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Portfolio (Quarterly) Guide ↗

RFG Advisory, LLC

· CIK 0001633387
13F Portfolio $5.4B AUM 1,037 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 153 New 474 Added 342 Reduced 96 Exited
Page 41 of 52  ·  1,037 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 DOW DOW HLDGS INC Basic Materials 10,124.0 $422K 0.01% NEW $41.65 -7.0%
802 CART MAPLEBEAR INC Consumer Cyclical 11,230.0 $421K 0.01% $37.46 +9.4%
803 DIV GLOBAL X FDS 22,172.0 $419K 0.01% +327.0 +1.5% $18.90 +2.1%
804 TMFC RBB FD INC 6,345.0 $419K 0.01% -1K -15.8% $65.97 +17.2%
805 FBK FB FINL CORP Financial Services 8,046.0 $418K 0.01% $51.94 -1.2%
806 WSM WILLIAMS SONOMA INC Consumer Cyclical 2,285.0 $417K 0.01% +36.0 +1.6% $182.32 -7.5%
807 ONON ON HLDG AG Consumer Cyclical 12,142.0 $413K 0.01% -17K -58.0% $34.02 +9.5%
808 UTG REAVES UTIL INCOME FD Financial Services 10,508.0 $413K 0.01% +2K +31.1% $39.28 +4.0%
809 KMI KINDER MORGAN INC DEL Energy 12,288.0 $412K 0.01% +581.0 +5.0% $33.53 +0.3%
810 IBD NORTHERN LTS FD TR IV 17,232.0 $411K 0.01% NEW $23.86 -0.4%
811 SHEL SHELL PLC Energy 4,411.0 $410K 0.01% NEW $93.00 -8.2%
812 ENTERGY CORP NEW 3,626.0 $407K 0.01% -62.0 -1.7% $112.37
813 USHY ISHARES TR 11,042.0 $407K 0.01% -8K -40.5% $36.84 -0.1%
814 CTAS CINTAS CORP Industrials 2,401.0 $406K 0.01% NEW $169.17 -0.5%
815 J P MORGAN EXCHANGE TRADED F 6,623.0 $406K 0.01% $61.32
816 FENY FIDELITY COVINGTON TRUST 11,831.0 $402K 0.01% NEW $34.02 -0.9%
817 JBL JABIL INC Technology 1,514.0 $402K 0.01% $265.63 +27.9%
818 GL GLOBE LIFE INC Financial Services 2,886.0 $402K 0.01% $139.18 +11.4%
819 QTUM ETF SER SOLUTIONS 3,739.0 $401K 0.01% -1K -28.5% $107.30 +32.3%
820 XAR SPDR SERIES TRUST 1,578.0 $401K 0.01% NEW $253.98 +3.6%
Page 41 of 52  ·  1,037 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 25.9%
Financial Services 19.5%
Consumer Cyclical 10.8%
Healthcare 10.0%
Communication Services 8.4%
Industrials 7.5%
Consumer Defensive 5.2%
Energy 4.2%
Basic Materials 3.7%
Utilities 2.8%