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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 37 of 48  ·  958 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 REGCO REGENCY CTRS CORP Real Estate 113.0 $9K 0.00% $75.66 -70.0%
722 OCCIDENTAL PETE CORP 199.0 $9K 0.00% $42.90
723 AR ANTERO RESOURCES CORP Energy 200.0 $8K 0.00% $42.44 -16.5%
724 IREN IREN LIMITED Financial Services 247.0 $8K 0.00% -300.0 -54.8% $34.28 +82.2%
725 NEWSMAX INC 1,604.0 $8K 0.00% -50.0 -3.0% $5.22
726 FPF FIRST TR INTER DURATN PFD & Financial Services 461.0 $8K 0.00% $17.63 +2.7%
727 NOK NOKIA CORP Technology 1,000.0 $8K 0.00% -1K -50.4% $8.04 +97.9%
728 URI UNITED RENTALS INC Industrials 11.0 $8K 0.00% $728.64 +33.9%
729 IYE ISHARES TR 119.0 $8K 0.00% -32.0 -21.2% $65.04 -7.5%
730 PBI PITNEY BOWES INC Industrials 692.0 $8K 0.00% $11.06 +42.4%
731 CMRE COSTAMARE INC Industrials 450.0 $8K 0.00% $16.90 -3.2%
732 REZI RESIDEO TECHNOLOGIES INC Industrials 225.0 $8K 0.00% $33.71 -7.8%
733 TT TRANE TECHNOLOGIES PLC Industrials 18.0 $8K 0.00% +2.0 +12.5% $416.78 +10.9%
734 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 100.0 $7K $74.38 -29.4%
735 PAYC PAYCOM SOFTWARE INC Technology 61.0 $7K +24.0 +64.9% $121.54 +12.1%
736 PHM PULTE GROUP INC Consumer Cyclical 63.0 $7K -11.0 -14.9% $117.62 +3.5%
737 HUBB HUBBELL INC Industrials 15.0 $7K $490.80 -1.3%
738 RL RALPH LAUREN CORP Consumer Cyclical 21.0 $7K NEW $344.00 +11.6%
739 PCAR PACCAR INC Industrials 62.0 $7K -10.0 -13.9% $115.50 -1.6%
740 WCN WASTE CONNECTIONS INC Industrials 44.0 $7K $162.45 -5.7%
Page 37 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%