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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 19 of 57  ·  1,126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 MTGP WISDOMTREE TR 46,473.0 $2.1M 0.03% +1K +2.4% $44.16 -1.1%
362 MAGS LISTED FDS TR 31,881.0 $2.0M 0.03% -64K -66.8% $64.30 +4.1%
363 RIO RIO TINTO PLC Basic Materials 21,538.0 $2.0M 0.03% -2K -8.6% $94.93 +7.6%
364 BMY BRISTOL-MYERS SQUIBB CO Healthcare 35,462.0 $2.0M 0.03% +254.0 +0.7% $57.62 +16.0%
365 ADP AUTOMATIC DATA PROCESSING IN Industrials 9,072.0 $2.0M 0.03% +186.0 +2.1% $223.95 +25.5%
366 BAC BANK OF AMER CORP Financial Services 35,373.0 $2.0M 0.03% +2K +7.5% $56.98 +9.9%
367 NOW SERVICENOW INC Technology 20,284.0 $2.0M 0.03% +15K +272.2% $99.28 +31.3%
368 AMLP ALPS ETF TR 38,755.0 $2.0M 0.03% +1K +3.0% $51.85 +6.5%
369 POCT INNOVATOR ETFS TRUST 42,869.0 $2.0M 0.03% -2K -3.7% $46.41 +1.8%
370 EMR EMERSON ELEC CO Industrials 13,827.0 $2.0M 0.03% +878.0 +6.8% $143.15 +9.0%
371 SECU BLACKROCK ETF TRUST II 39,677.0 $2.0M 0.03% +973.0 +2.5% $49.86 -0.4%
372 SMH VANECK ETF TRUST 3,010.0 $2.0M 0.03% +498.0 +19.8% $655.92 -14.7%
373 HONEYWELL INTL INC 8,818.0 $2.0M 0.03% NEW $223.89
374 HONEYWELL AEROSPACE INC 8,843.0 $2.0M 0.03% NEW $221.08
375 CGUS CAPITAL GROUP CORE EQUITY ET 43,889.0 $2.0M 0.03% -5K -10.6% $44.48 +1.4%
376 CARY ANGEL OAK FUNDS TRUST 93,573.0 $1.9M 0.03% -17K -15.2% $20.78 -0.3%
377 LMT LOCKHEED MARTIN CORP Industrials 3,802.0 $1.9M 0.03% -115.0 -2.9% $509.51 +13.2%
378 ETN EATON CORP PLC Industrials 4,492.0 $1.9M 0.03% +210.0 +4.9% $426.15 -1.7%
379 BLCR BLACKROCK ETF TRUST 37,873.0 $1.9M 0.03% +487.0 +1.3% $50.37 -2.3%
380 SPRE TIDAL TRUST I 90,165.0 $1.9M 0.03% +30K +48.7% $21.15 +1.5%
Page 19 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%