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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 25 of 26  ·  504 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 BSCQ INVESCO EXCH TRD SLF IDX FD 13,492.0 $263K 0.00% +895.0 +7.1% $19.53 +0.2%
482 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 7,153.0 $251K 0.00% +151.0 +2.2% $35.09 +4.4%
483 HYD VANECK ETF TRUST 4,792.0 $247K 0.00% +49.0 +1.0% $51.51 -2.4%
484 EPI WISDOMTREE TR 5,764.0 $247K 0.00% +497.0 +9.4% $42.78 +0.3%
485 VLO VALERO ENERGY CORP Energy 946.0 $246K 0.00% +135.0 +16.6% $260.38 +33.3%
486 RYANAIR HOLDINGS PLC 3,788.0 $245K 0.00% +202.0 +5.6% $64.75
487 SEIC SEI INVTS CO Financial Services 2,763.0 $242K 0.00% +70.0 +2.6% $87.70 +20.3%
488 SCHO SCHWAB STRATEGIC TR 9,926.0 $240K 0.00% +855.0 +9.4% $24.14 -0.2%
489 FNV FRANCO NEV CORP Basic Materials 1,118.0 $233K 0.00% +109.0 +10.8% $208.44 +14.5%
490 FCT FIRST TR SR FLTG RATE INCOME Financial Services 24,055.0 $232K 0.00% +859.0 +3.7% $9.66 +0.1%
491 EWJ ISHARES INC 2,490.0 $232K 0.00% +54.0 +2.2% $93.28 +5.2%
492 BSCR INVESCO EXCH TRD SLF IDX FD 11,825.0 $232K 0.00% +2K +15.6% $19.62 +0.2%
493 CNP CENTERPOINT ENERGY INC Utilities 5,193.0 $229K 0.00% +166.0 +3.3% $44.04 -7.8%
494 FAST FASTENAL CO Industrials 4,707.0 $226K 0.00% +107.0 +2.3% $48.04 +6.7%
495 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 18,858.0 $210K 0.00% +1K +6.2% $11.15 -8.8%
496 LNC LINCOLN NATL CORP IND Financial Services 5,824.0 $206K 0.00% +155.0 +2.7% $35.35 +26.4%
497 XRP BITWISE XRP ETF Financial Services 17,284.0 $202K 0.00% +5K +45.1% $11.66 -4.2%
498 MMU WESTERN ASSET MANAGED MUNS F Financial Services 19,092.0 $199K 0.00% +2K +13.0% $10.42 -1.9%
499 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 24,434.0 $193K 0.00% +2K +9.2% $7.88 -2.8%
500 BSOL BITWISE SOLANA STAKING ETF Financial Services 15,501.0 $155K 0.00% +5K +46.7% $10.01 +3.6%
Page 25 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%