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Portfolio (Quarterly) Guide ↗

RPG Investment Advisory, LLC

· CIK 0001666664
13F Portfolio $829M AUM 92 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 43 Added 29 Reduced 6 Exited
Page 2 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JNJ JOHNSON & JOHNSON Healthcare 3,495.0 $854K 0.10% -175.0 -4.8% $244.42 -6.3%
22 XLE SELECT SECTOR SPDR TR 9,557.0 $585K 0.07% -138.0 -1.4% $61.26 +0.0%
23 SPY STATE STR SPDR S&P 500 ETF T Financial Services 899.0 $585K 0.07% -13.0 -1.4% $650.44 +12.8%
24 XLV SELECT SECTOR SPDR TR 3,852.0 $565K 0.07% -96.0 -2.4% $146.61 +0.5%
25 OIH VANECK ETF TRUST 1,331.0 $538K 0.07% -99.0 -6.9% $404.21 +11.6%
26 XOM EXXON MOBIL CORP Energy 2,884.0 $489K 0.06% -612.0 -17.5% $169.66 -5.4%
27 IWF ISHARES TR 1,129.0 $481K 0.06% -50.0 -4.2% $426.40 -71.1%
28 VOX VANGUARD WORLD FD 1,556.0 $280K 0.03% -10.0 -0.6% $179.86 +8.3%
29 T AT&T INC Communication Services 8,712.0 $253K 0.03% -1K -10.3% $28.99 -15.7%
Page 2 of 2  ·  29 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 38.1%
Industrials 22.7%
Energy 10.7%
Healthcare 6.6%
Communication Services 6.0%
Financial Services 5.8%
Consumer Cyclical 5.6%
Utilities 2.8%
Basic Materials 1.6%
Consumer Defensive 0.0%