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Latest ARMSTRONG ADVISORY GROUP, INC Stock Portfolio

$1.64Billion | No. of Holdings #979

ARMSTRONG ADVISORY GROUP, INC Performance

2026 Q2-10.93%
YTD-12.13%
2025+15.11%

About ARMSTRONG ADVISORY GROUP, INC and 13F Hedge Fund Stock Holdings

On 2026-07-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, ARMSTRONG ADVISORY GROUP, INC reported an equity portfolio of $1.6 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of ARMSTRONG ADVISORY GROUP, INC are FNDA, IJR, VAW. The fund has invested 14.3% of it's portfolio in SCHWAB STRATEGIC TR and 13.9% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off HONEYWELL INTL INC (HON), ISHARES TR (IJR) and VANGUARD NY TAX FREE FDS stocks. They significantly reduced their stock positions in INVESCO EXCHANGE TRADED FD T (CSD), UNITED STS BRENT OIL FD LP (BNO) and VANGUARD SCOTTSDALE FDS (BNDW). ARMSTRONG ADVISORY GROUP, INC opened new stock positions in INVESCO EXCH TRADED FD TR II (BAB), HONEYWELL INTL INC (HON) and HONEYWELL AEROSPACE INC. The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD MALVERN FDS (VTIP), FIRST TR EXCHANGE-TRADED FD (GRID) and EXCHANGE TRADED CONCEPTS TRU (BITQ).
ARMSTRONG ADVISORY GROUP, INC Equity Portfolio Value
Last Reported on: 13 Jul, 2026
$1.64Billion
  as of Jul 13, 2026

ARMSTRONG ADVISORY GROUP, INC Annual Return Estimates Vs S&P 500

Our best estimate is that ARMSTRONG ADVISORY GROUP, INC made a return of -10.93% in the last quarter. In trailing 12 months, it's portfolio return was -1.84%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
invesco exch traded fd tr ii695,368
honeywell intl inc442,553
honeywell aerospace inc435,528
shoulder innovations inc350,642
vanguard intl equity index f319,255
forgent power solutions inc228,133
vanguard charlotte fds228,009
calamos etf tr224,259
New stocks bought by ARMSTRONG ADVISORY GROUP, INC

Additions

Ticker% Inc.
vanguard malvern fds26,444
first tr exchange-traded fd4,510
exchange traded concepts tru3,075
qxo inc2,781
applovin corp1,344
flex ltd917
vanguard world fd704
ondas inc542
Additions to existing portfolio by ARMSTRONG ADVISORY GROUP, INC

Reductions

Ticker% Reduced
invesco exchange traded fd t-99.72
vanguard scottsdale fds-97.81
proshares tr-97.57
abrdn etfs-97.01
spdr series trust-96.61
global x fds-70.9
global x fds-58.7
vanguard intl equity index f-56.4
ARMSTRONG ADVISORY GROUP, INC reduced stake in above stock

Sold off

None of the stocks were completely sold off by ARMSTRONG ADVISORY GROUP, INC

Sector Distribution

ARMSTRONG ADVISORY GROUP, INC has about 89.7% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Consumer Cyclical
  • Healthcare
Sector%
Others89.7
Technology3.4
Industrials1.6
Consumer Cyclical1.2
Healthcare1.1

Market Cap. Distribution

ARMSTRONG ADVISORY GROUP, INC has about 9.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED89.7
MEGA-CAP6.2
LARGE-CAP3.6

Stocks belong to which Index?

About 9.3% of the stocks held by ARMSTRONG ADVISORY GROUP, INC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others90.2
S&P 5009.3
Top 5 Winners (%)%
OTLK
outlook therapeutics inc
670.3 %
OUST
ouster inc
240.2 %
MU
micron technology inc
235.9 %
ACMR
acm resh inc
222.4 %
INTC
intel corp
216.4 %
Top 5 Winners ($)$
IJR
ishares tr
34.9 M
FNDA
schwab strategic tr
21.3 M
XLB
select sector spdr tr
3.7 M
SPY
state str spdr s&p 500 etf t
3.4 M
VAW
vanguard world fd
3.1 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.1 %
VB
vanguard index fds
-70.4 %
AMPS
ishares tr
-70.3 %
CVNA
carvana co
-69.4 %
IJR
ishares tr
-62.7 %
Top 5 Losers ($)$
VAW
vanguard world fd
-333.9 M
ACWV
ishares inc
-2.9 M
VB
vanguard index fds
-2.6 M
XLB
select sector spdr tr
-2.0 M
AAXJ
ishares tr
-1.0 M

ARMSTRONG ADVISORY GROUP, INC Holdings Map

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

Current Stock Holdings of ARMSTRONG ADVISORY GROUP, INC

ARMSTRONG ADVISORY GROUP, INC has 979 stocks in it's portfolio. About 63.1% of the portfolio is in top 10 stocks. VAW proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for ARMSTRONG ADVISORY GROUP, INC last quarter.

$1.64BTotal Value
500Positions
13 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of ARMSTRONG ADVISORY GROUP, INC, last reported on 13 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ARMSTRONG ADVISORY GROUP, INC's holding in Ishares Tr over time
4.7%657,428
$77.21M
4.7%
decreased 39.38 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ARMSTRONG ADVISORY GROUP, INC's holding in Ishares Tr over time
0.15%79,209
$2.42M
0.15%
increased 7.5 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ARMSTRONG ADVISORY GROUP, INC's holding in Ishares Tr over time
0.05%21,452
$888.8K
0.05%
increased 8.81 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ARMSTRONG ADVISORY GROUP, INC's holding in Ishares Tr over time
0.04%6,196
$666.8K
0.04%
increased 9.08 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ARMSTRONG ADVISORY GROUP, INC's holding in Ishares Tr over time
0.04%5,497
$606.6K
0.04%
decreased 3.9 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ARMSTRONG ADVISORY GROUP, INC's holding in Ishares Tr over time
0.02%6,149
$331.4K
0.02%
increased 0.8 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ARMSTRONG ADVISORY GROUP, INC's holding in Ishares Tr over time
0.01%1,967
$244.7K
0.01%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ARMSTRONG ADVISORY GROUP, INC's holding in Ishares Tr over time
0.01%1,838
$140.7K
0.01%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ARMSTRONG ADVISORY GROUP, INC's holding in Ishares Tr over time
0.01%440
$106.8K
0.01%
increased 33.74 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ARMSTRONG ADVISORY GROUP, INC's holding in Ishares Tr over time
0.01%919
$96.0K
0.01%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ARMSTRONG ADVISORY GROUP, INC's holding in Ishares Tr over time
0%763
$81.2K
0%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ARMSTRONG ADVISORY GROUP, INC's holding in Ishares Tr over time
0%2,778
$56.9K
0%
unchanged 0 percentunchanged
ACES
Alps Etf Tr

Alps Etf Tr

ACES
ARMSTRONG ADVISORY GROUP, INC's holding in Alps Etf Tr over time
0.02%7,423
$384.9K
0.02%
decreased 2.25 percentreduced
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
ARMSTRONG ADVISORY GROUP, INC's holding in Etf Ser Solutions over time
0.02%3,889
$369.6K
0.02%
increased 0.03 percentadded
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
ARMSTRONG ADVISORY GROUP, INC's holding in Etf Ser Solutions over time
0.01%824
$136.3K
0.01%
unchanged 0 percentunchanged