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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 23 of 24  ·  474 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 MDLZ MONDELEZ INTL INC Consumer Defensive 5,580.0 $322K 0.01% +457.0 +8.9% $57.64 +5.8%
442 SCHC SCHWAB STRATEGIC TR 6,843.0 $320K 0.01% +193.0 +2.9% $46.74 +6.6%
443 FIG FIGMA INC Technology 15,100.0 $319K 0.01% +4K +42.5% $21.14 -4.3%
444 WPM WHEATON PRECIOUS METALS CORP Basic Materials 2,405.0 $315K 0.01% +560.0 +30.4% $131.00 +1.2%
445 BP BP PLC Energy 6,566.0 $309K 0.01% +97.0 +1.5% $47.00 -5.1%
446 ROST ROSS STORES INC Consumer Cyclical 1,378.0 $299K 0.01% +16.0 +1.2% $216.68 -1.7%
447 SHYD VANECK ETF TRUST 12,975.0 $294K 0.01% +4K +38.1% $22.66 -0.3%
448 WELL WELLTOWER INC Real Estate 1,453.0 $287K 0.01% +127.0 +9.6% $197.71 +8.0%
449 TRV TRAVELERS COMPANIES INC Financial Services 980.0 $286K 0.01% +8.0 +0.8% $291.77 +3.4%
450 DNP DNP SELECT INCOME FD INC Financial Services 26,966.0 $278K 0.01% +311.0 +1.2% $10.30 +3.4%
451 BJAN INNOVATOR ETFS TRUST 5,081.0 $271K 0.01% +338.0 +7.1% $53.33 +9.1%
452 ELD WISDOMTREE TR 9,724.0 $271K 0.01% +195.0 +2.0% $27.82 +2.5%
453 ILCG ISHARES TR 2,787.0 $266K 0.01% +480.0 +20.8% $95.49 +20.7%
454 CFG CITIZENS FINL GROUP INC Financial Services 4,218.0 $253K 0.01% +513.0 +13.8% $59.97 +1.8%
455 BWXT BWX TECHNOLOGIES INC Industrials 1,235.0 $253K 0.01% +34.0 +2.8% $204.54 -0.5%
456 BOCT INNOVATOR ETFS TRUST 5,059.0 $243K 0.00% +376.0 +8.0% $47.99 +8.9%
457 FUMB FIRST TR EXCH TRADED FD III 12,101.0 $243K 0.00% +1K +13.9% $20.05 -0.0%
458 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 2,978.0 $241K 0.00% +226.0 +8.2% $80.96 -5.2%
459 TECB ISHARES TR 4,322.0 $240K 0.00% +583.0 +15.6% $55.48 +22.9%
460 PECO PHILLIPS EDISON & CO INC Real Estate 6,299.0 $236K 0.00% +61.0 +1.0% $37.42 +6.1%
Page 23 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%