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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 46 of 57  ·  1,126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 BDEC INNOVATOR ETFS TRUST 6,573.0 $350K 0.01% $53.20 +2.5%
902 IBB ISHARES TR 1,837.0 $349K 0.01% NEW $190.20 +7.1%
903 GNRC GENERAC HLDGS INC Industrials 1,193.0 $349K 0.01% +15.0 +1.3% $292.81 -27.1%
904 NKE NIKE INC Consumer Cyclical 8,496.0 $349K 0.01% -12K -58.2% $41.05 -1.5%
905 TEL TE CONNECTIVITY PLC Technology 1,726.0 $348K 0.01% +178.0 +11.5% $201.65 +2.8%
906 ED CONSOLIDATED EDISON INC Utilities 3,145.0 $348K 0.01% +136.0 +4.5% $110.63 -1.4%
907 FDD FIRST TR EXCHANGE-TRADED FD 18,691.0 $347K 0.01% -2K -10.1% $18.55 +10.0%
908 CVNA CARVANA CO Consumer Cyclical 5,267.0 $347K 0.01% +4K +447.5% $65.82 -0.2%
909 RLY SSGA ACTIVE ETF TR 10,007.0 $345K 0.01% +3K +41.1% $34.51 +7.1%
910 UAPR INNOVATOR ETFS TRUST 9,808.0 $344K 0.01% -781.0 -7.4% $35.11 +1.5%
911 VOT VANGUARD INDEX FDS 1,123.0 $344K 0.01% +37.0 +3.4% $306.24 +0.3%
912 ASTS AST SPACEMOBILE INC Technology 3,867.0 $344K 0.01% +783.0 +25.4% $88.86 -24.5%
913 KBWB INVESCO EXCH TRADED FD TR II 3,667.0 $341K 0.01% -927.0 -20.2% $92.98 +6.3%
914 IJT ISHARES TR 1,906.0 $340K 0.01% NEW $178.56 -1.7%
915 ACN ACCENTURE PLC IRELAND Technology 2,713.0 $338K 0.01% +448.0 +19.8% $124.44 +41.0%
916 FIG FIGMA INC Technology 18,622.0 $337K 0.01% +4K +23.3% $18.09 +45.8%
917 USO UNITED STS OIL FD LP Financial Services 3,156.0 $336K 0.01% NEW $106.44 +22.7%
918 TFLO ISHARES TR 6,587.0 $333K 0.01% -2K -23.0% $50.63 -0.1%
919 HPE HEWLETT PACKARD ENTERPRISE C Technology 7,326.0 $330K 0.01% NEW $45.11 +23.3%
920 ESGD ISHARES TR 3,191.0 $328K 0.01% -1K -31.4% $102.82 +3.5%
Page 46 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%