Advisory Resource Group
Advisory Resource Group reported 183 positions worth $665.0M as of June 30, 2026 (13F filed July 14, 2026). Largest holding: QDPL (6.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | QDPL | SH | $44.5M | 6.70% | 988,427 | — | — | |
| ▸ 2 | PSX | SH | $32.7M | 4.92% | 193,572 | — | — | |
| ▸ 3 | JSI | SH | $25.2M | 3.78% | 491,125 | — | — | |
| ▸ 4 | PTRB | SH | $22.2M | 3.34% | 535,104 | — | — | |
| ▸ 5 | PATN | SH | $22.0M | 3.31% | 591,588 | — | — | |
| ▸ 6 | COP | SH | $21.4M | 3.22% | 205,993 | — | — | |
| ▸ 7 | JMEE | SH | $20.2M | 3.04% | 258,935 | — | — | |
| ▸ 8 | PSQO | SH | $20.0M | 3.01% | 969,639 | — | — | |
| ▸ 9 | SPAB | SH | $13.8M | 2.08% | 540,885 | — | — | |
| ▸ 10 | IVV | SH | $13.4M | 2.02% | 17,909 | — | — |
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Frequently Asked Questions
What stocks does Advisory Resource Group hold as of Q2 2026?
Advisory Resource Group reported 183 positions worth $665.0M in its Q2 2026 13F filing. Largest positions: QDPL (6.7%), PSX (4.9%), JSI (3.8%), PTRB (3.3%) and PATN (3.3%).
What did Advisory Resource Group buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Advisory Resource Group sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.