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Portfolio (Quarterly) Guide ↗

RITHOLTZ WEALTH MANAGEMENT

· CIK 0001698218
13F Portfolio $6.7B AUM 1,313 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1313 New
Page 13 of 66  ·  1,313 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 PRI PRIMERICA INC Financial Services 13,499.0 $3.8M 0.06% NEW $284.20 +8.7%
242 ENB ENBRIDGE INC Energy 70,741.0 $3.8M 0.06% NEW $54.21 -5.4%
243 GSK GSK PLC Healthcare 73,145.0 $3.8M 0.06% NEW $52.42 -2.2%
244 AZO AUTOZONE INC Consumer Cyclical 1,193.0 $3.8M 0.06% NEW $3195.00 -3.3%
245 NFLT ETFIS SER TR I 165,607.0 $3.8M 0.06% NEW $22.95 -0.6%
246 ENS ENERSYS Industrials 16,254.0 $3.8M 0.06% NEW $233.82 -14.1%
247 SENEA SENECA FOODS CORP NEW Consumer Defensive 21,775.0 $3.8M 0.06% NEW $173.94 +9.5%
248 LIN LINDE PLC Basic Materials 7,280.0 $3.8M 0.06% NEW $518.91 -7.7%
249 IVE ISHARES TR 16,619.0 $3.8M 0.06% NEW $227.06 +4.4%
250 ETN EATON CORP PLC Industrials 8,836.0 $3.8M 0.06% NEW $426.14 +1.2%
251 TMO THERMO FISHER SCIENTIFIC INC Healthcare 7,503.0 $3.8M 0.06% NEW $501.34 +18.0%
252 TWLO TWILIO INC Communication Services 18,121.0 $3.7M 0.06% NEW $206.33 +13.4%
253 EXEL EXELIXIS INC Healthcare 68,589.0 $3.7M 0.06% NEW $54.41 -2.5%
254 NTCT NETSCOUT SYS INC Technology 85,551.0 $3.7M 0.06% NEW $43.55 -10.4%
255 CHRW C H ROBINSON WORLDWIDE IN Industrials 19,724.0 $3.7M 0.06% NEW $188.34 -22.9%
256 DAL DELTA AIR LINES INC Industrials 39,481.0 $3.7M 0.06% NEW $93.66 -8.3%
257 RIGL RIGEL PHARMACEUTICALS INC Healthcare 94,450.0 $3.7M 0.06% NEW $39.12 +10.7%
258 NXST NEXSTAR MEDIA GROUP INC Communication Services 20,546.0 $3.7M 0.06% NEW $178.59 +2.1%
259 COP CONOCOPHILLIPS Energy 35,210.0 $3.7M 0.06% NEW $103.96 +25.0%
260 NVR NVR INC Consumer Cyclical 537.0 $3.7M 0.06% NEW $6813.40 -7.6%
Page 13 of 66  ·  1,313 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 26.9%
Financial Services 26.5%
Industrials 9.4%
Consumer Cyclical 9.1%
Healthcare 8.4%
Communication Services 6.3%
Consumer Defensive 4.8%
Energy 3.7%
Basic Materials 2.6%
Real Estate 1.6%