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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 48 of 52  ·  1,037 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 INCY INCYTE CORP Healthcare 2,675.0 $252K 0.01% -6K -68.4% $94.11 +3.7%
942 AHR AMERICAN HEALTHCARE REIT INC Real Estate 5,287.0 $249K 0.01% -4K -42.8% $47.16 +4.6%
943 FNV FRANCO NEV CORP Basic Materials 1,009.0 $249K 0.01% $247.05 -3.7%
944 CCL CARNIVAL CORP Consumer Cyclical 9,598.0 $248K 0.01% -458.0 -4.5% $25.88 -4.8%
945 INGERSOLL RAND INC 3,089.0 $247K 0.01% NEW $80.12
946 BSCQ INVESCO EXCH TRD SLF IDX FD 12,597.0 $246K 0.01% -20K -61.6% $19.53 +0.3%
947 TER TERADYNE INC Technology 829.0 $246K 0.01% NEW $296.38 +20.3%
948 ROKU ROKU INC Communication Services 2,584.0 $244K 0.00% -148.0 -5.4% $94.62 +33.0%
949 IVOO VANGUARD ADMIRAL FDS INC 2,138.0 $244K 0.00% NEW $114.30 +6.9%
950 QJUN FIRST TR EXCHNG TRADED FD VI 7,815.0 $244K 0.00% $31.25 +7.5%
951 BLACKROCK ETF TRUST 4,407.0 $244K 0.00% -165.0 -3.6% $55.29
952 LTC LTC PPTYS INC Real Estate 6,548.0 $243K 0.00% -198.0 -2.9% $37.16 +3.1%
953 BOCT INNOVATOR ETFS TRUST 5,059.0 $243K 0.00% +376.0 +8.0% $47.99 +8.9%
954 FUMB FIRST TR EXCH TRADED FD III 12,101.0 $243K 0.00% +1K +13.9% $20.05 -0.0%
955 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 2,978.0 $241K 0.00% +226.0 +8.2% $80.96 -4.0%
956 TECB ISHARES TR 4,322.0 $240K 0.00% +583.0 +15.6% $55.48 +22.9%
957 HYD VANECK ETF TRUST 4,743.0 $238K 0.00% NEW $50.14 +0.8%
958 WMS ADVANCED DRAIN SYS INC DEL Industrials 1,730.0 $237K 0.00% NEW $137.13 +2.2%
959 PECO PHILLIPS EDISON & CO INC Real Estate 6,299.0 $236K 0.00% +61.0 +1.0% $37.42 +6.1%
960 RGLD ROYAL GOLD INC Basic Materials 926.0 $236K 0.00% NEW $254.49 -5.5%
Page 48 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%