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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 33 of 48  ·  958 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 CQP CHENIERE ENERGY PARTNERS L P Energy 200.0 $13K 0.00% $64.63 -6.2%
642 MTZ MASTEC INC Industrials 40.0 $13K 0.00% $321.75 +20.4%
643 REGL PROSHARES TR 148.0 $13K 0.00% $86.41 +3.0%
644 ACGL ARCH CAP GROUP LTD Financial Services 132.0 $13K 0.00% $95.99 -4.8%
645 BKNG BOOKING HOLDINGS INC Consumer Cyclical 3.0 $13K 0.00% NEW $4210.33 -96.0%
646 JHML JOHN HANCOCK EXCHANGE TRADED 161.0 $13K 0.00% $78.27 +12.9%
647 TKO TKO GROUP HOLDINGS INC Communication Services 62.0 $13K 0.00% $201.66 -7.0%
648 B BARRICK MNG CORP Basic Materials 306.0 $12K 0.00% $40.79 +1.1%
649 SMCI SUPER MICRO COMPUTER INC Technology 540.0 $12K 0.00% +54.0 +11.1% $22.77 +67.7%
650 EBAY EBAY INC. Consumer Cyclical 134.0 $12K 0.00% NEW $91.02 +21.2%
651 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 40.0 $12K 0.00% $304.10 +10.8%
652 NTRS NORTHERN TR CORP Financial Services 86.0 $12K 0.00% NEW $139.58 +20.3%
653 JIVE J P MORGAN EXCHANGE TRADED F 140.0 $12K 0.00% NEW $85.64 +8.2%
654 OKLO OKLO INC Utilities 241.0 $12K 0.00% $49.59 +36.8%
655 SCHA SCHWAB STRATEGIC TR 410.0 $12K 0.00% +140.0 +51.9% $29.08 +16.8%
656 TW TRADEWEB MKTS INC Financial Services 101.0 $12K 0.00% $117.66 -14.3%
657 MLM MARTIN MARIETTA MATLS INC Basic Materials 20.0 $12K 0.00% -11.0 -35.5% $588.70 -2.4%
658 SPEM SPDR INDEX SHS FDS 250.0 $12K 0.00% $46.91 +12.3%
659 BHP BHP BILLITON LIMITED Basic Materials 160.0 $12K 0.00% $72.74 +20.7%
660 APLE APPLE HOSPITALITY REIT INC Real Estate 1,000.0 $12K 0.00% $11.51 +29.0%
Page 33 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%