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Portfolio (Quarterly) Guide ↗

RFG Advisory, LLC

· CIK 0001633387
13F Portfolio $5.4B AUM 1,037 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 153 New 474 Added 342 Reduced 96 Exited
Page 13 of 24  ·  474 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 FORTINET INC 19,144.0 $1.6M 0.03% +1K +6.1% $81.72
242 FDEM FIDELITY COVINGTON TRUST 49,385.0 $1.6M 0.03% +286.0 +0.6% $31.58 +12.0%
243 ABT ABBOTT LABORATORIES Healthcare 15,113.0 $1.6M 0.03% +675.0 +4.7% $102.67 -14.4%
244 LHX L3HARRIS TECHNOLOGIES INC Industrials 4,469.0 $1.5M 0.03% +3K +137.0% $345.13 -12.1%
245 SCCO SOUTHERN COPPER CORP Basic Materials 8,916.0 $1.5M 0.03% +925.0 +11.6% $172.05 +2.7%
246 ETN EATON CORP PLC Industrials 4,282.0 $1.5M 0.03% +823.0 +23.8% $357.68 +11.7%
247 FIRST TR EXCH TRADED FD III 69,137.0 $1.5M 0.03% +27K +63.9% $21.70
248 AIQ GLOBAL X FDS 31,993.0 $1.5M 0.03% +11K +51.8% $46.67 +30.1%
249 DIVI FRANKLIN TEMPLETON ETF TR 37,266.0 $1.5M 0.03% +1K +4.2% $39.81 +6.8%
250 MMM 3M CO Industrials 10,129.0 $1.5M 0.03% +583.0 +6.1% $145.23 +0.7%
251 DIS DISNEY WALT CO Communication Services 15,118.0 $1.5M 0.03% +4K +31.7% $96.38 +6.6%
252 CGGE CAPITAL GROUP GLOBAL EQUITY 47,553.0 $1.5M 0.03% +3K +7.2% $30.50 +9.8%
253 GFI GOLD FIELDS LTD Basic Materials 31,930.0 $1.4M 0.03% +5K +19.7% $45.40 -11.3%
254 MINO PIMCO ETF TR 31,969.0 $1.4M 0.03% +11K +53.2% $45.17 -0.2%
255 ECAT BLACKROCK ESG CAP ALLC TERM Financial Services 105,805.0 $1.4M 0.03% +46K +76.9% $13.58 +11.1%
256 KGC KINROSS GOLD CORP Basic Materials 46,846.0 $1.4M 0.03% +5K +12.1% $30.52 -7.0%
257 SBUX STARBUCKS CORP Consumer Cyclical 15,922.0 $1.4M 0.03% +1K +7.8% $89.59 +19.2%
258 IDV ISHARES TR 33,192.0 $1.4M 0.03% +1K +4.0% $42.56 +5.9%
259 XLG INVESCO EXCHANGE TRADED FD T 25,683.0 $1.4M 0.03% +2K +6.2% $54.55 +16.5%
260 AEM AGNICO EAGLE MINES LTD Basic Materials 6,870.0 $1.4M 0.03% +252.0 +3.8% $202.97 -11.7%
Page 13 of 24  ·  474 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.9%
Financial Services 19.5%
Consumer Cyclical 10.8%
Healthcare 10.0%
Communication Services 8.4%
Industrials 7.5%
Consumer Defensive 5.2%
Energy 4.2%
Basic Materials 3.7%
Utilities 2.8%