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Portfolio (Quarterly) Guide ↗

RFG Holdings, Inc.

· CIK 0001845210
13F Portfolio $399M AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 66 New
Page 3 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ORCL ORACLE CORP Technology 2,788.0 $543K 0.14% NEW $194.91 -19.1%
42 BITB BITWISE BITCOIN ETF TR Financial Services 11,394.0 $542K 0.14% NEW $47.56 -31.7%
43 JPM JPMORGAN CHASE & CO. Financial Services 1,446.0 $466K 0.12% NEW $322.34 +3.5%
44 PGF INVESCO EXCHANGE TRADED FD T 32,110.0 $454K 0.11% NEW $14.14 -3.4%
45 VOT VANGUARD INDEX FDS 1,494.0 $417K 0.10% NEW $279.27 +8.0%
46 CAT CATERPILLAR INC Industrials 654.0 $375K 0.09% NEW $572.87 +73.6%
47 LLY ELI LILLY & CO Healthcare 347.0 $373K 0.09% NEW $1074.80 +4.0%
48 VONV VANGUARD SCOTTSDALE FDS 3,988.0 $368K 0.09% NEW $92.31 +14.5%
49 ATO ATMOS ENERGY CORP Utilities 1,916.0 $321K 0.08% NEW $167.63 +3.0%
50 CI THE CIGNA GROUP Healthcare 1,159.0 $319K 0.08% NEW $275.23 +1.5%
51 VUG VANGUARD INDEX FDS 651.0 $318K 0.08% NEW $488.20 -82.8%
52 WMT WALMART INC Consumer Defensive 2,744.0 $306K 0.08% NEW $111.45 +6.8%
53 BERKSHIRE HATHAWAY INC DEL 604.0 $304K 0.08% NEW $502.65
54 DFAC DIMENSIONAL ETF TRUST 7,521.0 $298K 0.07% NEW $39.59 +10.4%
55 BBJP J P MORGAN EXCHANGE TRADED F 4,505.0 $297K 0.07% NEW $65.91 +13.5%
56 CVX CHEVRON CORP NEW Energy 1,874.0 $286K 0.07% NEW $152.46 +12.5%
57 IVV ISHARES TR 380.0 $260K 0.07% NEW $684.94 +7.6%
58 VTV VANGUARD INDEX FDS 1,334.0 $255K 0.06% NEW $190.99 +13.9%
59 XLF SELECT SECTOR SPDR TR 4,624.0 $253K 0.06% NEW $54.77 -1.9%
60 SRLN SSGA ACTIVE ETF TR 5,996.0 $247K 0.06% NEW $41.27 -2.6%
Page 3 of 4  ·  66 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
Financial Services 53.2%
Technology 27.6%
Communication Services 7.8%
Consumer Cyclical 5.4%
Energy 4.2%
Healthcare 0.7%
Industrials 0.6%
Utilities 0.3%
Consumer Defensive 0.3%