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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 44 of 52  ·  1,037 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 ED CONSOLIDATED EDISON INC Utilities 3,009.0 $341K 0.01% -2K -35.1% $113.17 -6.9%
862 NEBIUS GROUP N.V. 3,281.0 $340K 0.01% -46K -93.4% $103.75
863 CTRE CARETRUST REIT INC Real Estate 9,275.0 $340K 0.01% +1K +17.9% $36.65 +12.2%
864 TOL TOLL BROTHERS INC Consumer Cyclical 2,487.0 $339K 0.01% $136.50 -7.5%
865 RY ROYAL BK CDA Financial Services 2,097.0 $339K 0.01% -13K -86.5% $161.76 +13.4%
866 PRU PRUDENTIAL FINL INC Financial Services 3,466.0 $339K 0.01% -847.0 -19.6% $97.70 +4.3%
867 CUBE CUBESMART Real Estate 9,215.0 $338K 0.01% +3K +47.0% $36.65 +4.7%
868 FNDF SCHWAB STRATEGIC TR 6,888.0 $337K 0.01% NEW $48.93 +8.2%
869 CEFA GLOBAL X FDS 9,134.0 $337K 0.01% $36.89 +5.8%
870 CLX CLOROX CO DEL Consumer Defensive 3,186.0 $330K 0.01% NEW $103.62 -10.4%
871 AXON AXON ENTERPRISE INC Industrials 777.0 $330K 0.01% NEW $424.71 -6.0%
872 LEU CENTRUS ENERGY CORP Energy 1,899.0 $330K 0.01% $173.59 +5.2%
873 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,007.0 $329K 0.01% -54.0 -5.1% $327.10 +8.0%
874 LST MANAGED PORTFOLIO SERIES 8,035.0 $325K 0.01% NEW $40.45 +10.8%
875 DLR DIGITAL RLTY TR INC Real Estate 1,797.0 $324K 0.01% +45.0 +2.6% $180.22 +4.6%
876 TEL TE CONNECTIVITY PLC Technology 1,548.0 $324K 0.01% +20.0 +1.3% $209.00 -1.9%
877 MDLZ MONDELEZ INTL INC Consumer Defensive 5,580.0 $322K 0.01% +457.0 +8.9% $57.64 +4.9%
878 SCHC SCHWAB STRATEGIC TR 6,843.0 $320K 0.01% +193.0 +2.9% $46.74 +6.9%
879 FIG FIGMA INC Technology 15,100.0 $319K 0.01% +4K +42.5% $21.14 +8.4%
880 CSX CSX CORP Industrials 7,762.0 $319K 0.01% -743.0 -8.7% $41.05 +11.2%
Page 44 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%