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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 44 of 57  ·  1,126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 NAK NORTHERN DYNASTY MINERALS LT Basic Materials 202,490.0 $389K 0.01% $1.92 -18.2%
862 NULG NUSHARES ETF TR 3,291.0 $385K 0.01% -2K -36.2% $117.04 -1.3%
863 MDYG SPDR SERIES TRUST 3,433.0 $385K 0.01% -3K -48.2% $112.09 -0.6%
864 MSI MOTOROLA SOLUTIONS INC Technology 923.0 $383K 0.01% $415.30 +13.1%
865 SCHR SCHWAB STRATEGIC TR 15,534.0 $383K 0.01% $24.66 -0.9%
866 LRGE LEGG MASON ETF INVT 4,464.0 $382K 0.01% -674.0 -13.1% $85.66 +2.5%
867 FICO FAIR ISAAC CORP Technology 320.0 $382K 0.01% NEW $1194.78 -9.8%
868 KMI KINDER MORGAN INC DEL Energy 11,941.0 $382K 0.01% -347.0 -2.8% $31.97 +2.8%
869 BILS SPDR SERIES TRUST 3,840.0 $382K 0.01% -799.0 -17.2% $99.38 -0.1%
870 XSD SPDR SERIES TRUST 611.0 $381K 0.01% -28.0 -4.4% $623.70 -17.0%
871 MANAGED PORTFOLIO SER 15,428.0 $380K 0.01% -750.0 -4.6% $24.64
872 TER TERADYNE INC Technology 784.0 $379K 0.01% -45.0 -5.4% $483.76 -16.4%
873 PGR PROGRESSIVE CORP Financial Services 1,727.0 $377K 0.01% -285.0 -14.2% $218.40 -5.1%
874 UTG REAVES UTIL INCOME FD Financial Services 9,254.0 $377K 0.01% -1K -11.9% $40.72 -3.3%
875 FDLO FIDELITY COVINGTON TRUST 5,505.0 $376K 0.01% $68.33 +6.0%
876 GOCT FIRST TR EXCHNG TRADED FD VI 9,046.0 $376K 0.01% $41.54 +1.7%
877 FUMB FIRST TR EXCH TRADED FD III 18,736.0 $376K 0.01% +7K +54.8% $20.06 +0.2%
878 MPRO NORTHERN LTS FD TR IV 11,475.0 $375K 0.01% -302.0 -2.6% $32.65 -0.4%
879 BLACKROCK ETF TRUST II 7,514.0 $374K 0.01% +881.0 +13.3% $49.80
880 EQT EQT CORP Energy 7,033.0 $374K 0.01% +216.0 +3.2% $53.17 -0.1%
Page 44 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%