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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 16 of 18  ·  342 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 DAL DELTA AIR LINES INC Industrials 4,222.0 $281K 0.01% -1K -20.4% $66.48 +7.8%
302 VOT VANGUARD INDEX FDS 1,086.0 $279K 0.01% -501.0 -31.6% $257.25 +10.7%
303 SCHK SCHWAB STRATEGIC TR 8,731.0 $274K 0.01% -37K -81.0% $31.33 +13.3%
304 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 2,450.0 $272K 0.01% -78.0 -3.1% $111.06 +10.1%
305 BNOV INNOVATOR ETFS TRUST 6,243.0 $269K 0.01% -79.0 -1.2% $43.02 +9.5%
306 YEAR AB ACTIVE ETFS INC 5,279.0 $266K 0.01% -2K -27.2% $50.47 -0.3%
307 RKT ROCKET COS INC Financial Services 18,513.0 $264K 0.01% -2K -8.3% $14.25 -6.6%
308 DG DOLLAR GEN CORP Consumer Defensive 2,220.0 $264K 0.01% -323.0 -12.7% $118.72 -14.6%
309 CARR CARRIER GLOBAL CORPORATION Industrials 4,670.0 $263K 0.01% -4K -46.5% $56.31 +14.5%
310 HERO GLOBAL X FDS 10,014.0 $258K 0.01% -7K -42.5% $25.73 +0.3%
311 ABNB AIRBNB INC Consumer Cyclical 2,021.0 $255K 0.01% -2K -48.8% $126.28 +5.3%
312 DIVS GUINNESS ATKINSON FDS 8,339.0 $253K 0.01% -1K -10.8% $30.35 +6.3%
313 GMAY FIRST TR EXCHNG TRADED FD VI 6,161.0 $253K 0.01% -504.0 -7.6% $41.06 +3.9%
314 INCY INCYTE CORP Healthcare 2,675.0 $252K 0.01% -6K -68.4% $94.11 +0.9%
315 AHR AMERICAN HEALTHCARE REIT INC Real Estate 5,287.0 $249K 0.01% -4K -42.8% $47.16 +4.6%
316 CCL CARNIVAL CORP Consumer Cyclical 9,598.0 $248K 0.01% -458.0 -4.5% $25.88 -4.1%
317 BSCQ INVESCO EXCH TRD SLF IDX FD 12,597.0 $246K 0.01% -20K -61.6% $19.53 +0.3%
318 ROKU ROKU INC Communication Services 2,584.0 $244K 0.00% -148.0 -5.4% $94.62 +30.9%
319 BLACKROCK ETF TRUST 4,407.0 $244K 0.00% -165.0 -3.6% $55.29
320 LTC LTC PPTYS INC Real Estate 6,548.0 $243K 0.00% -198.0 -2.9% $37.16 +3.1%
Page 16 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%