Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Advisory Resource Group (CIK 1764968) reported $581.1M across 171 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: QDPL ($39.2M, 6.75%), PSX ($37.9M, 6.52%), COP ($28.9M, 4.98%), JSI ($24.0M, 4.13%), PTRB ($20.8M, 3.57%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QDPL | PACER FDS TR | $39.2M | 6.75% | 977,608 | Trimmed |
| 2 | PSX | PHILLIPS 66 | $37.9M | 6.52% | 208,116 | Trimmed |
| 3 | COP | CONOCOPHILLIPS | $28.9M | 4.98% | 219,189 | Trimmed |
| 4 | JSI | JANUS DETROIT STR TR | $24.0M | 4.13% | 465,311 | Trimmed |
| 5 | PTRB | PGIM ETF TR | $20.8M | 3.57% | 500,079 | Added |
| 6 | PSQO | PALMER SQUARE FUNDS TR | $19.5M | 3.35% | 949,382 | Trimmed |
| 7 | PATN | PACER FDS TR | $17.8M | 3.07% | 628,077 | Added |
| 8 | JMEE | J P MORGAN EXCHANGE TRADED F | $17.3M | 2.97% | 258,399 | Added |
| 9 | SPAB | SPDR SERIES TRUST | $13.0M | 2.24% | 507,679 | Added |
| 10 | AVDE | AMERICAN CENTY ETF TR | $12.5M | 2.14% | 146,838 | Trimmed |
| 11 | IVV | ISHARES TR | $11.2M | 1.92% | 17,098 | Added |
| 12 | VLO | VALERO ENERGY CORP | $10.5M | 1.81% | 42,521 | Added |
| 13 | XOM | EXXON MOBIL CORP | $9.3M | 1.60% | 54,820 | Trimmed |
| 14 | JEPQ | J P MORGAN EXCHANGE TRADED F | $8.0M | 1.37% | 143,668 | Added |
| 15 | FYEE | FIDELITY GREENWOOD STREET TR | $7.7M | 1.32% | 283,312 | Added |
| 16 | FELV | FIDELITY COVINGTON TRUST | $7.5M | 1.29% | 214,451 | Added |
| 17 | VONG | VANGUARD SCOTTSDALE FDS | $7.0M | 1.21% | 64,018 | Added |
| 18 | HON | HONEYWELL INTL INC | $7.0M | 1.21% | 31,170 | Added |
| 19 | CSCO | CISCO SYS INC | $6.9M | 1.18% | 88,496 | Added |
| 20 | CRM | SALESFORCE INC | $6.6M | 1.14% | 35,560 | New |
| 21 | CMI | CUMMINS INC | $6.6M | 1.13% | 12,254 | Trimmed |
| 22 | SCHW | SCHWAB CHARLES CORP | $6.6M | 1.13% | 69,997 | New |
| 23 | AMAT | APPLIED MATLS INC | $6.2M | 1.07% | 18,111 | Trimmed |
| 24 | GD | GENERAL DYNAMICS CORP | $6.2M | 1.07% | 18,140 | Added |
| 25 | BKR | BAKER HUGHES COMPANY | $6.2M | 1.06% | 100,844 | New |
Source: SEC Form 13F filings · as of 2026-03-31