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Portfolio (Quarterly) Guide ↗

RFP Financial Group LLC

· CIK 0001956564
13F Portfolio $209M AUM 96 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 16 New 15 Added 45 Reduced 38 Exited
Page 1 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GOOG ALPHABET INCORPORATED CAP STK CLASS C Communication Services 9,507.0 $3.0M 1.43% -2K -14.8% $313.81 +20.9%
2 WMT WALMART INCORPORATED Consumer Defensive 24,408.0 $2.7M 1.30% -963.0 -3.8% $111.41 +8.0%
3 VBIL VANGUARD 0-3 MONTH TREASURY BILL ETF 35,263.0 $2.7M 1.27% -1K -3.3% $75.43 +0.3%
4 MGK VANGUARD MEGA CAP GROWTH INDEX FUND 5,158.0 $2.1M 1.02% -4K -42.5% $412.79 -78.4%
5 JPM JPMORGAN CHASE & COMPANY. Financial Services 6,536.0 $2.1M 1.01% -362.0 -5.2% $322.21 -4.9%
6 VTI VANGUARD INDEX FDS VANGUARD STK MKT ETF 5,530.0 $1.9M 0.89% -5K -48.2% $335.30 +9.4%
7 JNJ JOHNSON & JOHNSON Healthcare 7,812.0 $1.6M 0.77% -589.0 -7.0% $206.95 +13.2%
8 AMZN AMAZON COM INCORPORATED Consumer Cyclical 5,724.0 $1.3M 0.63% -2K -30.4% $230.82 +15.4%
9 COST COSTCO WHOLESALE CORPORATION NEW Consumer Defensive 1,493.0 $1.3M 0.62% -123.0 -7.6% $862.34 +19.2%
10 AXP AMERICAN EXPRESS COMPANY Financial Services 2,637.0 $976K 0.47% -21.0 -0.8% $369.98 -15.7%
11 SO SOUTHERN COMPANY Utilities 10,762.0 $938K 0.45% -8K -41.2% $87.20 +8.4%
12 PM PHILIP MORRIS INTERNATIONAL INCORPORATED Consumer Defensive 5,764.0 $925K 0.44% -335.0 -5.5% $160.41 +17.8%
13 NVDA NVIDIA CORPORATION Technology 4,637.0 $865K 0.41% -3K -37.5% $186.48 +15.5%
14 SPY SPDR S&P 500 ETF Financial Services 1,267.0 $864K 0.41% -3K -71.6% $682.11 +9.3%
15 RSPN INVESCO EXCHANGE TRADED FD TR S&P500 EQL IND 14,352.0 $813K 0.39% -137K -90.5% $56.63 +6.0%
16 MRK MERCK & COMPANY INCORPORATED Healthcare 7,684.0 $809K 0.39% -179.0 -2.3% $105.26 +16.3%
17 PEP PEPSICO INCORPORATED Consumer Defensive 5,384.0 $773K 0.37% -1K -16.2% $143.52 +4.9%
18 XOM EXXON MOBIL CORPORATION Energy 5,776.0 $695K 0.33% -2K -24.1% $120.35 +28.7%
19 IVV ISHARES CORE S&P 500 ETF 828.0 $567K 0.27% -36K -97.8% $684.96 +9.4%
20 BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B 1,072.0 $539K 0.26% -750.0 -41.2% $502.65
Page 1 of 3  ·  45 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 51.9%
Consumer Defensive 18.1%
Consumer Cyclical 8.6%
Financial Services 7.1%
Communication Services 4.5%
Healthcare 3.6%
Industrials 3.4%
Energy 1.6%
Utilities 1.1%