Armor Investment Advisors, LLC

CIK

1694079

Location

RALEIGH, NC

Portfolio Value

Micro $46,407,104

Diversification

Diversified

Filing Date

Global Rank

#7,042 / 8,517 ▼ 429

Top Industry

Internet Content & Information 15.0%

3Y Alpha vs SPY

+2.6%

Period ended 46 days ago

Filed Aug 4, 2026 · 11d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+87.5%

SPY

+75.3%

Annualised alpha

+2.7%

Max drawdown

−16.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

50 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

8.3%

−6.6 pts

Top 5

30.5%

−14.1 pts

Top 10

50.4%

−8.5 pts

HHI

375

Diversified−211

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	18.4%	$8,518,657	10
Technology	18.1%	$8,402,680	6
Communication Services	15.1%	$7,015,781	3
Utilities	8.7%	$4,024,044	5
Real Estate	7.6%	$3,543,344	5
Consumer Cyclical	7.6%	$3,519,377	6
Healthcare	7.6%	$3,515,312	6
Consumer Defensive	5.6%	$2,608,401	3
Industrials	4.1%	$1,907,484	2
Energy	3.7%	$1,706,143	3
Unclassified	3.5%	$1,645,881	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
MSFT	Microsoft Corp	+176	7,164	$2,672,315
RY	Royal Bank Of Canada	+13	3,346	$692,521
HD	Home Depot, Inc.	+6	833	$293,782
AON	Aon plc	+6	2,852	$945,979
META	Meta Platforms, Inc.	+3	6,819	$3,841,074
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BNL	Broadstone Net Lease, Inc.	−10,062	31,763	$656,541
QS	QuantumScape Corp	−4,543	15,629	$118,155
PFL	Pimco Income Strategy Fund	−3,212	18,524	$145,969
SO	Southern Co	−2,786	17,343	$1,659,898
KMI	Kinder Morgan, Inc.	−967	13,420	$429,037
DLR	Digital Realty Trust, Inc.	−707	10,979	$1,971,608
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	−693	15,650	$291,716
DUK	Duke Energy CORP	−652	12,981	$1,643,134
NVS	Novartis AG	−588	1,531	$239,938
AAPL	Apple Inc.	−532	2,879	$833,067
GOOGL	Alphabet Inc.	−427	8,060	$2,880,402
UTG	Reaves Utility Income Fund	−400	5,596	$227,869
JPM	Jpmorgan Chase & Co	−242	7,122	$2,331,244
D	Dominion Energy, Inc	−232	3,414	$233,142
PSX	Phillips 66	−230	4,136	$699,190
IRM	Iron Mountain Inc	−200	3,573	$451,305
VZ	Verizon Communications Inc	−195	6,951	$294,305
LOW	Lowes Companies Inc	−191	8,320	$1,834,476
DE	Deere & Co	−96	2,573	$1,632,131
NVDA	Nvidia Corp	−95	9,082	$1,817,217
V	Visa Inc.	−92	7,076	$2,427,704
WMT	Walmart Inc.	−68	15,483	$1,753,604
NEE	Nextera Energy Inc	−61	3,054	$268,049
BSX	Boston Scientific Corp	−50	8,497	$362,651
YUM	Yum Brands Inc	−5	1,311	$209,576
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
LAMR	Lamar Advertising Co/New	1,500	$233,970
No positions match the current search.

Sold Out

Positions the filer fully exited

11 positions

Ticker	Company	Shares	Value
CGGR	Capital Group Growth ETF	279,581	$11,236,360
CGDV	Capital Group Dividend Value ETF	215,348	$9,160,903
CGNG	Capital Group New Geography Equity ETF	218,055	$6,883,996
BAI	iShares A.I. Innovation and Tech Active ETF	40,536	$1,335,661
XOM	ExxonMobil Holdings Corp	6,724	$1,140,793
CAPE	DoubleLine Shiller CAPE U.S. Equities ETF	33,476	$1,032,835
ACN	Accenture plc	1,277	$253,216
T	At&T Inc.	7,660	$222,063
COP	Conocophillips	1,609	$212,388
AAAU	Goldman Sachs Physical Gold ETF	4,500	$207,855
XLB	State Street Materials Select Sector SPDR ETF	624	$31,181
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

50 tracked positions · $46,407,104 total · filing declares 155 positions · $311,691,228 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
META	Meta Platforms, Inc. Communication Services	Added	6,819	+3	$3,841,074	−1.5%	8.28%
GOOGL	Alphabet Inc. Communication Services	Reduced	8,060	-427	$2,880,402	+18.0%	6.21%
MSFT	Microsoft Corp Technology	Added	7,164	+176	$2,672,315	+3.3%	5.76%
V	Visa Inc. Financial Services	Reduced	7,076	-92	$2,427,704	+12.1%	5.23%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	7,122	-242	$2,331,244	+7.6%	5.02%
DLR	Digital Realty Trust, Inc. Real Estate	Reduced	10,979	-707	$1,971,608	−6.4%	4.25%
LLY	ELI LILLY & Co Healthcare	Held	1,557	0	$1,867,512	+30.4%	4.02%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	8,320	-191	$1,834,476	−8.8%	3.95%
NVDA	Nvidia Corp Technology	Reduced	9,082	-95	$1,817,217	+13.5%	3.92%
WMT	Walmart Inc. Consumer Defensive	Reduced	15,483	-68	$1,753,604	−9.3%	3.78%
SO	Southern Co Utilities	Reduced	17,343	-2,786	$1,659,898	−14.6%	3.58%
SPY	Spdr S&P 500 ETF Trust	Held	2,204	0	$1,645,881	+14.8%	3.55%
DUK	Duke Energy CORP Utilities	Reduced	12,981	-652	$1,643,134	−8.0%	3.54%
DE	Deere & Co Industrials	Reduced	2,573	-96	$1,632,131	+8.6%	3.52%
ASML	Asml Holding NV Technology	Held	814	0	$1,619,404	+50.6%	3.49%
PGR	Progressive Corp/Oh/ Financial Services	Reduced	5,441	-1	$1,188,586	+10.2%	2.56%
AON	Aon plc Financial Services	Added	2,852	+6	$945,979	+3.0%	2.04%
AAPL	Apple Inc. Technology	Reduced	2,879	-532	$833,067	−3.8%	1.80%
EXTR	Extreme Networks Inc Technology	Held	25,145	0	$813,943	+114.7%	1.75%
PSX	Phillips 66 Energy	Reduced	4,136	-230	$699,190	−12.1%	1.51%
RY	Royal Bank Of Canada Financial Services	Added	3,346	+13	$692,521	+28.4%	1.49%
BNL	Broadstone Net Lease, Inc. Real Estate	Reduced	31,763	-10,062	$656,541	−14.1%	1.41%
CSCO	Cisco Systems, Inc. Technology	Held	5,506	0	$646,734	+51.4%	1.39%
AMZN	Amazon Com Inc Consumer Cyclical	Held	2,674	0	$637,321	+14.4%	1.37%
VLO	Valero Energy Corp/Tx Energy	Held	2,219	0	$577,916	+5.4%	1.25%
JNJ	Johnson & Johnson Healthcare	Reduced	2,270	-2	$576,511	+3.8%	1.24%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	3,118	0	$457,223	+1.5%	0.99%
IRM	Iron Mountain Inc Real Estate	Reduced	3,573	-200	$451,305	+17.1%	0.97%
KMI	Kinder Morgan, Inc. Energy	Reduced	13,420	-967	$429,037	−11.1%	0.92%
TSLA	Tesla, Inc. Consumer Cyclical	Held	1,013	0	$426,067	+13.1%	0.92%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	425	0	$397,574	−6.1%	0.86%
BSX	Boston Scientific Corp Healthcare	Reduced	8,497	-50	$362,651	−32.4%	0.78%
VZ	Verizon Communications Inc Communication Services	Reduced	6,951	-195	$294,305	−18.0%	0.63%
HD	Home Depot, Inc. Consumer Cyclical	Added	833	+6	$293,782	+8.0%	0.63%
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund Financial Services	Reduced	15,650	-693	$291,716	+11.1%	0.63%
CHRW	C. H. Robinson Worldwide, Inc. Industrials	Held	1,462	0	$275,353	+13.4%	0.59%
NEE	Nextera Energy Inc Utilities	Reduced	3,054	-61	$268,049	−7.4%	0.58%
MRK	Merck & Co., Inc. Healthcare	Held	2,050	0	$263,425	+6.8%	0.57%
NVS	Novartis AG Healthcare	Reduced	1,531	-588	$239,938	−25.9%	0.52%
LAMR	Lamar Advertising Co/New Real Estate	NEW	1,500	NEW	$233,970	NEW	0.50%
D	Dominion Energy, Inc Utilities	Reduced	3,414	-232	$233,142	+3.4%	0.50%
WELL	Welltower Inc. Real Estate	Held	1,013	0	$229,920	+14.8%	0.50%
UTG	Reaves Utility Income Fund Financial Services	Reduced	5,596	-400	$227,869	−3.2%	0.49%
ED	Consolidated Edison Inc Utilities	Held	1,987	0	$219,821	−2.3%	0.47%
YUM	Yum Brands Inc Consumer Cyclical	Reduced	1,311	-5	$209,576	+2.4%	0.45%
SYK	Stryker Corp Healthcare	Reduced	652	-3	$205,275	−4.6%	0.44%
BBDC	Barings BDC, Inc. Financial Services	Held	18,300	0	$155,916	+3.5%	0.34%
PFL	Pimco Income Strategy Fund Financial Services	Reduced	18,524	-3,212	$145,969	−16.1%	0.31%
QS	QuantumScape Corp Consumer Cyclical	Reduced	15,629	-4,543	$118,155	−8.2%	0.25%
EOD	Allspring Global Dividend Opportunity Fund Financial Services	Held	17,022	0	$111,153	+12.0%	0.24%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.