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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 18 of 52  ·  1,037 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 QQQH NEOS ETF TRUST 38,274.0 $2.0M 0.04% +3K +8.8% $51.25 +8.3%
342 ALBEMARLE CORP 27,275.0 $2.0M 0.04% -2K -7.5% $71.85
343 MRVL MARVELL TECHNOLOGY INC Technology 19,757.0 $2.0M 0.04% -130.0 -0.7% $99.05 +78.6%
344 UNP UNION PAC CORP Industrials 8,041.0 $2.0M 0.04% +62.0 +0.8% $242.61 +11.5%
345 SECU BLACKROCK ETF TRUST II 38,704.0 $1.9M 0.04% NEW $49.81 -0.6%
346 CRWD CROWDSTRIKE HLDGS INC Technology 4,936.0 $1.9M 0.04% -2K -29.2% $390.39 +52.2%
347 USRT ISHARES TR 32,494.0 $1.9M 0.04% +5K +17.8% $59.19 +8.7%
348 POCT INNOVATOR ETFS TRUST 44,525.0 $1.9M 0.04% -226.0 -0.5% $43.11 +6.4%
349 TTD THE TRADE DESK INC Technology 83,952.0 $1.9M 0.04% +31K +58.0% $22.69 -6.8%
350 CGUS CAPITAL GROUP CORE EQUITY ET 49,114.0 $1.9M 0.04% +3K +5.9% $38.42 +13.0%
351 EFV ISHARES TR 25,141.0 $1.9M 0.03% -23K -48.0% $74.35 +5.2%
352 EOG EOG RES INC Energy 12,844.0 $1.9M 0.03% NEW $144.57 -3.0%
353 HLAL LISTED FDS TR 31,121.0 $1.8M 0.03% NEW $59.32 +17.6%
354 AFL AFLAC INC Financial Services 16,798.0 $1.8M 0.03% -2K -9.6% $109.71 +8.2%
355 FTEC FIDELITY COVINGTON TRUST 8,847.0 $1.8M 0.03% -305.0 -3.3% $208.05 +28.6%
356 PANW PALO ALTO NETWORKS INC Technology 11,334.0 $1.8M 0.03% -9K -43.5% $160.31 +51.5%
357 AIM ETF PRODUCTS TRUST 70,566.0 $1.8M 0.03% +61K +621.3% $25.70
358 ADP AUTOMATIC DATA PROCESSING IN Industrials 8,886.0 $1.8M 0.03% +127.0 +1.4% $203.19 +9.7%
359 IBIT ISHARES BITCOIN TRUST ETF Financial Services 46,973.0 $1.8M 0.03% +8K +21.0% $38.42 +13.3%
360 JFR NUVEEN FLOATING RATE INCOME Financial Services 239,830.0 $1.8M 0.03% +93K +63.2% $7.52 -0.5%
Page 18 of 52  ·  1,037 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%