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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 16 of 20  ·  381 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 ITA ISHARES TR 1,698.0 $412K 0.01% -247.0 -12.7% $242.42 +3.6%
302 ARKK ARK ETF TR 5,065.0 $409K 0.01% -2K -24.0% $80.82 +1.1%
303 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 81,959.0 $409K 0.01% -20K -19.6% $4.99 +2.2%
304 CTAS CINTAS CORP Industrials 2,358.0 $401K 0.01% -43.0 -1.8% $170.08 +16.3%
305 KKR KKR & CO INC Financial Services 4,251.0 $390K 0.01% -695.0 -14.1% $91.78 +18.6%
306 NULG NUSHARES ETF TR 3,291.0 $385K 0.01% -2K -36.2% $117.04 +0.3%
307 MDYG SPDR SERIES TRUST 3,433.0 $385K 0.01% -3K -48.2% $112.09 +1.4%
308 LRGE LEGG MASON ETF INVT 4,464.0 $382K 0.01% -674.0 -13.1% $85.66 +4.0%
309 KMI KINDER MORGAN INC DEL Energy 11,941.0 $382K 0.01% -347.0 -2.8% $31.97 +1.1%
310 BILS SPDR SERIES TRUST 3,840.0 $382K 0.01% -799.0 -17.2% $99.38 -0.1%
311 XSD SPDR SERIES TRUST 611.0 $381K 0.01% -28.0 -4.4% $623.70 -11.9%
312 MANAGED PORTFOLIO SER 15,428.0 $380K 0.01% -750.0 -4.6% $24.64
313 TER TERADYNE INC Technology 784.0 $379K 0.01% -45.0 -5.4% $483.76 -8.4%
314 PGR PROGRESSIVE CORP Financial Services 1,727.0 $377K 0.01% -285.0 -14.2% $218.40 -6.7%
315 UTG REAVES UTIL INCOME FD Financial Services 9,254.0 $377K 0.01% -1K -11.9% $40.72 -0.5%
316 MPRO NORTHERN LTS FD TR IV 11,475.0 $375K 0.01% -302.0 -2.6% $32.65 -0.4%
317 DBMF LITMAN GREGORY FDS TR 12,149.0 $372K 0.01% -12K -48.9% $30.61 +3.0%
318 GARP ISHARES TR 4,461.0 $368K 0.01% -902.0 -16.8% $82.55 +2.0%
319 BLES NORTHERN LTS FD TR IV 7,701.0 $367K 0.01% -3K -26.6% $47.69 +4.5%
320 AMP AMERIPRISE FINL INC Financial Services 796.0 $365K 0.01% -3K -79.9% $458.88 +22.4%
Page 16 of 20  ·  381 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%