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Portfolio (Quarterly) Guide ↗

RFG Advisory, LLC

· CIK 0001633387
13F Portfolio $6.4B AUM 1,126 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 166 New 504 Added 381 Reduced 77 Exited
Page 13 of 26  ·  504 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 MS MORGAN STANLEY Financial Services 7,787.0 $1.6M 0.03% +1K +16.7% $209.03 +4.1%
242 TMO THERMO FISHER SCIENTIFIC INC Healthcare 3,231.0 $1.6M 0.03% +850.0 +35.7% $501.39 +17.5%
243 HBAN HUNTINGTON BANCSHARES INC Financial Services 91,308.0 $1.6M 0.03% +555.0 +0.6% $17.73 -0.4%
244 COF CAPITAL ONE FINL CORP Financial Services 7,978.0 $1.6M 0.03% +1K +15.0% $200.62 +10.4%
245 FDEC FIRST TR EXCHNG TRADED FD VI 29,376.0 $1.6M 0.03% +3K +10.3% $54.47 +2.0%
246 VT VANGUARD INTL EQUITY INDEX F 10,096.0 $1.6M 0.03% +1K +15.2% $156.96 +2.0%
247 IGEB ISHARES TR 34,293.0 $1.5M 0.02% +4K +13.1% $45.11 -2.2%
248 JXN JACKSON FINANCIAL INC Financial Services 14,984.0 $1.5M 0.02% +1K +7.7% $102.39 +31.7%
249 KWIN KRANESHARES TRUST 59,572.0 $1.5M 0.02% +13K +28.5% $25.56 +0.8%
250 DUK DUKE ENERGY CORP NEW Utilities 11,978.0 $1.5M 0.02% +390.0 +3.4% $126.58 -2.0%
251 HL HECLA MINING COMPANY Basic Materials 98,162.0 $1.5M 0.02% +13K +15.8% $15.43 +16.3%
252 BKNG BOOKING HOLDINGS INC Consumer Cyclical 8,492.0 $1.5M 0.02% +8K +2088.7% $178.24 +16.8%
253 CME CME GROUP INC Financial Services 6,835.0 $1.5M 0.02% +5K +208.2% $220.84 +23.0%
254 PLD PROLOGIS INC. Real Estate 11,108.0 $1.5M 0.02% +1K +13.1% $135.47 +3.4%
255 BLOCK INC 19,698.0 $1.5M 0.02% +16K +485.9% $76.00
256 BX BLACKSTONE INC Financial Services 12,548.0 $1.5M 0.02% +7K +124.8% $117.67 +19.5%
257 ARES ARES MANAGEMENT CORPORATION Financial Services 13,196.0 $1.5M 0.02% +3K +34.6% $111.31 +26.1%
258 CGIC CAPITAL GROUP INTERNATIONAL 40,266.0 $1.5M 0.02% +34K +546.6% $36.39 +0.3%
259 HYLS FIRST TR EXCHANGE-TRADED FD 35,998.0 $1.5M 0.02% +4K +12.0% $40.65 +0.1%
260 CGMM CAPITAL GROUP EQUITY ETF TR 44,150.0 $1.5M 0.02% +4K +9.5% $32.97 +0.4%
Page 13 of 26  ·  504 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 32.3%
Financial Services 19.3%
Consumer Cyclical 10.0%
Communication Services 8.3%
Healthcare 7.7%
Industrials 7.2%
Consumer Defensive 4.5%
Basic Materials 3.3%
Energy 2.9%
Utilities 2.4%