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Portfolio (Quarterly) Guide ↗

RFG Advisory, LLC

· CIK 0001633387
13F Portfolio $6.4B AUM 1,126 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 166 New 504 Added 381 Reduced 77 Exited
Page 57 of 57  ·  1,126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 JOBY CALL JOBY AVIATION INC Industrials 2,500.0 $22K NEW $8.92 -18.9%
1122 TEM CALL TEMPUS AI INC Healthcare 300.0 $17K NEW $57.93 +18.7%
1123 CIFR CALL CIPHER DIGITAL INC Financial Services 400.0 $10K NEW $24.50 -34.2%
1124 IREN CALL IREN LIMITED Financial Services 200.0 $9K NEW $45.73 -8.0%
1125 ACHR CALL ARCHER AVIATION INC Industrials 1,500.0 $7K NEW $4.73 +26.8%
1126 CALIDI BIOTHERAPEUTICS INC 12,000.0 $2K NEW $0.17
Page 57 of 57  ·  1,126 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 32.7%
Financial Services 19.6%
Consumer Cyclical 10.1%
Healthcare 7.8%
Industrials 7.3%
Communication Services 7.1%
Consumer Defensive 4.6%
Basic Materials 3.4%
Energy 2.9%
Utilities 2.5%