Armor Investment Advisors

RALEIGH, NCfiles as Armor Investment Advisors, LLC

$312m in 155 US stocks at the end of 30 June 2026. The top 10 are 57.9% of the money. It changed about 5.9% of the portfolio this quarter.

Value

$312m

Stocks

155

Top 10 share

57.9%

Turnover

5.9%

What changed this quarter

New

Bought for the first time this quarter.

Lamar AdvertisingLAMR
<0.1% of the fund
Vanguard Index FDSVUG
<0.1% of the fund
J P Morgan Exchange Traded FLVDS
<0.1% of the fund

Added

Bought more of a stock they already held.

J P Morgan Exchange Traded FJPIE
8.7% of the fund
+9%
Fidelity Covington TrustFENI
5.8% of the fund
+3%
Capital Group Dividend ValueCGDV
3.8% of the fund
+10%
Capital Group New GeographyCGNG
2.7% of the fund
+3%
Fidelity Covington TrustFESM
1.9% of the fund
+12%
Fidelity Merrimack STR TRFBND
1.9% of the fund
+56%
Blackrock ETF TrustDYNF
1.8% of the fund
+20%
Ishares TRMUB
1.8% of the fund
+3%
IsharesIEMG
0.9% of the fund
+16%
MicrosoftMSFT
0.9% of the fund
+3%
Blackrock ETF TrustBAI
0.8% of the fund
+17%
Schwab Strategic TRSCHK
<0.1% of the fund
+179%
Ishares TRIJR
<0.1% of the fund
+7%

Cut

Sold some of their stake.

Fidelity Covington TrustFMDE
3.1% of the fund
-12%
Ishares TRIJH
1.7% of the fund
-8%
Ishares TRSOXX
1.6% of the fund
-2%
Dimensional ETF TrustDFAS
1.3% of the fund
-3%
AlphabetGOOGL
0.9% of the fund
-3%
Fidelity Covington TrustFHLC
0.8% of the fund
-2%
JPMorgan ChaseJPM
0.7% of the fund
-3%
Digital Realty TrustDLR
0.6% of the fund
-6%
Schwab Strategic TRSCHD
0.6% of the fund
-9%
Vanguard Whitehall FDSVYM
0.6% of the fund
-4%
T Rowe Price Exchange-TradedTBUX
0.6% of the fund
-2%
Lowe's CompaniesLOW
0.6% of the fund
-2%
Southern CompanySO
0.5% of the fund
-14%
Duke EnergyDUK
0.5% of the fund
-5%
DeereDE
0.5% of the fund
-4%
Pgim ETF TRPTRB
0.4% of the fund
-4%
Ishares TRICVT
0.4% of the fund
-2%
J P Morgan Exchange Traded FJEPI
0.4% of the fund
-21%
Schwab Strategic TRSCHM
0.3% of the fund
-4%
Fidelity Covington TrustFIDU
0.3% of the fund
-4%
AppleAAPL
0.3% of the fund
-16%
J P Morgan Exchange Traded FJEPQ
0.3% of the fund
-11%
Phillips 66PSX
0.2% of the fund
-5%
Broadstone Net LeaseBNL
0.2% of the fund
-24%
Ishares TRIHI
0.2% of the fund
-33%

Sold out

Sold their entire stake.

ExxonMobil HoldingsXOM
-100%
Doubleline ETF TrustCAPE
-100%
AccentureACN
-100%
AT&TT
-100%
ConocoPhillipsCOP
-100%
Goldman Sachs Physical GoldAAAU
-100%
Ishares TRHYG
-100%
J P Morgan Exchange Traded FJGRO
-100%

Holdings

Ishares TRIVV
Share
17.0%
Value
$53m
Shares
70,816
Held
J P Morgan Exchange Traded FJPIE
Share
8.7%
Value
$27m
Shares
589,846
+9%
Fidelity Covington TrustFENI
Share
5.8%
Value
$18m
Shares
449,492
+3%
Fidelity Covington TrustFTEC
Share
5.1%
Value
$16m
Shares
56,066
Held
Capital Group Growth ETFCGGR
Share
4.3%
Value
$13m
Shares
281,913
Held
Ishares TRIUSB
Share
3.8%
Value
$12m
Shares
256,207
Held
Capital Group Dividend ValueCGDV
Share
3.8%
Value
$12m
Shares
237,673
+10%
Vanguard BD Index FDSBND
Share
3.5%
Value
$11m
Shares
150,328
Held
Fidelity Covington TrustFMDE
Share
3.1%
Value
$10m
Shares
241,066
-12%
Capital Group New GeographyCGNG
Share
2.7%
Value
$8m
Shares
224,769
+3%
Schwab Strategic TRSCHF
Share
2.0%
Value
$6m
Shares
225,742
Held
Fidelity Covington TrustFESM
Share
1.9%
Value
$6m
Shares
124,642
+12%
Fidelity Merrimack STR TRFBND
Share
1.9%
Value
$6m
Shares
130,155
+56%
Blackrock ETF TrustDYNF
Share
1.8%
Value
$6m
Shares
81,390
+20%
Ishares TRMUB
Share
1.8%
Value
$6m
Shares
51,115
+3%
Ishares TRIJH
Share
1.7%
Value
$5m
Shares
70,435
-8%
Ishares TRSOXX
Share
1.6%
Value
$5m
Shares
7,897
-2%
Advisors Inner Circle FD IIISAMT
Share
1.6%
Value
$5m
Shares
105,111
Held
Dimensional ETF TrustDFAS
Share
1.3%
Value
$4m
Shares
48,091
-3%
Meta PlatformsMETA
Share
1.2%
Value
$4m
Shares
6,819
Held
AlphabetGOOGL
Share
0.9%
Value
$3m
Shares
8,060
-3%
IsharesIEMG
Share
0.9%
Value
$3m
Shares
33,956
+16%
MicrosoftMSFT
Share
0.9%
Value
$3m
Shares
7,164
+3%
Blackrock ETF TrustBAI
Share
0.8%
Value
$2m
Shares
47,345
+17%
VisaV
Share
0.8%
Value
$2m
Shares
7,076
Held
Fidelity Covington TrustFHLC
Share
0.8%
Value
$2m
Shares
30,591
-2%
JPMorgan ChaseJPM
Share
0.7%
Value
$2m
Shares
7,122
-3%
Select Sector Spdr TRXLK
Share
0.7%
Value
$2m
Shares
11,983
Held
Digital Realty TrustDLR
Share
0.6%
Value
$2m
Shares
10,979
-6%
Schwab Strategic TRSCHD
Share
0.6%
Value
$2m
Shares
60,953
-9%
Eli LillyLLY
Share
0.6%
Value
$2m
Shares
1,557
Held
Vanguard Whitehall FDSVYM
Share
0.6%
Value
$2m
Shares
11,682
-4%
T Rowe Price Exchange-TradedTBUX
Share
0.6%
Value
$2m
Shares
37,045
-2%
Lowe's CompaniesLOW
Share
0.6%
Value
$2m
Shares
8,320
-2%
NvidiaNVDA
Share
0.6%
Value
$2m
Shares
9,082
Held
WalmartWMT
Share
0.6%
Value
$2m
Shares
15,483
Held
Southern CompanySO
Share
0.5%
Value
$2m
Shares
17,343
-14%
State STR Spdr S&P 500 ETF TSPY
Share
0.5%
Value
$2m
Shares
2,204
Held
Duke EnergyDUK
Share
0.5%
Value
$2m
Shares
12,981
-5%
DeereDE
Share
0.5%
Value
$2m
Shares
2,573
-4%
ASML Holding NVASML
Share
0.5%
Value
$2m
Shares
814
Held
Schwab Strategic TRSCHE
Share
0.5%
Value
$2m
Shares
42,234
Held
Vanguard Admiral FDSVOOG
Share
0.5%
Value
$1m
Shares
17,100
Held
Pgim ETF TRPTRB
Share
0.4%
Value
$1m
Shares
32,891
-4%
Ishares TRICVT
Share
0.4%
Value
$1m
Shares
10,745
-2%
Schwab Strategic TRSCHA
Share
0.4%
Value
$1m
Shares
33,805
Held
J P Morgan Exchange Traded FJEPI
Share
0.4%
Value
$1m
Shares
21,509
-21%
ProgressivePGR
Share
0.4%
Value
$1m
Shares
5,441
Held
Vanguard Index FDSVTI
Share
0.4%
Value
$1m
Shares
3,086
Held
Schwab Strategic TRSCHM
Share
0.3%
Value
$965,957
Shares
26,199
-4%
AonAON
Share
0.3%
Value
$946,080
Shares
2,852
Held
Fidelity Covington TrustFIDU
Share
0.3%
Value
$906,451
Shares
9,100
-4%
AppleAAPL
Share
0.3%
Value
$833,041
Shares
2,879
-16%
Extreme NetworksEXTR
Share
0.3%
Value
$813,944
Shares
25,145
Held
J P Morgan Exchange Traded FJEPQ
Share
0.3%
Value
$786,196
Shares
12,792
-11%
Vanguard Index FDSVOO
Share
0.3%
Value
$784,200
Shares
1,142
Held
Phillips 66PSX
Share
0.2%
Value
$699,156
Shares
4,136
-5%
Royal Bank of CanadaRY
Share
0.2%
Value
$692,529
Shares
3,346
Held
Broadstone Net LeaseBNL
Share
0.2%
Value
$656,541
Shares
31,763
-24%
Cisco SystemsCSCO
Share
0.2%
Value
$646,711
Shares
5,506
Held
Amazon.comAMZN
Share
0.2%
Value
$637,321
Shares
2,674
Held
Valero EnergyVLO
Share
0.2%
Value
$577,970
Shares
2,219
Held
Johnson & JohnsonJNJ
Share
0.2%
Value
$576,623
Shares
2,270
Held
Vanguard World FDVGT
Share
0.2%
Value
$537,362
Shares
4,496
Held
Ishares TRIHI
Share
0.2%
Value
$519,003
Shares
10,504
-33%
Schwab Strategic TRSCHX
Share
0.2%
Value
$517,203
Shares
17,574
Held
Procter & GamblePG
Share
0.1%
Value
$457,171
Shares
3,118
Held
Iron MountainIRM
Share
0.1%
Value
$451,306
Shares
3,573
-5%
Ishares TRIYH
Share
0.1%
Value
$433,153
Shares
6,464
-12%
Kinder MorganKMI
Share
0.1%
Value
$429,037
Shares
13,420
-7%
TeslaTSLA
Share
0.1%
Value
$426,068
Shares
1,013
Held
Costco WholesaleCOST
Share
0.1%
Value
$397,614
Shares
425
Held
First TR Exchng Traded FD VIEIPI
Share
0.1%
Value
$390,696
Shares
17,889
-12%
Boston ScientificBSX
Share
0.1%
Value
$362,652
Shares
8,497
Held
Ishares TRSUB
Share
0.1%
Value
$350,180
Shares
3,289
-6%
Ishares TRIWP
Share
0.1%
Value
$331,619
Shares
2,265
Held
Ishares TRXVV
Share
0.1%
Value
$324,498
Shares
5,714
-3%
Ishares TRIWM
Share
0.1%
Value
$322,082
Shares
1,072
Held
Verizon CommunicationsVZ
Share
<0.1%
Value
$294,322
Shares
6,951
-3%
Home DepotHD
Share
<0.1%
Value
$293,843
Shares
833
Held
Nuveen S&P 500 Dynamic OverwXSSPX
Share
<0.1%
Value
$291,716
Shares
15,650
-4%
C. H. Robinson WorldwideCHRW
Share
<0.1%
Value
$275,353
Shares
1,462
Held
Pgim ETF TRPULS
Share
<0.1%
Value
$269,998
Shares
5,449
-18%
NextEra EnergyNEE
Share
<0.1%
Value
$268,065
Shares
3,054
Held
MerckMRK
Share
<0.1%
Value
$263,485
Shares
2,050
Held
Invesco Exchange Traded FD TPRF
Share
<0.1%
Value
$256,643
Shares
4,750
Held
Vanguard Index FDSVOT
Share
<0.1%
Value
$245,040
Shares
800
Held
Schwab Strategic TRSCHB
Share
<0.1%
Value
$244,625
Shares
8,447
-4%
Novartis AGNVS
Share
<0.1%
Value
$239,938
Shares
1,531
-28%
Lamar AdvertisingLAMR
Share
<0.1%
Value
$233,970
Shares
1,500
New
Dominion EnergyD
Share
<0.1%
Value
$233,139
Shares
3,414
-6%
WelltowerWELL
Share
<0.1%
Value
$229,961
Shares
1,013
Held
Reaves Utility Income FundUTG
Share
<0.1%
Value
$227,869
Shares
5,596
-7%
Ishares TRIWR
Share
<0.1%
Value
$225,053
Shares
2,040
Held
Global X FDSXYLD
Share
<0.1%
Value
$222,142
Shares
5,446
-17%
Consolidated EdisonED
Share
<0.1%
Value
$219,822
Shares
1,987
Held
YUM BrandsYUM
Share
<0.1%
Value
$209,576
Shares
1,311
Held
StrykerSYK
Share
<0.1%
Value
$205,296
Shares
652
Held
Ishares TRSGOV
Share
<0.1%
Value
$200,736
Shares
1,994
Held
Ishares TRDVY
Share
<0.1%
Value
$194,906
Shares
1,247
-3%

Company	Share of fund	Value	Shares	Change
Ishares TRIVV	17.0%	$53m	70,816	Held
J P Morgan Exchange Traded FJPIE	8.7%	$27m	589,846	+9%
Fidelity Covington TrustFENI	5.8%	$18m	449,492	+3%
Fidelity Covington TrustFTEC	5.1%	$16m	56,066	Held
Capital Group Growth ETFCGGR	4.3%	$13m	281,913	Held
Ishares TRIUSB	3.8%	$12m	256,207	Held
Capital Group Dividend ValueCGDV	3.8%	$12m	237,673	+10%
Vanguard BD Index FDSBND	3.5%	$11m	150,328	Held
Fidelity Covington TrustFMDE	3.1%	$10m	241,066	-12%
Capital Group New GeographyCGNG	2.7%	$8m	224,769	+3%
Schwab Strategic TRSCHF	2.0%	$6m	225,742	Held
Fidelity Covington TrustFESM	1.9%	$6m	124,642	+12%
Fidelity Merrimack STR TRFBND	1.9%	$6m	130,155	+56%
Blackrock ETF TrustDYNF	1.8%	$6m	81,390	+20%
Ishares TRMUB	1.8%	$6m	51,115	+3%
Ishares TRIJH	1.7%	$5m	70,435	-8%
Ishares TRSOXX	1.6%	$5m	7,897	-2%
Advisors Inner Circle FD IIISAMT	1.6%	$5m	105,111	Held
Dimensional ETF TrustDFAS	1.3%	$4m	48,091	-3%
Meta PlatformsMETA	1.2%	$4m	6,819	Held
AlphabetGOOGL	0.9%	$3m	8,060	-3%
IsharesIEMG	0.9%	$3m	33,956	+16%
MicrosoftMSFT	0.9%	$3m	7,164	+3%
Blackrock ETF TrustBAI	0.8%	$2m	47,345	+17%
VisaV	0.8%	$2m	7,076	Held
Fidelity Covington TrustFHLC	0.8%	$2m	30,591	-2%
JPMorgan ChaseJPM	0.7%	$2m	7,122	-3%
Select Sector Spdr TRXLK	0.7%	$2m	11,983	Held
Digital Realty TrustDLR	0.6%	$2m	10,979	-6%
Schwab Strategic TRSCHD	0.6%	$2m	60,953	-9%
Eli LillyLLY	0.6%	$2m	1,557	Held
Vanguard Whitehall FDSVYM	0.6%	$2m	11,682	-4%
T Rowe Price Exchange-TradedTBUX	0.6%	$2m	37,045	-2%
Lowe's CompaniesLOW	0.6%	$2m	8,320	-2%
NvidiaNVDA	0.6%	$2m	9,082	Held
WalmartWMT	0.6%	$2m	15,483	Held
Southern CompanySO	0.5%	$2m	17,343	-14%
State STR Spdr S&P 500 ETF TSPY	0.5%	$2m	2,204	Held
Duke EnergyDUK	0.5%	$2m	12,981	-5%
DeereDE	0.5%	$2m	2,573	-4%
ASML Holding NVASML	0.5%	$2m	814	Held
Schwab Strategic TRSCHE	0.5%	$2m	42,234	Held
Vanguard Admiral FDSVOOG	0.5%	$1m	17,100	Held
Pgim ETF TRPTRB	0.4%	$1m	32,891	-4%
Ishares TRICVT	0.4%	$1m	10,745	-2%
Schwab Strategic TRSCHA	0.4%	$1m	33,805	Held
J P Morgan Exchange Traded FJEPI	0.4%	$1m	21,509	-21%
ProgressivePGR	0.4%	$1m	5,441	Held
Vanguard Index FDSVTI	0.4%	$1m	3,086	Held
Schwab Strategic TRSCHM	0.3%	$965,957	26,199	-4%
AonAON	0.3%	$946,080	2,852	Held
Fidelity Covington TrustFIDU	0.3%	$906,451	9,100	-4%
AppleAAPL	0.3%	$833,041	2,879	-16%
Extreme NetworksEXTR	0.3%	$813,944	25,145	Held
J P Morgan Exchange Traded FJEPQ	0.3%	$786,196	12,792	-11%
Vanguard Index FDSVOO	0.3%	$784,200	1,142	Held
Phillips 66PSX	0.2%	$699,156	4,136	-5%
Royal Bank of CanadaRY	0.2%	$692,529	3,346	Held
Broadstone Net LeaseBNL	0.2%	$656,541	31,763	-24%
Cisco SystemsCSCO	0.2%	$646,711	5,506	Held
Amazon.comAMZN	0.2%	$637,321	2,674	Held
Valero EnergyVLO	0.2%	$577,970	2,219	Held
Johnson & JohnsonJNJ	0.2%	$576,623	2,270	Held
Vanguard World FDVGT	0.2%	$537,362	4,496	Held
Ishares TRIHI	0.2%	$519,003	10,504	-33%
Schwab Strategic TRSCHX	0.2%	$517,203	17,574	Held
Procter & GamblePG	0.1%	$457,171	3,118	Held
Iron MountainIRM	0.1%	$451,306	3,573	-5%
Ishares TRIYH	0.1%	$433,153	6,464	-12%
Kinder MorganKMI	0.1%	$429,037	13,420	-7%
TeslaTSLA	0.1%	$426,068	1,013	Held
Costco WholesaleCOST	0.1%	$397,614	425	Held
First TR Exchng Traded FD VIEIPI	0.1%	$390,696	17,889	-12%
Boston ScientificBSX	0.1%	$362,652	8,497	Held
Ishares TRSUB	0.1%	$350,180	3,289	-6%
Ishares TRIWP	0.1%	$331,619	2,265	Held
Ishares TRXVV	0.1%	$324,498	5,714	-3%
Ishares TRIWM	0.1%	$322,082	1,072	Held
Verizon CommunicationsVZ	<0.1%	$294,322	6,951	-3%
Home DepotHD	<0.1%	$293,843	833	Held
Nuveen S&P 500 Dynamic OverwXSSPX	<0.1%	$291,716	15,650	-4%
C. H. Robinson WorldwideCHRW	<0.1%	$275,353	1,462	Held
Pgim ETF TRPULS	<0.1%	$269,998	5,449	-18%
NextEra EnergyNEE	<0.1%	$268,065	3,054	Held
MerckMRK	<0.1%	$263,485	2,050	Held
Invesco Exchange Traded FD TPRF	<0.1%	$256,643	4,750	Held
Vanguard Index FDSVOT	<0.1%	$245,040	800	Held
Schwab Strategic TRSCHB	<0.1%	$244,625	8,447	-4%
Novartis AGNVS	<0.1%	$239,938	1,531	-28%
Lamar AdvertisingLAMR	<0.1%	$233,970	1,500	New
Dominion EnergyD	<0.1%	$233,139	3,414	-6%
WelltowerWELL	<0.1%	$229,961	1,013	Held
Reaves Utility Income FundUTG	<0.1%	$227,869	5,596	-7%
Ishares TRIWR	<0.1%	$225,053	2,040	Held
Global X FDSXYLD	<0.1%	$222,142	5,446	-17%
Consolidated EdisonED	<0.1%	$219,822	1,987	Held
YUM BrandsYUM	<0.1%	$209,576	1,311	Held
StrykerSYK	<0.1%	$205,296	652	Held
Ishares TRSGOV	<0.1%	$200,736	1,994	Held
Ishares TRDVY	<0.1%	$194,906	1,247	-3%

Showing the largest 100 of 155.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 17.5% since 30 June 2025.

Where the money is

Financial services2.4%

Media & telecom2.3%

Technology2.2%

Utilities1.3%

Real estate1.1%

Industrials1.1%

Health care1.1%

Retail & consumer1.1%

Everyday goods0.8%

Energy0.5%

Other85.9%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.