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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 32 of 48  ·  958 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 LUNR INTUITIVE MACHINES INC Industrials 800.0 $15K 0.00% -450.0 -36.0% $18.56 +109.1%
622 TFC TRUIST FINL CORP Financial Services 320.0 $15K 0.00% $45.97 +6.1%
623 DTE DTE ENERGY CO Utilities 100.0 $15K 0.00% $146.22 -1.6%
624 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 848.0 $15K 0.00% +17.0 +2.0% $17.12 +19.7%
625 GLPI GAMING & LEISURE P Real Estate 324.0 $14K 0.00% $44.37 +8.0%
626 FRO FRONTLINE PLC Energy 411.0 $14K 0.00% NEW $34.86 +1.7%
627 SUN SUNOCO LP/SUNOCO FIN CORP Energy 218.0 $14K 0.00% $65.06 +4.0%
628 EVT EATON VANCE TAX ADVT DIV INC Financial Services 577.0 $14K 0.00% +11.0 +1.9% $24.55 +9.5%
629 FSK FS KKR CAP CORP Financial Services 1,375.0 $14K 0.00% $10.18 +6.7%
630 BST BLACKROCK SCIENCE & TECHNOLO Financial Services 383.0 $14K 0.00% +7.0 +1.9% $36.39 +32.7%
631 EMET VANECK ETF TRUST 346.0 $14K 0.00% NEW $40.22 +11.7%
632 TECHNIPFMC PLC 200.0 $14K 0.00% $69.13
633 APLD APPLIED DIGITAL CORP Technology 577.0 $14K 0.00% $23.74 +89.6%
634 TRFK PACER FDS TR 215.0 $13K 0.00% $62.23 +55.1%
635 XSD SPDR SERIES TRUST 41.0 $13K 0.00% $326.12 +88.3%
636 MRNA MODERNA INC Healthcare 263.0 $13K 0.00% $50.80 -4.3%
637 DOC HEALTHPEAK PROPERTIES INC Real Estate 810.0 $13K 0.00% $16.43 +22.6%
638 CMB.TECH NV 1,045.0 $13K 0.00% $12.65
639 ETJ EATON VANCE RISK-MANAGED DIV Financial Services 1,614.0 $13K 0.00% +36.0 +2.3% $8.17 +3.2%
640 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 354.0 $13K 0.00% $37.01 +13.4%
Page 32 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%