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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 16 of 26  ·  504 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 ITW ILLINOIS TOOL WKS INC Industrials 3,874.0 $1.0M 0.02% +51.0 +1.3% $270.47 +4.6%
302 SDY SPDR SERIES TRUST 6,875.0 $1.0M 0.02% +2K +48.6% $152.17 +4.3%
303 FJUL FIRST TR EXCHNG TRADED FD VI 17,532.0 $1.0M 0.02% +2K +10.8% $59.54 +2.5%
304 CGCP CAPITAL GRP FIXED INCM ETF T 46,047.0 $1.0M 0.02% +6K +13.7% $22.29 -1.2%
305 NLR VANECK ETF TRUST 8,687.0 $1.0M 0.02% +3K +51.1% $115.98 -2.2%
306 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,989.0 $988K 0.01% +324.0 +19.5% $496.85 +8.6%
307 SLYG SPDR SERIES TRUST 8,100.0 $965K 0.01% +3K +54.3% $119.13 -3.2%
308 GSK GSK PLC Healthcare 18,391.0 $964K 0.01% +2K +10.6% $52.42 -0.7%
309 FNOV FIRST TR EXCHNG TRADED FD VI 16,427.0 $961K 0.01% +2K +17.4% $58.49 +1.9%
310 FSEP FIRST TR EXCHNG TRADED FD VI 17,344.0 $955K 0.01% +2K +12.2% $55.08 +2.2%
311 VHT VANGUARD WORLD FD 3,188.0 $953K 0.01% +224.0 +7.6% $299.02 +8.7%
312 EMHC SPDR SERIES TRUST 37,269.0 $948K 0.01% +271.0 +0.7% $25.44 -2.1%
313 FFEB FIRST TR EXCHNG TRADED FD VI 15,546.0 $948K 0.01% +2K +11.3% $60.98 +1.9%
314 VIS VANGUARD WORLD FD 2,629.0 $948K 0.01% +129.0 +5.2% $360.41 -4.5%
315 FAUG FIRST TR EXCHNG TRADED FD VI 16,650.0 $941K 0.01% +2K +14.9% $56.51 +1.8%
316 TMUS T-MOBILE US INC Communication Services 5,595.0 $939K 0.01% +499.0 +9.8% $167.74 +8.1%
317 IJK ISHARES TR 7,975.0 $937K 0.01% +249.0 +3.2% $117.50 -2.2%
318 COP CONOCOPHILLIPS Energy 8,988.0 $934K 0.01% +3K +47.3% $103.96 +29.3%
319 ADI ANALOG DEVICES INC Technology 2,349.0 $933K 0.01% +72.0 +3.2% $397.14 -6.3%
320 FOCT FIRST TR EXCHNG TRADED FD VI 17,674.0 $924K 0.01% +2K +12.8% $52.29 +2.2%
Page 16 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%