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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 12 of 18  ·  342 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CC CHEMOURS CO Basic Materials 27,405.0 $604K 0.01% -29K -51.3% $22.03 +6.2%
222 OEF ISHARES TR 1,896.0 $603K 0.01% -11K -85.0% $318.12 +16.0%
223 SPLB SPDR SERIES TRUST 26,857.0 $597K 0.01% -8K -21.9% $22.22 -1.0%
224 EMB ISHARES TR 6,308.0 $593K 0.01% -8K -56.7% $93.93 +0.9%
225 AJG GALLAGHER ARTHUR J & CO Financial Services 2,699.0 $585K 0.01% -2K -44.2% $216.61 -7.3%
226 XEL XCEL ENERGY INC Utilities 7,351.0 $584K 0.01% -276.0 -3.6% $79.44 -1.3%
227 CANADIAN PACIFIC KANSAS CITY 7,331.0 $577K 0.01% -275.0 -3.6% $78.66
228 NOW SERVICENOW INC Technology 5,449.0 $570K 0.01% -11K -66.0% $104.55 -5.2%
229 ACHR ARCHER AVIATION INC Industrials 108,346.0 $560K 0.01% -3K -2.5% $5.17 +16.5%
230 NANR SPDR INDEX SHS FDS 6,590.0 $554K 0.01% -42.0 -0.6% $84.00 -1.2%
231 STIP ISHARES TR 5,233.0 $541K 0.01% -45.0 -0.8% $103.44 +0.1%
232 IWP ISHARES TR 4,214.0 $540K 0.01% -296.0 -6.6% $128.10 +6.2%
233 FNCL FIDELITY COVINGTON TRUST 7,640.0 $536K 0.01% -708.0 -8.5% $70.20 +4.1%
234 TCMD TACTILE SYS TECHNOLOGY INC Healthcare 20,403.0 $533K 0.01% -32K -61.3% $26.13 -11.3%
235 SDHY PGIM SHORT DUR HIG YLD OPP F Financial Services 33,166.0 $531K 0.01% -10K -24.1% $16.02 -1.5%
236 FPX FIRST TR EXCHANGE-TRADED FD 3,335.0 $530K 0.01% -186.0 -5.3% $158.81 +17.0%
237 DNOV FIRST TR EXCHNG TRADED FD VI 10,962.0 $525K 0.01% -991.0 -8.3% $47.91 +5.9%
238 DASH DOORDASH INC Communication Services 3,483.0 $523K 0.01% -2K -36.0% $150.15 +6.0%
239 ECL ECOLAB INC Basic Materials 1,961.0 $522K 0.01% -2K -52.5% $266.06 -6.6%
240 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 101,933.0 $520K 0.01% -21K -16.9% $5.10 -0.3%
Page 12 of 18  ·  342 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%