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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 45 of 49  ·  980 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 ILF ISHARES TR 8,351.0 $254K 0.01% NEW $30.45 +13.1%
882 SMA SMARTSTOP SELF STORAG REIT I Real Estate 8,186.0 $253K 0.01% NEW $30.94 -0.5%
883 LNC LINCOLN NATL CORP IND Financial Services 5,664.0 $252K 0.01% NEW $44.53 -22.4%
884 AIM ETF PRODUCTS TRUST 9,783.0 $251K 0.01% NEW $25.70
885 BLACKROCK ETF TRUST 4,572.0 $250K 0.01% NEW $54.66
886 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,475.0 $250K 0.01% NEW $100.89 -4.2%
887 SFBS SERVISFIRST BANCSHARES INC Financial Services 3,473.0 $249K 0.01% NEW $71.79 +6.3%
888 QJUN FIRST TR EXCHNG TRADED FD VI 7,815.0 $249K 0.01% NEW $31.84 +5.5%
889 MRSH MARSH & MCLENNAN COS INC Financial Services 1,328.0 $246K 0.01% NEW $185.56 -13.8%
890 WELL WELLTOWER INC Real Estate 1,326.0 $246K 0.01% NEW $185.55 +17.4%
891 ROST ROSS STORES INC Consumer Cyclical 1,362.0 $245K 0.01% NEW $180.10 +18.4%
892 PULS PGIM ETF TR 4,894.0 $243K 0.01% NEW $49.59 +0.1%
893 TPL TEXAS PACIFIC LAND CORPORATI Energy 843.0 $242K 0.01% NEW $287.22 +35.3%
894 ILCG ISHARES TR 2,307.0 $240K 0.01% NEW $104.04 +10.8%
895 CW CURTISS WRIGHT CORP Industrials 433.0 $239K 0.00% NEW $551.47 +36.2%
896 APH AMPHENOL CORP NEW Technology 1,761.0 $238K 0.00% NEW $135.13 -7.5%
897 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 3,092.0 $237K 0.00% NEW $76.67 +11.9%
898 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 850.0 $237K 0.00% NEW $278.83 -4.8%
899 EL LAUDER ESTEE COS INC Consumer Defensive 2,257.0 $236K 0.00% NEW $104.70 -22.8%
900 ETHA ISHARES ETHEREUM TR Financial Services 10,531.0 $236K 0.00% NEW $22.43 -25.3%
Page 45 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%