ARMSTRONG ADVISORY GROUP, INC
Filing Date
Global Rank
#4,197
/ 8,586
▲ 30
Top Industry
Consumer Electronics
11.8%
3Y Alpha vs SPY
-4.0%
Period ended 3 months ago
Filed Apr 10, 2026 · 2mo
14 quarters · since Dec 2022
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+61.0%
SPY
+78.1%
Annualised alpha
-4.0%
Max drawdown
−16.5%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
689 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
11.4%
−0.0 pts
Top 5
35.5%
−2.7 pts
Top 10
49.0%
−3.3 pts
HHI
363
Diversified−38
Portfolio Trend
14 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 23.5% | $46,952,861 |
| Unclassified | 17.0% | $33,883,644 |
| Industrials | 13.4% | $26,747,780 |
| Financial Services | 11.1% | $22,096,952 |
| Consumer Cyclical | 9.1% | $18,127,962 |
| Healthcare | 7.3% | $14,680,011 |
| Consumer Defensive | 4.5% | $8,906,166 |
| Energy | 4.4% | $8,814,166 |
| Utilities | 3.9% | $7,871,711 |
| Communication Services | 3.3% | $6,666,219 |
| Real Estate | 1.6% | $3,170,358 |
| Basic Materials | 0.9% | $1,823,656 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| HPQ | Hp Inc | +7,590 | 12,433 | $238,837 | |
| HPE | Hewlett Packard Enterprise Co | +7,590 | 15,320 | $364,769 | |
| PAA | Plains All American Pipeline LP | +4,576 | 5,076 | $113,347 | |
| HTGC | Hercules Capital, Inc. | +4,346 | 9,607 | $141,895 | |
| LEN | Lennar Corp /New/ | +3,558 | 3,607 | $313,231 | |
| CB | Chubb Ltd | +2,397 | 2,609 | $850,351 | |
| VZ | Verizon Communications Inc | +2,204 | 32,696 | $1,641,339 | |
| MRP | Millrose Properties, Inc. | +1,839 | 1,876 | $52,528 | |
| PANW | Palo Alto Networks Inc | +1,505 | 1,692 | $271,261 | |
| ARCC | Ares Capital Corp | +1,000 | 4,673 | $84,207 | |
| BXSL | Blackstone Secured Lending Fund | +813 | 1,812 | $42,926 | |
| EPD | Enterprise Products Partners L.P. | +754 | 12,670 | $479,432 | |
| DXC | DXC Technology Co | +652 | 1,290 | $16,215 | |
| BKR | Baker Hughes Co | +592 | 906 | $55,311 | |
| CCL | Carnival Corp Ltd. | +502 | 727 | $18,814 | |
| FCX | Freeport-Mcmoran Inc | +500 | 2,128 | $125,083 | |
| HBAN | Huntington Bancshares Inc /Md/ | +443 | 1,443 | $22,582 | |
| MGA | Magna International Inc | +324 | 912 | $50,898 | |
| QQQ | Invesco Qqq Trust, Series 1 | +315 | 9,565 | $5,520,726 | |
| ENB | Enbridge Inc | +300 | 8,123 | $439,779 | |
| INTC | Intel Corp | +288 | 9,996 | $441,123 | |
| UEC | Uranium Energy Corp | +280 | 3,704 | $50,004 | |
| ASTS | AST SpaceMobile, Inc. | +250 | 290 | $24,032 | |
| AVGO | Broadcom Inc. | +211 | 2,813 | $870,651 | |
| MU | Micron Technology Inc | +198 | 1,538 | $519,597 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CPRT | Copart Inc | −9,317 | 124,375 | $4,129,250 | |
| SLV | iShares Silver Trust | −8,203 | 3,877 | $264,178 | |
| UPS | United Parcel Service Inc | −6,754 | 34,533 | $3,397,356 | |
| KO | Coca Cola Co | −6,540 | 41,302 | $3,141,017 | |
| AAPL | Apple Inc. | −3,722 | 76,992 | $19,539,799 | |
| T | At&T Inc. | −3,589 | 32,806 | $951,045 | |
| IRT | Independence Realty Trust, Inc. | −3,031 | 1,693 | $25,208 | |
| F | Ford Motor Co | −2,161 | 15,047 | $173,642 | |
| HRB | H&R Block Inc | −1,544 | 2,566 | $81,444 | |
| HR | Healthcare Realty Trust Inc | −1,527 | 20,547 | $349,093 | |
| LLY | ELI LILLY & Co | −1,442 | 6,751 | $6,209,367 | |
| XOM | Exxon Mobil Corp | −1,319 | 21,383 | $3,627,839 | |
| BP | Bp PLC | −1,238 | 2,183 | $102,601 | |
| NFLX | Netflix Inc | −1,113 | 5,886 | $565,938 | |
| NOK | Nokia Corp | −1,016 | 1,000 | $8,040 | |
| OKE | Oneok Inc /New/ | −987 | 2,685 | $242,697 | |
| MAIN | Main Street Capital CORP | −934 | 1,203 | $63,710 | |
| CTRA | Coterra Energy Inc. | −825 | 496 | $17,429 | |
| BUD | Anheuser-Busch InBev SA/NV | −786 | 288 | $19,978 | |
| NKE | NIKE, Inc. | −780 | 4,810 | $254,064 | |
| FNF | Fidelity National Financial, Inc. | −765 | 536 | $24,859 | |
| DIS | Walt Disney Co | −737 | 3,091 | $297,910 | |
| HLN | Haleon plc | −700 | 962 | $9,629 | |
| OUST | Ouster, Inc. | −615 | 76 | $1,396 | |
| GLD | Spdr Gold Trust | −611 | 7,969 | $3,428,981 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BNO | United States Brent Oil Fund, LP | 16,049 | $834,708 | |
| SNDA | Sonida Senior Living, Inc. | 8,588 | $276,963 | |
| AZN | Astrazeneca PLC | 715 | $141,012 | |
| EW | Edwards Lifesciences Corp | 1,010 | $80,880 | |
| VANI | Vivani Medical, Inc. | 65,000 | $65,000 | |
| FITB | Fifth Third Bancorp | 601 | $27,922 | |
| HRTG | Heritage Insurance Holdings, Inc. | 790 | $20,737 | |
| TTWO | Take Two Interactive Software Inc | 105 | $20,737 | |
| NXB | NextBoat Inc. | 10,000 | $19,900 | |
| USAR | USA Rare Earth, Inc. | 1,223 | $18,510 | |
| FRO | Frontline plc | 411 | $14,327 | |
| BKNG | Booking Holdings Inc. | 3 | $12,630 | |
| EBAY | Ebay Inc | 134 | $12,196 | |
| NTRS | Northern Trust Corp | 86 | $12,003 | |
| VSNT | Versant Media Group, Inc. | 310 | $11,476 | |
| XTIA | XTI Aerospace, Inc. | 5,500 | $11,385 | |
| NVA | Nova Minerals Ltd | 1,925 | $11,299 | |
| COGT | Cogent Biosciences, Inc. | 272 | $10,469 | |
| SYF | Synchrony Financial | 143 | $9,726 | |
| SPOT | Spotify Technology S.A. | 18 | $8,728 | |
| RL | Ralph Lauren Corp | 21 | $7,223 | |
| RJF | Raymond James Financial Inc | 40 | $5,791 | |
| PTC | Ptc Inc. | 40 | $5,699 | |
| DXYZ | Destiny Tech100 Inc. | 186 | $4,981 | |
| NNE | Nano Nuclear Energy Inc. | 142 | $2,908 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BIIB | Biogen Inc. | 356 | $62,652 | |
| BAH | Booz Allen Hamilton Holding Corp | 726 | $61,245 | |
| FXF | Invesco CurrencyShares Swiss Franc Trust | 381 | $42,519 | |
| GSK | GSK plc | 530 | $25,991 | |
| INOD | Innodata Inc | 470 | $23,946 | |
| BAM | Brookfield Asset Management Ltd. | 410 | $21,479 | |
| BRSP | BrightSpire Capital, Inc. | 2,351 | $13,165 | |
| HOOD | Robinhood Markets, Inc. | 75 | $8,482 | |
| TPR | Tapestry, Inc. | 66 | $8,432 | |
| SAN | Banco Santander, S.A. | 670 | $7,859 | |
| CIFR | Cipher Digital Inc. | 500 | $7,380 | |
| SNPS | Synopsys Inc | 15 | $7,045 | |
| STAG | STAG Industrial, Inc. | 182 | $6,690 | |
| DHI | Horton D R Inc /De/ | 46 | $6,625 | |
| LII | Lennox International Inc | 11 | $5,341 | |
| SONY | Sony Group Corp | 205 | $5,248 | |
| SOFI | SoFi Technologies, Inc. | 200 | $5,236 | |
| CNC | Centene Corp | 127 | $5,226 | |
| AI | C3.ai, Inc. | 330 | $4,448 | |
| BBAI | BigBear.ai Holdings, Inc. | 570 | $3,078 | |
| AEHR | Aehr Test Systems | 134 | $2,705 | |
| FG | F&G Annuities & Life, Inc. | 78 | $2,406 | |
| TRMB | Trimble Inc. | 30 | $2,350 | |
| VEEV | Veeva Systems Inc | 9 | $2,009 | |
| UPXI | Upexi, Inc. | 1,000 | $1,680 | |
| No positions match the current search. | ||||
36 positions ·
$1,823,656 total
· Basic Materials only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SHW |
Sherwin Williams Co
Basic Materials
|
Reduced | 779 | $249,708 | 13.69% | |
| WPM |
Wheaton Precious Metals Corp.
Basic Materials
|
Held | 1,454 | $190,488 | 10.45% | |
| NUE |
Nucor Corp
Basic Materials
|
Added | 1,037 | $175,356 | 9.62% | |
| VMC |
Vulcan Materials CO
Basic Materials
|
Added | 556 | $151,398 | 8.30% | |
| RIO |
Rio Tinto PLC
Basic Materials
|
Added | 1,387 | $129,393 | 7.10% | |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
Added | 2,128 | $125,083 | 6.86% | |
| LIN |
Linde PLC
Basic Materials
|
Held | 189 | $93,698 | 5.14% | |
| CTVA |
Corteva, Inc.
Basic Materials
|
Held | 1,098 | $91,913 | 5.04% | |
| DOW |
Dow Inc.
Basic Materials
|
Held | 1,986 | $82,716 | 4.54% | |
| STLD |
Steel Dynamics Inc
Basic Materials
|
Held | 414 | $74,520 | 4.09% | |
| SCCO |
Southern Copper Corp/
Basic Materials
|
Reduced | 372 | $64,006 | 3.51% | |
| KGC |
Kinross Gold Corp
Basic Materials
|
Held | 1,950 | $59,514 | 3.26% | |
| SOLS |
Solstice Advanced Materials Inc.
Basic Materials
|
Reduced | 728 | $55,444 | 3.04% | |
| RPM |
Rpm International Inc/De/
Basic Materials
|
Added | 403 | $40,058 | 2.20% | |
| DD |
DuPont de Nemours, Inc.
Basic Materials
|
Held | 633 | $28,991 | 1.59% | |
| PPG |
Ppg Industries Inc
Basic Materials
|
Held | 195 | $20,841 | 1.14% | |
| TGB |
Taseko Mines Ltd
Basic Materials
|
Held | 3,000 | $19,350 | 1.06% | |
| USAR |
USA Rare Earth, Inc.
Basic Materials
|
NEW | 1,223 | $18,510 | 1.01% | |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
Added | 159 | $17,211 | 0.94% | |
| PRM |
Perimeter Solutions, Inc.
Basic Materials
|
Held | 682 | $16,654 | 0.91% | |
| AEM |
Agnico Eagle Mines Ltd
Basic Materials
|
Added | 76 | $15,426 | 0.85% | |
| B |
Barrick Mining Corp
Basic Materials
|
Held | 306 | $12,481 | 0.68% | |
| MLM |
Martin Marietta Materials Inc
Basic Materials
|
Reduced | 20 | $11,773 | 0.65% | |
| BHP |
BHP Group Ltd
Basic Materials
|
Held | 160 | $11,638 | 0.64% | |
| NVA |
Nova Minerals Ltd
Basic Materials
|
NEW | 1,925 | $11,299 | 0.62% | |
| MUX |
McEwen Inc.
Basic Materials
|
Held | 500 | $10,210 | 0.56% | |
| NGVT |
Ingevity Corp
Basic Materials
|
Held | 141 | $10,043 | 0.55% | |
| MP |
MP Materials Corp. / DE
Basic Materials
|
Reduced | 187 | $9,024 | 0.49% | |
| PPTA |
Perpetua Resources Corp.
Basic Materials
|
Held | 250 | $7,030 | 0.39% | |
| CE |
Celanese Corp
Basic Materials
|
Held | 100 | $6,577 | 0.36% | |
| RYAM |
Rayonier Advanced Materials Inc.
Basic Materials
|
Held | 309 | $3,420 | 0.19% | |
| ICL |
ICL Group Ltd.
Basic Materials
|
Held | 500 | $2,590 | 0.14% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Held | 8 | $2,323 | 0.13% | |
| TFPM |
Triple Flag Precious Metals Corp.
Basic Materials
|
Held | 66 | $2,290 | 0.13% | |
| CC |
Chemours Co
Basic Materials
|
Held | 63 | $1,387 | 0.08% | |
| ASIX |
AdvanSix Inc.
Basic Materials
|
Held | 53 | $1,293 | 0.07% |