Armor Advisors,
$122M 13F equity value
15 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Armor Advisors, covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| CRH | CRH PLC | 250,577 | $27M | 21.9% |
| NMM | NAVIOS MARITIME PARTNERS L P | 196,191 | $14M | 11.2% |
| ZBH | ZIMMER BIOMET HOLDINGS INC | 151,264 | $13M | 10.6% |
| ZTS | ZOETIS INC | 167,197 | $12M | 9.8% |
| KSPI | KASPI KZ JSC | 137,171 | $12M | 9.7% |
| DVN | DEVON ENERGY CORP NEW | 216,361 | $9M | 7.3% |
| AGI | ALAMOS GOLD INC NEW | 258,383 | $8M | 6.4% |
| BDX | BECTON DICKINSON & CO | 46,481 | $7M | 5.7% |
| FCNCA | FIRST CTZNS BANCSHARES INC N | 2,510 | $5M | 4.3% |
| EOG | EOG RES INC | 38,993 | $5M | 4.1% |
Track Armor Advisors,'s 13F portfolio: $122M in reported holdings, 15 positions. Top holdings and quarterly changes on SentiSense.
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