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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 17 of 18  ·  342 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 ICVT ISHARES TR 2,296.0 $234K 0.00% -72.0 -3.0% $101.79 +14.6%
322 SFBS SERVISFIRST BANCSHARES INC Financial Services 3,160.0 $230K 0.00% -313.0 -9.0% $72.83 +3.4%
323 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 834.0 $230K 0.00% -16.0 -1.9% $275.26 -5.5%
324 LEN LENNAR CORP Consumer Cyclical 2,625.0 $228K 0.00% -755.0 -22.3% $86.83 -4.5%
325 ENPH ENPHASE ENERGY INC Energy 5,981.0 $226K 0.00% -374.0 -5.9% $37.81 +36.6%
326 BTU PEABODY ENGR CORP Energy 6,803.0 $224K 0.00% -45K -86.8% $32.95 -27.6%
327 FCT FIRST TR SR FLTG RATE INCOME Financial Services 23,196.0 $224K 0.00% -68K -74.5% $9.64 +1.1%
328 SCHO SCHWAB STRATEGIC TR 9,071.0 $220K 0.00% -2K -20.2% $24.27 -0.5%
329 APH AMPHENOL CORP Technology 1,729.0 $218K 0.00% -32.0 -1.8% $126.35 -3.1%
330 EDV VANGUARD WORLD FD 3,288.0 $214K 0.00% -163.0 -4.7% $64.96 -5.4%
331 GAUG FIRST TR EXCHNG TRADED FD VI 5,509.0 $213K 0.00% -316.0 -5.4% $38.71 +5.9%
332 XMVM INVESCO EXCHANGE TRADED FD T 3,267.0 $213K 0.00% -361.0 -9.9% $65.11 +4.9%
333 REET ISHARES TR 8,350.0 $210K 0.00% -327.0 -3.8% $25.15 +7.2%
334 ARCC ARES CAPITAL CORP Financial Services 11,642.0 $210K 0.00% -1K -11.2% $18.02 +4.1%
335 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,054.0 $208K 0.00% -29.0 -2.7% $197.50 +20.8%
336 BSCR INVESCO EXCH TRD SLF IDX FD 10,226.0 $201K 0.00% -20K -66.2% $19.63 -0.2%
337 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 17,753.0 $200K 0.00% -172.0 -1.0% $11.27 +13.2%
338 F FORD MTR CO Consumer Cyclical 16,492.0 $190K 0.00% -6K -25.7% $11.54 +16.0%
339 PGZ PRINCIPAL REAL ESTATE INCOME Financial Services 13,774.0 $132K 0.00% -2K -14.3% $9.61 +0.8%
340 CHW CALAMOS GBL DYN INCOME FUND Financial Services 15,412.0 $112K 0.00% -8K -34.2% $7.26 +18.2%
Page 17 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%