Portfolio (Quarterly)
Guide ↗
ARMSTRONG ADVISORY GROUP, INC
· CIK 0001932952| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 861 | ARKG | ARK ETF TR | — | 70.0 | $2K | — | NEW | — | $28.97 | +7.9% |
| 862 | NVT | NVENT ELECTRIC PLC | Industrials | 20.0 | $2K | — | NEW | — | $101.00 | +67.8% |
| 863 | VEEV | VEEVA SYS INC | Healthcare | 9.0 | $2K | — | NEW | — | $223.33 | -29.0% |
| 864 | APD | AIR PRODS & CHEMS INC | Basic Materials | 8.0 | $2K | — | NEW | — | $247.12 | +16.7% |
| 865 | VAC | MARRIOTT VACATIONS WORLDWIDE | Consumer Cyclical | 33.0 | $2K | — | NEW | — | $57.70 | +38.7% |
| 866 | MUFG | MITSUBISHI UFJ FINL GROUP IN | Financial Services | 120.0 | $2K | — | NEW | — | $15.87 | +21.5% |
| 867 | BWXT | BWX TECHNOLOGIES INC | Industrials | 11.0 | $2K | — | NEW | — | $172.91 | +18.1% |
| 868 | PPSI | PIONEER PWR SOLUTIONS INC | Industrials | 400.0 | $2K | — | NEW | — | $4.73 | +11.7% |
| 869 | AMRX | AMNEAL PHARMACEUTICALS INC | Healthcare | 150.0 | $2K | — | NEW | — | $12.60 | +0.9% |
| 870 | PRIM | PRIMORIS SVCS CORP | Industrials | 15.0 | $2K | — | NEW | — | $124.20 | +3.1% |
| 871 | RYAM | RAYONIER ADVANCED MATLS INC | Basic Materials | 309.0 | $2K | — | NEW | — | $5.89 | +51.3% |
| 872 | QXO | QXO INC | Industrials | 93.0 | $2K | — | NEW | — | $19.29 | -11.5% |
| 873 | MKC | MCCORMICK & CO INC | Consumer Defensive | 26.0 | $2K | — | NEW | — | $68.12 | -31.2% |
| 874 | UBS | UBS GROUP AG | Financial Services | 38.0 | $2K | — | NEW | — | $46.32 | +3.0% |
| 875 | HDB | HDFC BANK LTD | Financial Services | 48.0 | $2K | — | NEW | — | $36.54 | -32.0% |
| 876 | FDS | FACTSET RESH SYS INC | Financial Services | 6.0 | $2K | — | NEW | — | $290.33 | -19.9% |
| 877 | WNC | WABASH NATL CORP | Industrials | 200.0 | $2K | — | NEW | — | $8.65 | -8.3% |
| 878 | TEM | TEMPUS AI INC | Healthcare | 29.0 | $2K | — | NEW | — | $59.07 | -20.7% |
| 879 | UPXI | UPEXI INC | Communication Services | 1,000.0 | $2K | — | NEW | — | $1.68 | -22.3% |
| 880 | E | ENI S P A | Energy | 43.0 | $2K | — | NEW | — | $37.95 | +41.3% |
① 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%