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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 24 of 66  ·  1,313 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 SND SMART SAND INC Energy 341,106.0 $1.7M 0.03% NEW $5.01 -0.4%
462 MRSH MARSH & MCLENNAN COS INC Financial Services 10,253.0 $1.7M 0.03% NEW $166.67 +12.3%
463 KHC KRAFT HEINZ CO Consumer Defensive 72,143.0 $1.7M 0.03% NEW $23.62 +5.7%
464 DLS WISDOMTREE TR 20,136.0 $1.7M 0.03% NEW $83.79 +5.2%
465 MDT MEDTRONIC PLC Healthcare 21,471.0 $1.7M 0.03% NEW $78.23 +18.3%
466 PHIN PHINIA INC Consumer Cyclical 20,348.0 $1.7M 0.03% NEW $82.37 -10.2%
467 EPD ENTERPRISE PRODS PARTNERS L Energy 45,378.0 $1.7M 0.03% NEW $36.76 +5.0%
468 ATI ATI INC Industrials 8,455.0 $1.7M 0.03% NEW $197.10 +14.5%
469 EBMT EAGLE BANCORP MONT INC Financial Services 69,633.0 $1.7M 0.03% NEW $23.93 -2.9%
470 IBEX IBEX LTD Technology 54,750.0 $1.7M 0.03% NEW $30.37 +17.7%
471 FLXS FLEXSTEEL INDS INC Consumer Cyclical 22,293.0 $1.7M 0.03% NEW $74.48 +9.9%
472 MSI MOTOROLA SOLUTIONS INC Technology 3,986.0 $1.7M 0.03% NEW $415.26 +13.4%
473 WMB WILLIAMS COS INC Energy 22,210.0 $1.7M 0.03% NEW $74.34 +1.0%
474 TD TORONTO DOMINION BK ONT Financial Services 13,519.0 $1.6M 0.02% NEW $121.43 +0.2%
475 MAR MARRIOTT INTL INC NEW Consumer Cyclical 4,429.0 $1.6M 0.02% NEW $370.55 -3.3%
476 TT TRANE TECHNOLOGIES PLC Industrials 3,333.0 $1.6M 0.02% NEW $491.15 -5.6%
477 AMT AMERICAN TOWER CORP Real Estate 9,940.0 $1.6M 0.02% NEW $163.56 +5.8%
478 NREF NEXPOINT REAL ESTATE FIN INC Real Estate 104,618.0 $1.6M 0.02% NEW $15.50 +11.0%
479 CR CRANE COMPANY Industrials 7,258.0 $1.6M 0.02% NEW $223.07 -3.5%
480 TWIN TWIN DISC INC Industrials 69,665.0 $1.6M 0.02% NEW $23.20 +6.8%
Page 24 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%