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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 8 of 24  ·  474 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 GS GOLDMAN SACHS GROUP INC Financial Services 4,059.0 $3.4M 0.06% +80.0 +2.0% $845.97 +12.1%
142 JEPQ J P MORGAN EXCHANGE TRADED F 61,653.0 $3.4M 0.06% +26K +74.5% $55.52 +7.5%
143 CORP PIMCO ETF TR 35,328.0 $3.4M 0.06% +28K +359.8% $96.80 -1.0%
144 SPTS SPDR SERIES TRUST 117,087.0 $3.4M 0.06% +7K +6.3% $29.18 -0.6%
145 FTSM FIRST TR EXCHANGE-TRADED FD 56,790.0 $3.4M 0.06% +2K +3.6% $59.78 +0.2%
146 PFF ISHARES TR 111,688.0 $3.4M 0.06% +56K +100.5% $30.32 +2.8%
147 XLV SELECT SECTOR SPDR TR 23,062.0 $3.4M 0.06% +140.0 +0.6% $146.61 -0.6%
148 T AT&T INC Communication Services 116,039.0 $3.4M 0.06% +19K +20.2% $28.99 -17.1%
149 CSRE COHEN & STEERS ETF TRUST 127,632.0 $3.4M 0.06% +4K +3.1% $26.28 +7.6%
150 EFG ISHARES TR 30,035.0 $3.3M 0.06% +14K +87.1% $111.37 +6.9%
151 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 233,923.0 $3.3M 0.06% +20K +9.3% $14.28 +1.1%
152 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 8,454.0 $3.3M 0.06% +718.0 +9.3% $391.78 +103.0%
153 FPE FIRST TR EXCH TRADED FD III 184,631.0 $3.3M 0.06% +12K +6.7% $17.75 +1.5%
154 STWD STARWOOD PPTY TR INC Real Estate 189,624.0 $3.3M 0.06% +2K +1.0% $17.22 -1.0%
155 AG FIRST MAJESTIC SILVER CORP Basic Materials 147,127.0 $3.2M 0.06% +26K +21.6% $21.48 -8.1%
156 OKE ONEOK INC NEW Energy 34,450.0 $3.1M 0.06% +4K +12.9% $90.39 +2.1%
157 BITB BITWISE BITCOIN ETF TR Financial Services 84,582.0 $3.1M 0.06% +80K +1836.4% $36.81 +13.4%
158 SOFI SOFI TECHNOLOGIES INC Financial Services 195,838.0 $3.1M 0.06% +16K +8.9% $15.88 -1.7%
159 ORCL ORACLE CORP Technology 21,012.0 $3.1M 0.06% +2K +8.7% $147.11 +31.2%
160 SNA SNAP ON INC Industrials 8,480.0 $3.1M 0.06% +68.0 +0.8% $363.24 -1.0%
Page 8 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%