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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 52 of 57  ·  1,126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 VGK VANGUARD INTL EQUITY INDEX F 2,680.0 $237K 0.00% NEW $88.55 +4.0%
1022 NULV NUSHARES ETF TR 4,743.0 $237K 0.00% -6K -55.9% $49.99 +6.6%
1023 ARM ARM HOLDINGS PLC Technology 666.0 $236K 0.00% -6K -89.2% $354.57 -23.4%
1024 PURR HYPERLIQUID STRATEGIES INC Basic Materials 30,000.0 $236K 0.00% NEW $7.87 -9.1%
1025 MFC MANULIFE FINL CORP Financial Services 5,822.0 $236K 0.00% NEW $40.51 +9.2%
1026 AZN ASTRAZENECA PLC Healthcare 1,237.0 $235K 0.00% -2K -61.6% $189.63 -17.3%
1027 GWW WW GRAINGER INC Industrials 172.0 $234K 0.00% -12.0 -6.5% $1359.13 -3.1%
1028 TDG TRANSDIGM GROUP INC Industrials 175.0 $233K 0.00% NEW $1332.04 -7.1%
1029 FNV FRANCO NEV CORP Basic Materials 1,118.0 $233K 0.00% +109.0 +10.8% $208.44 +14.5%
1030 FCT FIRST TR SR FLTG RATE INCOME Financial Services 24,055.0 $232K 0.00% +859.0 +3.7% $9.66 +0.1%
1031 EWJ ISHARES INC 2,490.0 $232K 0.00% +54.0 +2.2% $93.28 +5.2%
1032 GM GENERAL MTRS CO Consumer Cyclical 3,009.0 $232K 0.00% NEW $77.09 +9.4%
1033 BSCR INVESCO EXCH TRD SLF IDX FD 11,825.0 $232K 0.00% +2K +15.6% $19.62 +0.2%
1034 MBCC NORTHERN LTS FD TR IV 5,575.0 $232K 0.00% NEW $41.60 -4.5%
1035 IDEV ISHARES TR 2,603.0 $232K 0.00% NEW $89.00 +4.9%
1036 UMC UNITED MICROELECTRONICS CORP Technology 8,496.0 $231K 0.00% -47K -84.6% $27.21 -28.2%
1037 ACWV ISHARES INC 1,922.0 $231K 0.00% NEW $120.25 +4.7%
1038 SPTI SPDR SERIES TRUST 8,112.0 $230K 0.00% -8K -49.9% $28.39 -1.0%
1039 NEAR ISHARES U S ETF TR 4,544.0 $230K 0.00% NEW $50.66 -0.2%
1040 XMVM INVESCO EXCHANGE TRADED FD T 3,233.0 $229K 0.00% -34.0 -1.0% $70.91 +6.9%
Page 52 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%