ARMSTRONG ADVISORY GROUP, INC

CIK 0001932952 · Q2 2026

13F Equity AUM

$1.6B

+10.2% QoQ

Positions

946

+21 QoQ

AUM Rank

#2,600

Top 21%

Skill Alpha (FF)

-1.4%/yr^ns

No Clear Edge

Rank #4,935 · Top 59%

vs S&P -7.2%/yr (unadj.)

Quarters Tracked

~3 years

Portfolio Concentration

Top 5: 46.0%Top 10: 63.1%Top 20: 78.2%

SCHK14.3%

IVV13.9%

VGT7.5%

SCHP5.7%

IEI4.7%

VBIL4.5%

VTIP4.5%

BND3.9%

VOX2.1%

VHT2.1%

Others (936)36.9%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services90.1%

Technology3.5%

Other6.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 946Median: 0.00%Avg: 0.11%

0–0.5%

919(16.8%)

0.5–1%

6(4.0%)

1–3%

13(20.4%)

3–5%

4(17.5%)

5%+

4(41.4%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 946vs 20 funds

0%Low

946

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New65Increased202Decreased203Exited38

New Positions

TAN0.0%

+12K

HONEYWELL AEROSPACE …0.0%

+2K

HONEYWELL INTL INC0.0%

+2K

VEU0.0%

+4K

SI0.0%

+17K

BIIB0.0%

+443

SCHZ0.0%

+5K

CPSU0.0%

+8K

APH0.0%

+979

ITB0.0%

+919

Increased

SCHK14.3%

+4.0M(+163%)

VTIP4.5%

+1.4M(+26444%)

VGT7.5%

+899K(+704%)

ROBO1.1%

+210K(+3076%)

SCHP5.7%

+119K(+4%)

GRID1.1%

+92K(+4510%)

SPYV1.5%

+80K(+25%)

JEPI0.3%

+29K(+61%)

RSP1.8%

+27K(+24%)

BND3.9%

+27K(+3%)

Decreased

VGSH0.1%

-646,677(-98%)

IEI4.7%

-427,059(-39%)

BCI0.0%

-384,291(-97%)

SPHQ0.0%

-286,038(-100%)

VBIL4.5%

-258,400(-21%)

SPXT0.0%

-214,656(-98%)

IVV13.9%

-119,900(-28%)

DTCR0.1%

-39,518(-59%)

XOP0.0%

-28,650(-97%)

CPRT0.2%

-20,180(-16%)

Exited

-3,964

-3,010

-2,809

-1,480

-1,926

-100

-1,925

-66

-66

-31

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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