MERCK & CO INC Healthcare 1,833.0 $220K 0.01% $120.29 -0.1%
230 EFG ISHARES TR 1,967.0 $219K 0.01% $111.37 +10.2%
231 LRCX LAM RESEARCH CORP Technology 954.0 $204K 0.01% -25.0 -2.5% $213.66 +49.3%
232 IEFA ISHARES TR 2,201.0 $199K 0.01% $90.53 +8.2%
233 LMT LOCKHEED MARTIN CORP Industrials 327.0 $198K 0.01% +9.0 +2.8% $604.39 -12.0%
234 VANGUARD NY TAX FREE FDS 1,926.0 $197K 0.01% NEW $102.45
235 MSI MOTOROLA SOLUTIONS INC Technology 454.0 $197K 0.01% $433.97 -5.8%
236 OXY OCCIDENTAL PETE CORP Energy 3,014.0 $196K 0.01% $65.00 -12.5%
237 BSSX INVESCO EXCH TRD SLF IDX FD 7,700.0 $196K 0.01% $25.42 +0.5%
238 ENTERGY CORP NEW 1,728.0 $194K 0.01% $112.36
239 HIG HARTFORD INSURANCE GROUP INC Financial Services 1,426.0 $193K 0.01% $135.23 -2.6%
240 WPM WHEATON PRECIOUS METALS CORP Basic Materials 1,454.0 $190K 0.01% $131.01 -3.0%
Page 12 of 48  ·  958 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%