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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 22 of 26  ·  504 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 FIDELITY GREENWOOD STREET TR 14,616.0 $472K 0.01% +1K +10.4% $32.27
422 XAR SPDR SERIES TRUST 1,643.0 $466K 0.01% +65.0 +4.1% $283.79 +3.0%
423 TIPX SPDR SERIES TRUST 24,170.0 $458K 0.01% +1K +4.5% $18.93 -1.7%
424 TPL TEXAS PACIFIC LAND CORPORATI Energy 1,045.0 $457K 0.01% +202.0 +24.0% $437.64 -17.1%
425 ALL ALLSTATE CORP Financial Services 1,912.0 $455K 0.01% +39.0 +2.1% $237.89 +10.5%
426 CW CURTISS WRIGHT CORP Industrials 600.0 $455K 0.01% +174.0 +40.9% $757.97 -8.4%
427 RY ROYAL BK CDA Financial Services 2,168.0 $449K 0.01% +71.0 +3.4% $206.97 +3.8%
428 NVG NUVEEN AMT FREE MUN CR INC F Financial Services 34,901.0 $447K 0.01% +6K +19.7% $12.80 -3.5%
429 HSY HERSHEY CO Consumer Defensive 2,506.0 $440K 0.01% +24.0 +1.0% $175.42 +3.7%
430 PWR QUANTA SVCS INC Industrials 609.0 $439K 0.01% +134.0 +28.2% $720.04 -1.8%
431 NGG NATIONAL GRID PLC Utilities 5,200.0 $431K 0.01% +42.0 +0.8% $82.87 -0.9%
432 DIV GLOBAL X FDS 22,502.0 $429K 0.01% +330.0 +1.5% $19.05 +3.4%
433 OMAH TIDAL TRUST III 22,419.0 $413K 0.01% +10K +79.5% $18.44 +0.2%
434 TOL TOLL BROTHERS INC Consumer Cyclical 2,509.0 $413K 0.01% +22.0 +0.9% $164.72 -12.2%
435 IGV ISHARES TR 4,536.0 $411K 0.01% +2K +59.9% $90.60 +13.2%
436 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,091.0 $404K 0.01% +84.0 +8.3% $370.60 -3.4%
437 NSC NORFOLK SOUTHN CORP Industrials 1,277.0 $402K 0.01% +49.0 +4.0% $314.67 +8.9%
438 BLOK AMPLIFY ETF TR 6,403.0 $401K 0.01% +335.0 +5.5% $62.63 -4.0%
439 VOOG VANGUARD ADMIRAL FDS INC 4,829.0 $399K 0.01% +4K +288.5% $82.62 +1.8%
440 CSX CSX CORP Industrials 8,371.0 $398K 0.01% +609.0 +7.8% $47.53 +6.3%
Page 22 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%