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Portfolio (Quarterly) Guide ↗

RPG Investment Advisory, LLC

· CIK 0001666664
13F Portfolio $973M AUM 93 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 38 Added 29 Reduced 7 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SYM SYMBOTIC INC Industrials 266,959.0 $12.0M 1.23% NEW $44.95 -5.7%
2 PRIM PRIMORIS SVCS CORP Industrials 52,120.0 $5.2M 0.53% NEW $99.12 -16.1%
3 KLAC KLA CORP Technology 1,100.0 $332K 0.03% NEW $301.71 -31.8%
4 TECL DIREXION SHARES ETF TRUST 1,400.0 $323K 0.03% NEW $230.76 -5.3%
5 ASML ASML HLDG NV Technology 145.0 $288K 0.03% NEW $1989.44 -5.3%
6 IGV ISHARES TR 2,718.0 $246K 0.03% NEW $90.60 +12.5%
7 IEMG ISHARES INC 2,630.0 $218K 0.02% NEW $82.84 -1.1%
8 SGMT SAGIMET BIOSCIENCES INC Healthcare 17,350.0 $134K 0.01% NEW $7.73 +34.9%

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 40.4%
Industrials 24.7%
Energy 8.0%
Healthcare 7.6%
Financial Services 5.8%
Communication Services 5.7%
Consumer Cyclical 4.9%
Basic Materials 1.5%
Utilities 1.5%