Armor Investment Advisors, LLC
Long book
$277.5M
Q1 2026
Positions
160
Top-10 weight
57%
concentration
Last quarter
+11.7%
SPY +14.8%
Turnover
10%
of book per quarter
Strategy in plain words
auto-generated from filingsArmor Investment Advisors, LLC is a wealth-management firm allocating client money, running a $277.5M US long book across 160 positions.
The portfolio is concentrated: the top 10 names carry 57% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: ISHARES CORE S&P 500 ETF, JPMORGAN INCOME ETF, FIDELITY ENHANCED INTL ETF, FIDELITY MSCI INFO TECH INDX, ISHR CR UNVRSE USD BD ETF-UI.
Over the last 9 quarters its long book ran on average 0.8pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+1.1%
Q2 2024
+6.7%
Q3 2024
+0.5%
Q4 2024
-2.4%
Q1 2025
+8.5%
Q2 2025
+6.3%
Q3 2025
+2.1%
Q4 2025
-1.6%
Q1 2026
+11.7%
Sector allocation
Technology 31%
Consumer discretionary 14%
Utilities 12%
Financials 12%
Industrials 8%
Healthcare 7%
Energy 7%
Services media 6%
Long book by quarter
What does Armor Investment own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| META META PLATFORMS INC-CLASS A | Technology | 6.8K | $3.9M | 1.4% | +5.2% |
| MSFT MICROSOFT CORP | Technology | 7.0K | $2.6M | 0.9% | +15.6% |
| GOOGL ALPHABET INC-CL A | Technology | 8.3K | $2.4M | 0.9% | -14.2% |
| V VISA INC-CLASS A SHARES | Services media | 7.2K | $2.2M | 0.8% | -5.5% |
| JPM JPMORGAN CHASE & CO | Financials | 7.4K | $2.2M | 0.8% | 0.0% |
| LOW LOWE'S COS INC | Consumer discretionary | 8.5K | $2.0M | 0.7% | -0.7% |
| SO SOUTHERN CO/THE | Utilities | 20.1K | $1.9M | 0.7% | -3.0% |
| WMT WALMART INC | Consumer discretionary | 15.6K | $1.9M | 0.7% | +0.1% |
| DUK DUKE ENERGY CORP | Utilities | 13.6K | $1.8M | 0.6% | -0.7% |
| NVDA NVIDIA CORP | Technology | 9.2K | $1.6M | 0.6% | +0.6% |
| DE DEERE & CO | Industrials | 2.7K | $1.5M | 0.5% | -8.8% |
| LLY ELI LILLY & CO | Healthcare | 1.6K | $1.4M | 0.5% | Held |
| XOM EXXON MOBIL CORP | Energy | 6.7K | $1.1M | 0.4% | -1.8% |
| PGR PROGRESSIVE CORP | Financials | 5.4K | $1.1M | 0.4% | 0.0% |
| ASML ASML HOLDING NV-NY REG SHS | Industrials | 814 | $1.1M | 0.4% | Held |
| AON AON PLC-CLASS A | Financials | 2.8K | $919K | 0.3% | +0.2% |
| AAPL APPLE INC | Technology | 3.4K | $866K | 0.3% | +0.1% |
| PSX PHILLIPS 66 | Energy | 4.4K | $795K | 0.3% | -1.6% |
| AMZN AMAZON.COM INC | Consumer discretionary | 2.7K | $557K | 0.2% | 0.0% |
| JNJ JOHNSON & JOHNSON | Healthcare | 2.3K | $555K | 0.2% | -0.7% |
| VLO VALERO ENERGY CORP | Energy | 2.2K | $548K | 0.2% | Held |
| RY ROYAL BANK OF CANADA | Financials | 3.3K | $539K | 0.2% | +0.5% |
| BSX BOSTON SCIENTIFIC CORP | Healthcare | 8.5K | $536K | 0.2% | Held |
| KMI KINDER MORGAN INC | Utilities | 14.4K | $482K | 0.2% | -17.3% |
| PG PROCTER & GAMBLE CO/THE | Other | 3.1K | $450K | 0.2% | -1.4% |
| CSCO CISCO SYSTEMS INC | Technology | 5.5K | $427K | 0.2% | Held |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 425 | $424K | 0.2% | Held |
| EXTR EXTREME NETWORKS INC | Technology | 25.1K | $379K | 0.1% | Held |
| TSLA TESLA INC | Industrials | 1.0K | $377K | 0.1% | Held |
| VZ VERIZON COMMUNICATIONS INC | Communications | 7.1K | $359K | 0.1% | -2.0% |
| NEE NEXTERA ENERGY INC | Utilities | 3.1K | $289K | 0.1% | -3.1% |
| HD HOME DEPOT INC | Consumer discretionary | 827 | $272K | 0.1% | -0.2% |
| ACN ACCENTURE PLC-CL A | Services media | 1.3K | $253K | 0.1% | -6.9% |
| MRK MERCK & CO. INC. | Healthcare | 2.0K | $247K | 0.1% | New |
| CHRW C.H. ROBINSON WORLDWIDE INC | Industrials | 1.5K | $243K | 0.1% | Held |
| D DOMINION ENERGY INC | Utilities | 3.6K | $225K | 0.1% | -1.8% |
| ED CONSOLIDATED EDISON INC | Utilities | 2.0K | $225K | 0.1% | New |
| T AT&T INC | Communications | 7.7K | $222K | 0.1% | New |
| SYK STRYKER CORP | Healthcare | 655 | $215K | 0.1% | Held |
| COP CONOCOPHILLIPS | Energy | 1.6K | $212K | 0.1% | New |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 29, 2026 | 160 | $277.5M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 5, 2026 | 151 | $271.9M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 21, 2025 | 149 | $315.6M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 12, 2025 | 153 | $265.2M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 2, 2025 | 154 | $241.6M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 29, 2025 | 159 | $243.3M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 30, 2024 | 156 | $241.4M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 25, 2024 | 156 | $216.8M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 25, 2024 | 166 | $208.0M | canonical | SEC ↗ |