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Portfolio (Quarterly) Guide ↗

RPG Investment Advisory, LLC

· CIK 0001666664
13F Portfolio $881M AUM Filed Jan 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 91 New
Page 1 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NVDA NVIDIA CORPORATION Technology 320,817.0 $59.8M 6.79% NEW $186.50 +20.8%
2 GOOG ALPHABET INC Communication Services 138,095.0 $43.3M 4.92% NEW $313.80 +25.3%
3 AAPL APPLE INC Technology 130,975.0 $35.6M 4.04% NEW $271.86 +9.6%
4 AMZN AMAZON COM INC Consumer Cyclical 135,116.0 $31.2M 3.54% NEW $230.82 +14.7%
5 MSFT MICROSOFT CORP Technology 62,769.0 $30.4M 3.44% NEW $483.62 -12.8%
6 PWR QUANTA SVCS INC Industrials 61,836.0 $26.1M 2.96% NEW $422.06 +82.4%
7 PLTR PALANTIR TECHNOLOGIES INC Technology 145,523.0 $25.9M 2.94% NEW $177.75 -24.6%
8 RTX RTX CORPORATION Industrials 136,213.0 $25.0M 2.83% NEW $183.40 -6.7%
9 AMD ADVANCED MICRO DEVICES INC Technology 111,963.0 $24.0M 2.72% NEW $214.16 +96.6%
10 BWXT BWX TECHNOLOGIES INC Industrials 135,092.0 $23.3M 2.65% NEW $172.84 +16.8%
11 ISRG INTUITIVE SURGICAL INC Healthcare 40,752.0 $23.1M 2.62% NEW $566.36 -25.6%
12 POWL POWELL INDS INC Industrials 67,973.0 $21.7M 2.46% NEW $318.78 -8.2%
13 CVX CHEVRON CORP NEW Energy 141,514.0 $21.6M 2.45% NEW $152.41 +25.4%
14 GVA GRANITE CONSTR INC Industrials 172,147.0 $19.9M 2.25% NEW $115.35 +20.1%
15 XYL XYLEM INC Industrials 137,231.0 $18.7M 2.12% NEW $136.18 -20.6%
16 NET CLOUDFLARE INC Technology 94,024.0 $18.5M 2.10% NEW $197.15 +0.2%
17 JCI JOHNSON CTLS INTL PLC Industrials 150,151.0 $18.0M 2.04% NEW $119.75 +19.5%
18 FORTINET INC 222,171.0 $17.6M 2.00% NEW $79.41
19 LHX L3HARRIS TECHNOLOGIES INC Industrials 56,096.0 $16.5M 1.87% NEW $293.57 +3.3%
20 NOW SERVICENOW INC Technology 103,175.0 $15.8M 1.79% NEW $153.19 -37.9%
Page 1 of 5  ·  91 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 39.4%
Industrials 22.2%
Energy 7.9%
Healthcare 7.3%
Communication Services 7.0%
Consumer Cyclical 5.8%
Financial Services 5.7%
Utilities 2.6%
Basic Materials 1.3%
Consumer Defensive 0.7%