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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 44 of 49  ·  980 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,083.0 $277K 0.01% NEW $256.03 -5.3%
862 SCHO SCHWAB STRATEGIC TR 11,373.0 $277K 0.01% NEW $24.37 -1.0%
863 MDLZ MONDELEZ INTL INC Consumer Defensive 5,123.0 $276K 0.01% NEW $53.83 +13.3%
864 GMAY FIRST TR EXCHNG TRADED FD VI 6,665.0 $275K 0.01% NEW $41.29 +3.3%
865 NOBL PROSHARES TR 2,643.0 $275K 0.01% NEW $104.06 +1.4%
866 CDE COEUR MNG INC Basic Materials 15,342.0 $274K 0.01% NEW $17.83 -1.2%
867 SIXP AIM ETF PRODUCTS TRUST 8,654.0 $273K 0.01% NEW $31.55 +5.6%
868 DLR DIGITAL RLTY TR INC Real Estate 1,752.0 $271K 0.01% NEW $154.70 +24.7%
869 EXPE EXPEDIA GROUP INC Consumer Cyclical 951.0 $270K 0.01% NEW $283.42 -23.4%
870 MFLX FIRST TR EXCHNG TRADED FD VI 15,748.0 $268K 0.01% NEW $17.00 +0.1%
871 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 3,516.0 $267K 0.01% NEW $75.91 -27.7%
872 DNP DNP SELECT INCOME FD INC Financial Services 26,655.0 $266K 0.01% NEW $9.99 +6.6%
873 DPG DUFF & PHELPS UTLITY AND INF Financial Services 20,888.0 $265K 0.01% NEW $12.71 +12.4%
874 ARCC ARES CAPITAL CORP Financial Services 13,105.0 $265K 0.01% NEW $20.23 -6.6%
875 FGD FIRST TR EXCHANGE TRADED FD 8,662.0 $262K 0.01% NEW $30.27 +10.3%
876 BJAN INNOVATOR ETFS TRUST 4,743.0 $261K 0.01% NEW $55.05 +5.7%
877 CHD CHURCH & DWIGHT CO INC Consumer Defensive 3,093.0 $259K 0.01% NEW $83.85 +12.2%
878 RYANAIR HOLDINGS PLC 3,586.0 $259K 0.01% NEW $72.19
879 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 2,528.0 $256K 0.01% NEW $101.07 +20.9%
880 WIP SPDR SERIES TRUST 6,463.0 $255K 0.01% NEW $39.39 +0.8%
Page 44 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%