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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 36 of 49  ·  980 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 LNG CHENIERE ENERGY INC Energy 2,693.0 $523K 0.01% NEW $194.36 +24.4%
702 CNC CENTENE CORP DEL Healthcare 12,700.0 $523K 0.01% NEW $41.15 +39.8%
703 MCO MOODYS CORP Financial Services 1,021.0 $521K 0.01% NEW $510.71 -15.6%
704 PTA COHEN & STEERS TAX ADVAN PFD Financial Services 26,935.0 $520K 0.01% NEW $19.31 +0.1%
705 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,483.0 $520K 0.01% NEW $350.54 +10.4%
706 DSEP FIRST TR EXCHNG TRADED FD VI 11,552.0 $519K 0.01% NEW $44.91 +4.6%
707 HERO GLOBAL X FDS 17,431.0 $519K 0.01% NEW $29.76 -13.4%
708 MET METLIFE INC Financial Services 6,562.0 $518K 0.01% NEW $78.94 +1.3%
709 LRGE LEGG MASON ETF INVT 6,226.0 $513K 0.01% NEW $82.34 +4.1%
710 DAPR FIRST TR EXCHNG TRADED FD VI 12,989.0 $511K 0.01% NEW $39.35 +3.0%
711 SNTH TIDAL TRUST III 18,273.0 $506K 0.01% NEW $27.69 +7.9%
712 IWO ISHARES TR 1,566.0 $506K 0.01% NEW $322.99 +12.3%
713 CART MAPLEBEAR INC Consumer Cyclical 11,200.0 $504K 0.01% NEW $44.98 -12.0%
714 EBND SPDR SERIES TRUST 23,463.0 $501K 0.01% NEW $21.37 -3.0%
715 VRT VERTIV HOLDINGS CO Industrials 3,065.0 $497K 0.01% NEW $162.02 +120.8%
716 WDC WESTERN DIGITAL CORP Technology 2,875.0 $495K 0.01% NEW $172.25 +177.6%
717 PFFA ETFIS SER TR I 22,920.0 $494K 0.01% NEW $21.55 -0.3%
718 UJAN INNOVATOR ETFS TRUST 11,344.0 $491K 0.01% NEW $43.26 +3.7%
719 CDNS CADENCE DESIGN SYSTEM INC Technology 1,567.0 $490K 0.01% NEW $312.57 +11.0%
720 KR KROGER CO Consumer Defensive 7,832.0 $489K 0.01% NEW $62.48 +6.6%
Page 36 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%