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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 19 of 49  ·  980 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 BAC BANK AMERICA CORP Financial Services 32,289.0 $1.8M 0.03% NEW $55.00 -8.1%
362 RSG REPUBLIC SVCS INC Industrials 8,323.0 $1.8M 0.03% NEW $211.92 +0.4%
363 DE DEERE & CO Industrials 3,771.0 $1.8M 0.03% NEW $465.52 +21.2%
364 XLRE SELECT SECTOR SPDR TR 43,488.0 $1.8M 0.03% NEW $40.35 +8.0%
365 LOW LOWES COS INC Consumer Cyclical 7,265.0 $1.8M 0.03% NEW $241.16 -8.9%
366 ALBEMARLE CORP 29,478.0 $1.8M 0.03% NEW $59.39
367 CVS CVS HEALTH CORP Healthcare 21,998.0 $1.7M 0.03% NEW $79.36 +20.6%
368 LULU LULULEMON ATHLETICA INC Consumer Cyclical 8,396.0 $1.7M 0.03% NEW $207.80 -42.6%
369 FIRST TR EXCHANGE TRADED FD 73,120.0 $1.7M 0.03% NEW $23.62
370 PFF ISHARES TR 55,694.0 $1.7M 0.03% NEW $30.96 +0.6%
371 CGGO CAPITAL GROUP GBL GROWTH EQT 49,733.0 $1.7M 0.03% NEW $34.65 +12.2%
372 BLV VANGUARD BD INDEX FDS 24,780.0 $1.7M 0.03% NEW $69.52 -3.4%
373 CADENCE BANK 39,993.0 $1.7M 0.03% NEW $42.84
374 DUK DUKE ENERGY CORP NEW Utilities 14,526.0 $1.7M 0.03% NEW $117.21 +4.0%
375 EME EMCOR GROUP INC Industrials 2,767.0 $1.7M 0.03% NEW $611.69 +44.4%
376 MRVL MARVELL TECHNOLOGY INC Technology 19,887.0 $1.7M 0.03% NEW $84.98 +97.9%
377 VXF VANGUARD INDEX FDS 8,068.0 $1.7M 0.03% NEW $209.11 +7.2%
378 RING ISHARES INC 22,751.0 $1.7M 0.03% NEW $73.64 +3.4%
379 KOMP SPDR SERIES TRUST 28,030.0 $1.7M 0.03% NEW $59.73 +12.3%
380 GRID FIRST TR EXCHANGE TRADED FD 10,934.0 $1.7M 0.03% NEW $153.02 +23.4%
Page 19 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%