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Portfolio (Quarterly) Guide ↗

RFG Advisory, LLC

· CIK 0001633387
13F Portfolio $5.3B AUM Filed Feb 3, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 980 New
Page 18 of 49  ·  980 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 NEAR ISHARES U S ETF TR 38,230.0 $2.0M 0.04% NEW $51.10 -0.9%
342 XLE SELECT SECTOR SPDR TR 43,685.0 $2.0M 0.04% NEW $44.71 +31.6%
343 NVO NOVO-NORDISK A S Healthcare 37,988.0 $1.9M 0.04% NEW $50.88 -12.3%
344 IBIT ISHARES BITCOIN TRUST ETF Financial Services 38,811.0 $1.9M 0.04% NEW $49.65 -12.0%
345 BAI BLACKROCK ETF TRUST 57,690.0 $1.9M 0.04% NEW $33.30 +40.0%
346 QQQH NEOS ETF TRUST 35,167.0 $1.9M 0.04% NEW $54.30 +2.4%
347 MSTR STRATEGY INC Technology 12,540.0 $1.9M 0.04% NEW $151.95 +8.9%
348 PLTM GRANITESHARES PLATINUM TR Financial Services 95,026.0 $1.9M 0.04% NEW $19.73 -3.4%
349 CGUS CAPITAL GROUP CORE EQUITY ET 46,384.0 $1.9M 0.04% NEW $40.23 +7.9%
350 VGLT VANGUARD SCOTTSDALE FDS 33,124.0 $1.8M 0.04% NEW $55.80 -3.9%
351 UNP UNION PAC CORP Industrials 7,979.0 $1.8M 0.04% NEW $231.32 +16.8%
352 MAA MID-AMER APT CMNTYS INC Real Estate 13,264.0 $1.8M 0.04% NEW $138.91 -8.7%
353 HII HUNTINGTON INGALLS INDS INC Industrials 5,416.0 $1.8M 0.04% NEW $340.08 -3.6%
354 EFG ISHARES TR 16,055.0 $1.8M 0.03% NEW $113.92 +4.4%
355 BMY BRISTOL-MYERS SQUIBB CO Healthcare 33,797.0 $1.8M 0.03% NEW $53.94 +7.2%
356 ABT ABBOTT LABS Healthcare 14,438.0 $1.8M 0.03% NEW $125.29 -32.2%
357 IAGG ISHARES TR 36,122.0 $1.8M 0.03% NEW $50.01 -0.4%
358 TGT TARGET CORP Consumer Defensive 18,455.0 $1.8M 0.03% NEW $97.75 +23.1%
359 AMD ADVANCED MICRO DEVICES INC Technology 8,415.0 $1.8M 0.03% NEW $214.16 +103.1%
360 IDXX IDEXX LABS INC Healthcare 2,631.0 $1.8M 0.03% NEW $676.41 -21.1%
Page 18 of 49  ·  980 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 27.3%
Financial Services 20.5%
Consumer Cyclical 11.6%
Healthcare 9.0%
Communication Services 8.5%
Industrials 6.7%
Consumer Defensive 5.1%
Basic Materials 3.3%
Energy 3.0%
Utilities 2.9%