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Portfolio (Quarterly) Guide ↗

Advisory Resource Group

· CIK 0001764968
13F Portfolio $665M AUM 183 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 183 New
Page 1 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QDPL PACER FDS TR 988,427.0 $44.5M 6.70% NEW $45.07 +2.9%
2 PSX PHILLIPS 66 Energy 193,572.0 $32.7M 4.92% NEW $169.05 +43.7%
3 JSI JANUS DETROIT STR TR 491,125.0 $25.2M 3.78% NEW $51.21 -0.3%
4 PTRB PGIM ETF TR 535,104.0 $22.2M 3.34% NEW $41.46 -1.4%
5 PATN PACER FDS TR 591,588.0 $22.0M 3.31% NEW $37.17 -3.5%
6 COP CONOCOPHILLIPS Energy 205,993.0 $21.4M 3.22% NEW $103.96 +29.7%
7 JMEE J P MORGAN EXCHANGE TRADED F 258,935.0 $20.2M 3.04% NEW $78.03 -0.2%
8 PSQO PALMER SQUARE FUNDS TR 969,639.0 $20.0M 3.01% NEW $20.67 +0.8%
9 SPAB SPDR SERIES TRUST 540,885.0 $13.8M 2.08% NEW $25.52 -1.7%
10 IVV ISHARES TR 17,909.0 $13.4M 2.02% NEW $748.88 +2.7%
11 AMAT APPLIED MATLS INC Technology 18,476.0 $13.4M 2.01% NEW $723.01 -31.9%
12 AVDE AMERICAN CENTY ETF TR 146,247.0 $13.0M 1.96% NEW $89.20 +5.7%
13 CSCO CISCO SYS INC Technology 87,593.0 $10.3M 1.55% NEW $117.46 -5.5%
14 FELV FIDELITY COVINGTON TRUST 225,693.0 $9.0M 1.36% NEW $40.09 +6.5%
15 VLO VALERO ENERGY CORP Energy 34,657.0 $9.0M 1.36% NEW $260.44 +34.0%
16 JEPQ J P MORGAN EXCHANGE TRADED F 144,604.0 $8.9M 1.34% NEW $61.46 -2.6%
17 CMI CUMMINS INC Industrials 12,196.0 $8.7M 1.31% NEW $713.20 -17.6%
18 FIDELITY GREENWOOD STREET TR 291,862.0 $8.4M 1.27% NEW $28.89
19 QQQ INVESCO QQQ TR Financial Services 10,979.0 $8.1M 1.22% NEW $736.38 -3.1%
20 FITB FIFTH THIRD BANCORP Financial Services 140,070.0 $7.9M 1.19% NEW $56.37 -2.7%
Page 1 of 10  ·  183 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 31.1%
Energy 28.4%
Financial Services 18.3%
Industrials 9.3%
Healthcare 4.6%
Communication Services 2.5%
Consumer Cyclical 2.3%
Consumer Defensive 1.3%
Basic Materials 1.2%
Real Estate 0.7%