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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 48 of 49  ·  980 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 SPGI S&P GLOBAL INC Financial Services 398.0 $208K 0.00% NEW $522.29 -22.7%
942 BITB BITWISE BITCOIN ETF TR Financial Services 4,368.0 $208K 0.00% NEW $47.56 -9.7%
943 BWXT BWX TECHNOLOGIES INC Industrials 1,201.0 $208K 0.00% NEW $172.86 +18.4%
944 HPE HEWLETT PACKARD ENTERPRISE C Technology 8,602.0 $207K 0.00% NEW $24.02 +42.1%
945 CGW INVESCO EXCH TRADED FD TR II 3,263.0 $206K 0.00% NEW $63.01 -2.3%
946 ENPH ENPHASE ENERGY INC Energy 6,355.0 $204K 0.00% NEW $32.05 +49.8%
947 GSEP FIRST TR EXCHNG TRADED FD VI 5,252.0 $203K 0.00% NEW $38.74 +4.5%
948 FBT FIRST TR EXCHANGE-TRADED FD 982.0 $203K 0.00% NEW $206.53 +0.2%
949 UYLD ANGEL OAK FUNDS TRUST 3,945.0 $202K 0.00% NEW $51.14 -0.1%
950 EW EDWARDS LIFESCIENCES CORP Healthcare 2,358.0 $201K 0.00% NEW $85.25 -4.6%
951 BLACKROCK MUNIYIELD FD INC 18,300.0 $192K 0.00% NEW $10.49
952 FDD FIRST TR EXCHANGE-TRADED FD 10,958.0 $192K 0.00% NEW $17.50 +9.8%
953 KVUE KENVUE INC Consumer Defensive 10,977.0 $189K 0.00% NEW $17.25 -0.3%
954 BLACKROCK TECH AND PRIVATE E 28,331.0 $187K 0.00% NEW $6.59
955 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 15,733.0 $183K 0.00% NEW $11.63 -0.9%
956 MMU WESTERN ASSET MANAGED MUNS F Financial Services 16,899.0 $176K 0.00% NEW $10.44 -3.1%
957 CHW CALAMOS GBL DYN INCOME FUND Financial Services 23,412.0 $173K 0.00% NEW $7.41 +16.6%
958 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 17,925.0 $173K 0.00% NEW $9.65 +31.3%
959 ADTRAN HOLDINGS INC 18,987.0 $165K 0.00% NEW $8.69
960 JOBY JOBY AVIATION INC Industrials 12,465.0 $165K 0.00% NEW $13.20 -19.4%
Page 48 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%