RPG Investment Advisory, LLC — 13F Holdings & Portfolio

CIK 1666664 · latest 13F-HR filed 2026-05-14

RPG Investment Advisory, LLC manages $829.0M in 13F-reported U.S. long-equity assets across 92 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (6.68%), GOOG (4.94%), AAPL (4.07%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 7 new positions, exited 6, added to 27, and trimmed 41.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$829.0M

Long-equity book

Holdings

92

Distinct positions

Period

2026-03-31

Filed 2026-05-14

Q/Q Activity

+7 / −6 / ↑27 / ↓41

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SNOWFLAKE INC$6.0M +94.1%
  • CROWDSTRIKE HLDGS INC$4.4M +42.2%
  • BWX TECHNOLOGIES INC$4.1M +17.4%
  • DEVON ENERGY CORP NEW$3.7M +35.4%
  • QUANTA SVCS INC$3.6M +13.7%
Show all 27

Top Trims

  • POWELL INDS INC-$11.2M -51.7%
  • MICROSOFT CORP-$6.6M -21.9%
  • PEABODY ENGR CORP-$4.7M -35.0%
  • NVIDIA CORPORATION-$4.4M -7.4%
  • PALANTIR TECHNOLOGIES INC-$4.3M -16.7%
Show all 41

New Positions

  • CENTRUS ENERGY CORP$8.8M
  • ONDAS INC$8.1M
  • ISHARES TR$334.7K
  • SEAGATE TECHNOLOGY HLDNGS PL$241.3K
  • KINDER MORGAN INC DEL$214.6K
Show all 7

Exited Positions

  • INTERNATIONAL BUSINESS MACHS$15.0M
  • VERIZON COMMUNICATIONS INC$6.1M
  • COCA COLA CO$5.2M
  • SWEETGREEN INC$2.7M
  • VISA INC$209.7K
Show all 6
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA CORPORATION NVDA 67066G104 $55.4M 6.68% 317,757 SH
2 ALPHABET INC GOOG 02079K107 $41.0M 4.94% 142,766 SH
3 APPLE INC AAPL 037833100 $33.7M 4.07% 132,982 SH
4 QUANTA SVCS INC PWR 74762E102 $29.7M 3.58% 54,066 SH
5 AMAZON COM INC AMZN 023135106 $28.6M 3.45% 137,177 SH
6 BWX TECHNOLOGIES INC BWXT 05605H100 $27.4M 3.31% 134,062 SH
7 CHEVRON CORPORATION CVX 166764100 $24.6M 2.96% 118,690 SH
8 MICROSOFT CORP MSFT 594918104 $23.7M 2.86% 64,088 SH
9 ADVANCED MICRO DEVICES INC AMD 007903107 $22.8M 2.75% 111,973 SH
10 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $21.5M 2.60% 147,212 SH
11 RTX CORPORATION RTX 75513E101 $21.5M 2.60% 111,580 SH
12 JOHNSON CONTROLS INTERNATION JCI G51502105 $19.7M 2.37% 150,194 SH
13 CLOUDFLARE INC NET 18915M107 $19.6M 2.36% 94,923 SH
14 INTUITIVE SURGICAL INC ISRG 46120E602 $18.9M 2.28% 40,951 SH
15 FORTINET INC FTNT 34959E109 $18.1M 2.18% 221,225 SH
16 GRANITE CONSTR INC GVA 387328107 $17.7M 2.13% 147,543 SH
17 L3HARRIS TECHNOLOGIES INC LHX 502431109 $17.0M 2.05% 49,222 SH
18 XYLEM INC XYL 98419M100 $16.5M 1.99% 137,931 SH
19 CROWDSTRIKE HLDGS INC CRWD 22788C105 $14.8M 1.79% 38,028 SH
20 DIAMONDBACK ENERGY INC FANG 25278X109 $14.4M 1.74% 72,775 SH
21 GOLDMAN SACHS GROUP INC GS 38141G104 $14.3M 1.72% 16,886 SH
22 DEVON ENERGY CORP NEW DVN 25179M103 $14.1M 1.70% 280,534 SH
23 JPMORGAN CHASE & CO JPM 46625H100 $13.6M 1.65% 46,381 SH
24 CISCO SYS INC CSCO 17275R102 $13.5M 1.63% 174,250 SH
25 MEDTRONIC PLC MDT G5960L103 $13.4M 1.62% 155,122 SH
26 BAKER HUGHES COMPANY BKR 05722G100 $12.9M 1.56% 211,436 SH
27 BOEING CO BA 097023105 $12.8M 1.54% 64,172 SH
28 FREEPORT MCMORAN INC FCX 35671D857 $12.7M 1.53% 215,739 SH
29 SNOWFLAKE INC SNOW 833445109 $12.3M 1.48% 81,462 SH
30 ZETA GLOBAL HOLDINGS CORP ZETA 98956A105 $12.1M 1.46% 759,790 SH
31 SERVICENOW INC NOW 81762P102 $12.0M 1.45% 114,923 SH
32 SUPER MICRO COMPUTER INC SMCI 86800U302 $11.8M 1.42% 517,012 SH
33 NUSCALE PWR CORP SMR 67079K100 $11.3M 1.36% 1,043,473 SH
34 BANK AMERICA CORP BAC 060505104 $10.9M 1.32% 224,125 SH
35 POWELL INDS INC POWL 739128106 $10.5M 1.26% 57,989 SH
36 OKTA INC OKTA 679295105 $10.4M 1.26% 132,241 SH
37 UGI CORP NEW UGI 902681105 $10.4M 1.25% 285,356 SH
38 SALESFORCE INC CRM 79466L302 $10.3M 1.25% 55,381 SH
39 NOVO-NORDISK A S NVO 670100205 $9.6M 1.16% 260,620 SH
40 OSCAR HEALTH INC OSCR 687793109 $9.2M 1.11% 799,695 SH
41 STRATASYS LTD SSYS M85548101 $8.8M 1.07% 1,130,902 SH
42 CENTRUS ENERGY CORP LEU 15643U104 $8.8M 1.06% 50,460 SH
43 PEABODY ENGR CORP BTU 704551100 $8.7M 1.05% 264,271 SH
44 STARBUCKS CORP SBUX 855244109 $8.6M 1.04% 96,224 SH
45 ONDAS INC ONDS 68236H204 $8.1M 0.98% 894,643 SH
46 ZSCALER INC ZS 98980G102 $7.2M 0.87% 51,396 SH
47 NETFLIX INC. NFLX 64110L106 $5.7M 0.69% 59,133 SH
48 FIRST TR EXCHANGE-TRADED FD FBT 33733E203 $4.7M 0.56% 23,189 SH
49 LOWES COS INC LOW 548661107 $4.3M 0.52% 18,214 SH
50 SPDR GOLD TR GLD 78463V107 $3.8M 0.46% 8,939 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-14 $829.0M 92 0001172661-26-001926
2025-12-31 2026-01-20 $881.2M 91 0001172661-26-000227
2025-09-30 2025-10-23 $846.5M 84 0001172661-25-004391