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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 47 of 52  ·  1,037 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 BNOV INNOVATOR ETFS TRUST 6,243.0 $269K 0.01% -79.0 -1.2% $43.02 +9.5%
922 TRGP TARGA RES CORP Energy 1,063.0 $267K 0.01% NEW $250.73 +9.2%
923 YEAR AB ACTIVE ETFS INC 5,279.0 $266K 0.01% -2K -27.2% $50.47 -0.3%
924 ILCG ISHARES TR 2,787.0 $266K 0.01% +480.0 +20.8% $95.49 +19.9%
925 FJP FIRST TR EXCH TRD ALPHDX FD 3,643.0 $265K 0.01% NEW $72.61 +6.4%
926 MFLX FIRST TR EXCHNG TRADED FD VI 15,748.0 $264K 0.01% $16.77 +1.6%
927 RKT ROCKET COS INC Financial Services 18,513.0 $264K 0.01% -2K -8.3% $14.25 -8.0%
928 DG DOLLAR GEN CORP Consumer Defensive 2,220.0 $264K 0.01% -323.0 -12.7% $118.72 -12.4%
929 CARR CARRIER GLOBAL CORPORATION Industrials 4,670.0 $263K 0.01% -4K -46.5% $56.31 +13.4%
930 PWR QUANTA SVCS INC Industrials 475.0 $261K 0.01% NEW $549.07 +33.1%
931 EXPD EXPEDITORS INTL WASH INC Industrials 1,818.0 $260K 0.01% NEW $143.23 +8.9%
932 HERO GLOBAL X FDS 10,014.0 $258K 0.01% -7K -42.5% $25.73 +0.2%
933 WIP SPDR SERIES TRUST 6,486.0 $257K 0.01% $39.60 +0.9%
934 RLY SSGA ACTIVE ETF TR 7,090.0 $256K 0.01% NEW $36.15 +2.1%
935 ASTS AST SPACEMOBILE INC Technology 3,084.0 $256K 0.01% NEW $82.86 +1.7%
936 ABNB AIRBNB INC Consumer Cyclical 2,021.0 $255K 0.01% -2K -48.8% $126.28 +6.6%
937 DIVS GUINNESS ATKINSON FDS 8,339.0 $253K 0.01% -1K -10.8% $30.35 +7.0%
938 GMAY FIRST TR EXCHNG TRADED FD VI 6,161.0 $253K 0.01% -504.0 -7.6% $41.06 +3.8%
939 CFG CITIZENS FINL GROUP INC Financial Services 4,218.0 $253K 0.01% +513.0 +13.8% $59.97 +2.2%
940 BWXT BWX TECHNOLOGIES INC Industrials 1,235.0 $253K 0.01% +34.0 +2.8% $204.54 -1.2%
Page 47 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%