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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 5 of 5  ·  93 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 META META PLATFORMS INC Communication Services 608.0 $343K 0.04% +11.0 +1.8% $563.60 +1.0%
82 KLAC KLA CORP Technology 1,100.0 $332K 0.03% NEW $301.71 -31.8%
83 TECL DIREXION SHARES ETF TRUST 1,400.0 $323K 0.03% NEW $230.76 -5.3%
84 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 316.0 $305K 0.03% -300.0 -48.7% $965.00 +3.0%
85 ASML ASML HLDG NV Technology 145.0 $288K 0.03% NEW $1989.44 -5.3%
86 VOX VANGUARD WORLD FD 1,561.0 $287K 0.03% $183.97 +1.0%
87 DIS DISNEY WALT CO Communication Services 2,694.0 $259K 0.03% -92.0 -3.3% $96.25 +7.5%
88 WMB WILLIAMS COS INC Energy 3,350.0 $249K 0.03% -100.0 -2.9% $74.34 -1.1%
89 GOOGL ALPHABET INC Communication Services 690.0 $247K 0.03% -6.0 -0.9% $357.37 -3.7%
90 IGV ISHARES TR 2,718.0 $246K 0.03% NEW $90.60 +12.5%
91 IEMG ISHARES INC 2,630.0 $218K 0.02% NEW $82.84 -1.1%
92 SGMT SAGIMET BIOSCIENCES INC Healthcare 17,350.0 $134K 0.01% NEW $7.73 +34.9%
93 QS QUANTUMSCAPE CORP Consumer Cyclical 12,129.0 $92K 0.01% $7.56 -18.8%
Page 5 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%