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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 37 of 57  ·  1,126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 VCIT VANGUARD SCOTTSDALE FDS 7,582.0 $627K 0.01% +2K +45.4% $82.65 -1.5%
722 IDXX IDEXX LABS INC Healthcare 1,189.0 $626K 0.01% -143.0 -10.7% $526.23 +6.8%
723 DDEC FIRST TR EXCHNG TRADED FD VI 13,147.0 $623K 0.01% +1K +8.8% $47.38 +1.7%
724 DFEB FIRST TR EXCHNG TRADED FD VI 12,311.0 $622K 0.01% +938.0 +8.2% $50.49 +1.5%
725 XMHQ INVESCO EXCHANGE TRADED FD T 5,468.0 $617K 0.01% -30K -84.6% $112.89 +5.1%
726 USHY ISHARES TR 16,660.0 $617K 0.01% +6K +50.9% $37.02 -0.6%
727 CGXU CAPITAL GROUP INTL FOCUS EQT 17,788.0 $616K 0.01% +1K +6.1% $34.62 +0.1%
728 DNOV FIRST TR EXCHNG TRADED FD VI 11,959.0 $614K 0.01% +997.0 +9.1% $51.35 +1.6%
729 DJUL FIRST TR EXCHNG TRADED FD VI 12,243.0 $614K 0.01% +976.0 +8.7% $50.15 +1.9%
730 DHR DANAHER CORP DEL Healthcare 3,222.0 $614K 0.01% -255.0 -7.3% $190.51 +11.0%
731 DAUG FIRST TR EXCHNG TRADED FD VI 13,061.0 $612K 0.01% +1K +8.5% $46.85 +1.4%
732 DOCT FIRST TR EXCHNG TRADED FD VI 13,106.0 $612K 0.01% +1K +8.6% $46.68 +1.7%
733 SPLV INVESCO EXCH TRADED FD TR II 8,157.0 $611K 0.01% -116.0 -1.4% $74.90 +1.1%
734 DMAY FIRST TR EXCHNG TRADED FD VI 12,954.0 $610K 0.01% +1K +9.3% $47.12 +1.4%
735 DJAN FIRST TR EXCHNG TRADED FD VI 13,385.0 $609K 0.01% +1K +9.1% $45.52 +1.6%
736 DSEP FIRST TR EXCHNG TRADED FD VI 12,834.0 $609K 0.01% +1K +8.8% $47.44 +2.0%
737 SMR NUSCALE PWR CORP Utilities 60,622.0 $608K 0.01% +15K +33.1% $10.03 -9.2%
738 DMXF ISHARES TR 7,144.0 $604K 0.01% -504.0 -6.6% $84.60 +1.8%
739 IDV ISHARES TR 14,501.0 $601K 0.01% -19K -56.3% $41.43 +8.5%
740 DAPR FIRST TR EXCHNG TRADED FD VI 14,667.0 $600K 0.01% +1K +9.6% $40.88 +1.5%
Page 37 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%