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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 55 of 66  ·  1,313 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 MTUM ISHARES TR 826.0 $283K 0.00% NEW $342.71 -9.0%
1082 A AGILENT TECHNOLOGIES INC Healthcare 2,128.0 $283K 0.00% NEW $132.81 +11.8%
1083 DSI ISHARES TR 1,974.0 $281K 0.00% NEW $142.39 +2.7%
1084 FTAI AVIATION LTD 1,034.0 $280K 0.00% NEW $270.49
1085 RCMT RCM TECHNOLOGIES INC Industrials 9,905.0 $280K 0.00% NEW $28.23 +45.4%
1086 XPO XPO INC Industrials 1,359.0 $279K 0.00% NEW $205.29 -1.3%
1087 SPLV INVESCO EXCH TRADED FD TR II 3,711.0 $278K 0.00% NEW $74.90 +1.5%
1088 ASTS AST SPACEMOBILE INC Technology 3,126.0 $278K 0.00% NEW $88.86 -24.5%
1089 DKNG DRAFTKINGS INC NEW Consumer Cyclical 10,974.0 $277K 0.00% NEW $25.26 -4.8%
1090 AMH AMERICAN HOMES 4 RENT Real Estate 8,265.0 $277K 0.00% NEW $33.52 +0.4%
1091 IEUR ISHARES TR 3,666.0 $276K 0.00% NEW $75.17 +3.2%
1092 VIKING HOLDINGS LTD 2,631.0 $275K 0.00% NEW $104.67
1093 SIF SIFCO INDS INC Industrials 11,693.0 $274K 0.00% NEW $23.40 -9.4%
1094 DOCN DIGITALOCEAN HLDGS INC Technology 1,741.0 $273K 0.00% NEW $157.03 -20.2%
1095 AGX ARGAN INC Industrials 342.0 $273K 0.00% NEW $799.27 -30.8%
1096 VHT VANGUARD WORLD FD 910.0 $272K 0.00% NEW $299.11 +6.6%
1097 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 5,444.0 $272K 0.00% NEW $49.98 +7.7%
1098 ORLA ORLA MNG LTD NEW Basic Materials 27,706.0 $271K 0.00% NEW $9.79 -3.6%
1099 ITIC INVESTORS TITLE CO NC Financial Services 991.0 $271K 0.00% NEW $273.68 +6.4%
1100 SOFI SOFI TECHNOLOGIES INC Financial Services 15,111.0 $271K 0.00% NEW $17.93 -1.5%
Page 55 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%