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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 23 of 57  ·  1,126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 XLG INVESCO EXCHANGE TRADED FD T 25,145.0 $1.5M 0.02% -538.0 -2.1% $61.23 +1.3%
442 HALO HALOZYME THERAPEUTICS INC Healthcare 19,613.0 $1.5M 0.02% NEW $78.27 +36.7%
443 JXN JACKSON FINANCIAL INC Financial Services 14,984.0 $1.5M 0.02% +1K +7.7% $102.39 +28.9%
444 KWIN KRANESHARES TRUST 59,572.0 $1.5M 0.02% +13K +28.5% $25.56 +0.9%
445 DUK DUKE ENERGY CORP NEW Utilities 11,978.0 $1.5M 0.02% +390.0 +3.4% $126.58 -3.5%
446 HL HECLA MINING COMPANY Basic Materials 98,162.0 $1.5M 0.02% +13K +15.8% $15.43 +35.1%
447 BKNG BOOKING HOLDINGS INC Consumer Cyclical 8,492.0 $1.5M 0.02% +8K +2088.7% $178.24 +16.0%
448 GWX SPDR INDEX SHS FDS 34,587.0 $1.5M 0.02% $43.76 +5.4%
449 CME CME GROUP INC Financial Services 6,835.0 $1.5M 0.02% +5K +208.2% $220.84 +23.7%
450 PLD PROLOGIS INC. Real Estate 11,108.0 $1.5M 0.02% +1K +13.1% $135.47 +4.3%
451 BLOCK INC 19,698.0 $1.5M 0.02% +16K +485.9% $76.00
452 BX BLACKSTONE INC Financial Services 12,548.0 $1.5M 0.02% +7K +124.8% $117.67 +22.4%
453 ARES ARES MANAGEMENT CORPORATION Financial Services 13,196.0 $1.5M 0.02% +3K +34.6% $111.31 +27.8%
454 CGIC CAPITAL GROUP INTERNATIONAL 40,266.0 $1.5M 0.02% +34K +546.6% $36.39 +2.1%
455 HYLS FIRST TR EXCHANGE-TRADED FD 35,998.0 $1.5M 0.02% +4K +12.0% $40.65 -0.0%
456 CGMM CAPITAL GROUP EQUITY ETF TR 44,150.0 $1.5M 0.02% +4K +9.5% $32.97 +0.2%
457 SPTE SP FUNDS TRUST 29,661.0 $1.4M 0.02% +13K +79.1% $48.80 -4.1%
458 FTA FIRST TR EXCHANGE-TRADED ALP 14,854.0 $1.4M 0.02% -7K -31.1% $96.80 +7.3%
459 JMTG J P MORGAN EXCHANGE TRADED F 28,171.0 $1.4M 0.02% NEW $50.68 -1.1%
460 WTV WISDOMTREE TR 14,010.0 $1.4M 0.02% $101.72 +6.3%
Page 23 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%