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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 48 of 57  ·  1,126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 ROST ROSS STORES INC Consumer Cyclical 1,430.0 $304K 0.01% +52.0 +3.8% $212.85 +11.8%
942 IREN IREN LIMITED Financial Services 6,654.0 $304K 0.01% +708.0 +11.9% $45.73 -8.2%
943 SCHK SCHWAB STRATEGIC TR 8,407.0 $303K 0.01% -324.0 -3.7% $36.06 +2.8%
944 RKT ROCKET COS INC Financial Services 19,146.0 $302K 0.01% +633.0 +3.4% $15.75 -10.7%
945 CHD CHURCH & DWIGHT CO INC Consumer Defensive 3,102.0 $301K 0.01% $96.88 +2.4%
946 ESPO VANECK ETF TRUST 3,326.0 $299K 0.01% $89.75 +9.1%
947 ILCG ISHARES TR 2,539.0 $297K 0.01% -248.0 -8.9% $117.03 -0.8%
948 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,186.0 $296K 0.01% +132.0 +12.5% $249.98 -3.0%
949 UFOX ETF SER SOLUTIONS 3,115.0 $296K 0.01% $95.04 -10.6%
950 CFG CITIZENS FINL GROUP INC Financial Services 4,222.0 $296K 0.01% $70.06 +5.1%
951 BNOV INNOVATOR ETFS TRUST 6,185.0 $296K 0.01% -58.0 -0.9% $47.81 +2.6%
952 BJAN INNOVATOR ETFS TRUST 5,007.0 $295K 0.01% -74.0 -1.5% $58.87 +2.3%
953 CDNS CADENCE DESIGN SYSTEM INC Technology 785.0 $295K 0.01% NEW $375.32 -15.3%
954 COKE COCA COLA CONS INC Consumer Defensive 1,534.0 $293K 0.01% NEW $190.92 -1.1%
955 TECB ISHARES TR 4,041.0 $290K 0.01% -281.0 -6.5% $71.75 +3.5%
956 DNP DNP SELECT INCOME FD INC Financial Services 26,738.0 $289K 0.01% -228.0 -0.8% $10.79 +1.4%
957 ICLN ISHARES TR 14,074.0 $288K 0.01% NEW $20.49 -13.6%
958 LIT GLOBAL X FDS 3,669.0 $287K 0.00% NEW $78.28 -5.4%
959 KEEL KEEL INFRASTRUCTURE CORP Technology 50,000.0 $287K 0.00% NEW $5.74 -43.5%
960 ELD WISDOMTREE TR 9,932.0 $285K 0.00% +208.0 +2.1% $28.70 +0.7%
Page 48 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%