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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 17 of 66  ·  1,313 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 QTUM ETF SER SOLUTIONS 17,375.0 $2.9M 0.04% NEW $165.38 -8.1%
322 ANGLOGOLD ASHANTI PLC 35,425.0 $2.9M 0.04% NEW $80.89
323 FEZ SPDR INDEX SHS FDS 41,658.0 $2.9M 0.04% NEW $68.68 +3.8%
324 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 8,645.0 $2.9M 0.04% NEW $330.45 +0.3%
325 VTR VENTAS INC Real Estate 32,149.0 $2.9M 0.04% NEW $88.80 +3.7%
326 DIEBOLD NIXDORF INC 33,527.0 $2.9M 0.04% NEW $85.02
327 FDX FEDEX CORP Industrials 9,100.0 $2.8M 0.04% NEW $313.12 +5.8%
328 NHC NATIONAL HEALTHCARE CORP Healthcare 13,469.0 $2.8M 0.04% NEW $211.36 +9.5%
329 CBL CBL & ASSOC PPTYS INC Real Estate 53,497.0 $2.8M 0.04% NEW $53.09 +7.5%
330 RFIL RF INDS LTD Industrials 132,843.0 $2.8M 0.04% NEW $21.21 -39.7%
331 CRWV COREWEAVE INC Technology 28,126.0 $2.8M 0.04% NEW $99.54 -3.0%
332 NTB BANK OF N T BUTTERFIELD & SO Financial Services 46,729.0 $2.8M 0.04% NEW $59.50 +4.3%
333 GLW CORNING INC Technology 10,879.0 $2.8M 0.04% NEW $255.43 -37.5%
334 HONEYWELL INTL INC 12,391.0 $2.8M 0.04% NEW $223.90
335 SBUX STARBUCKS CORP Consumer Cyclical 27,063.0 $2.8M 0.04% NEW $102.19 +5.2%
336 PLPC PREFORMED LINE PRODS CO Industrials 6,721.0 $2.8M 0.04% NEW $410.55 +9.3%
337 HONEYWELL AEROSPACE INC 12,313.0 $2.7M 0.04% NEW $221.08
338 UMC UNITED MICROELECTRONICS CORP Technology 100,009.0 $2.7M 0.04% NEW $27.21 -32.6%
339 MRVL MARVELL TECHNOLOGY INC Technology 9,022.0 $2.7M 0.04% NEW $297.89 -27.9%
340 FET FORUM ENERGY TECHNOLOGIES IN Energy 53,434.0 $2.7M 0.04% NEW $50.23 +67.8%
Page 17 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%