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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 40 of 57  ·  1,126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 ECL ECOLAB INC Basic Materials 1,809.0 $504K 0.01% -152.0 -7.8% $278.57 +0.5%
782 IEI ISHARES TR 4,290.0 $504K 0.01% -3K -37.6% $117.45 -0.7%
783 AEP AMERICAN ELEC PWR CO INC Utilities 3,656.0 $500K 0.01% -303.0 -7.7% $136.80 -7.6%
784 DAL DELTA AIR LINES INC Industrials 5,310.0 $497K 0.01% +1K +25.8% $93.67 -8.5%
785 PECO PHILLIPS EDISON & CO INC Real Estate 11,922.0 $496K 0.01% +6K +89.3% $41.62 -4.5%
786 SLYV SPDR SERIES TRUST 4,514.0 $493K 0.01% +668.0 +17.4% $109.11 +1.0%
787 REGN REGENERON PHARMACEUTICALS Healthcare 789.0 $492K 0.01% -587.0 -42.7% $623.65 +29.9%
788 LGOV FIRST TR EXCHANGE-TRADED FD 22,819.0 $488K 0.01% $21.40 -2.5%
789 PHM PULTE GROUP INC Consumer Cyclical 3,550.0 $487K 0.01% -7K -66.6% $137.19 -8.1%
790 EMB ISHARES TR 5,048.0 $487K 0.01% -1K -20.0% $96.45 -1.9%
791 APH AMPHENOL CORP Technology 2,738.0 $483K 0.01% +1K +58.4% $176.31 -9.5%
792 ACWX ISHARES TR 6,324.0 $481K 0.01% NEW $76.11 +0.9%
793 NANR SPDR INDEX SHS FDS 6,362.0 $480K 0.01% -228.0 -3.5% $75.50 +14.9%
794 ENTERGY CORP NEW 4,181.0 $480K 0.01% +555.0 +15.3% $114.85
795 UJAN INNOVATOR ETFS TRUST 10,538.0 $478K 0.01% -620.0 -5.6% $45.33 +1.6%
796 IWR ISHARES TR 4,326.0 $477K 0.01% +1K +44.4% $110.32 +2.4%
797 INTU INTUIT Technology 1,816.0 $474K 0.01% -107.0 -5.6% $260.97 +34.3%
798 BLUEROCK PVT REAL ESTATE FD 36,395.0 $473K 0.01% NEW $13.01
799 SAP SAP SE Technology 3,072.0 $473K 0.01% +910.0 +42.1% $154.11 +36.6%
800 IGF ISHARES TR 7,085.0 $472K 0.01% +1K +19.1% $66.60 -1.1%
Page 40 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%