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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 4 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MU CALL MICRON TECHNOLOGY INC Technology 400.0 $462K 0.01% NEW $1154.29 -12.3%
62 SYK STRYKER CORPORATION Healthcare 1,443.0 $454K 0.01% NEW $314.92 +5.3%
63 VOD VODAFONE GROUP PLC Communication Services 34,116.0 $451K 0.01% NEW $13.22 +22.5%
64 SUSB ISHARES TR 18,009.0 $450K 0.01% NEW $24.99 -0.6%
65 QQQ PUT INVESCO QQQ TR Financial Services 600.0 $442K 0.01% NEW $736.40 -0.9%
66 CLOI VANECK ETF TRUST 8,193.0 $434K 0.01% NEW $52.95 -0.1%
67 HYT BLACKROCK CORPOR HI YLD FD I Financial Services 46,651.0 $399K 0.01% NEW $8.56 -2.5%
68 J P MORGAN EXCHANGE TRADED F 2,823.0 $396K 0.01% NEW $140.23
69 TGRT T ROWE PRICE EXCHANGE-TRADED 8,600.0 $393K 0.01% NEW $45.72 +3.3%
70 FICO FAIR ISAAC CORP Technology 320.0 $382K 0.01% NEW $1194.78 -10.9%
71 VTHR VANGUARD SCOTTSDALE FDS 1,078.0 $357K 0.01% NEW $331.34 +3.2%
72 WBD WARNER BROS DISCOVERY INC Communication Services 13,251.0 $353K 0.01% NEW $26.66 +4.8%
73 SLB SLB LIMITED Energy 7,557.0 $351K 0.01% NEW $46.49 +15.9%
74 IBB ISHARES TR 1,837.0 $349K 0.01% NEW $190.20 +6.2%
75 IJT ISHARES TR 1,906.0 $340K 0.01% NEW $178.56 -0.2%
76 USO UNITED STS OIL FD LP Financial Services 3,156.0 $336K 0.01% NEW $106.44 +22.4%
77 HPE HEWLETT PACKARD ENTERPRISE C Technology 7,326.0 $330K 0.01% NEW $45.11 +27.7%
78 FEMB FIRST TR EXCH TRADED FD III 11,069.0 $323K 0.01% NEW $29.22 +1.3%
79 DELL DELL TECHNOLOGIES INC Technology 734.0 $317K 0.01% NEW $431.30 +11.2%
80 BHP BHP BILLITON LIMITED Basic Materials 3,684.0 $307K 0.01% NEW $83.32 +6.1%
Page 4 of 9  ·  166 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%