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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 4 of 5  ·  93 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BIL SPDR SERIES TRUST 15,850.0 $1.5M 0.15% +6K +66.5% $91.64 -0.1%
62 SOFI SOFI TECHNOLOGIES INC Financial Services 60,750.0 $1.1M 0.11% +20K +48.9% $17.93 +2.1%
63 IWM ISHARES TR 3,165.0 $951K 0.10% -84.0 -2.6% $300.46 +1.2%
64 XLI SELECT SECTOR SPDR TR 5,129.0 $950K 0.10% +216.0 +4.4% $185.23 +0.6%
65 IUSG ISHARES TR 4,997.0 $940K 0.10% $188.09 +2.9%
66 VXF VANGUARD INDEX FDS 3,712.0 $914K 0.09% +45.0 +1.2% $246.21 +1.5%
67 JNJ JOHNSON & JOHNSON Healthcare 3,445.0 $875K 0.09% -50.0 -1.4% $253.95 +3.3%
68 VTV VANGUARD INDEX FDS 3,898.0 $849K 0.09% $217.93 +4.0%
69 NOC NORTHROP GRUMMAN CORP Industrials 1,479.0 $753K 0.08% $509.31 +12.0%
70 SPY STATE STR SPDR S&P 500 ETF T Financial Services 897.0 $670K 0.07% $746.88 +3.5%
71 TSLA TESLA INC Consumer Cyclical 1,574.0 $662K 0.07% $420.60 -19.3%
72 XLV SELECT SECTOR SPDR TR 3,882.0 $616K 0.06% +30.0 +0.8% $158.67 +5.3%
73 IWF ISHARES TR 4,506.0 $560K 0.06% +3K +299.1% $124.17 +0.7%
74 XLF SELECT SECTOR SPDR TR 10,415.0 $558K 0.06% -602.0 -5.5% $53.61 +7.4%
75 IXUS ISHARES TR 5,718.0 $546K 0.06% +2K +48.0% $95.44 +2.8%
76 KOMP SPDR SERIES TRUST 7,404.0 $529K 0.05% -649.0 -8.1% $71.50 -0.7%
77 XOM EXXON MOBIL CORP Energy 3,801.0 $520K 0.05% +917.0 +31.8% $136.72 +18.1%
78 OIH VANECK ETF TRUST 1,363.0 $507K 0.05% +32.0 +2.4% $372.03 +14.7%
79 XLE SELECT SECTOR SPDR TR 9,319.0 $495K 0.05% -238.0 -2.5% $53.11 +17.9%
80 HACK AMPLIFY ETF TR 4,183.0 $439K 0.04% +55.0 +1.3% $104.93 +10.1%
Page 4 of 5  ·  93 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%