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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 56 of 66  ·  1,313 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 PDEX PRO-DEX INC COLO Healthcare 4,620.0 $271K 0.00% NEW $58.55 +13.8%
1102 DHX DHI GROUP INC Industrials 72,671.0 $270K 0.00% NEW $3.71 +18.1%
1103 DEO DIAGEO PLC Consumer Defensive 3,353.0 $270K 0.00% NEW $80.38 +13.7%
1104 AME AMETEK INC Industrials 1,113.0 $269K 0.00% NEW $241.89 +3.2%
1105 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,443.0 $268K 0.00% NEW $109.77 -0.6%
1106 CEFS EXCHANGE LISTED FDS TR 10,449.0 $268K 0.00% NEW $25.64 -0.5%
1107 RDDT REDDIT INC Communication Services 1,540.0 $267K 0.00% NEW $173.57 -5.5%
1108 NPO ENPRO INC Industrials 706.0 $266K 0.00% NEW $376.93 -12.7%
1109 TEAM ATLASSIAN CORPORATION Technology 3,403.0 $265K 0.00% NEW $77.79 +114.8%
1110 CPRT COPART INC Industrials 9,387.0 $265K 0.00% NEW $28.19 +15.2%
1111 SCHC SCHWAB STRATEGIC TR 5,477.0 $264K 0.00% NEW $48.12 +5.1%
1112 HL HECLA MINING COMPANY Basic Materials 17,076.0 $263K 0.00% NEW $15.43 +17.6%
1113 SLYG SPDR SERIES TRUST 2,212.0 $263K 0.00% NEW $119.11 -1.3%
1114 VERSIGENT PLC 6,263.0 $263K 0.00% NEW $42.01
1115 RPRX ROYALTY PHARMA PLC Healthcare 4,687.0 $263K 0.00% NEW $56.07 +6.6%
1116 SJM SMUCKER J M CO Consumer Defensive 2,334.0 $263K 0.00% NEW $112.51 +6.6%
1117 WWD WOODWARD INC Industrials 616.0 $262K 0.00% NEW $425.44 -14.2%
1118 RIOT RIOT PLATFORMS INC Financial Services 9,567.0 $262K 0.00% NEW $27.38 -30.2%
1119 WTM WHITE MTNS INS GROUP LTD Financial Services 126.0 $261K 0.00% NEW $2073.44 +3.6%
1120 KRYS KRYSTAL BIOTECH INC Healthcare 701.0 $261K 0.00% NEW $371.67 -10.2%
Page 56 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%