BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

RFG Holdings, Inc.

· CIK 0001845210
13F Portfolio $477M AUM 87 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 20 New 45 Added 13 Reduced 3 Exited
Page 5 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 JNJ JOHNSON & JOHNSON Healthcare 841.0 $214K 0.04% NEW $253.97 +7.4%
82 TER TERADYNE INC Technology 436.0 $211K 0.04% NEW $484.58 -24.0%
83 BA BOEING CO Industrials 969.0 $210K 0.04% NEW $216.47 -2.5%
84 OKLO OKLO INC Utilities 3,961.0 $207K 0.04% NEW $52.33 -17.8%
85 DFUV DIMENSIONAL ETF TRUST 3,762.0 $207K 0.04% NEW $55.01 +4.2%
86 GE GE AEROSPACE Industrials 548.0 $205K 0.04% NEW $373.73 -7.3%
87 SPY STATE STR SPDR S&P 500 ETF T Financial Services 270.0 $202K 0.04% NEW $746.77 +2.5%
Page 5 of 5  ·  87 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 44.2%
Technology 41.4%
Consumer Cyclical 5.2%
Communication Services 2.9%
Energy 2.1%
Industrials 1.9%
Utilities 1.1%
Healthcare 1.0%
Consumer Defensive 0.2%