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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 34 of 57  ·  1,126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 CATH GLOBAL X FDS 8,780.0 $777K 0.01% $88.50 +2.9%
662 VAW VANGUARD WORLD FD 3,395.0 $777K 0.01% +152.0 +4.7% $228.78 +3.1%
663 FIDELITY COVINGTON TRUST 10,040.0 $776K 0.01% -724.0 -6.7% $77.25
664 SRE SEMPRA Utilities 8,358.0 $775K 0.01% NEW $92.71 -5.4%
665 FLHY FRANKLIN TEMPLETON ETF TR 31,713.0 $770K 0.01% NEW $24.29 -0.5%
666 KR KROGER CO Consumer Defensive 13,807.0 $767K 0.01% +6K +74.4% $55.53 +0.5%
667 IGSB ISHARES TR 14,598.0 $765K 0.01% +1K +9.4% $52.41 -0.6%
668 PAYX PAYCHEX INC Industrials 7,778.0 $765K 0.01% -290.0 -3.6% $98.33 +26.2%
669 DLN WISDOMTREE TR 7,938.0 $765K 0.01% -329.0 -4.0% $96.32 +4.7%
670 PBE INVESCO EXCHANGE TRADED FD T 8,510.0 $763K 0.01% $89.65 +8.5%
671 NVS NOVARTIS AG Healthcare 4,861.0 $762K 0.01% +1K +35.3% $156.73 +0.6%
672 AMT AMERICAN TOWER CORP Real Estate 4,640.0 $759K 0.01% +399.0 +9.4% $163.57 +8.1%
673 ZAP GLOBAL X FDS 21,763.0 $753K 0.01% $34.61 -6.6%
674 BERKSHIRE HATHAWAY INC DEL 1.0 $749K 0.01% NEW $748850.00
675 SCHW SCHWAB CHARLES CORP Financial Services 8,084.0 $746K 0.01% -745.0 -8.4% $92.27 +20.4%
676 SYLD CAMBRIA ETF TR 9,414.0 $745K 0.01% -311.0 -3.2% $79.09 +8.9%
677 FIRST TR EXCHNG TRADED FD VI 23,370.0 $742K 0.01% $31.73
678 YUM YUM BRANDS INC Consumer Cyclical 4,634.0 $741K 0.01% -4K -45.8% $159.87 -8.3%
679 SHLD GLOBAL X FDS 12,405.0 $741K 0.01% +901.0 +7.8% $59.71 +13.8%
680 TJX TJX COS INC NEW Consumer Cyclical 4,860.0 $736K 0.01% +506.0 +11.6% $151.51 -6.9%
Page 34 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%