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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 28 of 57  ·  1,126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 ET ENERGY TRANSFER L P Energy 58,003.0 $1.1M 0.02% +2K +3.8% $19.12 +10.9%
542 CAH CARDINAL HEALTH INC Healthcare 4,640.0 $1.1M 0.02% +100.0 +2.2% $237.56 -3.8%
543 SKYY FIRST TR EXCHANGE-TRADED FD 8,184.0 $1.1M 0.02% -3K -28.5% $134.56 +18.5%
544 FLCO FRANKLIN TEMPLETON ETF TR 51,173.0 $1.1M 0.02% NEW $21.44 -2.2%
545 GHY PGIM GLOBAL HIGH YIELD FD FO Financial Services 90,590.0 $1.1M 0.02% -11K -10.9% $12.10 -4.1%
546 SUSC ISHARES TR 47,230.0 $1.1M 0.02% -17K -26.1% $23.15 -2.1%
547 HNDL STRATEGY SHS 47,859.0 $1.1M 0.02% +5K +10.6% $22.84 -1.3%
548 SIL GLOBAL X FDS 14,078.0 $1.1M 0.02% +214.0 +1.5% $77.46 +25.8%
549 CCJ CAMECO CORP Energy 10,660.0 $1.1M 0.02% +4K +72.7% $101.86 -6.2%
550 ROBT FIRST TR EXCHANGE TRADED FD 19,227.0 $1.1M 0.02% +2K +11.3% $56.26 +4.8%
551 ANGLOGOLD ASHANTI PLC 13,360.0 $1.1M 0.02% +543.0 +4.2% $80.89
552 ALBEMARLE CORP 19,506.0 $1.1M 0.02% -8K -28.5% $55.35
553 ILMN ILLUMINA INC Healthcare 6,051.0 $1.1M 0.02% -496.0 -7.6% $175.83 +21.3%
554 PFE PFIZER INC Healthcare 43,614.0 $1.1M 0.02% -2K -4.0% $24.08 +15.4%
555 BOTZ GLOBAL X FDS 27,636.0 $1.0M 0.02% -2K -6.1% $37.94 -5.6%
556 ITW ILLINOIS TOOL WKS INC Industrials 3,874.0 $1.0M 0.02% +51.0 +1.3% $270.47 +4.5%
557 SDY SPDR SERIES TRUST 6,875.0 $1.0M 0.02% +2K +48.6% $152.17 +3.9%
558 FJUL FIRST TR EXCHNG TRADED FD VI 17,532.0 $1.0M 0.02% +2K +10.8% $59.54 +2.4%
559 VTWO VANGUARD SCOTTSDALE FDS 8,594.0 $1.0M 0.02% -759.0 -8.1% $121.42 -0.9%
560 RWO SPDR INDEX SHS FDS 20,882.0 $1.0M 0.02% $49.71 +1.5%
Page 28 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%