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Latest Armor Investment Advisors, LLC Stock Portfolio

$306Million | No. of Holdings #152

Armor Investment Advisors, LLC Performance

2026 Q3-0.62%
YTD+7.25%
2025+10.18%

About Armor Investment Advisors, LLC and 13F Hedge Fund Stock Holdings

Armor Investment Advisors, LLC is a hedge fund based in Raleigh, NC. On 2026-10-27, the fund reported it's updated stock portfolio. In the 13F Holdings report, Armor Investment Advisors, LLC reported an equity portfolio of $306.9 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Armor Investment Advisors, LLC are IJR, BBAX, . The fund has invested 17.6% of it's portfolio in ISHARES TR and 9% of portfolio in J P MORGAN EXCHANGE TRADED F. <br><br> The fund managers got completely rid off DIMENSIONAL ETF TRUST (DFAC), NEXTERA ENERGY INC (NEE) and REAVES UTIL INCOME FD stocks. They significantly reduced their stock positions in SCHWAB STRATEGIC TR (FNDA), ISHARES TR (AAXJ) and QUANTUMSCAPE CORP (QS). Armor Investment Advisors, LLC opened new stock positions in EXXONMOBIL HOLDINGS CORP, ISHARES TR (ACWF) and NEOS ETF TRUST (KOCG). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (DMXF), T ROWE PRICE EXCHANGE-TRADED (TAGG) and FIDELITY MERRIMACK STR TR (FBND).
Armor Investment Advisors, LLC Equity Portfolio Value
Last Reported on: 27 Oct, 2026
$306Million
  as of Oct 27, 2026

Armor Investment Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Armor Investment Advisors, LLC made a return of -0.62% in the last quarter. In trailing 12 months, it's portfolio return was 8.56%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp1,012,400
ishares tr674,282
neos etf trust400,335
schwab strategic tr6,280
ishares inc1,949
New stocks bought by Armor Investment Advisors, LLC

Additions

Ticker% Inc.
ishares tr269
t rowe price exchange-traded45.9
fidelity merrimack str tr32.46
amazon com inc5.61
merck & co inc4.88
nvidia corporation4.68
tesla inc4.44
j p morgan exchange traded f4.31
Additions to existing portfolio by Armor Investment Advisors, LLC

Reductions

Ticker% Reduced
schwab strategic tr-95.47
ishares tr-62.68
ishares tr-43.02
quantumscape corp-30.17
ishares tr-29.75
ishares tr-29.58
ishares tr-27.55
costco wholesale corporation-24.94
Armor Investment Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
dimensional etf trust-3,959,810
reaves util income fd-227,869
nextera energy inc-268,065
yum brands inc-209,576
stryker corporation-205,296
vanguard index fds-2,584
j p morgan exchange traded f-1,316
j p morgan exchange traded f-2,231
Armor Investment Advisors, LLC got rid off the above stocks

Sector Distribution

Armor Investment Advisors, LLC has about 86.4% of it's holdings in Others sector.

  • Others
  • Communication Services
  • Technology
  • Financial Services
Sector%
Others86.4
Communication Services2.6
Technology2.5
Financial Services2.4

Market Cap. Distribution

Armor Investment Advisors, LLC has about 12.9% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED86.7
MEGA-CAP8.4
LARGE-CAP4.5

Stocks belong to which Index?

About 12.8% of the stocks held by Armor Investment Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others86.8
S&P 50012.8
Top 5 Winners (%)%
PSX
phillips 66
48.9 %
VLO
valero energy corp
48.8 %
MSFT
microsoft corp
37.2 %
META
meta platforms inc
28.3 %
AAPL
apple inc
14.2 %
Top 5 Winners ($)$
IJR
ishares tr
1.2 M
META
meta platforms inc
1.1 M
MSFT
microsoft corp
1.0 M
FBCG
fidelity covington trust
0.8 M
PSX
phillips 66
0.3 M
Top 5 Losers (%)%
EXTR
extreme networks inc
-33.7 %
QS
quantumscape corp
-32.7 %
CHRW
c h robinson worldwide in
-21.4 %
HD
home depot inc
-18.8 %
AAXJ
ishares tr
-17.0 %
Top 5 Losers ($)$
BBAX
j p morgan exchange traded f
-0.7 M
RAYD
advisors inner circle fd iii
-0.6 M
IJR
ishares tr
-0.5 M
ACWF
ishares tr
-0.5 M
BIV
vanguard bd index fds
-0.5 M

Armor Investment Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Armor Investment Advisors, LLC

Armor Investment Advisors, LLC has 152 stocks in it's portfolio. About 58.9% of the portfolio is in top 10 stocks. BBAX proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Armor Investment Advisors, LLC last quarter.

$306.94MTotal Value
160Positions
27 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Armor Investment Advisors, LLC, last reported on 27 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Armor Investment Advisors, LLC's holding in Ishares Tr over time
1.64%49,855
$5.04M
1.64%
decreased 2.47 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Armor Investment Advisors, LLC's holding in Ishares Tr over time
0.13%7,610
$389.3K
0.13%
decreased 27.55 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Armor Investment Advisors, LLC's holding in Ishares Tr over time
0.09%2,592
$271.0K
0.09%
decreased 21.19 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Armor Investment Advisors, LLC's holding in Ishares Tr over time
0.01%571
$29.3K
0.01%
decreased 62.68 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Armor Investment Advisors, LLC's holding in Ishares Tr over time
0.01%147
$22.9K
0.01%
decreased 43.02 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Armor Investment Advisors, LLC's holding in Ishares Tr over time
0%746
$12.7K
0%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Armor Investment Advisors, LLC's holding in Ishares Tr over time
0%14.00
$2.0K
0%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
Armor Investment Advisors, LLC's holding in Ishares Tr over time
3.66%254,665
$11.23M
3.66%
decreased 0.6 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Armor Investment Advisors, LLC's holding in Ishares Tr over time
0.22%13,379
$674.3K
0.22%
new position
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Armor Investment Advisors, LLC's holding in First Tr Exchng Traded Fd Vi over time
0.12%17,428
$371.0K
0.12%
decreased 2.58 percentreduced
AGNG
Global X Fds

Global X Fds

AGNG
Armor Investment Advisors, LLC's holding in Global X Fds over time
0.07%5,446
$226.1K
0.07%
unchanged 0 percentunchanged
AGNG
Global X Fds

Global X Fds

AGNG
Armor Investment Advisors, LLC's holding in Global X Fds over time
0.01%2,400
$44.5K
0.01%
unchanged 0 percentunchanged
AGNG
Global X Fds

Global X Fds

AGNG
Armor Investment Advisors, LLC's holding in Global X Fds over time
0%200
$8.0K
0%
unchanged 0 percentunchanged
AGNG
Global X Fds

Global X Fds

AGNG
Armor Investment Advisors, LLC's holding in Global X Fds over time
0%15.00
$1.0K
0%
unchanged 0 percentunchanged
AGT
Ishares Tr

Ishares Tr

AGT
Armor Investment Advisors, LLC's holding in Ishares Tr over time
0.37%9,966
$1.13M
0.37%
decreased 7.25 percentreduced
AGT
Ishares Tr

Ishares Tr

AGT
Armor Investment Advisors, LLC's holding in Ishares Tr over time
0.04%2,949
$132.6K
0.04%
decreased 1.93 percentreduced
AGT
Ishares Tr

Ishares Tr

AGT
Armor Investment Advisors, LLC's holding in Ishares Tr over time
0.03%3,200
$78.2K
0.03%
unchanged 0 percentunchanged
AGT
Ishares Tr

Ishares Tr

AGT
Armor Investment Advisors, LLC's holding in Ishares Tr over time
0.01%379
$33.9K
0.01%
unchanged 0 percentunchanged