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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 66 of 66  ·  1,313 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 NOW CALL SERVICENOW INC Technology 200.0 $20K NEW $99.28 +18.6%
1302 APA CALL APA CORPORATION Energy 500.0 $16K NEW $32.57 +27.7%
1303 GXAI GAXOS.AI INC Technology 10,000.0 $12K NEW $1.17 -26.9%
1304 CTSO CYTOSORBENTS CORP Healthcare 27,443.0 $10K NEW $0.37 +3.7%
1305 QBTS CALL D-WAVE QUANTUM INC Technology 400.0 $10K NEW $23.99 -13.0%
1306 DCGO DOCGO INC Healthcare 13,580.0 $7K NEW $0.52 +35.5%
1307 MU CALL MICRON TECHNOLOGY INC Technology 1.0 $1K NEW $1154.00 -12.3%
1308 MRVL CALL MARVELL TECHNOLOGY INC Technology 2.0 $596.0 NEW $298.00 -21.4%
1309 AMZN CALL AMAZON COM INC Consumer Cyclical 2.0 $477.0 NEW $238.50 +9.6%
1310 NVDA CALL NVIDIA CORPORATION Technology 1.0 $200.0 NEW $200.00 +12.5%
1311 NKE CALL NIKE INC Consumer Cyclical 4.0 $164.0 NEW $41.00 -4.7%
1312 UBER CALL UBER TECHNOLOGIES INC Technology 2.0 $144.0 NEW $72.00 +4.2%
1313 IOT CALL SAMSARA INC Technology 1.0 $32.0 NEW $32.00 +21.9%
Page 66 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%