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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 47 of 66  ·  1,313 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 PCG PG&E CORP Utilities 24,817.0 $417K 0.01% NEW $16.82 +5.9%
922 NTR NUTRIEN LTD Basic Materials 6,559.0 $413K 0.01% NEW $62.95 +10.2%
923 NRIM NORTHRIM BANCORP INC Financial Services 14,868.0 $412K 0.01% NEW $27.74 -3.5%
924 LCNB LCNB CORP Financial Services 23,389.0 $411K 0.01% NEW $17.59 +14.8%
925 MGY MAGNOLIA OIL & GAS CORP Energy 16,071.0 $411K 0.01% NEW $25.58 +5.2%
926 DORM DORMAN PRODS INC Consumer Cyclical 3,012.0 $411K 0.01% NEW $136.45 -2.7%
927 ZION ZIONS BANCORPORATION NATL AS Financial Services 5,924.0 $410K 0.01% NEW $69.19 +2.5%
928 LH LABCORP HOLDINGS INC Healthcare 1,464.0 $410K 0.01% NEW $279.92 +15.1%
929 MKSI MKS INC. Technology 921.0 $410K 0.01% NEW $444.80 -32.5%
930 PB PROSPERITY BANCSHARES INC Financial Services 5,585.0 $408K 0.01% NEW $73.03 +1.8%
931 ORMP ORAMED PHARMACEUTICALS INC Healthcare 84,347.0 $406K 0.01% NEW $4.81 -0.6%
932 FTS FORTIS INC Utilities 7,076.0 $405K 0.01% NEW $57.23 -1.3%
933 CVGI COMMERCIAL VEH GROUP INC Consumer Cyclical 87,291.0 $403K 0.01% NEW $4.62 -29.0%
934 CARG CARGURUS INC Consumer Cyclical 11,824.0 $403K 0.01% NEW $34.09 +6.2%
935 EXPAND ENERGY CORPORATION 4,411.0 $402K 0.01% NEW $91.19
936 AGCO AGCO CORP Industrials 3,351.0 $401K 0.01% NEW $119.69 -17.7%
937 DAR DARLING INGREDIENTS INC Consumer Defensive 7,316.0 $400K 0.01% NEW $54.62 +25.1%
938 EIX EDISON INTL Utilities 5,363.0 $399K 0.01% NEW $74.45 -1.0%
939 AJG GALLAGHER ARTHUR J & CO Financial Services 1,735.0 $398K 0.01% NEW $229.55 +8.2%
940 IVES WEDBUSH SER TR 10,352.0 $394K 0.01% NEW $38.10 +1.5%
Page 47 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%