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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 22 of 66  ·  1,313 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 SNDR SCHNEIDER NATIONAL INC Industrials 53,997.0 $2.0M 0.03% NEW $36.53 -2.8%
422 ACN ACCENTURE PLC IRELAND Technology 15,802.0 $2.0M 0.03% NEW $124.44 +41.0%
423 STT STATE STR CORP Financial Services 11,510.0 $2.0M 0.03% NEW $169.59 +13.4%
424 CGAU CENTERRA GOLD INC Basic Materials 122,992.0 $2.0M 0.03% NEW $15.86 +34.5%
425 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 22,395.0 $1.9M 0.03% NEW $87.04 +4.1%
426 FSM FORTUNA MNG CORP Basic Materials 225,458.0 $1.9M 0.03% NEW $8.45 +24.3%
427 AN AUTONATION INC Consumer Cyclical 10,247.0 $1.9M 0.03% NEW $185.79 +7.6%
428 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 23,721.0 $1.9M 0.03% NEW $80.04 -12.4%
429 WSM WILLIAMS SONOMA INC Consumer Cyclical 8,129.0 $1.9M 0.03% NEW $233.09 +3.8%
430 DDS DILLARDS INC Consumer Cyclical 3,547.0 $1.9M 0.03% NEW $528.37 +10.8%
431 SCHV SCHWAB STRATEGIC TR 53,677.0 $1.9M 0.03% NEW $34.81 +0.9%
432 MTB M & T BK CORP Financial Services 7,834.0 $1.9M 0.03% NEW $238.00 +6.0%
433 DHR DANAHER CORP DEL Healthcare 9,774.0 $1.9M 0.03% NEW $190.47 +5.5%
434 EFV ISHARES TR 24,178.0 $1.9M 0.03% NEW $76.55 +6.3%
435 FCX FREEPORT MCMORAN INC Basic Materials 29,416.0 $1.8M 0.03% NEW $62.89 +5.5%
436 IJH ISHARES TR 23,960.0 $1.8M 0.03% NEW $77.11 +0.4%
437 VBK VANGUARD INDEX FDS 5,030.0 $1.8M 0.03% NEW $365.67 -1.7%
438 HPQ HP INC Technology 83,619.0 $1.8M 0.03% NEW $21.94 +37.8%
439 EZPW EZCORP INC Financial Services 52,661.0 $1.8M 0.03% NEW $34.57 -15.7%
440 BDBT EXCHANGE TRADED CONCEPTS TRU 72,076.0 $1.8M 0.03% NEW $25.15 -1.3%
Page 22 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%