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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 24 of 26  ·  504 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 ACN ACCENTURE PLC IRELAND Technology 2,713.0 $338K 0.01% +448.0 +19.8% $124.44 +36.6%
462 FIG FIGMA INC Technology 18,622.0 $337K 0.01% +4K +23.3% $18.09 +38.1%
463 CLX CLOROX CO DEL Consumer Defensive 3,418.0 $326K 0.01% +232.0 +7.3% $95.44 +11.0%
464 TROW PRICE T ROWE GROUP INC Financial Services 2,856.0 $325K 0.01% +498.0 +21.1% $113.68 -2.8%
465 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 2,486.0 $318K 0.01% +36.0 +1.5% $127.90 -8.3%
466 F FORD MTR CO Consumer Cyclical 22,795.0 $317K 0.01% +6K +38.2% $13.90 +1.1%
467 EXPD EXPEDITORS INTL WASH INC Industrials 1,882.0 $307K 0.01% +64.0 +3.5% $162.99 +15.5%
468 FCX FREEPORT MCMORAN INC Basic Materials 4,873.0 $306K 0.01% +233.0 +5.0% $62.90 +8.8%
469 ROST ROSS STORES INC Consumer Cyclical 1,430.0 $304K 0.01% +52.0 +3.8% $212.85 +10.5%
470 IREN IREN LIMITED Financial Services 6,654.0 $304K 0.01% +708.0 +11.9% $45.73 -1.8%
471 RKT ROCKET COS INC Financial Services 19,146.0 $302K 0.01% +633.0 +3.4% $15.75 -7.9%
472 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,186.0 $296K 0.01% +132.0 +12.5% $249.98 -3.3%
473 ELD WISDOMTREE TR 9,932.0 $285K 0.00% +208.0 +2.1% $28.70 +0.7%
474 LULU LULULEMON ATHLETICA INC Consumer Cyclical 2,492.0 $285K 0.00% +61.0 +2.5% $114.18 +1.4%
475 SFBS SERVISFIRST BANCSHARES INC Financial Services 3,233.0 $280K 0.00% +73.0 +2.3% $86.74 +4.4%
476 WMS ADVANCED DRAIN SYS INC DEL Industrials 1,739.0 $273K 0.00% +9.0 +0.5% $156.96 -5.7%
477 DG DOLLAR GEN CORP Consumer Defensive 2,369.0 $273K 0.00% +149.0 +6.7% $115.09 +4.3%
478 JMIA JUMIA TECHNOLOGIES AG Consumer Cyclical 38,528.0 $272K 0.00% +8K +24.4% $7.05 -10.2%
479 YEAR AB ACTIVE ETFS INC 5,314.0 $268K 0.00% +35.0 +0.7% $50.34 -0.1%
480 BLACKROCK TECH AND PRIVATE E 29,297.0 $265K 0.00% +966.0 +3.4% $9.03
Page 24 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%