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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
Page 2 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IWM ISHARES TR 3,165.0 $951K 0.10% -84.0 -2.6% $300.46 +1.2%
22 JNJ JOHNSON & JOHNSON Healthcare 3,445.0 $875K 0.09% -50.0 -1.4% $253.95 +3.3%
23 XLF SELECT SECTOR SPDR TR 10,415.0 $558K 0.06% -602.0 -5.5% $53.61 +7.4%
24 KOMP SPDR SERIES TRUST 7,404.0 $529K 0.05% -649.0 -8.1% $71.50 -0.7%
25 XLE SELECT SECTOR SPDR TR 9,319.0 $495K 0.05% -238.0 -2.5% $53.11 +17.9%
26 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 316.0 $305K 0.03% -300.0 -48.7% $965.00 +3.1%
27 DIS DISNEY WALT CO Communication Services 2,694.0 $259K 0.03% -92.0 -3.3% $96.25 +7.5%
28 WMB WILLIAMS COS INC Energy 3,350.0 $249K 0.03% -100.0 -2.9% $74.34 -1.2%
29 GOOGL ALPHABET INC Communication Services 690.0 $247K 0.03% -6.0 -0.9% $357.37 -3.7%
Page 2 of 2  ·  29 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 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%