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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 22 of 57  ·  1,126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 FYX FIRST TR EXCHANGE-TRADED ALP 11,459.0 $1.7M 0.03% -19K -62.9% $144.30 -1.0%
422 NOC NORTHROP GRUMMAN CORP Industrials 3,224.0 $1.6M 0.03% +3K +379.1% $509.25 +10.7%
423 GILD GILEAD SCIENCES INC Healthcare 12,955.0 $1.6M 0.03% +119.0 +0.9% $126.34 +13.5%
424 TDIV FIRST TR EXCHANGE TRADED FD 14,223.0 $1.6M 0.03% -4K -19.9% $114.88 -1.1%
425 LOW LOWES COS INC Consumer Cyclical 7,384.0 $1.6M 0.03% +557.0 +8.2% $220.50 -1.4%
426 MS MORGAN STANLEY Financial Services 7,787.0 $1.6M 0.03% +1K +16.7% $209.03 -0.7%
427 AVEM AMERICAN CENTY ETF TR 16,835.0 $1.6M 0.03% -12K -42.2% $96.49 -3.1%
428 QBTS D-WAVE QUANTUM INC Technology 67,633.0 $1.6M 0.03% NEW $23.99 -21.6%
429 TMO THERMO FISHER SCIENTIFIC INC Healthcare 3,231.0 $1.6M 0.03% +850.0 +35.7% $501.39 +25.2%
430 HBAN HUNTINGTON BANCSHARES INC Financial Services 91,308.0 $1.6M 0.03% +555.0 +0.6% $17.73 -4.1%
431 COF CAPITAL ONE FINL CORP Financial Services 7,978.0 $1.6M 0.03% +1K +15.0% $200.62 +5.9%
432 FDEC FIRST TR EXCHNG TRADED FD VI 29,376.0 $1.6M 0.03% +3K +10.3% $54.47 +1.8%
433 PJAN INNOVATOR ETFS TRUST 32,261.0 $1.6M 0.03% -2K -5.0% $49.49 +1.7%
434 VT VANGUARD INTL EQUITY INDEX F 10,096.0 $1.6M 0.03% +1K +15.2% $156.96 +1.9%
435 BMEZ BLACKROCK HEALTH SCIENCES TE Financial Services 8,068.0 $1.6M 0.03% -17K -68.0% $194.42 -91.3%
436 THRO BLACKROCK ETF TRUST 36,324.0 $1.6M 0.02% -9K -20.6% $43.11 +0.9%
437 APP APPLOVIN CORP Technology 3,018.0 $1.6M 0.02% NEW $515.23 -40.1%
438 IGEB ISHARES TR 34,293.0 $1.5M 0.02% +4K +13.1% $45.11 -2.1%
439 FLJP FRANKLIN TEMPLETON ETF TR 38,906.0 $1.5M 0.02% NEW $39.75 +1.2%
440 KTB KONTOOR BRANDS INC Consumer Cyclical 18,527.0 $1.5M 0.02% NEW $83.34 -5.2%
Page 22 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%