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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 47 of 48  ·  958 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 7.0 $935.0 $133.57 +14.7%
922 EEM ISHARES TR 16.0 $909.0 $56.81 +19.8%
923 IRTC IRHYTHM HOLDINGS INC Healthcare 7.0 $827.0 $118.14 -2.8%
924 INFY INFOSYS LTD Technology 58.0 $784.0 $13.52 -9.4%
925 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 14.0 $780.0 $55.71 +7.0%
926 RSG REPUBLIC SVCS INC Industrials 3.0 $658.0 $219.33 -5.6%
927 VTRS VIATRIS INC Healthcare 47.0 $630.0 $13.40 +22.2%
928 RKT ROCKET COS INC Financial Services 44.0 $627.0 NEW $14.25 -1.1%
929 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 20.0 $600.0 $30.00 +12.7%
930 GWRE GUIDEWIRE SOFTWARE INC Technology 4.0 $599.0 $149.75 -7.2%
931 TRIP TRIPADVISOR INC Consumer Cyclical 55.0 $587.0 $10.67 -5.9%
932 SMR NUSCALE PWR CORP Utilities 48.0 $521.0 $10.85 +13.5%
933 AHR AMERICAN HEALTHCARE REIT INC Real Estate 11.0 $519.0 $47.18 +6.8%
934 WMB WILLIAMS COS INC Energy 7.0 $510.0 $72.86 +5.8%
935 MPT MEDICAL PROPERTIES TRUST INC Financial Services 100.0 $463.0 $4.63 +9.8%
936 RYANAIR HOLDINGS PLC 8.0 $463.0 $57.88
937 JBLU JETBLUE AIRWAYS CORP Industrials 100.0 $442.0 $4.42 +19.1%
938 THOMSON REUTERS CORP 4.0 $360.0 $90.00
939 PLUG PLUG PWR INC Industrials 128.0 $290.0 $2.27 +75.2%
940 QS QUANTUMSCAPE CORP Consumer Cyclical 40.0 $256.0 $6.40 +36.6%
Page 47 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%