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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 56 of 57  ·  1,126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 OIA INVESCO MUNI INCOME OPP TRST Financial Services 18,451.0 $115K 0.00% +252.0 +1.4% $6.21 -2.1%
1102 META CALL META PLATFORMS INC Communication Services 200.0 $113K 0.00% NEW $563.29 +1.0%
1103 CALL NEBIUS GROUP N.V. 400.0 $110K 0.00% NEW $276.17
1104 BBDC BARINGS BDC INC Financial Services 12,738.0 $109K 0.00% NEW $8.52 +10.2%
1105 CLOV CLOVER HEALTH INVESTMENTS CO Healthcare 20,000.0 $105K 0.00% $5.24 -18.5%
1106 APP CALL APPLOVIN CORP Technology 200.0 $103K 0.00% NEW $515.23 -39.4%
1107 AMZN CALL AMAZON COM INC Consumer Cyclical 400.0 $95K 0.00% NEW $238.34 +9.6%
1108 ABVX ABIVAX SA Healthcare 643.0 $86K 0.00% NEW $133.26 -9.4%
1109 LYG LLOYDS BANKING GROUP PLC Financial Services 13,981.0 $82K 0.00% NEW $5.83 +5.5%
1110 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 13,169.0 $72K 0.00% NEW $5.45 -10.8%
1111 PLTR CALL PALANTIR TECHNOLOGIES INC Technology 600.0 $70K 0.00% NEW $116.67 +47.9%
1112 AVIR ATEA PHARMACEUTICALS INC Healthcare 14,875.0 $69K 0.00% $4.65 +12.3%
1113 NIO NIO INC Consumer Cyclical 13,095.0 $66K 0.00% -280.0 -2.1% $5.06 -9.1%
1114 CION CION INVT CORP Financial Services 10,230.0 $64K 0.00% NEW $6.23 +15.7%
1115 CRWV CALL COREWEAVE INC Technology 600.0 $60K 0.00% NEW $99.54 +6.5%
1116 NKTR NEKTAR THERAPEUTICS Healthcare 592.0 $41K 0.00% NEW $69.81 +4.1%
1117 ABVX PUT ABIVAX SA Healthcare 300.0 $40K 0.00% NEW $133.26 -9.4%
1118 GOOGL CALL ALPHABET INC Communication Services 100.0 $36K 0.00% NEW $357.37 -3.7%
1119 PURR CALL HYPERLIQUID STRATEGIES INC Basic Materials 4,000.0 $31K NEW $7.87 -9.1%
1120 BTBT BIT DIGITAL INC Financial Services 12,642.0 $23K NEW $1.80 -11.1%
Page 56 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%