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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 42 of 49  ·  980 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 EMXF ISHARES TR 7,276.0 $339K 0.01% NEW $46.53 +16.8%
822 DG DOLLAR GEN CORP NEW Consumer Defensive 2,543.0 $338K 0.01% NEW $132.79 -20.9%
823 NUE NUCOR CORP Basic Materials 2,070.0 $338K 0.01% NEW $163.08 +42.8%
824 CEFA GLOBAL X FDS 9,134.0 $337K 0.01% NEW $36.93 +4.9%
825 TOL TOLL BROTHERS INC Consumer Cyclical 2,489.0 $337K 0.01% NEW $135.23 -2.4%
826 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,061.0 $329K 0.01% NEW $310.27 +13.9%
827 BDEC INNOVATOR ETFS TRUST 6,573.0 $326K 0.01% NEW $49.56 +6.0%
828 KMI KINDER MORGAN INC DEL Energy 11,707.0 $322K 0.01% NEW $27.49 +21.5%
829 SVOL SIMPLIFY EXCHANGE TRADED FUN 18,223.0 $320K 0.01% NEW $17.56 -9.1%
830 FANG DIAMONDBACK ENERGY INC Energy 2,099.0 $316K 0.01% NEW $150.35 +33.2%
831 HOOD ROBINHOOD MKTS INC Financial Services 2,789.0 $315K 0.01% NEW $113.11 -28.7%
832 FIRST TR EXCHANGE-TRADED FD 11,343.0 $315K 0.01% NEW $27.74
833 ANGL VANECK ETF TRUST 10,647.0 $313K 0.01% NEW $29.36 -1.9%
834 FEM FIRST TR EXCH TRD ALPHDX FD 11,418.0 $312K 0.01% NEW $27.35 +17.1%
835 NVS NOVARTIS AG Healthcare 2,263.0 $312K 0.01% NEW $137.85 +8.6%
836 VRSK VERISK ANALYTICS INC Industrials 1,388.0 $310K 0.01% NEW $223.68 -29.9%
837 CSX CSX CORP Industrials 8,505.0 $308K 0.01% NEW $36.25 +26.7%
838 CCL CARNIVAL CORP Consumer Cyclical 10,056.0 $307K 0.01% NEW $30.54 -19.3%
839 QSIG WISDOMTREE TR 6,259.0 $307K 0.01% NEW $48.98 -1.2%
840 NUSC NUSHARES ETF TR 6,794.0 $303K 0.01% NEW $44.65 +7.5%
Page 42 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%