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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 4 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ETHW BITWISE ETHEREUM ETF Financial Services 36,909.0 $554K 0.01% NEW $15.00 +6.1%
62 EXEL EXELIXIS INC Healthcare 12,407.0 $532K 0.01% NEW $42.89 +19.1%
63 LGND LIGAND PHARMACEUTICALS INC Healthcare 2,544.0 $508K 0.01% NEW $199.65 +9.7%
64 SLYG SPDR SERIES TRUST 5,251.0 $507K 0.01% NEW $96.62 +9.5%
65 AR ANTERO RESOURCES CORP Energy 11,948.0 $507K 0.01% NEW $42.44 -9.9%
66 VOOG VANGUARD ADMIRAL FDS INC 1,243.0 $507K 0.01% NEW $407.72 -79.8%
67 EQWL INVESCO EXCHANGE TRADED FD T 4,364.0 $503K 0.01% NEW $115.25 +7.6%
68 CBRE CBRE GROUP INC Real Estate 3,688.0 $500K 0.01% NEW $135.46 -4.1%
69 UMC UNITED MICROELECTRONICS CORP Technology 55,230.0 $496K 0.01% NEW $8.98 +90.8%
70 ACYN FIRST TR EXCHANGE-TRADED FD 23,358.0 $476K 0.01% NEW $20.38 +1.7%
71 BLES NORTHERN LTS FD TR IV 10,498.0 $466K 0.01% NEW $44.36 +5.5%
72 EGY VAALCO ENERGY INC Energy 73,104.0 $463K 0.01% NEW $6.34 -5.4%
73 RWJ INVESCO EXCH TRADED FD TR II 8,896.0 $449K 0.01% NEW $50.48 +6.3%
74 GAPR FIRST TR EXCHNG TRADED FD VI 10,703.0 $433K 0.01% NEW $40.47 +2.0%
75 TDTF FLEXSHARES TR 17,938.0 $432K 0.01% NEW $24.11 +0.1%
76 LIN LINDE PLC Basic Materials 860.0 $426K 0.01% NEW $495.60 +3.2%
77 EPC EDGEWELL PERSONAL CARE CO Consumer Defensive 19,791.0 $422K 0.01% NEW $21.34 -21.8%
78 DOW DOW HLDGS INC Basic Materials 10,124.0 $422K 0.01% NEW $41.65 -6.9%
79 IBD NORTHERN LTS FD TR IV 17,232.0 $411K 0.01% NEW $23.86 -0.4%
80 SHEL SHELL PLC Energy 4,411.0 $410K 0.01% NEW $93.00 -9.1%
Page 4 of 8  ·  153 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%