Fund HoldingsADVISORS MANAGEMENT GROUP INC /ADV

Total Portfolio Value
$603.6K
Total Bought
$31.0K
Total Sold
$107.7K
Net Transaction
-$76.7K
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
INTEL CORP(INTC)195,776189,709-6,0679264.39%+18
MICRON TECHNOLOGY INC(MU)31,49922,371-9,12811264.28%+15
ADVANCED MICRO DEVICES INC(AMD)25,67324,010-1,6635142.31%+9
POWELL INDS INC(POWL)18,38152,530+34,14910152.49%+5
PALO ALTO NETWORKS INC(PANW)25,35925,667+308491.45%+5
CISCO SYS INC(CSCO)91,54086,380-5,1607101.68%+3
JANUS DETROIT STR TR
HENDRSON AAA CL
1,917,0311,968,855+51,824979916.47%+3
EXXON MOBIL CORP019,467+19,467030.44%+3
ALPHABET INC(GOOG)36,47836,651+17310132.17%+3
NVIDIA CORPORATION(NVDA)101,53899,177-2,36118203.29%+2
MARVELL TECHNOLOGY INC(MRVL)10,4669,622-844130.47%+2
DELL TECHNOLOGIES INC(DELL)9,6297,688-1,941230.55%+2
VANECK ETF TRUST
SEMICONDUCTR ETF
6,3696,350-19240.69%+2
APPLIED MATLS INC6,6395,480-1,159240.66%+2
AMAZON COM INC(AMZN)43,13643,766+6309101.73%+1
GE AEROSPACE(GE)15,44615,477+31460.96%+1
OKTA INC(OKTA)24,38123,027-1,354230.52%+1
INVESCO QQQ TR7,5467,526-20460.92%+1
CATERPILLAR INC(CAT)3,9133,705-208340.65%+1
GE VERNOVA INC(GEV)3,1883,352+164340.65%+1
WELLTOWER INC(WELL)42,04941,264-785891.55%+1
HONEYWELL INTL INC04,545+4,545010.17%+1
HONEYWELL AEROSPACE INC04,550+4,550010.17%+1
LAMAR ADVERTISING CO(LAMR)34,41534,213-202450.88%+1
ISHARES INC10,84410,796-48120.36%+1
GLOBUS MED INC(GMED)010,469+10,469010.14%+1
CITIGROUP INC(C)22,20922,079-130330.51%+1
SCHWAB STRATEGIC TR142,120142,167+47440.69%+1
SANDISK CORP(SNDK)333320-13010.12%+1
VANGUARD INTL EQUITY INDEX F88,74488,169-575550.87%0
VANGUARD INDEX FDS9,6569,606-50340.59%0
JPMORGAN CHASE & CO(JPM)14,93114,787-144450.80%0
MUELLER INDS INC(MLI)52,18050,626-1,554661.03%0
ISHARES TR8,5068,483-23230.42%0
APPLE INC(AAPL)32,49129,921-2,570891.43%0
GLOBAL X FDS
CYBRSCURTY ETF
30,21330,385+172110.19%0
VANGUARD WORLD FD04,228+4,228000.06%0
BROADCOM INC(AVGO)10,6019,580-1,021340.60%0
BANK NOVA SCOTIA B C19,69919,584-115120.28%0
VANGUARD STAR FDS40,98240,805-177330.58%0
INTERNATIONAL BUSINESS MACHS(IBM)30,86927,571-3,298781.28%0
MEDTRONIC PLC(MDT)44,41952,512+8,093440.68%0
COHERENT CORP(COHR)0636+636000.04%0
CAPITAL ONE FINL CORP(COF)2,9093,878+969110.13%0
LAM RESEARCH CORP(LRCX)0573+573000.04%0
VENTAS INC(VTR)45,30644,510-796440.65%0
SYSCO CORP(SYY)02,699+2,699000.04%0
VANGUARD INTL EQUITY INDEX F37,52637,365-161330.55%0
PUBLIC SVC ENTERPRISE GROUP(PEG)9,74012,302+2,562110.17%0
GOLDMAN SACHS GROUP INC(GS)0198+198000.03%0
NUCOR CORP(NUE)3,8223,778-44110.14%0
STATE STR CORP(STT)3,5083,506-2010.10%0
EOG RES INC(EOG)4,1155,744+1,629110.12%0
TEXAS INSTRS INC(TXN)1,4541,447-7000.07%0
UNITEDHEALTH GROUP INC(UNH)1,0181,0180000.07%0
SELECT SECTOR SPDR TR
ST STR CARE ETF
12,74612,700-46220.33%0
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
5,7015,791+90110.20%0
SPDR INDEX SHS FDS
ST STR PO EX ETF
27,75127,764+13110.23%0
STATE STR SPDR DOW JONES IND(DIA)1,7851,826+41110.16%0
ISHARES TR
CORE MSCI TOTAL
13,05713,095+38110.21%0
ISHARES TR1,5911,5910000.07%0
HUNT J B TRANS SVCS INC(JBHT)1,4001,4000000.07%0
SELECT SECTOR SPDR TR
ST STR FINL ETF
24,92424,992+68110.22%0
HEALTHPEAK PROPERTIES INC(DOC)23,45623,040-416000.08%0
SCHWAB STRATEGIC TR117,129116,658-471440.61%0
ALPHABET INC(GOOG)1,5061,5060010.09%0
ISHARES TR667712+45010.09%0
TRANE TECHNOLOGIES PLC(TT)1,2841,2840110.10%0
GENERAC HLDGS INC(GNRC)1,8681,568-300000.08%0
IRON MTN INC DEL(IRM)4,3054,231-74010.09%0
QUALCOMM INC(QCOM)7,6285,818-1,810110.18%0
CUMMINS INC(CMI)5085080000.06%0
NORTHERN TR CORP(NTRS)2,4402,4400000.07%0
UNION PAC CORP(UNP)2,7402,752+12110.12%0
VANGUARD INDEX FDS915914-1110.10%0
BERKSHIRE HATHAWAY INC DEL3,3683,387+19220.28%0
ISHARES TR
MSCI INDIA ETF
31,89331,771-122120.26%0
STANLEY BLACK & DECKER INC(SWK)3,6043,454-150000.05%0
US BANCORP(USB)8,6248,489-135010.08%0
VISA INC(V)1,4801,4800010.08%0
GLOBAL X FDS
US INFR DEV ETF
6,7876,769-18000.07%0
SOLSTICE ADVANCED MATLS INC(SOLS)4,7924,718-74000.07%0
UNITED PARCEL SVCS INC(UPS)6,9706,850-120110.12%0
TESLA INC(TSLA)1,3001,266-34010.09%0
TRAVELERS COMPANIES INC(TRV)1,1781,1780000.06%0
ARK ETF TR
INNOVATION ETF
3,5673,527-40000.05%0
CHURCH & DWIGHT CO INC(CHD)11,20511,2050110.18%0
ISHARES TR2,3202,3200000.05%0
AMERICAN EXPRESS CO(AXP)1,0481,0480000.06%0
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
3,2783,2780000.04%0
ISHARES TR2,3122,3120000.06%0
ISHARES TR6,0766,0760000.07%0
VANGUARD WORLD FD
COMM SRVC ETF
5,3275,363+36110.16%0
NORFOLK SOUTHN CORP(NSC)804801-3000.04%0
JOHNSON & JOHNSON(JNJ)22,92722,144-783660.93%0
LLOYDS BANKING GROUP PLC(LYG)25,69125,6910000.02%0
GLOBAL X FDS
FINTECH ETF
12,42712,340-87000.05%0
HUNTINGTON INGALLS INDS INC(HII)1,2671,755+488000.08%0
MARATHON PETE CORP(MPC)9109100000.04%0
FASTENAL CO(FAST)13,62013,356-264110.11%0
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ADVISORS MANAGEMENT GROUP INC /ADV — 13F Holdings — Q2 2026 | TickerTrail