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Portfolio (Quarterly) Guide ↗

ARMSTRONG ADVISORY GROUP, INC

· CIK 0001932952
13F Portfolio $1.5B AUM 954 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 952 New
Page 2 of 48  ·  952 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHP SCHWAB STRATEGIC TR 637,886.0 $16.9M 1.14% NEW $26.49 +0.8%
22 XLP SELECT SECTOR SPDR TR 214,953.0 $16.7M 1.13% NEW $77.68 +8.0%
23 SPXT PROSHARES TR 136,832.0 $14.2M 0.96% NEW $103.86 +4.7%
24 MSFT MICROSOFT CORP Technology 27,733.0 $13.4M 0.91% NEW $483.62 -13.6%
25 BERKSHIRE HATHAWAY INC DEL 23,120.0 $11.6M 0.79% NEW $502.65
26 XLE SELECT SECTOR SPDR TR 255,632.0 $11.4M 0.77% NEW $44.71 +32.6%
27 ROBO EXCHANGE TRADED CONCEPTS TRU 161,977.0 $11.2M 0.76% NEW $69.31 +29.4%
28 XLU SELECT SECTOR SPDR TR 211,837.0 $9.0M 0.61% NEW $42.69 +6.6%
29 LLY ELI LILLY & CO Healthcare 8,193.0 $8.8M 0.59% NEW $1074.62 -0.9%
30 AMZN AMAZON COM INC Consumer Cyclical 35,501.0 $8.2M 0.55% NEW $230.82 +15.6%
31 VOO VANGUARD INDEX FDS 11,977.0 $7.5M 0.51% NEW $627.14 +10.1%
32 XLRE SELECT SECTOR SPDR TR 154,271.0 $6.2M 0.42% NEW $40.35 +10.8%
33 XAR SPDR SERIES TRUST 25,020.0 $6.0M 0.41% NEW $241.24 +14.9%
34 NVDA NVIDIA CORPORATION Technology 30,476.0 $5.7M 0.38% NEW $186.50 +15.7%
35 QQQ INVESCO QQQ TR Financial Services 9,250.0 $5.7M 0.38% NEW $614.30 +18.6%
36 XLB SELECT SECTOR SPDR TR 119,424.0 $5.4M 0.37% NEW $45.35 +12.5%
37 SGOV ISHARES TR 53,896.0 $5.4M 0.37% NEW $100.38 +0.2%
38 CPRT COPART INC Industrials 133,692.0 $5.2M 0.35% NEW $39.15 -14.1%
39 TJX TJX COS INC NEW Consumer Cyclical 31,310.0 $4.8M 0.33% NEW $153.61 +3.3%
40 VYM VANGUARD WHITEHALL FDS 31,788.0 $4.6M 0.31% NEW $143.52 +11.0%
Page 2 of 48  ·  952 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 26.9%
Financial Services 23.6%
Industrials 13.0%
Consumer Cyclical 9.5%
Healthcare 8.7%
Consumer Defensive 4.5%
Communication Services 4.1%
Utilities 4.1%
Energy 3.4%
Real Estate 1.5%