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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 43 of 57  ·  1,126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 DVN DEVON ENERGY CORP NEW Energy 10,013.0 $414K 0.01% -23K -69.8% $41.32 +15.8%
842 OMAH TIDAL TRUST III 22,419.0 $413K 0.01% +10K +79.5% $18.44 +0.3%
843 TOL TOLL BROTHERS INC Consumer Cyclical 2,509.0 $413K 0.01% +22.0 +0.9% $164.72 -13.3%
844 ITA ISHARES TR 1,698.0 $412K 0.01% -247.0 -12.7% $242.42 +4.0%
845 GMAR FIRST TR EXCHNG TRADED FD VI 9,300.0 $411K 0.01% $44.24 +1.5%
846 IGV ISHARES TR 4,536.0 $411K 0.01% +2K +59.9% $90.60 +12.5%
847 ARKK ARK ETF TR 5,065.0 $409K 0.01% -2K -24.0% $80.82 -2.1%
848 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 81,959.0 $409K 0.01% -20K -19.6% $4.99 +3.2%
849 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,091.0 $404K 0.01% +84.0 +8.3% $370.60 -3.6%
850 NSC NORFOLK SOUTHN CORP Industrials 1,277.0 $402K 0.01% +49.0 +4.0% $314.67 +7.7%
851 BLOK AMPLIFY ETF TR 6,403.0 $401K 0.01% +335.0 +5.5% $62.63 -5.5%
852 CTAS CINTAS CORP Industrials 2,358.0 $401K 0.01% -43.0 -1.8% $170.08 +17.3%
853 HYT BLACKROCK CORPOR HI YLD FD I Financial Services 46,651.0 $399K 0.01% NEW $8.56 -2.7%
854 VOOG VANGUARD ADMIRAL FDS INC 4,829.0 $399K 0.01% +4K +288.5% $82.62 +1.6%
855 CSX CSX CORP Industrials 8,371.0 $398K 0.01% +609.0 +7.8% $47.53 +5.7%
856 J P MORGAN EXCHANGE TRADED F 2,823.0 $396K 0.01% NEW $140.23
857 PRU PRUDENTIAL FINL INC Financial Services 3,656.0 $395K 0.01% +190.0 +5.5% $107.92 +15.4%
858 ILF ISHARES TR 11,690.0 $395K 0.01% +421.0 +3.7% $33.75 -1.5%
859 TGRT T ROWE PRICE EXCHANGE-TRADED 8,600.0 $393K 0.01% NEW $45.72 +1.6%
860 KKR KKR & CO INC Financial Services 4,251.0 $390K 0.01% -695.0 -14.1% $91.78 +16.8%
Page 43 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%