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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 7 of 20  ·  381 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 TGT TARGET CORP Consumer Defensive 17,510.0 $2.3M 0.04% -998.0 -5.4% $130.61 +15.6%
122 UNH UNITEDHEALTH GROUP INC Healthcare 5,387.0 $2.2M 0.04% -354.0 -6.2% $415.65 -4.8%
123 RSG REPUBLIC SVCS INC Industrials 10,385.0 $2.2M 0.04% -101.0 -1.0% $213.08 +1.0%
124 USFR WISDOMTREE TR 43,662.0 $2.2M 0.03% -10K -19.3% $50.35 +0.2%
125 AFLG FIRST TR EXCHNG TRADED FD VI 50,550.0 $2.2M 0.03% -5K -9.3% $43.42 +4.0%
126 IVE ISHARES TR 9,579.0 $2.2M 0.03% -4K -27.2% $227.05 +4.2%
127 MRVL MARVELL TECHNOLOGY INC Technology 7,203.0 $2.1M 0.03% -13K -63.5% $297.89 -21.3%
128 IRM IRON MTN INC DEL Real Estate 16,910.0 $2.1M 0.03% -88.0 -0.5% $126.31 +2.8%
129 CGGO CAPITAL GROUP GBL GROWTH EQT 50,384.0 $2.1M 0.03% -1K -2.0% $42.33 -2.1%
130 CGCB CAPITAL GRP FIXED INCM ETF T 80,292.0 $2.1M 0.03% -207K -72.1% $26.18 -1.4%
131 FORTINET INC 13,581.0 $2.1M 0.03% -6K -29.1% $153.62
132 PSFF PACER FDS TR 60,139.0 $2.1M 0.03% -11K -15.5% $34.31 +1.9%
133 MAGS LISTED FDS TR 31,881.0 $2.0M 0.03% -64K -66.8% $64.30 +4.8%
134 RIO RIO TINTO PLC Basic Materials 21,538.0 $2.0M 0.03% -2K -8.6% $94.93 +2.4%
135 POCT INNOVATOR ETFS TRUST 42,869.0 $2.0M 0.03% -2K -3.7% $46.41 +1.9%
136 CGUS CAPITAL GROUP CORE EQUITY ET 43,889.0 $2.0M 0.03% -5K -10.6% $44.48 +2.9%
137 CARY ANGEL OAK FUNDS TRUST 93,573.0 $1.9M 0.03% -17K -15.2% $20.78 -0.3%
138 LMT LOCKHEED MARTIN CORP Industrials 3,802.0 $1.9M 0.03% -115.0 -2.9% $509.51 +16.5%
139 PEP PEPSICO INC Consumer Defensive 14,029.0 $1.9M 0.03% -3K -17.5% $135.40 +2.1%
140 BLACKROCK ETF TRUST 22,932.0 $1.8M 0.03% -1K -4.4% $80.16
Page 7 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%