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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 17 of 26  ·  504 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 FJAN FIRST TR EXCHNG TRADED FD VI 16,729.0 $922K 0.01% +2K +12.7% $55.09 +2.2%
322 FMAR FIRST TR EXCHNG TRADED FD VI 17,595.0 $920K 0.01% +1K +9.3% $52.26 +1.8%
323 FIRST TR EXCHANGE-TRADED FD 28,880.0 $917K 0.01% +18K +159.2% $31.76
324 FMAY FIRST TR EXCHNG TRADED FD VI 16,288.0 $915K 0.01% +2K +13.3% $56.20 +2.0%
325 FAPR FIRST TR EXCHNG TRADED FD VI 19,566.0 $915K 0.01% +2K +13.4% $46.74 +1.9%
326 FJUN FIRST TR EXCHNG TRADED FD VI 15,162.0 $909K 0.01% +2K +12.9% $59.95 +2.0%
327 IJJ ISHARES TR 6,142.0 $907K 0.01% +190.0 +3.2% $147.72 +0.9%
328 NXPI NXP SEMICONDUCTORS N V Technology 3,227.0 $907K 0.01% +167.0 +5.5% $281.04 -18.7%
329 JBL JABIL INC Technology 2,348.0 $905K 0.01% +834.0 +55.1% $385.48 -12.2%
330 FIIG FIRST TR EXCHANGE-TRADED FD 43,680.0 $905K 0.01% +13K +42.9% $20.71 -1.5%
331 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 9,159.0 $880K 0.01% +651.0 +7.7% $96.12 -50.7%
332 OMC OMNICOM GROUP INC Communication Services 11,882.0 $865K 0.01% +1K +10.4% $72.83 +18.5%
333 CELH CELSIUS HLDGS INC Consumer Defensive 29,419.0 $861K 0.01% +2K +6.7% $29.28 +2.1%
334 EVTR MORGAN STANLEY ETF TRUST 16,938.0 $859K 0.01% +3K +19.0% $50.71 -1.2%
335 AXON AXON ENTERPRISE INC Industrials 1,515.0 $849K 0.01% +738.0 +95.0% $560.54 +10.6%
336 CGMS CAPITAL GRP FIXED INCM ETF T 30,705.0 $839K 0.01% +8K +35.3% $27.33 -0.7%
337 J P MORGAN EXCHANGE TRADED F 11,542.0 $834K 0.01% +5K +74.3% $72.28
338 TPHD TIMOTHY PLAN 19,706.0 $833K 0.01% +3K +17.1% $42.28 +3.3%
339 IWO ISHARES TR 2,082.0 $820K 0.01% +575.0 +38.2% $393.95 -1.5%
340 WMB WILLIAMS COS INC Energy 10,978.0 $816K 0.01% +1K +12.5% $74.34 +1.1%
Page 17 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%