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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 44 of 66  ·  1,313 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 TDW TIDEWATER INC NEW Energy 7,457.0 $497K 0.01% NEW $66.63 +42.0%
862 ES EVERSOURCE ENERGY Utilities 6,845.0 $495K 0.01% NEW $72.27 -0.4%
863 ADEA ADEIA INC Technology 14,991.0 $494K 0.01% NEW $32.93 -16.5%
864 ITT ITT INC Industrials 2,488.0 $492K 0.01% NEW $197.78 +8.0%
865 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 5,738.0 $492K 0.01% NEW $85.75 +3.5%
866 WEC WEC ENERGY GROUP INC Utilities 4,203.0 $491K 0.01% NEW $116.78 -6.4%
867 LNT ALLIANT ENERGY CORP Utilities 6,429.0 $490K 0.01% NEW $76.29 -8.0%
868 DG DOLLAR GEN CORP Consumer Defensive 4,211.0 $485K 0.01% NEW $115.11 +6.3%
869 RBC RBC BEARINGS INC Industrials 751.0 $484K 0.01% NEW $644.06 -19.2%
870 EVR EVERCORE INC Financial Services 1,415.0 $483K 0.01% NEW $341.54 -12.6%
871 BR BROADRIDGE FINL SOLUTIONS IN Technology 3,513.0 $481K 0.01% NEW $136.93 +28.6%
872 RELL RICHARDSON ELECTRS LTD Technology 25,266.0 $480K 0.01% NEW $19.01 -5.1%
873 AVUV AMERICAN CENTY ETF TR 3,845.0 $480K 0.01% NEW $124.75 +1.4%
874 FRME FIRST MERCHANTS CORP Financial Services 10,904.0 $476K 0.01% NEW $43.69 -3.8%
875 CUBE CUBESMART Real Estate 11,975.0 $476K 0.01% NEW $39.77 +4.2%
876 HSIC SCHEIN HENRY INC Healthcare 5,685.0 $475K 0.01% NEW $83.52 +6.9%
877 OVBC OHIO VY BANC CORP Financial Services 10,912.0 $474K 0.01% NEW $43.43 +2.9%
878 WAT WATERS CORP Healthcare 1,261.0 $473K 0.01% NEW $375.04 +10.9%
879 USMV ISHARES TR 4,893.0 $472K 0.01% NEW $96.46 +5.0%
880 ACRES COMMERCIAL REALTY CORP 26,507.0 $472K 0.01% NEW $17.79
Page 44 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%