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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 53 of 66  ·  1,313 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 EE EXCELERATE ENERGY INC Utilities 8,168.0 $310K 0.01% NEW $37.99 -1.5%
1042 NDSN NORDSON CORP Industrials 1,027.0 $310K 0.01% NEW $301.69 +1.2%
1043 ALLE ALLEGION PLC Industrials 2,201.0 $309K 0.01% NEW $140.50 +14.4%
1044 WPC WP CAREY INC Real Estate 4,313.0 $308K 0.01% NEW $71.50 -0.4%
1045 AVDE AMERICAN CENTY ETF TR 3,452.0 $308K 0.01% NEW $89.19 +4.7%
1046 GIS GENERAL MILLS INC Consumer Defensive 8,833.0 $307K 0.01% NEW $34.80 +9.9%
1047 GPGI GPGI INC Industrials 19,361.0 $307K 0.01% NEW $15.85 -20.4%
1048 TSQ TOWNSQUARE MEDIA INC Communication Services 43,400.0 $307K 0.01% NEW $7.07 -19.0%
1049 NATH NATHANS FAMOUS INC Consumer Cyclical 3,019.0 $307K 0.01% NEW $101.60 -3.9%
1050 SMMD ISHARES TR 3,302.0 $303K 0.01% NEW $91.64 +0.3%
1051 NUE NUCOR CORP Basic Materials 1,357.0 $302K 0.01% NEW $222.68 +19.0%
1052 PRDO PERDOCEO ED CORP Consumer Defensive 9,424.0 $302K 0.00% NEW $32.00 +2.1%
1053 WTRG ESSENTIAL UTILS INC Utilities 7,868.0 $301K 0.00% NEW $38.31 +5.8%
1054 WYY WIDEPOINT CORP Technology 17,221.0 $301K 0.00% NEW $17.50 -48.3%
1055 UMBF UMB FINL CORP Financial Services 2,108.0 $301K 0.00% NEW $142.76 +5.5%
1056 TG TREDEGAR CORP Industrials 37,669.0 $300K 0.00% NEW $7.96 +0.4%
1057 ECVT ECOVYST INC Basic Materials 24,053.0 $299K 0.00% NEW $12.45 -18.2%
1058 IHS IHS HOLDING LIMITED Communication Services 36,001.0 $297K 0.00% NEW $8.24 +1.1%
1059 SSSS SURO CAPITAL CORP Financial Services 23,644.0 $296K 0.00% NEW $12.54 -8.6%
1060 BHE BENCHMARK ELECTRS INC Technology 3,003.0 $296K 0.00% NEW $98.67 -22.3%
Page 53 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%