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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 21 of 52  ·  1,037 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 UPS UNITED PARCEL SVCS INC Industrials 16,025.0 $1.6M 0.03% -19K -54.5% $98.38 -2.9%
402 CMCSA COMCAST CORP NEW Communication Services 54,775.0 $1.6M 0.03% +1K +2.5% $28.71 -13.6%
403 MPWR MONOLITHIC PWR SYS INC Technology 1,436.0 $1.6M 0.03% -938.0 -39.5% $1093.13 +36.0%
404 PJAN INNOVATOR ETFS TRUST 33,947.0 $1.6M 0.03% $46.13 +6.0%
405 FORTINET INC 19,144.0 $1.6M 0.03% +1K +6.1% $81.72
406 FDEM FIDELITY COVINGTON TRUST 49,385.0 $1.6M 0.03% +286.0 +0.6% $31.58 +11.4%
407 UNH UNITEDHEALTH GROUP INC Healthcare 5,741.0 $1.6M 0.03% -458.0 -7.4% $270.59 +44.5%
408 ABT ABBOTT LABORATORIES Healthcare 15,113.0 $1.6M 0.03% +675.0 +4.7% $102.67 -13.5%
409 AA ALCOA CORP Basic Materials 23,293.0 $1.5M 0.03% NEW $66.33 -3.6%
410 AES AES CORP Utilities 109,510.0 $1.5M 0.03% -1K -1.2% $14.09 +3.4%
411 LHX L3HARRIS TECHNOLOGIES INC Industrials 4,469.0 $1.5M 0.03% +3K +137.0% $345.13 -9.8%
412 BLCR BLACKROCK ETF TRUST 37,386.0 $1.5M 0.03% NEW $41.06 +19.1%
413 IEF ISHARES TR 16,083.0 $1.5M 0.03% -203K -92.6% $95.44 -2.4%
414 SCCO SOUTHERN COPPER CORP Basic Materials 8,916.0 $1.5M 0.03% +925.0 +11.6% $172.05 -0.1%
415 ETN EATON CORP PLC Industrials 4,282.0 $1.5M 0.03% +823.0 +23.8% $357.68 +6.8%
416 OHI OMEGA HEALTHCARE INVS INC Real Estate 34,780.0 $1.5M 0.03% -454.0 -1.3% $43.82 +10.3%
417 SIVR ABRDN SILVER ETF TRUST Financial Services 21,259.0 $1.5M 0.03% -11K -33.1% $71.61 -1.9%
418 DUK DUKE ENERGY CORP NEW Utilities 11,588.0 $1.5M 0.03% -3K -20.2% $130.94 -6.2%
419 SOXX ISHARES TR 4,586.0 $1.5M 0.03% -3K -42.7% $328.64 +51.2%
420 FIRST TR EXCH TRADED FD III 69,137.0 $1.5M 0.03% +27K +63.9% $21.70
Page 21 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%