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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 18 of 57  ·  1,126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 XLP SELECT SECTOR SPDR TR 27,116.0 $2.3M 0.04% +984.0 +3.8% $83.07 +2.6%
342 DIS DISNEY WALT CO Communication Services 23,277.0 $2.2M 0.04% +8K +54.0% $96.25 +11.1%
343 UNH UNITEDHEALTH GROUP INC Healthcare 5,387.0 $2.2M 0.04% -354.0 -6.2% $415.65 -6.5%
344 UPS UNITED PARCEL SVCS INC Industrials 20,739.0 $2.2M 0.04% +5K +29.4% $107.50 -4.3%
345 UNP UNION PAC CORP Industrials 8,154.0 $2.2M 0.04% +113.0 +1.4% $272.00 +11.0%
346 RSG REPUBLIC SVCS INC Industrials 10,385.0 $2.2M 0.04% -101.0 -1.0% $213.08 +3.7%
347 HYBI NEOS ETF TRUST 44,682.0 $2.2M 0.03% +9K +26.4% $49.25 -0.7%
348 USFR WISDOMTREE TR 43,662.0 $2.2M 0.03% -10K -19.3% $50.35 +0.2%
349 AFLG FIRST TR EXCHNG TRADED FD VI 50,550.0 $2.2M 0.03% -5K -9.3% $43.42 +3.0%
350 IVE ISHARES TR 9,579.0 $2.2M 0.03% -4K -27.2% $227.05 +5.0%
351 FMB FIRST TR EXCH TRADED FD III 41,784.0 $2.1M 0.03% +10K +31.4% $51.37 -1.8%
352 MRVL MARVELL TECHNOLOGY INC Technology 7,203.0 $2.1M 0.03% -13K -63.5% $297.89 -20.3%
353 FTGC FIRST TR EXCHANGE TRAD FD VI 79,217.0 $2.1M 0.03% +33K +71.0% $27.05 +11.9%
354 IRM IRON MTN INC DEL Real Estate 16,910.0 $2.1M 0.03% -88.0 -0.5% $126.31 -3.4%
355 CGGO CAPITAL GROUP GBL GROWTH EQT 50,384.0 $2.1M 0.03% -1K -2.0% $42.33 -4.4%
356 DTCR GLOBAL X FDS 70,120.0 $2.1M 0.03% +1K +1.6% $30.37 -6.4%
357 CGCB CAPITAL GRP FIXED INCM ETF T 80,292.0 $2.1M 0.03% -207K -72.1% $26.18 -1.2%
358 TTD THE TRADE DESK INC Technology 115,773.0 $2.1M 0.03% +32K +37.9% $18.08 -25.2%
359 FORTINET INC 13,581.0 $2.1M 0.03% -6K -29.1% $153.62
360 PSFF PACER FDS TR 60,139.0 $2.1M 0.03% -11K -15.5% $34.31 +1.5%
Page 18 of 57  ·  1,126 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%