Portfolio (Quarterly)
Guide ↗
ARMSTRONG ADVISORY GROUP, INC
· CIK 0001932952| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 881 | IYJ | ISHARES TR | — | 11.0 | $2K | — | NEW | — | $148.18 | +10.5% |
| 882 | — | BLOCK INC | — | 25.0 | $2K | — | NEW | — | $65.12 | — |
| 883 | CRSP | CRISPR THERAPEUTICS AG | Healthcare | 31.0 | $2K | — | NEW | — | $52.45 | -7.4% |
| 884 | APH | AMPHENOL CORP NEW | Technology | 12.0 | $2K | — | NEW | — | $135.17 | +13.3% |
| 885 | PSKY | PARAMOUNT SKYDANCE CORP | Communication Services | 119.0 | $2K | — | NEW | — | $13.40 | -31.8% |
| 886 | BTI | BRITISH AMERN TOB PLC | Consumer Defensive | 28.0 | $2K | — | NEW | — | $56.64 | +11.5% |
| 887 | ATOM | ATOMERA INC | Technology | 665.0 | $1K | — | NEW | — | $2.21 | +157.4% |
| 888 | BHF | BRIGHTHOUSE FINL INC | Financial Services | 22.0 | $1K | — | NEW | — | $64.82 | +1.0% |
| 889 | CMDB | COSTAMARE BULKERS HLDGS LTD | Industrials | 90.0 | $1K | — | NEW | — | $15.41 | +27.6% |
| 890 | — | TOTALENERGIES SE | — | 21.0 | $1K | — | NEW | — | $65.43 | — |
| 891 | PSIX | POWER SOLUTIONS INTL INC | Industrials | 24.0 | $1K | — | NEW | — | $57.17 | -44.4% |
| 892 | CRCL | CIRCLE INTERNET GROUP INC | Financial Services | 17.0 | $1K | — | NEW | — | $79.35 | -23.6% |
| 893 | APP | APPLOVIN CORP | Technology | 2.0 | $1K | — | NEW | — | $674.00 | -35.5% |
| 894 | BE | BLOOM ENERGY CORP | Industrials | 15.0 | $1K | — | NEW | — | $86.93 | +137.8% |
| 895 | NTLA | INTELLIA THERAPEUTICS INC | Healthcare | 144.0 | $1K | — | NEW | — | $8.99 | +31.9% |
| 896 | PATH | UIPATH INC | Technology | 79.0 | $1K | — | NEW | — | $16.39 | -26.6% |
| 897 | CL | COLGATE PALMOLIVE CO | Consumer Defensive | 16.0 | $1K | — | NEW | — | $79.06 | +19.0% |
| 898 | — | FLAGSTAR BANK NATIONAL ASSOC | — | 100.0 | $1K | — | NEW | — | $12.59 | — |
| 899 | IRTC | IRHYTHM TECHNOLOGIES INC | Healthcare | 7.0 | $1K | — | NEW | — | $177.57 | -35.0% |
| 900 | LW | LAMB WESTON HLDGS INC | Consumer Defensive | 29.0 | $1K | — | NEW | — | $41.90 | +12.0% |
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%