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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 24 of 57  ·  1,126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 KOMP SPDR SERIES TRUST 19,923.0 $1.4M 0.02% -2K -9.2% $71.50 -3.2%
462 CARG CARGURUS INC Consumer Cyclical 41,677.0 $1.4M 0.02% NEW $34.09 +7.6%
463 VEEV VEEVA SYS INC Healthcare 7,986.0 $1.4M 0.02% NEW $177.47 +39.6%
464 XLB SELECT SECTOR SPDR TR 27,846.0 $1.4M 0.02% +218.0 +0.8% $50.83 +5.3%
465 TIP ISHARES TR 12,899.0 $1.4M 0.02% -41K -75.9% $109.43 -2.1%
466 DSI ISHARES TR 9,868.0 $1.4M 0.02% -334.0 -3.3% $142.39 +2.9%
467 FV FIRST TR EXCHANGE TRADED FD 18,321.0 $1.4M 0.02% $75.88 -2.6%
468 VDE VANGUARD WORLD FD 9,209.0 $1.4M 0.02% -729.0 -7.3% $150.13 +19.8%
469 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 8,195.0 $1.4M 0.02% NEW $168.54 -8.6%
470 GFF GRIFFON CORP Industrials 14,035.0 $1.4M 0.02% +2K +20.1% $97.53 +3.4%
471 FIRST TR EXCHNG TRADED FD VI 45,586.0 $1.4M 0.02% NEW $29.89
472 MISL FIRST TR EXCHANGE-TRADED FD 29,748.0 $1.4M 0.02% NEW $45.77 -0.7%
473 STRL STERLING INFRASTRUCTURE INC Industrials 1,614.0 $1.4M 0.02% NEW $839.36 -37.9%
474 SIXF AIM ETF PRODUCTS TRUST 39,507.0 $1.3M 0.02% -35K -46.9% $34.07 +2.9%
475 IUSV ISHARES TR 12,117.0 $1.3M 0.02% +3K +30.2% $110.15 +4.2%
476 ECOW PACER FDS TR 50,265.0 $1.3M 0.02% NEW $26.52 +5.5%
477 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 1,887.0 $1.3M 0.02% -6K -76.2% $703.44 -0.6%
478 WM WASTE MGMT INC DEL Industrials 5,955.0 $1.3M 0.02% +2K +54.0% $222.88 +0.6%
479 TFC TRUIST FINL CORP Financial Services 26,597.0 $1.3M 0.02% $49.82 +1.2%
480 QFLR INNOVATOR ETFS TRUST 36,317.0 $1.3M 0.02% -239.0 -0.7% $36.48 -3.8%
Page 24 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 32.7%
Financial Services 19.6%
Consumer Cyclical 10.1%
Healthcare 7.8%
Industrials 7.3%
Communication Services 7.1%
Consumer Defensive 4.6%
Basic Materials 3.4%
Energy 2.9%
Utilities 2.5%