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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 4 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AVGO BROADCOM INC Technology 3,674.0 $1.1M 0.14% +514.0 +16.3% $309.51 +32.8%
62 NOC NORTHROP GRUMMAN CORP Industrials 1,479.0 $1.0M 0.12% $682.24 -19.4%
63 BIL SPDR SERIES TRUST 9,520.0 $872K 0.10% -2K -17.2% $91.64 -0.1%
64 JNJ JOHNSON & JOHNSON Healthcare 3,495.0 $854K 0.10% -175.0 -4.8% $244.42 -6.3%
65 IWM ISHARES TR 3,249.0 $806K 0.10% $248.00 +10.1%
66 XLI SELECT SECTOR SPDR TR 4,913.0 $795K 0.10% +238.0 +5.1% $161.73 +4.3%
67 IUSG ISHARES TR 4,982.0 $773K 0.09% +416.0 +9.1% $155.11 +18.4%
68 VTV VANGUARD INDEX FDS 3,882.0 $762K 0.09% +41.0 +1.1% $196.20 +5.5%
69 VXF VANGUARD INDEX FDS 3,667.0 $755K 0.09% +271.0 +8.0% $205.80 +8.0%
70 SOFI SOFI TECHNOLOGIES INC Financial Services 40,790.0 $648K 0.08% +13K +44.4% $15.88 -1.1%
71 TSLA TESLA INC Consumer Cyclical 1,579.0 $587K 0.07% +29.0 +1.9% $371.75 +10.3%
72 XLE SELECT SECTOR SPDR TR 9,557.0 $585K 0.07% -138.0 -1.4% $61.26 +0.0%
73 SPY STATE STR SPDR S&P 500 ETF T Financial Services 899.0 $585K 0.07% -13.0 -1.4% $650.44 +12.8%
74 XLV SELECT SECTOR SPDR TR 3,852.0 $565K 0.07% -96.0 -2.4% $146.61 +0.5%
75 XLF SELECT SECTOR SPDR TR 11,017.0 $544K 0.07% +205.0 +1.9% $49.37 +3.5%
76 OIH VANECK ETF TRUST 1,331.0 $538K 0.07% -99.0 -6.9% $404.21 +11.6%
77 XOM EXXON MOBIL CORP Energy 2,884.0 $489K 0.06% -612.0 -17.5% $169.66 -5.4%
78 IWF ISHARES TR 1,129.0 $481K 0.06% -50.0 -4.2% $426.40 -71.1%
79 KOMP SPDR SERIES TRUST 8,053.0 $471K 0.06% +147.0 +1.9% $58.48 +13.7%
80 CELH CELSIUS HLDGS INC Consumer Defensive 10,850.0 $385K 0.05% $35.48 -17.9%
Page 4 of 5  ·  92 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%