Grufity logo
Grufity logo

Latest ARMSTRONG ADVISORY GROUP, INC Stock Portfolio

$1.66Billion | No. of Holdings #1034

ARMSTRONG ADVISORY GROUP, INC Performance

2026 Q3+0.01%
YTD-12.12%
2025+15.11%

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

On 2026-10-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, ARMSTRONG ADVISORY GROUP, INC reported an equity portfolio of $1.7 Billions as of 30 Sep, 2026. <br><br> The top stock holdings of ARMSTRONG ADVISORY GROUP, INC are IJR, BIV, FNDA. The fund has invested 14.7% of it's portfolio in ISHARES TR and 12.6% of portfolio in VANGUARD BD INDEX FDS. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), AVALONBAY CMNTYS INC (AVB) and ISHARES TR (AAXJ) stocks. They significantly reduced their stock positions in INVESCO EXCH TRADED FD TR II (BAB), VANGUARD MALVERN FDS (VTIP) and VANGUARD INSTL INDEX FD. ARMSTRONG ADVISORY GROUP, INC opened new stock positions in EXXONMOBIL HOLDINGS CORP, VIVMARK RESIDENTIAL (EQR) and FIDELITY COVINGTON TRUST (FBCG). The fund showed a lot of confidence in some stocks as they added substantially to BONDBLOXX ETF TRUST (XHYC), QUANTUMSCAPE CORP (QS) and VANECK ETF TRUST (AFK).
ARMSTRONG ADVISORY GROUP, INC Equity Portfolio Value
Last Reported on: 09 Oct, 2026
$1.66Billion
  as of Oct 09, 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 0.01% in the last quarter. In trailing 12 months, it's portfolio return was -6.75%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp2,924,190
vivmark residential767,217
oneok inc new197,401
fidelity covington trust118,559
tidal trust iii115,592
calamos etf tr100,738
calamos etf tr99,985
calamos etf tr98,326
New stocks bought by ARMSTRONG ADVISORY GROUP, INC

Additions

Ticker% Inc.
bondbloxx etf trust80,719
vaneck etf trust4,710
ishares tr4,437
revolution medicines inc534
schwab strategic tr399
ishares tr282
vanguard intl equity index f248
vanguard bd index fds243
Additions to existing portfolio by ARMSTRONG ADVISORY GROUP, INC

Reductions

Ticker% Reduced
vanguard malvern fds-99.32
vanguard instl index fd-99.25
first tr exchange-traded fd-98.98
exchange traded concepts tru-98.35
vanguard scottsdale fds-73.08
ishares tr-72.91
vanguard scottsdale fds-56.08
ishares tr-50.00
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
  • Healthcare
  • Consumer Cyclical
Sector%
Others89.7
Technology3.9
Industrials1.4
Healthcare1.1
Consumer Cyclical1.1

Market Cap. Distribution

ARMSTRONG ADVISORY GROUP, INC has about 10.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED89.7
MEGA-CAP6.7
LARGE-CAP3.4

Stocks belong to which Index?

About 9.4% of the stocks held by ARMSTRONG ADVISORY GROUP, INC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others90.1
S&P 5009.4
Top 5 Winners (%)%
MRNA
moderna inc
175.0 %
EMBC
embecta corp
71.4 %
ZETA
zeta global holdings corp
60.4 %
PLTR
palantir technologies inc
59.4 %
DOCU
docusign inc
51.2 %
Top 5 Winners ($)$
VAW
vanguard world fd
6.3 M
IJR
ishares tr
5.3 M
MSFT
microsoft corp
3.7 M
FNDA
schwab strategic tr
3.6 M
AAPL
apple inc
3.4 M
Top 5 Losers (%)%
OTLK
outlook therapeutics inc
-63.9 %
MNST
monster beverage corp new
-54.6 %
ATOM
atomera inc
-49.9 %
APH
amphenol corp
-45.0 %
MTZ
mastec inc
-44.8 %
Top 5 Losers ($)$
BIV
vanguard bd index fds
-6.3 M
FNDA
schwab strategic tr
-4.9 M
XLB
select sector spdr tr
-3.0 M
BIL
spdr series trust
-2.6 M
XLB
select sector spdr tr
-2.5 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 1034 stocks in it's portfolio. About 66.4% of the portfolio is in top 10 stocks. BIV proved to be the most loss making stock for the portfolio. VAW was the most profitable stock for ARMSTRONG ADVISORY GROUP, INC last quarter.

$1.66BTotal Value
500Positions
09 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of ARMSTRONG ADVISORY GROUP, INC, last reported on 09 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ARMSTRONG ADVISORY GROUP, INC's holding in Ishares Tr over time
1.22%178,126
$20.21M
1.22%
decreased 72.91 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ARMSTRONG ADVISORY GROUP, INC's holding in Ishares Tr over time
0.14%79,768
$2.35M
0.14%
increased 0.71 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ARMSTRONG ADVISORY GROUP, INC's holding in Ishares Tr over time
0.05%21,081
$889.4K
0.05%
decreased 1.73 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ARMSTRONG ADVISORY GROUP, INC's holding in Ishares Tr over time
0.04%5,405
$596.3K
0.04%
decreased 1.67 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ARMSTRONG ADVISORY GROUP, INC's holding in Ishares Tr over time
0.03%4,973
$502.7K
0.03%
decreased 19.74 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ARMSTRONG ADVISORY GROUP, INC's holding in Ishares Tr over time
0.01%1,967
$235.7K
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
$145.5K
0.01%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ARMSTRONG ADVISORY GROUP, INC's holding in Ishares Tr over time
0.01%446
$92.3K
0.01%
increased 1.36 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ARMSTRONG ADVISORY GROUP, INC's holding in Ishares Tr over time
0%763
$79.8K
0%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ARMSTRONG ADVISORY GROUP, INC's holding in Ishares Tr over time
0%2,778
$47.2K
0%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ARMSTRONG ADVISORY GROUP, INC's holding in Ishares Tr over time
0%314
$32.4K
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%5,704
$295.9K
0.02%
decreased 23.16 percentreduced
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
ARMSTRONG ADVISORY GROUP, INC's holding in Etf Ser Solutions over time
0.02%3,890
$330.8K
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%866
$131.3K
0.01%
increased 5.1 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
ARMSTRONG ADVISORY GROUP, INC's holding in Ishares Tr over time
0.03%5,558
$419.0K
0.03%
unchanged 0 percentunchanged