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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 47 of 57  ·  1,126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 CLX CLOROX CO DEL Consumer Defensive 3,418.0 $326K 0.01% +232.0 +7.3% $95.44 +10.6%
922 TROW PRICE T ROWE GROUP INC Financial Services 2,856.0 $325K 0.01% +498.0 +21.1% $113.68 -3.0%
923 FPE FIRST TR EXCH TRADED FD III 18,132.0 $324K 0.01% -166K -90.2% $17.88 -1.0%
924 FEMB FIRST TR EXCH TRADED FD III 11,069.0 $323K 0.01% NEW $29.22 +1.1%
925 DLR DIGITAL RLTY TR INC Real Estate 1,790.0 $321K 0.01% $179.59 +8.7%
926 CUBE CUBESMART Real Estate 8,066.0 $321K 0.01% -1K -12.5% $39.77 +3.0%
927 LEU CENTRUS ENERGY CORP Energy 1,907.0 $320K 0.01% $167.87 +4.7%
928 CTRE CARETRUST REIT INC Real Estate 7,914.0 $319K 0.01% -1K -14.7% $40.35 -2.6%
929 IBD NORTHERN LTS FD TR IV 13,389.0 $318K 0.01% -4K -22.3% $23.77 -0.5%
930 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 2,486.0 $318K 0.01% +36.0 +1.5% $127.90 -8.3%
931 ROKU ROKU INC Communication Services 2,294.0 $317K 0.01% -290.0 -11.2% $138.14 +14.2%
932 F FORD MTR CO Consumer Cyclical 22,795.0 $317K 0.01% +6K +38.2% $13.90 +0.2%
933 DELL DELL TECHNOLOGIES INC Technology 734.0 $317K 0.01% NEW $431.30 +8.7%
934 FSTA FIDELITY COVINGTON TRUST 5,977.0 $314K 0.01% -1K -15.2% $52.54 +2.9%
935 FSMD FIDELITY COVINGTON TRUST 5,907.0 $312K 0.01% -2K -28.7% $52.85 -0.9%
936 PAAS PAN AMERN SILVER CORP Basic Materials 6,854.0 $307K 0.01% -877.0 -11.3% $44.79 +4.0%
937 BHP BHP BILLITON LIMITED Basic Materials 3,684.0 $307K 0.01% NEW $83.32 +6.9%
938 EXPD EXPEDITORS INTL WASH INC Industrials 1,882.0 $307K 0.01% +64.0 +3.5% $162.99 +14.1%
939 FCX FREEPORT MCMORAN INC Basic Materials 4,873.0 $306K 0.01% +233.0 +5.0% $62.90 +5.4%
940 QSIG WISDOMTREE TR 6,299.0 $304K 0.01% $48.33 -0.1%
Page 47 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%