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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 53 of 57  ·  1,126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 CNP CENTERPOINT ENERGY INC Utilities 5,193.0 $229K 0.00% +166.0 +3.3% $44.04 -7.1%
1042 SEI EXCHANGE TRADED FUNDS 9,068.0 $228K 0.00% NEW $25.17
1043 GAUG FIRST TR EXCHNG TRADED FD VI 5,509.0 $228K 0.00% $41.42 +1.4%
1044 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 2,114.0 $228K 0.00% NEW $107.78 +5.4%
1045 SNDK CALL SANDISK CORP Technology 100.0 $227K 0.00% NEW $2273.73 -27.6%
1046 MOS MOSAIC CO Basic Materials 10,725.0 $227K 0.00% NEW $21.19 -0.1%
1047 FTAI AVIATION LTD 839.0 $227K 0.00% -2K -65.2% $270.59
1048 ABVX CALL ABIVAX SA Healthcare 1,700.0 $227K 0.00% NEW $133.26 -10.6%
1049 FAST FASTENAL CO Industrials 4,707.0 $226K 0.00% +107.0 +2.3% $48.04 +7.2%
1050 POWL POWELL INDS INC Industrials 787.0 $225K 0.00% -1K -57.8% $286.30 -29.6%
1051 BWXT BWX TECHNOLOGIES INC Industrials 1,154.0 $225K 0.00% -81.0 -6.6% $194.67 -14.1%
1052 FENY FIDELITY COVINGTON TRUST 7,552.0 $223K 0.00% -4K -36.2% $29.56 +18.8%
1053 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 8,885.0 $223K 0.00% NEW $25.06 +14.8%
1054 ICVT ISHARES TR 1,823.0 $222K 0.00% -473.0 -20.6% $121.76 -3.9%
1055 NXTG FIRST TR EXCHANGE-TRADED FD 1,440.0 $221K 0.00% NEW $153.30 -1.4%
1056 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 663.0 $219K 0.00% NEW $330.57 +0.2%
1057 BEN FRANKLIN RESOURCES INC Financial Services 6,586.0 $219K 0.00% NEW $33.27 +1.8%
1058 HACK AMPLIFY ETF TR 2,084.0 $219K 0.00% NEW $104.94 +9.4%
1059 HWM HOWMET AEROSPACE INC Industrials 810.0 $218K 0.00% NEW $269.02 +6.4%
1060 OCTW AIM ETF PRODUCTS TRUST 5,262.0 $215K 0.00% -288.0 -5.2% $40.91 +1.7%
Page 53 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%